SC&H Financial Advisors Inc. Reduces Holdings in Apple Inc. $AAPL

SC&H Financial Advisors Inc. trimmed its holdings in Apple Inc. (NASDAQ:AAPL) by 7.1% during the third quarter, HoldingsChannel.com reports. The firm owned 37,484 shares of the iPhone maker’s stock after selling 2,851 shares during the period. Apple makes up about 1.6% of SC&H Financial Advisors Inc.’s portfolio, making the stock its 16th biggest holding. SC&H Financial Advisors Inc.’s holdings in Apple were worth $9,545,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in AAPL. First National Bank Sioux Falls boosted its position in Apple by 1.0% during the 3rd quarter. First National Bank Sioux Falls now owns 22,579 shares of the iPhone maker’s stock worth $5,749,000 after acquiring an additional 222 shares during the period. Eagle Strategies LLC lifted its holdings in shares of Apple by 2.5% in the third quarter. Eagle Strategies LLC now owns 38,105 shares of the iPhone maker’s stock valued at $9,703,000 after buying an additional 917 shares during the period. Saxony Capital Management LLC grew its holdings in Apple by 5.1% during the third quarter. Saxony Capital Management LLC now owns 13,162 shares of the iPhone maker’s stock worth $3,351,000 after acquiring an additional 640 shares during the period. Christensen King & Associates Investment Services Inc. raised its position in Apple by 11.0% in the third quarter. Christensen King & Associates Investment Services Inc. now owns 12,675 shares of the iPhone maker’s stock worth $3,227,000 after acquiring an additional 1,255 shares in the last quarter. Finally, Global Retirement Partners LLC lifted its stake in Apple by 4.5% during the third quarter. Global Retirement Partners LLC now owns 472,772 shares of the iPhone maker’s stock valued at $120,382,000 after purchasing an additional 20,495 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Trading Down 3.5%

Shares of NASDAQ:AAPL opened at $246.70 on Wednesday. The firm has a market cap of $3.63 trillion, a price-to-earnings ratio of 33.03, a PEG ratio of 2.39 and a beta of 1.09. The company’s fifty day simple moving average is $270.94 and its 200 day simple moving average is $249.55. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The business had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same quarter in the prior year, the company posted $1.64 earnings per share. The firm’s revenue was up 8.7% on a year-over-year basis. As a group, research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were given a dividend of $0.26 per share. The ex-dividend date was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.92%.

Insider Transactions at Apple

In related news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. This trade represents a 19.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.06% of the stock is currently owned by corporate insiders.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is integrating Google’s Gemini into Siri, which should materially improve Apple’s voice/AI capabilities and enhance product competitiveness. With Gemini Powering Apple’s Siri, Alphabet Could Soon Be the Undisputed AI Leader
• Positive Sentiment: Evercore reiterated an Outperform/Buy stance with a $330 price target, highlighting upside into Apple’s upcoming earnings and the iPhone 17 cycle. Apple Stock (AAPL) Remains a Top Pick for Evercore Ahead of Q1 Earnings
• Positive Sentiment: Citi projects Apple will ship millions of $2,000 foldable iPhones this year, supporting potential upside in unit growth and higher ASPs if production scales. Apple will ship millions of $2,000 foldable iPhones this year: Citi
• Positive Sentiment: Goldman and other brokers are framing recent weakness as a buying opportunity ahead of January 29 earnings, citing strong iPhone revenue forecasts. ‘Buy the Dip,’ Says Goldman as Apple Pulls Back on Near-Term Concerns
• Neutral Sentiment: Firm-level notes and letters point to Apple’s Q4 rebound and improved China smartphone share, which support fundamentals but are already priced into some analyst models. Apple (AAPL) Continued to Rebound in Q4
• Negative Sentiment: Macro risk: tech stocks led a selloff after renewed Trump rhetoric around Greenland/tariffs, hitting Apple with broad Magnificent Seven weakness despite company-specific positives. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets
• Negative Sentiment: Despite analyst upgrades, traders sold AAPL — a disconnect highlighted by coverage noting a near‑3% intraday slide amid risk-off positioning. Apple stock tumbles nearly 3% despite analyst upgrade: here’s why
• Negative Sentiment: Regulatory watch: an important antitrust date in India (Jan. 27) adds near‑term uncertainty that could affect services and distribution in a key market. Dear Apple Stock Fans, Mark Your Calendars for January 27
• Negative Sentiment: Bearish commentary (e.g., 24/7 Wall St.) warns Apple could underperform peers this year, which may deepen sentiment-driven selling if momentum fades. This Magnificent 7 Stock Will Plunge This Year

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Rosenblatt Securities lifted their price objective on shares of Apple from $241.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Cowen restated a “buy” rating on shares of Apple in a report on Monday, October 27th. Argus set a $325.00 price target on Apple and gave the company a “buy” rating in a report on Friday, October 31st. Monness Crespi & Hardt increased their target price on Apple from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, UBS Group reaffirmed a “neutral” rating on shares of Apple in a research report on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $283.62.

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.