Neo Ivy Capital Management Raises Stock Holdings in Apple Inc. $AAPL

Neo Ivy Capital Management increased its stake in Apple Inc. (NASDAQ:AAPL) by 75.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,304 shares of the iPhone maker’s stock after purchasing an additional 6,148 shares during the period. Apple makes up approximately 0.9% of Neo Ivy Capital Management’s portfolio, making the stock its 15th biggest holding. Neo Ivy Capital Management’s holdings in Apple were worth $3,642,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. First National Bank of Hutchinson boosted its stake in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after buying an additional 6,982 shares in the last quarter. Eagle Capital Management LLC lifted its holdings in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after acquiring an additional 272 shares during the last quarter. Brighton Jones LLC lifted its holdings in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after acquiring an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE grew its holdings in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: MacBook Neo launch — Apple unveiled the $599 MacBook Neo aimed at education and budget buyers; reviewers (including MKBHD) praise it as highly disruptive, which could expand unit volumes and market share. Article Title
• Positive Sentiment: Analysts expect meaningful initial units — Some research notes forecast 4–5 million MacBook Neo shipments this year, suggesting upside to Mac revenue if adoption meets expectations. Article Title
• Positive Sentiment: India manufacturing incentives — New Indian incentives to boost local phone production support Apple’s ongoing shift of iPhone assembly to India, reducing China concentration risk and potentially lowering tariff exposure. Article Title
• Neutral Sentiment: Buyback and cash flow support — Coverage highlights a large share‑repurchase (reported $24B) and strong free cash flow that help support the stock through market volatility, but these are longer‑term cushions rather than immediate catalysts. Article Title
• Neutral Sentiment: Short‑interest data appears noisy — Reports show a large “increase” in short interest but the underlying data is zero/NaN, indicating a likely reporting glitch rather than a substantive change in bearish positioning.
• Negative Sentiment: China shipment weakness — UBS reiterated a Hold citing sharp declines in iPhone shipments in China, a direct hit to growth expectations for Apple’s largest hardware category. Article Title
• Negative Sentiment: Supplier cost pressure — Samsung Display’s CEO warned that higher oil and chip prices (and related supply‑cost inflation) could increase component costs for phones and laptops, pressuring margins industrywide. Article Title
• Negative Sentiment: Valuation and “no catalyst” views — Coverage notes AAPL trades at a premium P/E versus peers and some analysts say there’s no near‑term catalyst to justify further multiple expansion, leaving the stock vulnerable to broader market weakness. Article Title

Apple Stock Down 1.9%

Shares of NASDAQ:AAPL opened at $255.76 on Friday. The stock’s 50-day moving average is $262.49 and its 200 day moving average is $261.14. The company has a market cap of $3.75 trillion, a PE ratio of 32.33, a P/E/G ratio of 2.33 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. Sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Analyst Upgrades and Downgrades

AAPL has been the topic of a number of recent research reports. Barclays raised their price objective on Apple from $239.00 to $248.00 and gave the company an “underweight” rating in a research note on Tuesday, March 3rd. Loop Capital restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Royal Bank Of Canada set a $325.00 price target on Apple in a research report on Monday, February 2nd. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research note on Thursday. Finally, Scotiabank set a $330.00 price objective on Apple in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average target price of $297.58.

About Apple

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.