Apple Inc. $AAPL Holdings Trimmed by Leavell Investment Management Inc.

Leavell Investment Management Inc. lowered its position in shares of Apple Inc. (NASDAQ:AAPL) by 5.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 242,037 shares of the iPhone maker’s stock after selling 14,292 shares during the quarter. Apple accounts for 2.6% of Leavell Investment Management Inc.’s investment portfolio, making the stock its 3rd largest holding. Leavell Investment Management Inc.’s holdings in Apple were worth $61,630,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in AAPL. Capstone Wealth Management LLC boosted its stake in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after buying an additional 42 shares in the last quarter. Baker Boyer National Bank boosted its position in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after purchasing an additional 47 shares in the last quarter. Beddow Capital Management Inc. grew its stake in shares of Apple by 1.8% during the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after purchasing an additional 47 shares during the period. Uncommon Cents Investing LLC grew its stake in shares of Apple by 0.4% during the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after purchasing an additional 47 shares during the period. Finally, Vermillion Wealth Management Inc. increased its holdings in shares of Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock valued at $2,456,000 after purchasing an additional 47 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Reports that Apple is preparing a “game‑changer” iPhone—investors interpret new hardware cycles as a revenue/opportunity catalyst for iPhone upgrades. Apple is about to launch a ‘game-changer’ iPhone
• Positive Sentiment: Sanford C. Bernstein and other outlets have lifted targets/outperform calls (Bernstein raised its target toward ~$340), citing a strong iPhone 17 cycle and Apple Intelligence — analyst upgrades increase buy-side conviction. Apple Stock To Rise Despite Memory Chip Crunch, Says Top Analyst— Hints At ‘Bigger Story’ Unfolding In 2026
• Positive Sentiment: Evercore/other brokers reiterated Outperform/Buy ratings with elevated price targets (Evercore $330), reinforcing the analyst support behind the rally. Apple: Strong Fundamentals and AI Roadmap Underpin Outperform Rating and $330 Target
• Positive Sentiment: Corporate fundamentals showing strength — reports note rising free cash flow margins and continued buybacks/dividend distribution (quarterly $0.26 payment), which support valuation and shareholder returns. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: Institutional buying: Fisher Asset Management increased its stake, a vote of confidence from a large manager. Fisher Asset Management Boosts Apple Stake by 704,293 Shares
• Neutral Sentiment: UK regulator engagement: Apple and Google agreed on app‑store changes to appease the UK regulator — reduces regulatory overhang but may require concessions. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Bernstein and others flag a global memory‑chip crunch — a potential cost/headwind — but say upcoming product/AI catalysts could outweigh the supply‑side pressure. Apple Stock To Rise Despite Memory Chip Crunch, Says Top Analyst— Hints At ‘Bigger Story’ Unfolding In 2026
• Negative Sentiment: Software rollout issues: reports say the new Siri/iOS 26.5 features are not reliably functional in early tests — product software snags can dent user experience and slow feature monetization. Apple’s latest attempt to launch new Siri runs into snags
• Negative Sentiment: Morningstar Investment Management trimmed its Apple position sharply — a large manager reducing exposure can add downward pressure or signal profit‑taking. Morningstar Investment Management Cuts Apple Inc Position Sharply

Apple Stock Performance

NASDAQ AAPL opened at $275.50 on Thursday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The business has a fifty day moving average of $267.46 and a 200-day moving average of $255.17. The stock has a market cap of $4.04 trillion, a price-to-earnings ratio of 34.83, a price-to-earnings-growth ratio of 2.44 and a beta of 1.09.

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

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, February 9th. Apple’s payout ratio is currently 13.15%.

Analyst Ratings Changes

AAPL has been the topic of a number of research analyst reports. Monness Crespi & Hardt boosted their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a report on Friday, January 30th. Wells Fargo & Company set a $300.00 price objective on Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Finally, Argus set a $325.00 target price on Apple and gave the company a “buy” rating in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $292.13.

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.