Apple Inc. $AAPL is Mesirow Financial Investment Management Inc.’s 2nd Largest Position

Mesirow Financial Investment Management Inc. decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,053,309 shares of the iPhone maker’s stock after selling 10,946 shares during the quarter. Apple accounts for approximately 4.8% of Mesirow Financial Investment Management Inc.’s portfolio, making the stock its 2nd largest position. Mesirow Financial Investment Management Inc.’s holdings in Apple were worth $268,206,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Sellwood Investment Partners LLC increased 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 buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its position in 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 buying an additional 180 shares during the period. Nexus Investment Management ULC grew its holdings in Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after acquiring an additional 200 shares during the last quarter. LSV Asset Management bought a new stake in Apple in the 4th quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after acquiring an additional 125 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple has accelerated its supply‑chain diversification: India now accounts for about 25% of iPhone output after a ~53% production increase, reducing China/tariff risk and improving supply resilience. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: New, lower‑priced hardware is expanding TAM: analysts expect Apple to ship ~4–5M MacBook Neo units this year and the $599 MacBook Neo aims at the entry PC market — a potential growth lever for Mac revenue and share. Apple likely to ship 4-5M MacBook Neos this year, expand tech giant’s brand: analysts
• Positive Sentiment: Product and platform momentum: new M5 Pro/Max Macs and strong reviews for high‑end MacBook Pros support the premium ecosystem and help defend margins in creative/pro markets. Testing Apple’s 2026 16-inch MacBook Pro, M5 Max, and its new “performance” cores – Ars Technica
• Neutral Sentiment: Bull case cites rising free cash‑flow expectations that support long‑term valuation; these are constructive but already priced into a high market cap and premium multiple. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Negative Sentiment: UBS reiterated a Hold and flagged a sharp decline in iPhone shipments in China — a near‑term demand concern that pressures growth expectations and could weigh on revenue guidance. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: Regulatory/legal risk: German publishers say recent ATT revisions don’t fix competition issues and are urging antitrust fines — a potential headwind for App Store rules and services revenue. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product execution risk: reports that Siri problems have delayed Apple’s smart home display point to AI/voice assistant challenges that could slow expansion into new hardware categories. Apple’s Siri Troubles Put Smart Home Display On Hold

Analyst Ratings Changes

Several analysts recently weighed in on the stock. Jefferies Financial Group set a $330.00 price target on shares of Apple in a report on Wednesday, March 4th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a report on Monday, March 2nd. Scotiabank set a $330.00 target price on shares of Apple in a research note on Monday, February 2nd. Maxim Group upgraded 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 Friday, January 30th. Finally, Loop Capital reissued a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $297.58.

Apple Stock Down 0.0%

Shares of Apple stock opened at $260.81 on Thursday. The company has a 50-day simple moving average of $262.82 and a two-hundred day simple moving average of $261.18. The stock has a market capitalization of $3.83 trillion, a PE ratio of 32.97, a price-to-earnings-growth ratio of 2.33 and a beta of 1.10. Apple Inc. has a 52-week low of $169.21 and a 52-week high of $288.62. 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 (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.17. The firm 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.40 earnings per share. On average, analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm 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 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio (DPR) is currently 13.15%.

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.