Apple Inc. $AAPL Shares Sold by SC&H Financial Advisors Inc.

SC&H Financial Advisors Inc. lowered its position in Apple Inc. (NASDAQ:AAPL) by 7.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,484 shares of the iPhone maker’s stock after selling 2,851 shares during the quarter. Apple makes up approximately 1.6% of SC&H Financial Advisors Inc.’s portfolio, making the stock its 16th biggest position. SC&H Financial Advisors Inc.’s holdings in Apple were worth $9,545,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of AAPL. Financial Futures Ltd Liability Co. increased its holdings in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. increased its stake in Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust raised its position in Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after buying an additional 4,543 shares during the last quarter. Riverwater Partners LLC lifted its stake in shares of Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after acquiring an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its stake in shares of Apple by 2.2% in the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker’s stock worth $101,301,000 after acquiring an additional 8,446 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is integrating Google’s Gemini into Siri, which should materially improve Apple’s voice/AI capabilities and enhance product competitiveness. With Gemini Powering Apple’s Siri, Alphabet Could Soon Be the Undisputed AI Leader
• Positive Sentiment: Evercore reiterated an Outperform/Buy stance with a $330 price target, highlighting upside into Apple’s upcoming earnings and the iPhone 17 cycle. Apple Stock (AAPL) Remains a Top Pick for Evercore Ahead of Q1 Earnings
• Positive Sentiment: Citi projects Apple will ship millions of $2,000 foldable iPhones this year, supporting potential upside in unit growth and higher ASPs if production scales. Apple will ship millions of $2,000 foldable iPhones this year: Citi
• Positive Sentiment: Goldman and other brokers are framing recent weakness as a buying opportunity ahead of January 29 earnings, citing strong iPhone revenue forecasts. ‘Buy the Dip,’ Says Goldman as Apple Pulls Back on Near-Term Concerns
• Neutral Sentiment: Firm-level notes and letters point to Apple’s Q4 rebound and improved China smartphone share, which support fundamentals but are already priced into some analyst models. Apple (AAPL) Continued to Rebound in Q4
• Negative Sentiment: Macro risk: tech stocks led a selloff after renewed Trump rhetoric around Greenland/tariffs, hitting Apple with broad Magnificent Seven weakness despite company-specific positives. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets
• Negative Sentiment: Despite analyst upgrades, traders sold AAPL — a disconnect highlighted by coverage noting a near‑3% intraday slide amid risk-off positioning. Apple stock tumbles nearly 3% despite analyst upgrade: here’s why
• Negative Sentiment: Regulatory watch: an important antitrust date in India (Jan. 27) adds near‑term uncertainty that could affect services and distribution in a key market. Dear Apple Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Bearish commentary (e.g., 24/7 Wall St.) warns Apple could underperform peers this year, which may deepen sentiment-driven selling if momentum fades. This Magnificent 7 Stock Will Plunge This Year

Apple Trading Down 3.5%

NASDAQ:AAPL opened at $246.70 on Wednesday. The company has a market capitalization of $3.63 trillion, a PE ratio of 33.03, a price-to-earnings-growth ratio of 2.39 and a beta of 1.09. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The stock has a fifty day simple moving average of $270.94 and a 200-day simple moving average of $249.55. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.11. The firm had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same period last year, the firm posted $1.64 EPS. On average, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is 13.92%.

Insider Activity

In related news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on AAPL. Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Monness Crespi & Hardt upped their price objective on Apple from $270.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, October 31st. JPMorgan Chase & Co. raised their target price on Apple from $290.00 to $305.00 and gave the company an “overweight” rating in a report on Friday, October 31st. UBS Group restated a “neutral” rating on shares of Apple in a research report on Tuesday, January 6th. Finally, Bank of America increased their price target on shares of Apple from $270.00 to $320.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Two research analysts have 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 company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $283.62.

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.