Diamant Asset Management Inc. Has $28.27 Million Stock Holdings in Apple Inc. $AAPL

Diamant Asset Management Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 7.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 111,030 shares of the iPhone maker’s stock after selling 8,761 shares during the period. Apple accounts for 20.8% of Diamant Asset Management Inc.’s holdings, making the stock its biggest position. Diamant Asset Management Inc.’s holdings in Apple were worth $28,272,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% during 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. Nexus Investment Management ULC increased its position 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 worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter valued at about $65,000. Morgan Dempsey Capital Management LLC raised its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC purchased a new stake in Apple in the 1st quarter valued at $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone momentum and quarter results — iPhone 17 sales and overall revenue remained robust, supporting fundamentals and cushioning the pullback. Zacks: Strong iPhone Sales
• Positive Sentiment: Legal victory removes a potential multi‑hundred‑million dollar liability — a U.S. jury rejected Optis Wireless’ 4G patent claims, reducing near-term litigation risk. Benzinga: Optis Verdict
• Positive Sentiment: Analyst support — Sanford C. Bernstein raised its price target, reflecting confidence in Apple’s growth trajectory and giving investors a bullish reference point. Bernstein PT Raise
• Neutral Sentiment: Content and services moves — Apple acquired full rights to the hit show “Severance” and added YouTube to Vision Pro, which are strategically positive for services but unlikely to move near‑term earnings materially. TechCrunch: Severance Deal
• Neutral Sentiment: Major shareholder cash flow note — Berkshire Hathaway received a large Apple dividend, underscoring Apple’s cash returns but also spotlighting Berkshire’s large position dynamics. Finbold: Berkshire Dividend
• Negative Sentiment: Siri AI upgrade delays and testing problems — reports that the Siri overhaul is running into accuracy and speed problems forced Apple to push features back, directly hitting the AI narrative investors were pricing in. CNBC: Siri Delay / Market Reaction
• Negative Sentiment: Regulatory risk from FTC letter over Apple News — the FTC chair urged review of Apple News curation amid accusations of political bias, adding regulatory/legal uncertainty and headline risk. NYT: FTC Letter
• Negative Sentiment: Fund flow and institutional trimming amid sector pressure — several funds reduced Apple exposure and broader “Magnificent Seven” weakness amplified the selloff, raising short‑term downside pressure. Barron’s: Institutional Moves

Apple Stock Down 2.3%

Apple stock opened at $255.78 on Monday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09. The stock has a 50 day moving average of $266.62 and a two-hundred day moving average of $256.14. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The company 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 revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business earned $2.40 EPS. As a group, research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of recent analyst reports. Monness Crespi & Hardt raised their price target on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Jefferies Financial Group set a $276.47 price target on shares of Apple and gave the stock a “hold” rating in a research report on Monday, January 26th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, January 2nd. Loop Capital reissued a “buy” rating and issued a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Finally, UBS Group reissued a “buy” rating on shares of Apple in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.13.

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.