Stevens Capital Management LP Cuts Stake in Apple Inc. $AAPL

Stevens Capital Management LP lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 18.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 68,527 shares of the iPhone maker’s stock after selling 15,860 shares during the period. Apple accounts for about 2.3% of Stevens Capital Management LP’s investment portfolio, making the stock its 10th biggest holding. Stevens Capital Management LP’s holdings in Apple were worth $17,449,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Sellwood Investment Partners LLC boosted its stake in shares of Apple by 110.9% during the 3rd 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 shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its stake 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 acquiring an additional 200 shares in the last quarter. LSV Asset Management bought a new position in shares of Apple in the 4th quarter valued at approximately $65,000. Finally, Morgan Dempsey Capital Management LLC lifted its holdings in Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Citi reiterates Buy and $315 price target, citing resilient margins, services expansion and emerging AI upside — a bank-level vote of confidence that can support flows into AAPL. Article Title
• Positive Sentiment: New product launches target volume growth: the MacBook Neo ($599 entry price) and the budget iPhone 17e (now 256GB base) aim to expand Apple’s installed base and services revenue over time — a potential structural booster to recurring services and hardware unit growth. Article Title
• Positive Sentiment: BIEL Crystal named exclusive cover‑glass supplier for the iPhone 17e — a supply‑chain detail that supports the roll‑out timing and margins for the new low‑priced model. Article Title
• Positive Sentiment: Bullish analyst/target momentum continues (street targets now range into the $310–$350 area), reflecting investor enthusiasm around Apple’s AI Macs, services acceleration and strong recent earnings. Article Title
• Neutral Sentiment: Large, mixed institutional flows and a wide range of analyst targets mean conviction is split — some funds adding shares while many trimmed positions last quarter; this can amplify moves but also limit runaway direction. Article Title
• Neutral Sentiment: Technical commentators note resistance and downside targets near ~$250; that technical setup can keep trading choppy even with favorable fundamentals. Article Title
• Negative Sentiment: Macro/market risk: a spike in oil and geopolitical noise sparked broad tech and Nasdaq weakness overnight — algo-driven selling hit large caps, including Apple, pressuring the stock irrespective of company‑specific news. Article Title
• Negative Sentiment: Competitive risk: Samsung is pursuing AI partnerships (OpenAI and others) to close feature gaps — intensified AI competition in smartphones/laptops could pressure Apple’s premium positioning over time. Article Title
• Negative Sentiment: Insider selling (multiple executive sales reported) can be interpreted negatively by some traders and, combined with technical caution, may amplify near‑term downside pressure. Article Title

Apple Stock Performance

Shares of NASDAQ AAPL opened at $257.46 on Monday. 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 $3.78 trillion, a P/E ratio of 32.55, a P/E/G ratio of 2.30 and a beta of 1.10. The business’s 50 day moving average is $263.56 and its two-hundred day moving average is $260.70. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion during 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%.Apple’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period in the prior year, the business earned $2.40 earnings per share. On average, equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a $0.26 dividend. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio is 13.15%.

Analysts Set New Price Targets

AAPL has been the subject of a number of recent analyst reports. Loop Capital reaffirmed a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Oppenheimer reissued a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Moffett Nathanson upped their price objective on shares of Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Citigroup reiterated a “buy” rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Apple in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Apple 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.