Apple Inc. $AAPL is UMB Bank n.a.’s 3rd Largest Position

UMB Bank n.a. lowered its stake in Apple Inc. (NASDAQ:AAPL) by 1.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,188,367 shares of the iPhone maker’s stock after selling 17,636 shares during the quarter. Apple accounts for 4.5% of UMB Bank n.a.’s portfolio, making the stock its 3rd biggest position. UMB Bank n.a.’s holdings in Apple were worth $302,594,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in AAPL. Norges Bank bought a new position in shares of Apple during the second quarter valued at approximately $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC raised its holdings in Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC grew its stake in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the period. Finally, Northern Trust Corp raised its position in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Performance

NASDAQ AAPL opened at $263.75 on Wednesday. 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 Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The stock’s fifty day moving average is $264.36 and its two-hundred day moving average is $260.05. The firm has a market capitalization of $3.87 trillion, a P/E ratio of 33.34, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm 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%.The company’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the company earned $2.40 EPS. On average, research analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The company also recently disclosed 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 presently 13.15%.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on AAPL. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. UBS Group set a $330.00 price target on shares of Apple in a report on Tuesday. Stephens set a $315.00 target price on Apple in a research report on Monday, January 26th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 target price on the stock in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average target price of $296.07.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Multiple Wall Street analysts reiterated Buy ratings and raised targets, highlighting AI upside and services momentum that support a higher long‑term valuation. Apple: AI-Driven Upgrade Cycle and $340 Target (Bernstein) Sustained Services Momentum and $325 Target (BofA)
• Positive Sentiment: Product launches emphasize Apple’s AI/device strategy: new M5 MacBook Air/Pro with AI enhancements and an updated Studio Display—these support higher ASPs and longer upgrade cycles for professionals. Apple launches new MacBooks (Reuters)
• Positive Sentiment: Apple broadened its addressable market with a budget iPhone 17e ($599) and refreshed iPad Air—moves that help defend share in price‑sensitive markets and support unit volumes. iPhone 17e launch (Reuters)
• Neutral Sentiment: Short‑interest data reported in feeds is unreliable/zeroed out (odd NaN/0 values), so there’s no clear short‑squeeze story driving today’s action; ignore until confirmed by exchange filings.
• Negative Sentiment: Technical analysts flagged a severe bearish moving‑average crossover, with one commentator warning of a potential pullback toward ~$200—this can amplify selling by momentum/CTA funds. Bearish crossover warning (Finbold)
• Negative Sentiment: High‑profile selling by large investors (reports that Warren Buffett trimmed a substantial portion of his Apple stake) is weighing on sentiment and raising questions about near‑term demand expectations. Buffett trimmed Apple stake (Yahoo)
• Negative Sentiment: Apple raised MacBook prices amid a global memory‑chip shortage; while price hikes can protect margins, they risk suppressing unit growth and led to an intra‑day stock dip as investors digested demand risk. MacBook price increases (CNBC)

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.