Apple Inc. $AAPL is Csenge Advisory Group’s 7th Largest Position

Csenge Advisory Group lowered its position in shares of Apple Inc. (NASDAQ:AAPL) by 8.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 158,781 shares of the iPhone maker’s stock after selling 14,948 shares during the quarter. Apple makes up about 1.9% of Csenge Advisory Group’s holdings, making the stock its 7th largest holding. Csenge Advisory Group’s holdings in Apple were worth $40,430,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AAPL. Journey Beyond Wealth LLC raised its stake in Apple by 9.9% in the 3rd quarter. Journey Beyond Wealth LLC now owns 1,132 shares of the iPhone maker’s stock valued at $288,000 after purchasing an additional 102 shares during the last quarter. Montis Financial LLC lifted its stake in shares of Apple by 15.8% in the third quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker’s stock worth $19,841,000 after buying an additional 10,640 shares in the last quarter. Ritholtz Wealth Management boosted its position in Apple by 4.7% during the third quarter. Ritholtz Wealth Management now owns 560,086 shares of the iPhone maker’s stock worth $142,615,000 after acquiring an additional 24,979 shares during the last quarter. TKG Advisors LLC grew its stake in Apple by 117.7% during the 3rd quarter. TKG Advisors LLC now owns 2,419 shares of the iPhone maker’s stock valued at $616,000 after acquiring an additional 1,308 shares in the last quarter. Finally, Wheelhouse Advisory Group LLC raised its holdings in Apple by 10.8% in the 3rd quarter. Wheelhouse Advisory Group LLC now owns 7,187 shares of the iPhone maker’s stock valued at $1,830,000 after acquiring an additional 699 shares during the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Stock Down 0.3%

Shares of Apple stock opened at $273.68 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. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The company has a market capitalization of $4.02 trillion, a P/E ratio of 34.60, a P/E/G ratio of 2.45 and a beta of 1.09. The company has a 50 day moving average of $267.63 and a 200 day moving average of $255.03.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% 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 period in the prior year, the firm posted $2.40 EPS. As a group, research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Monday, February 9th will be issued 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 presently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Sanford C. Bernstein raised its price target to $340 and kept an “outperform” rating — a sizable upside vs. the current stock level that supports bullish analyst momentum for AAPL.
• Positive Sentiment: Bernstein’s Mark Newman says a strong iPhone 17 cycle is driving better‑than‑expected revenue and helped the firm hike its price target. Strong iPhone 17 cycle giving better than expected revenue, says Bernstein’s Mark Newman
• Positive Sentiment: Apple’s latest quarter showed surging revenue and free-cash-flow margins, prompting some analysts and options traders to lift targets and consider bullish option strategies — a direct fundamental tailwind for valuation.
• Positive Sentiment: Media and commentators note Apple’s conservative approach to AI capex (avoiding huge data‑center spending) as a profit-preserving advantage versus hyperscalers, reinforcing margin resilience. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers”
• Positive Sentiment: Supply-chain checks suggest a “solid outlook” for Apple components and inventory, which supports near‑term revenue visibility. Apple in focus as GF says supply chain survey suggests ‘solid outlook’
• Neutral Sentiment: Apple and Google agreed to app‑store changes to satisfy the UK regulator — this reduces regulatory overhang in that market but is incremental to global revenue. Apple and Google agree app store changes to appease UK regulator
• Neutral Sentiment: Reported short-interest data for Feb. 10 appears to be erroneous (shows zero shares and NaN change) — not a meaningful signal for shares today.
• Neutral Sentiment: High‑profile investors (e.g., Peter Thiel’s fund) including Apple in a contrarian AI exposure list provides some institutional endorsement but is not a catalyst by itself. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Negative Sentiment: Several pieces raise caution: some investors warn the Magnificent 7 (including AAPL) could underperform amid rising capex and rotation risks, which can pressure multiples. Why This Investor Thinks Magnificent 7 Stocks May Underperform This Year
• Negative Sentiment: Questions persist in the press about Apple’s AI positioning and whether it may be falling behind peers — any signs of execution gaps on AI could weigh on sentiment and multiples. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on AAPL. Wedbush reiterated an “outperform” rating and set a $350.00 price objective on shares of Apple in a research report on Wednesday, January 28th. DA Davidson reissued a “neutral” rating and set a $270.00 price target on shares of Apple in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a report on Monday, February 2nd. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target for the company in a research note on Friday, January 30th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price target on shares of Apple in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $292.13.

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.