WCG Wealth Advisors LLC Reduces Stake in Apple Inc. $AAPL

WCG Wealth Advisors LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 5.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 177,401 shares of the iPhone maker’s stock after selling 10,453 shares during the quarter. Apple makes up approximately 2.8% of WCG Wealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. WCG Wealth Advisors LLC’s holdings in Apple were worth $45,172,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of AAPL. Vanguard Group Inc. raised its position in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp boosted its position in Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC boosted its position in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Norges Bank purchased a new position in Apple in the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp raised its holdings in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on AAPL shares. Royal Bank Of Canada set a $325.00 price target on shares of Apple in a research report on Monday, February 2nd. TD Cowen reaffirmed a “buy” rating and issued a $325.00 price objective on shares of Apple in a research report on Friday, January 30th. Monness Crespi & Hardt boosted their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. KeyCorp reissued a “sector weight” rating on shares of Apple in a research report on Thursday. Finally, Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $297.58.

Apple Price Performance

Shares of AAPL stock opened at $250.12 on Friday. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two 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. The firm has a market capitalization of $3.67 trillion, a price-to-earnings ratio of 31.62, a PEG ratio of 2.28 and a beta of 1.10. The stock’s 50-day simple moving average is $262.08 and its 200-day simple moving average is $261.30.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. Apple’s revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $2.40 EPS. As a group, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal 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 dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s new low-cost devices (MacBook Neo, iPhone 17e) broaden addressable market and could win share versus cheaper Windows/Chromebooks — a strategic growth lever even if it pressures near-term margins. How Apple’s new low-cost MacBook Neo may shake up the market
• Positive Sentiment: Early Formula 1 ratings for AppleTV’s exclusive U.S. stream were strong, supporting the thesis that exclusive sports/content deals can grow Services subscriptions and engagement over time. Apple Gets Early Formula 1 Ratings Win
• Positive Sentiment: India’s plan to roll fresh smartphone manufacturing incentives could help Apple expand local production and improve margin/market access over the medium term. India plans fresh incentives for phone production
• Neutral Sentiment: Analyst views are mixed: a few firms raised targets or reiterated buys while others stay cautious/neutral; median price targets remain above the market, keeping a longer-term bullish backdrop but no unanimous near-term catalyst. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Apple cut its mainland China App Store commission to 25% (and mini-app fees to 12%) after regulator talks — good for developer relations but a direct hit to Services take-rate and near-term revenue in its second‑largest market. Apple cuts China App Store commission fees after government pressure
• Negative Sentiment: Strong insider selling and social/board chatter about a tech pullback and China demand risks are weighing on sentiment — traders are highlighting technical weakness and short-term bearish views. Apple Stock Opinions on Tech Sector Pullback
• Negative Sentiment: Macro and supply‑chain risks (memory/storage cost inflation and geopolitical disruption tied to the Iran war) could raise component costs and compress device margins if Apple absorbs price moves to hold consumer prices. The Iran War Could Upend AI. Here’s How.

Apple Company 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.