Nisa Investment Advisors LLC Has $1.04 Billion Holdings in Apple Inc. $AAPL

Nisa Investment Advisors LLC cut its holdings in Apple Inc. (NASDAQ:AAPL) by 7.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,082,593 shares of the iPhone maker’s stock after selling 330,080 shares during the quarter. Apple comprises 4.0% of Nisa Investment Advisors LLC’s portfolio, making the stock its 4th largest position. Nisa Investment Advisors LLC’s holdings in Apple were worth $1,039,551,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. First National Bank of Hutchinson boosted its holdings in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after buying an additional 6,982 shares during the last quarter. Eagle Capital Management LLC raised its position in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC boosted its stake in Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after acquiring an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE grew its holdings in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Stock Up 0.5%

AAPL stock opened at $259.48 on Friday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. The stock has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a P/E/G ratio of 2.40 and a beta of 1.09. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The business has a 50-day moving average of $268.38 and a 200-day moving average of $251.42.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 171.22% and a net margin of 27.04%.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 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be issued a dividend of $0.26 per share. The ex-dividend date is Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio is presently 13.92%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday. TD Cowen reiterated a “buy” rating and set a $325.00 target price on shares of Apple in a report on Friday. Monness Crespi & Hardt boosted their target price on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday. Loop Capital restated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Finally, Robert W. Baird set a $300.00 price objective on Apple in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average price target of $289.23.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.06% of the company’s stock.

About Apple

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.