Apple Inc. $AAPL Shares Sold by JDH Wealth Management LLC

JDH Wealth Management LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL) by 33.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,057 shares of the iPhone maker’s stock after selling 3,059 shares during the period. Apple comprises 1.1% of JDH Wealth Management LLC’s portfolio, making the stock its 21st largest position. JDH Wealth Management LLC’s holdings in Apple were worth $1,542,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Apple in the 2nd quarter worth about $38,942,255,000. Nuveen LLC bought a new position in shares of Apple during the first quarter worth about $17,472,482,000. PKS Advisory Services LLC grew its stake in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after purchasing an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp raised its stake in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is rolling out an integrated video-podcast experience (audio ↔ video switching) and lining up distribution partners (Acast), expanding services revenue and competing with YouTube/Spotify — a clear product/service catalyst. Apple takes on YouTube and Spotify with a new video podcast push
• Positive Sentiment: Apple has invited media to a March 4 product launch, giving investors a near-term event (new devices) that could drive upgrades and sentiment if hardware surprises meet expectations. Apple Preps for March 4 Product Launch
• Positive Sentiment: Institutional buying: Soros Fund Management and Adventist Health System Sunbelt reportedly increased Apple stakes, signaling confidence from some large investors. Soros Fund Management boosts Apple stake with 66,503 shares
• Neutral Sentiment: Apple shares are trading below average analyst price targets after a recent pullback — this highlights potential upside if fundamentals hold, but also shows a gap between analysts and market pricing. Apple (AAPL) Trading 10% Below Analyst Targets After This Week’s 8% Drop
• Neutral Sentiment: Short-interest data reported for mid-February appears anomalous/zeroed out — not a clear signal of growing bearish positioning based on the available report. (Data note; interpret cautiously.)
• Negative Sentiment: Market concern about Apple’s Siri/AI timeline intensified after reports described a delayed Siri AI upgrade as a “shocker,” raising fears about Apple falling behind rivals in generative-AI voice assistants — a driver of today’s negative sentiment. Apple’s Siri shocker is flashing a warning AAPL bulls can’t ignore
• Negative Sentiment: Analyst and media commentary framed the recent pullback as a “falling knife” after the Siri delay, amplifying short-term selling pressure and cautious positioning among traders. Apple Stock Forecast — Should You Catch this Falling Knife?
• Negative Sentiment: Portfolio moves and hedge-fund activity: Maverick Capital trimmed Apple, and reports of high-profile insider/office sales (e.g., Pelosi trades reported by media) are adding to near-term selling narrative. Maverick Capital Cuts Apple Position as Lee Ainslie Trims

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Weiss Ratings reissued a “buy (b-)” rating on shares of Apple in a report on Monday, December 29th. Barclays restated an “underweight” rating and issued a $239.00 price target (up from $230.00) on shares of Apple in a research report on Friday, January 30th. Sanford C. Bernstein increased their price objective on shares of Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 10th. Finally, Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $292.13.

Apple Trading Down 2.3%

NASDAQ:AAPL opened at $255.78 on Tuesday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The business has a fifty day moving average of $266.17 and a 200-day moving average of $256.48. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a market cap of $3.76 trillion, a price-to-earnings ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the firm posted $2.40 EPS. Apple’s revenue was up 15.7% compared to the same quarter last year. Equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were given 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, February 9th. Apple’s dividend payout ratio is 13.15%.

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.