HWG Holdings LP Has $6.85 Million Stock Holdings in Apple Inc. $AAPL

HWG Holdings LP decreased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 12.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,209 shares of the iPhone maker’s stock after selling 3,451 shares during the period. Apple accounts for approximately 1.7% of HWG Holdings LP’s holdings, making the stock its 15th biggest holding. HWG Holdings LP’s holdings in Apple were worth $6,853,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Isthmus Partners LLC lifted its position in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management bought a new position in Apple in the 4th quarter worth approximately $65,000. Finally, 49 Wealth Management LLC lifted its holdings in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after buying an additional 40,543 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a $400M expansion to its U.S. manufacturing program through 2030, aimed at onshoring critical components and strengthening supply-chain resilience — a potential boost to margins and political goodwill. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Positive Sentiment: Bank of America/BofA coverage kept a Buy rating and a $320 price target, citing accelerating services growth and on‑device AI upside — a supportive analyst note for the stock’s premium multiple. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: Coverage highlights a strategic pivot in Apple’s AI approach that could be constructive long term — the market is parsing whether the move accelerates monetization of on‑device AI and services revenue. Apple’s AI Strategy Is Pivoting. Here’s Why That Could Be Great News for the Stock.
• Neutral Sentiment: New trading products (prediction markets) are now offering contracts tied to Apple share prices via Pyth price feeds — more retail/derivative activity but no direct company impact. Polymarket expands into equities and commodities with Pyth price feeds
• Neutral Sentiment: 50th‑anniversary coverage and product rumors (e.g., iPhone design leaks, archive stories) are keeping investor sentiment alive but are background noise versus hard financial drivers. Apple’s 50-year journey from garage to tech titan
• Negative Sentiment: Reports that Amazon is in talks to acquire Globalstar (Apple’s satellite supplier for Emergency SOS/messaging) raise execution and competitive risks for Apple’s satellite features if supplier control shifts. That creates uncertainty around a small but strategic connectivity capability. Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Geopolitical headlines — Iran’s IRGC has named U.S. tech firms including Apple as potential targets — add short‑term operational and sentiment risk, which can weigh on shares in risk-off episodes. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Valuation and positioning worries persist: commentators flag AAPL’s premium P/E and the Magnificent Seven’s underperformance this year; large funds (e.g., a D.E. Shaw trim) have reduced exposure — pressure points for the stock during market rotations. Is Apple Stock Overvalued Or Undervalued? Apple Inc. (AAPL): D. E. Shaw Trims Holding

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $255.92 on Friday. The company has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. The firm’s 50 day simple moving average is $260.51 and its 200 day simple moving average is $263.08. 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 fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the company earned $2.40 earnings per share. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Analysts Set New Price Targets

AAPL has been the subject of several research reports. KGI Securities raised Apple to an “outperform” rating and set a $306.00 target price for the company in a research note on Friday, January 30th. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Friday, January 30th. Scotiabank set a $330.00 price objective on Apple in a report on Monday, February 2nd. Monness Crespi & Hardt raised their target price on shares of Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, Barclays boosted their price target on shares of Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research note on Tuesday, March 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple 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.