Apple Inc. $AAPL is Howard Wealth Management LLC’s 3rd Largest Position

Howard Wealth Management LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL) by 6.4% in the third quarter, Holdings Channel.com reports. The firm owned 32,696 shares of the iPhone maker’s stock after selling 2,239 shares during the period. Apple comprises approximately 3.8% of Howard Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Howard Wealth Management LLC’s holdings in Apple were worth $8,326,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in AAPL. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC increased its holdings in 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 purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its position in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the 4th quarter valued at approximately $65,000. Finally, Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after buying an additional 125 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of AAPL opened at $272.95 on Friday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock has a fifty day moving average price of $264.85 and a 200 day moving average price of $258.95. The company has a market cap of $4.01 trillion, a P/E ratio of 34.51, a PEG ratio of 2.45 and a beta of 1.09.

Apple (NASDAQ:AAPL) last posted 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 company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the business posted $2.40 earnings per share. On average, research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders 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 yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s payout ratio is presently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is in talks to launch Apple Pay in India later this year — a large addressable market that could boost Services revenue and long‑term payment volume growth. Apple talks with banks to start payment service in India, Bloomberg News reports
• Positive Sentiment: Apple asked a federal judge to dismiss a proposed class-action accusing it of overstating Siri AI progress — a legal defense that, if successful, would limit potential financial and reputational fallout. Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
• Positive Sentiment: Netflix will stream season eight of “Drive to Survive” on Apple TV and will broadcast the Canadian F1 Grand Prix live in the U.S. — a content partnership that supports Apple TV+ engagement and Services monetization. Netflix and Apple TV join forces on F1 content
• Positive Sentiment: Tim Cook teased multiple product launches next week (new MacBooks, iPads, iPhone 17e) — potential near-term revenue catalysts and reasons for increased investor attention. Tim Cook Teases Apple Launch On Monday: Here’s What To Expect
• Neutral Sentiment: MoffettNathanson raised Apple’s price target to $270 but kept a “neutral” rating — a modest analyst repricing that signals mixed near‑term conviction despite strong fundamentals. Finviz
• Neutral Sentiment: J.P. Morgan highlights “AI companions” as a potential long-term tailwind for Apple — a bullish thematic view that supports multi‑year upside but is not an immediate earnings driver. AI Companions Could Make Apple Stock an AI Winner, Says J.P. Morgan
• Negative Sentiment: Spain’s antitrust regulator says Apple (and Amazon) were slow to comply with an order to remove anti‑competitive clauses — an active regulatory matter that could force contract or distribution changes and increase legal/compliance costs. Spain’s antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts
• Negative Sentiment: OpenAI hired a researcher who previously led Apple’s models team — a signal that AI talent is mobile and competition for top engineers remains intense, which could slow Apple’s AI roadmap execution. OpenAI hires Meta AI researcher who previously led Apple’s models team
• Negative Sentiment: Reports that several marquee investors trimmed Apple positions (Buffett, Dalio, Griffin) add psychological selling pressure and raise questions about near‑term insider/institutional conviction. Ken Griffin, Ray Dalio, and Warren Buffett All Sold More Apple Stock. Should You?

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. DZ Bank raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Tuesday, November 4th. Sanford C. Bernstein lifted their price target on Apple from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 10th. Rosenblatt Securities upped their price objective on Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Finally, Loop Capital reaffirmed a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average target price of $293.41.

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.