Coldstream Capital Management Inc. Acquires 34,297 Shares of Apple Inc. $AAPL

Coldstream Capital Management Inc. lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 6.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 598,954 shares of the iPhone maker’s stock after purchasing an additional 34,297 shares during the quarter. Apple accounts for about 2.1% of Coldstream Capital Management Inc.’s portfolio, making the stock its 12th biggest position. Coldstream Capital Management Inc.’s holdings in Apple were worth $152,512,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Isthmus Partners LLC increased its position in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC raised its holdings in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at $65,000. Finally, 49 Wealth Management LLC boosted its stake in Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after purchasing an additional 40,543 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

AAPL opened at $254.23 on Wednesday. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. The firm has a market capitalization of $3.73 trillion, a PE ratio of 32.14, a PEG ratio of 2.26 and a beta of 1.10. 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 business’s 50-day simple moving average is $261.63 and its 200 day simple moving average is $262.04.

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

Apple Dividend Announcement

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

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: CEO Tim Cook publicly dismissed retirement rumors and reinforced his commitment to Apple’s roadmap and upcoming AI milestones, reducing leadership uncertainty that had weighed on sentiment. Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’
• Positive Sentiment: Product refreshes: Apple unveiled AirPods Max 2 with upgraded features (H2 chip, improved ANC, live translation), and expanded its MacBook lineup with M5 chips — news that supports hardware revenue and drew an Evercore reaffirmation of Outperform. Apple unveils second-generation AirPods Max at $549, more than five years after debut
• Positive Sentiment: Strategic M&A: Apple acquired MotionVFX, a Final Cut Pro plugin maker, strengthening its creator tools and services ecosystem — a move that can help services/subscriptions monetization for pro users. Apple acquires video editing software company MotionVFX
• Positive Sentiment: Brand extensions: Beats launched Nike‑branded earbuds in a first hardware collaboration, showing continued diversification of accessory demand and co‑branding opportunities. Apple’s Beats Launches Nike‑Branded Earbuds in Its First‑Ever Hardware Collaboration
• Neutral Sentiment: Macro/market flows: A broader shift of investor interest toward value ETFs (amid geopolitical uncertainty) is altering sector flows; not Apple‑specific but can affect relative demand for large growth names. 2 ETFs Have Similar Names. Their Performances Couldn’t Be More Different.
• Neutral Sentiment: Supply‑chain & supplier notes: Nvidia/Samsung foundry news and Foxconn’s mixed results keep focus on Apple’s manufacturing partners — potential upside if foundry capacity and iPhone assembly remain robust, but margins/supply risks persist. Samsung shares rise after Nvidia’s Huang flags tie-up on new AI chips
• Neutral Sentiment: Short‑interest notices in March appear inconsistent/immaterial in the data reported and are unlikely to be a driver today.
• Negative Sentiment: Reputational/operational criticism: Elon Musk publicly called iOS app‑review delays “ridiculous,” reigniting debate about App Store policy and developer friction — a potential negative for developer relations and platform perception. Elon Musk Has One Word for This Apple Problem: ‘Ridiculous’
• Negative Sentiment: Relative performance pressure: Coverage noting Apple has lagged some peers (Magnificent 7 commentary) underscores investor concerns about AI leadership and near‑term growth vs. names like Nvidia, which can cap multiple expansion. NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. JPMorgan Chase & Co. lifted their price target on Apple from $315.00 to $325.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Friday, January 30th. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Friday, January 30th. KeyCorp restated a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. Finally, DA Davidson reaffirmed a “neutral” rating and set a $270.00 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-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average price target of $297.58.

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.