Blue Fin Capital Inc. Has $50.88 Million Holdings in Apple Inc. $AAPL

Blue Fin Capital Inc. lowered its stake in Apple Inc. (NASDAQ:AAPL) by 1.5% during the third quarter, HoldingsChannel.com reports. The firm owned 199,814 shares of the iPhone maker’s stock after selling 3,036 shares during the period. Apple makes up about 8.0% of Blue Fin Capital Inc.’s holdings, making the stock its 2nd biggest holding. Blue Fin Capital Inc.’s holdings in Apple were worth $50,879,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in AAPL. Sellwood Investment Partners LLC boosted its holdings in 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 buying an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares during the period. LSV Asset Management acquired a new stake in shares of Apple in the 4th quarter valued at approximately $65,000. HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter valued at approximately $99,000. Finally, Collier Financial bought a new position in Apple during the 3rd quarter worth approximately $149,000. 67.73% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on AAPL. KeyCorp restated a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. Stifel Nicolaus set a $330.00 target price on shares of Apple in a report on Monday, March 2nd. TD Cowen reissued a “buy” rating and set a $325.00 price target on shares of Apple in a research report on Friday, January 30th. Evercore reissued an “outperform” rating on shares of Apple in a report on Monday, March 2nd. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Tim Cook’s trip to China and Apple cutting App Store commission in mainland China to 25% reduces regulatory friction and should help restore relations with large developers/partners in the world’s biggest iPhone market; that eases geopolitical/regulatory risk even if it modestly trims revenue per transaction. Apple (AAPL) Stock Rises as Tim Cook Tours China Amid App Store Fee Reduction to 25%
• Positive Sentiment: New product refreshes — AirPods Max 2 and a refreshed MacBook lineup with M5 chips — support near-term revenue and margin upside in wearables and Macs; Evercore reaffirming Outperform on Mac refreshes adds bullish analyst support. Apple Expands Wearables Portfolio With New AirPods Max Apple Launches New MacBook Lineup with M5 Chips
• Positive Sentiment: Strategic M&A and partnerships — MotionVFX acquisition to deepen Final Cut Pro/creator offerings and a first-ever Beats × Nike hardware tie-up — help Services and accessory ecosystems, supporting higher‑margin, recurring revenue paths. Apple’s MotionVFX Deal Deepens Creator Studio And Services Ecosystem Nike partners with Apple’s Beats
• Positive Sentiment: Supply-chain signals: stronger demand at suppliers for AI/data-center components (e.g., Jabil’s better results) imply healthier component flows for Apple’s future device/AI plans. That supports execution and product cadence. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst and fair‑value chatter: some outlets nudge fair value targets modestly higher on AI and new products but stress rising component costs and uneven regional demand — mixed inputs that leave consensus estimates largely intact for now. How The Apple (AAPL) Investment Narrative Is Shifting
• Neutral Sentiment: Data point on short interest appears to be a reporting anomaly (zero/NaN entries) and offers no clear signal about bearish positioning; treat with caution until clean data is available.
• Negative Sentiment: Reports of talent departures and internal leadership scrutiny raise execution concerns for AI and product initiatives; investor worry about management continuity has increased speculation (some prediction‑market headlines). Apple’s talent exodus concerns
• Negative Sentiment: Analyses that flag the Magnificent Seven’s stretched valuations and moderating growth reduce the sector’s multiple support — a sector‑level headwind for AAPL despite company fundamentals. Mag 7 Or ‘Lag 7?’ A Quant Review
• Negative Sentiment: Product risk headlines — e.g., critical iPhone 18 coverage and public criticism about long app‑review times — can weigh on near‑term sentiment and developer relations. Apple just got a brutal iPhone 18 warning Elon Musk Has One Word for This Apple Problem

Apple Trading Down 1.7%

AAPL opened at $249.94 on Thursday. The stock has a market capitalization of $3.67 trillion, a P/E ratio of 31.60, a P/E/G ratio of 2.27 and a beta of 1.10. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The firm’s fifty day simple moving average is $261.42 and its 200 day simple moving average is $261.95.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $138.25 billion. During the same quarter in the prior year, the company earned $2.40 EPS. The company’s revenue was up 15.7% on a year-over-year basis. As a group, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a dividend of $0.26 per share. 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 currently 13.15%.

Apple Company 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.