Arlington Financial Advisors LLC Reduces Holdings in Apple Inc. $AAPL

Arlington Financial Advisors LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 30.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 66,219 shares of the iPhone maker’s stock after selling 28,563 shares during the period. Apple accounts for approximately 2.6% of Arlington Financial Advisors LLC’s holdings, making the stock its 14th biggest holding. Arlington Financial Advisors LLC’s holdings in Apple were worth $18,002,000 at the end of the most recent quarter.

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

Apple Stock Performance

NASDAQ AAPL opened at $246.63 on Tuesday. The stock has a 50-day simple moving average of $260.06 and a two-hundred day simple moving average of $263.04. The firm has a market capitalization of $3.62 trillion, a P/E ratio of 31.18, a PEG ratio of 2.36 and a beta of 1.10. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. 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 (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for 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 company’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.40 earnings per share. On average, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently disclosed 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 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is currently 13.15%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Jefferies Financial Group set a $330.00 price objective on Apple in a report on Wednesday, March 4th. Royal Bank Of Canada set a $325.00 price objective on Apple in a research note on Monday, February 2nd. Moffett Nathanson lifted their target price on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Finally, Loop Capital reiterated a “buy” rating and issued a $325.00 target price (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $297.58.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone demand in China remains robust, with Apple taking share as some Android rivals face pricing and inventory pressure — a direct revenue/cycle tailwind for AAPL. iPhone Demand Holds Strong in China
• Positive Sentiment: Wedbush and other outlets see WWDC/June events as potential catalysts; Wedbush reiterated Outperform ratings that support the view of near-term upside if new software/hardware impress. Wedbush: This June Will Be a Huge Month for Apple
• Positive Sentiment: Apple is staffing up for AI and plans a more capable Siri/standalone app and App Store–centric AI approach — moves that could bolster services revenue and device differentiation over time. Hiring of Google’s Lilian Rincon to lead AI marketing signals commitment. Apple Recruits Google Shopping Exec to Lead AI Marketing
• Neutral Sentiment: Apple’s 50th-anniversary events and retrospective coverage boost brand momentum and PR but are unlikely to move fundamentals immediately. Apple Celebrates 50 Years
• Neutral Sentiment: Options and derivatives flows show traders positioning for a near-term inflection — volatility is elevated and could amplify moves in either direction. Apple Stock at a Crossroads: Options Traders
• Negative Sentiment: Tech sector weakness/market-wide selloff is pressuring AAPL along with peers — broader risk-off is the dominant near-term driver of today’s decline. Sector Update: Tech Stocks Fall
• Negative Sentiment: A UK fine was levied on an Apple subsidiary for breaching Russian sanctions — a modest financial hit but a reminder of geographies/regulatory risk. Apple subsidiary fined for breaching Russian sanctions
• Negative Sentiment: Negative takes and forecasts (including pieces predicting Apple underperformance vs. other mega-caps) are contributing to headline risk and investor caution. Prediction: Apple Will Be the Worst “Magnificent Seven” Stock

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.