Apple Inc. $AAPL Shares Sold by Kozak & Associates Inc.

Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker’s stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.’s portfolio, making the stock its 10th largest holding. Kozak & Associates Inc.’s holdings in Apple were worth $23,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Isthmus Partners LLC grew its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its position in shares of 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 last quarter. ROSS JOHNSON & Associates LLC grew its holdings 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 valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Apple Stock Up 0.6%

NASDAQ:AAPL opened at $254.23 on Wednesday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $3.73 trillion, a price-to-earnings ratio of 32.14, a price-to-earnings-growth ratio of 2.26 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock’s fifty day moving average is $261.63 and its two-hundred day moving average is $262.04.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data 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. The firm had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.40 earnings per share. Research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors 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 yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.15%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on AAPL. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. TD Cowen reiterated a “buy” rating and issued a $325.00 price objective on shares of Apple in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Finally, Moffett Nathanson upped their price target on Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, Apple presently has an average rating of “Moderate Buy” and an average price target of $297.58.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO Tim Cook publicly dismissed retirement rumors and reinforced his commitment to Apple’s roadmap and upcoming AI milestones, reducing leadership uncertainty that had weighed on sentiment. Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’
• Positive Sentiment: Product refreshes: Apple unveiled AirPods Max 2 with upgraded features (H2 chip, improved ANC, live translation), and expanded its MacBook lineup with M5 chips — news that supports hardware revenue and drew an Evercore reaffirmation of Outperform. Apple unveils second-generation AirPods Max at $549, more than five years after debut
• Positive Sentiment: Strategic M&A: Apple acquired MotionVFX, a Final Cut Pro plugin maker, strengthening its creator tools and services ecosystem — a move that can help services/subscriptions monetization for pro users. Apple acquires video editing software company MotionVFX
• Positive Sentiment: Brand extensions: Beats launched Nike‑branded earbuds in a first hardware collaboration, showing continued diversification of accessory demand and co‑branding opportunities. Apple’s Beats Launches Nike‑Branded Earbuds in Its First‑Ever Hardware Collaboration
• Neutral Sentiment: Macro/market flows: A broader shift of investor interest toward value ETFs (amid geopolitical uncertainty) is altering sector flows; not Apple‑specific but can affect relative demand for large growth names. 2 ETFs Have Similar Names. Their Performances Couldn’t Be More Different.
• Neutral Sentiment: Supply‑chain & supplier notes: Nvidia/Samsung foundry news and Foxconn’s mixed results keep focus on Apple’s manufacturing partners — potential upside if foundry capacity and iPhone assembly remain robust, but margins/supply risks persist. Samsung shares rise after Nvidia’s Huang flags tie-up on new AI chips
• Neutral Sentiment: Short‑interest notices in March appear inconsistent/immaterial in the data reported and are unlikely to be a driver today.
• Negative Sentiment: Reputational/operational criticism: Elon Musk publicly called iOS app‑review delays “ridiculous,” reigniting debate about App Store policy and developer friction — a potential negative for developer relations and platform perception. Elon Musk Has One Word for This Apple Problem: ‘Ridiculous’
• Negative Sentiment: Relative performance pressure: Coverage noting Apple has lagged some peers (Magnificent 7 commentary) underscores investor concerns about AI leadership and near‑term growth vs. names like Nvidia, which can cap multiple expansion. NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide

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.