Apple Inc. $AAPL Holdings Lessened by Xponance Inc.

Xponance Inc. cut its position in Apple Inc. (NASDAQ:AAPL) by 3.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,673,887 shares of the iPhone maker’s stock after selling 128,731 shares during the quarter. Apple accounts for 7.4% of Xponance Inc.’s portfolio, making the stock its 3rd largest position. Xponance Inc.’s holdings in Apple were worth $935,482,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in AAPL. Financial Futures Ltd Liability Co. lifted its holdings in Apple by 13.2% during the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock worth $729,000 after buying an additional 415 shares during the last quarter. Monarch Capital Management Inc. lifted its stake in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock worth $13,740,000 after purchasing an additional 2,920 shares during the last quarter. Riverwater Partners LLC boosted its holdings in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares during the period. Highland Capital Management LLC increased its stake in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock valued at $101,301,000 after purchasing an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI raised its holdings in shares of Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock worth $363,256,000 after purchasing an additional 465,393 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New lower‑cost device push — Apple unveiled the MacBook Neo, $599 entry MacBook options, and the iPhone 17e, signaling an attempt to expand addressable markets and capture more volume at lower price points. Apple’s new lineup: A closer look at the MacBook Neo & iPhone 17e
• Positive Sentiment: Analyst shipment forecast for new MacBook Neo — Brokers expect Apple to ship roughly 4–5 million MacBook Neos this year, supporting incremental revenue and brand expansion in laptops. Apple likely to ship 4-5M MacBook Neos this year
• Positive Sentiment: Supply‑chain diversification — Apple now makes ~25% of iPhones in India (production up ~53% year over year), reducing China concentration and tariff exposure, which improves manufacturing resilience and margin optionality. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: Improving cash dynamics — Rising free‑cash‑flow expectations are cited by analysts as strengthening the bull case, supporting buybacks/dividends and valuation support. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Neutral Sentiment: Market positioning debate — Commentary questions whether Apple is again a market leader or simply a lower‑risk alternative to high‑AI spend peers; this influences sentiment but not a clear directional catalyst. Is Apple Stock Back to Being a Market Leader?
• Negative Sentiment: Supplier cost pressure risk — Samsung Display warned that geopolitical shocks (Iran war, oil spike) and rising chip prices could lift component and energy costs, squeezing margins for smartphone makers including Apple. Samsung Display CEO warns of cost pressure due to oil shock from Iran war
• Negative Sentiment: UBS keeps a Hold amid China weakness — UBS reiterated a Hold and $280 target citing a sharp decline in iPhone shipments in China, a key growth market and potential near‑term drag on revenue. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: AI/Siri product setback — Reports say Siri problems have delayed Apple’s smart‑home display, indicating AI integration hurdles that could push out a new product revenue stream. Apple’s Siri Troubles Put Smart Home Display On Hold

Analysts Set New Price Targets

AAPL has been the subject of several analyst reports. Stifel Nicolaus set a $330.00 price target on shares of Apple in a report on Monday, March 2nd. DA Davidson reiterated a “neutral” rating and set a $270.00 price target on shares of Apple in a research report on Friday, January 30th. Wedbush reiterated an “outperform” rating and issued a $350.00 price objective on shares of Apple in a report on Wednesday, March 4th. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Finally, Monness Crespi & Hardt raised their target price on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Price Performance

AAPL stock opened at $260.81 on Thursday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The firm has a 50-day moving average of $262.82 and a two-hundred day moving average of $261.18. The firm has a market capitalization of $3.83 trillion, a PE ratio of 32.97, a P/E/G ratio of 2.33 and a beta of 1.10. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the firm posted $2.40 earnings per share. On average, analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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