Apple Inc. $AAPL is UNIVEST FINANCIAL Corp’s 3rd Largest Position

UNIVEST FINANCIAL Corp trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 374,223 shares of the iPhone maker’s stock after selling 7,732 shares during the period. Apple makes up about 5.3% of UNIVEST FINANCIAL Corp’s investment portfolio, making the stock its 3rd largest holding. UNIVEST FINANCIAL Corp’s holdings in Apple were worth $95,289,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Sellwood Investment Partners LLC lifted its stake in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC raised its holdings in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management purchased a new stake in Apple in the fourth quarter worth approximately $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $260.58 on Friday. The company has a market capitalization of $3.83 trillion, a P/E ratio of 32.94, a P/E/G ratio of 2.36 and a beta of 1.09. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm’s 50 day simple moving average is $265.27 and its two-hundred day simple moving average is $256.99. 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 (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the previous year, the company earned $2.40 EPS. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. Research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders 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 dividend yield of 0.4%. Apple’s dividend payout ratio is 13.15%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Evercore reissued an “outperform” rating on shares of Apple in a report on Monday, February 2nd. Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Friday, January 30th. Monness Crespi & Hardt boosted their price target on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Finally, Raymond James Financial restated a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush reaffirms an Outperform rating and a high target, arguing Apple’s AI roadmap and upcoming product cadence could deliver meaningful upside — supportive for investor sentiment. Wedbush Reaffirms “Outperform”
• Positive Sentiment: Apple is accelerating AI/hardware work (reports of new AI wearables and device tests), which bolsters the growth narrative beyond the iPhone and supports future revenue streams. Apple stock quietly moves on a surprising AI hardware bet
• Positive Sentiment: Distribution and services expansions — Apple TV struck a deal to bring live sports to bars/hotels (EverPass), and car‑key expansion (Toyota) extend ecosystem monetization opportunities. These are incremental service revenue catalysts. Apple TV partners with EverPass Media Apple Set to Bring Car Keys to Toyota
• Positive Sentiment: Some institutional buyers are adding to AAPL positions (examples include Mairs & Power and other managers boosting stakes), signaling pockets of conviction among asset managers. Mairs & Power Boosts Stake
• Neutral Sentiment: Apple’s AI moves remain measured — the company is adding music‑focused generative features and positioning differently than hyperscalers; this reduces some AI downside but leaves room for mixed near‑term reaction. Google Gemini, Apple add music-focused AI
• Neutral Sentiment: Market context: this week’s broader tech rotation/sell‑off (including Microsoft, AMD, Nvidia pressure) is pressuring megacap momentum; some coverage highlights Apple’s decoupling from the Nasdaq as both a risk and stabilizer. ChatGPT picks 2 stocks Apple decouples from Nasdaq
• Negative Sentiment: Berkshire Hathaway trimmed its large Apple stake in the latest filing — Buffett’s reduction (and broad press around “Buffett dumps more Apple”) is a high‑profile negative that can sap investor confidence even if the company remains a core holding. Buffett Dumps More Apple Berkshire trims Apple stake
• Negative Sentiment: Regulatory/legal risk: West Virginia sued Apple alleging iCloud is used to distribute child sexual abuse material — a serious legal headline that creates execution and reputational risk until resolved. Apple sued over CSAM on iCloud
• Negative Sentiment: Several managers trimmed AAPL holdings (e.g., Wedgewood), adding to headlines about selling pressure and feeding short‑term volatility. Wedgewood Cuts Apple Stake

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.