Apple Inc. $AAPL is Kozak & Associates Inc.’s 10th Largest Position

Kozak & Associates Inc. reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 3.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 88,491 shares of the iPhone maker’s stock after selling 3,334 shares during the quarter. Apple accounts for approximately 4.5% of Kozak & Associates Inc.’s investment portfolio, making the stock its 10th biggest holding. Kozak & Associates Inc.’s holdings in Apple were worth $23,668,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Norges Bank purchased a new stake in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new position in shares of Apple in the 1st quarter valued at $17,472,482,000. PKS Advisory Services LLC raised its stake in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC lifted its position in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp lifted its position in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO Tim Cook publicly dismissed retirement rumors and reinforced his commitment to Apple’s roadmap and upcoming AI milestones, reducing leadership uncertainty that had weighed on sentiment. Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’
• Positive Sentiment: Product refreshes: Apple unveiled AirPods Max 2 with upgraded features (H2 chip, improved ANC, live translation), and expanded its MacBook lineup with M5 chips — news that supports hardware revenue and drew an Evercore reaffirmation of Outperform. Apple unveils second-generation AirPods Max at $549, more than five years after debut
• Positive Sentiment: Strategic M&A: Apple acquired MotionVFX, a Final Cut Pro plugin maker, strengthening its creator tools and services ecosystem — a move that can help services/subscriptions monetization for pro users. Apple acquires video editing software company MotionVFX
• Positive Sentiment: Brand extensions: Beats launched Nike‑branded earbuds in a first hardware collaboration, showing continued diversification of accessory demand and co‑branding opportunities. Apple’s Beats Launches Nike‑Branded Earbuds in Its First‑Ever Hardware Collaboration
• Neutral Sentiment: Macro/market flows: A broader shift of investor interest toward value ETFs (amid geopolitical uncertainty) is altering sector flows; not Apple‑specific but can affect relative demand for large growth names. 2 ETFs Have Similar Names. Their Performances Couldn’t Be More Different.
• Neutral Sentiment: Supply‑chain & supplier notes: Nvidia/Samsung foundry news and Foxconn’s mixed results keep focus on Apple’s manufacturing partners — potential upside if foundry capacity and iPhone assembly remain robust, but margins/supply risks persist. Samsung shares rise after Nvidia’s Huang flags tie-up on new AI chips
• Neutral Sentiment: Short‑interest notices in March appear inconsistent/immaterial in the data reported and are unlikely to be a driver today.
• Negative Sentiment: Reputational/operational criticism: Elon Musk publicly called iOS app‑review delays “ridiculous,” reigniting debate about App Store policy and developer friction — a potential negative for developer relations and platform perception. Elon Musk Has One Word for This Apple Problem: ‘Ridiculous’
• Negative Sentiment: Relative performance pressure: Coverage noting Apple has lagged some peers (Magnificent 7 commentary) underscores investor concerns about AI leadership and near‑term growth vs. names like Nvidia, which can cap multiple expansion. NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide

Analyst Ratings Changes

Several equities analysts have issued reports on AAPL shares. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 2nd. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Monday, March 2nd. CLSA raised their price target on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Monness Crespi & Hardt lifted their price target on Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Apple in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Stock Up 0.6%

AAPL opened at $254.23 on Wednesday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The business has a 50 day moving average price of $261.63 and a two-hundred day moving average price of $262.04. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The company has a market cap of $3.73 trillion, a PE ratio of 32.14, a P/E/G ratio of 2.26 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same period last year, the business posted $2.40 EPS. The company’s revenue was up 15.7% on a year-over-year basis. As a group, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were paid a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

Apple Company Profile

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.