Apple Inc. $AAPL Shares Sold by Avant Financial Advisors LLC

Avant Financial Advisors LLC reduced its stake in shares of Apple Inc. (NASDAQ:AAPL) by 16.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 12,668 shares of the iPhone maker’s stock after selling 2,490 shares during the period. Apple makes up 2.4% of Avant Financial Advisors LLC’s holdings, making the stock its 15th biggest holding. Avant Financial Advisors LLC’s holdings in Apple were worth $3,226,000 as of its most recent filing with the SEC.

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

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is in talks to launch Apple Pay in India later this year — a large addressable market that could boost Services revenue and long‑term payment volume growth. Apple talks with banks to start payment service in India, Bloomberg News reports
• Positive Sentiment: Apple asked a federal judge to dismiss a proposed class-action accusing it of overstating Siri AI progress — a legal defense that, if successful, would limit potential financial and reputational fallout. Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
• Positive Sentiment: Netflix will stream season eight of “Drive to Survive” on Apple TV and will broadcast the Canadian F1 Grand Prix live in the U.S. — a content partnership that supports Apple TV+ engagement and Services monetization. Netflix and Apple TV join forces on F1 content
• Positive Sentiment: Tim Cook teased multiple product launches next week (new MacBooks, iPads, iPhone 17e) — potential near-term revenue catalysts and reasons for increased investor attention. Tim Cook Teases Apple Launch On Monday: Here’s What To Expect
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest analyst repricing that signals mixed near‑term conviction despite strong fundamentals. Finviz
• Neutral Sentiment: J.P. Morgan highlights “AI companions” as a potential long-term tailwind for Apple — a bullish thematic view that supports multi‑year upside but is not an immediate earnings driver. AI Companions Could Make Apple Stock an AI Winner, Says J.P. Morgan
• Negative Sentiment: Spain’s antitrust regulator says Apple (and Amazon) were slow to comply with an order to remove anti‑competitive clauses — an active regulatory matter that could force contract or distribution changes and increase legal/compliance costs. Spain’s antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts
• Negative Sentiment: OpenAI hired a researcher who previously led Apple’s models team — a signal that AI talent is mobile and competition for top engineers remains intense, which could slow Apple’s AI roadmap execution. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Reports that several marquee investors trimmed Apple positions (Buffett, Dalio, Griffin) add psychological selling pressure and raise questions about near‑term insider/institutional conviction. Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?

Apple Stock Down 0.5%

Apple stock opened at $272.95 on Friday. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a 50-day simple moving average of $264.85 and a 200-day simple moving average of $258.95. The firm has a market capitalization of $4.01 trillion, a P/E ratio of 34.51, a P/E/G ratio of 2.45 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 (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 period in the previous year, the business posted $2.40 EPS. Apple’s revenue was up 15.7% on a year-over-year basis. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on AAPL shares. Citigroup reaffirmed a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Wall Street Zen cut shares of Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Tuesday, November 4th. Jefferies Financial Group set a $276.47 target price on shares of Apple and gave the stock a “hold” rating in a research report on Monday, January 26th. Finally, Barclays reaffirmed an “underweight” rating and set a $239.00 price target (up from $230.00) on shares of Apple in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $293.41.

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.