Apple Inc. $AAPL Shares Sold by Fiduciary Financial Group LLC

Fiduciary Financial Group LLC reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 1.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 192,425 shares of the iPhone maker’s stock after selling 2,491 shares during the period. Apple makes up 7.4% of Fiduciary Financial Group LLC’s investment portfolio, making the stock its 2nd largest holding. Fiduciary Financial Group LLC’s holdings in Apple were worth $52,313,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in AAPL. First National Bank of Hutchinson raised its stake in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after acquiring an additional 6,982 shares during the last quarter. Eagle Capital Management LLC grew its stake in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC grew its stake in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE increased its holdings in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Trading Up 0.7%

Shares of AAPL stock opened at $255.63 on Thursday. The business’s fifty day moving average price is $260.36 and its 200 day moving average price is $263.13. The firm has a market capitalization of $3.75 trillion, a PE ratio of 32.32, a P/E/G ratio of 2.41 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The company 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%.Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.40 earnings per share. As a group, sell-side analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal 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 $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expanded its U.S. Manufacturing Program with a $400M investment through 2030 to bolster domestic production of critical components — a move that should help supply resilience and long‑term margins. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
• Positive Sentiment: Wedbush reiterated an Outperform rating and flagged a potential foldable iPhone and WWDC roadmap as major upside catalysts that could reignite product cycles. Wedbush Reiterates Outperform on Apple Inc. (AAPL)
• Positive Sentiment: Analysts point to accelerating services monetization (higher‑margin recurring revenue) and Siri/AI feature tests (multi‑request Siri) as supporting revenue diversification beyond the iPhone. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Neutral Sentiment: Apple’s 50th anniversary generated broad retrospectives on its franchise and strategy; such coverage supports brand strength but raises scrutiny on AI execution and succession planning. Apple’s 50-year journey from garage to tech titan
• Neutral Sentiment: Apple released a firmware update for AirTag 2 (3.0.45) — routine product maintenance that matters for customer trust but has limited direct impact on revenue. Apple just changed AirTag 2’s anti-stalking feature – 9to5Mac
• Neutral Sentiment: D. E. Shaw trimmed its AAPL holding — a portfolio move that may reflect rebalancing rather than fundamental conviction change. Apple Inc. (AAPL): D. E. Shaw Trims Holding
• Negative Sentiment: Iran’s IRGC publicly threatened U.S. tech firms, including Apple — geopolitical risk can pressure shares via supply‑chain, regional operations or investor risk premia. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: A final court ruling upheld Xiao‑I Corp patents in a dispute with Apple — adverse IP decisions can lead to damages, licensing costs or operational restrictions in key markets. Xiao-I Corp. Wins Final Supreme Court Ruling Upholding Patents in Apple Dispute
• Negative Sentiment: Apple’s fitness chief is retiring amid harassment allegations — a reputational and leadership headwind for the services/wearables business. Apple’s Fitness Chief, Who Was Accused of Harassment, Is Retiring

Analyst Upgrades and Downgrades

AAPL has been the subject of several recent research reports. Wedbush reaffirmed an “outperform” rating and set a $350.00 price target on shares of Apple in a report on Friday, March 27th. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a research note on Monday, March 2nd. Scotiabank set a $330.00 price objective on shares of Apple in a research report on Monday, February 2nd. Barclays raised their target price on shares of Apple from $239.00 to $248.00 and gave the stock an “underweight” rating in a research note on Tuesday, March 3rd. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price 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.