Apple Inc. $AAPL Shares Sold by Bailard Inc.

Bailard Inc. trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 847,956 shares of the iPhone maker’s stock after selling 33,338 shares during the period. Apple accounts for 4.7% of Bailard Inc.’s holdings, making the stock its 2nd largest position. Bailard Inc.’s holdings in Apple were worth $215,915,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. American Alpha Advisors LLC lifted its stake in shares of Apple by 3.7% in the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC lifted its holdings in Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after buying an additional 42 shares during the period. Baker Boyer National Bank boosted its position in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares in the last quarter. Beddow Capital Management Inc. lifted its position in shares of Apple by 1.8% during the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares during the period. Finally, Uncommon Cents Investing LLC boosted its position in shares of Apple by 0.4% during the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after purchasing an additional 47 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Price Performance

Shares of Apple stock opened at $263.88 on Wednesday. The business has a 50 day moving average of $265.91 and a 200 day moving average of $256.92. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The company has a market cap of $3.87 trillion, a PE ratio of 33.36, a P/E/G ratio of 2.28 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the business earned $2.40 EPS. The business’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.15%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Needham & Company LLC restated a “hold” rating on shares of Apple in a report on Friday, January 30th. Melius Research set a $345.00 price objective on shares of Apple in a research report on Friday, October 31st. Royal Bank Of Canada set a $325.00 target price on shares of Apple in a research note on Monday, February 2nd. Wells Fargo & Company set a $300.00 target price on Apple and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, Argus set a $325.00 price target on shares of Apple and gave the stock a “buy” rating in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $292.13.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is accelerating development of AI‑powered wearables (smart glasses, an AI pendant and camera‑equipped AirPods) that would extend Siri into “visual intelligence,” a narrative investors view as a new hardware/services growth vector. Read More.
• Positive Sentiment: Several analysts reiterated bullish views and raised targets (Wedbush maintained an Outperform and $350 target; Dan Ives highlighted large potential AI upside), giving investors confidence that Street expectations for Apple’s AI roadmap and valuation could rise. Read More. Read More.
• Positive Sentiment: Market excitement ahead of Apple’s March 4 “special experience” event (multi‑city gatherings expected) is supporting the rally as investors anticipate new hardware and software updates that can broaden revenue streams. Read More.
• Positive Sentiment: Product and services expansions — Apple rolling out video podcasts and pushing Apple Pay installment options in stores (iOS 26) — reinforce the services monetization story and recurring revenue potential. Read More. Read More.
• Neutral Sentiment: Berkshire Hathaway trimmed its Apple stake again in Q4 (continuing recent reductions), but Apple remains one of Berkshire’s largest holdings — a mixed signal that some large investors are rebalancing rather than abandoning the name. Read More.
• Negative Sentiment: Investor concern around delayed Siri upgrades and Apple’s relatively low AI capex vs. peers has weighed on the stock in recent weeks; unresolved Siri performance and reliance on external AI models pose execution and competitive risks. Read More.
• Negative Sentiment: Sector‑wide scrutiny of AI spending and regulator noise has pressured Big Tech valuations; broader market rotations and scrutiny of AI capex could cap upside if Apple’s AI roadmap slips. Read More.

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.