Curated Wealth Partners LLC Has $9.03 Million Stock Position in Apple Inc. $AAPL

Curated Wealth Partners LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 25.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 33,209 shares of the iPhone maker’s stock after selling 11,527 shares during the period. Apple makes up 1.0% of Curated Wealth Partners LLC’s investment portfolio, making the stock its 9th largest position. Curated Wealth Partners LLC’s holdings in Apple were worth $9,028,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AAPL. Uhlmann Price Securities LLC grew its position in Apple by 3.2% during the fourth quarter. Uhlmann Price Securities LLC now owns 14,613 shares of the iPhone maker’s stock valued at $3,971,000 after buying an additional 456 shares during the period. Fjell Capital LLC raised its position in Apple by 31.7% in the fourth quarter. Fjell Capital LLC now owns 18,799 shares of the iPhone maker’s stock worth $5,111,000 after acquiring an additional 4,525 shares during the period. Wiser Wealth Management Inc raised its position in Apple by 1.6% in the fourth quarter. Wiser Wealth Management Inc now owns 11,980 shares of the iPhone maker’s stock worth $3,257,000 after acquiring an additional 186 shares during the period. Breakthru Advisory Services LLC boosted its stake in Apple by 3.1% in the fourth quarter. Breakthru Advisory Services LLC now owns 12,570 shares of the iPhone maker’s stock valued at $3,417,000 after acquiring an additional 376 shares during the last quarter. Finally, Private Wealth Group LLC boosted its stake in Apple by 12.3% in the fourth quarter. Private Wealth Group LLC now owns 4,196 shares of the iPhone maker’s stock valued at $1,141,000 after acquiring an additional 458 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Up 0.7%

AAPL opened at $255.63 on Thursday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market cap of $3.75 trillion, a PE ratio of 32.32, a price-to-earnings-growth ratio of 2.41 and a beta of 1.11. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The company has a 50 day moving average of $260.36 and a 200 day moving average of $263.13.

Apple (NASDAQ:AAPL) last issued 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. The business had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.40 EPS. On average, sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid a dividend of $0.26 per share. 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 payout ratio is presently 13.15%.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday, March 2nd. KeyCorp reiterated a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. DA Davidson reissued a “neutral” rating and set a $270.00 price objective on shares of Apple in a report on Friday, January 30th. Bank of America decreased their target price on Apple from $325.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, March 23rd. Finally, TD Cowen restated a “buy” rating and issued a $325.00 target price on shares of Apple in a research note 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 issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Key Stories Impacting Apple

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

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.