Apple Inc. $AAPL is American Trust Investment Advisors LLC's 2nd Largest Position

Key Points

• American Trust Investment Advisors LLC trimmed its Apple stake by 9.8% in Q3 to 33,869 shares, making AAPL its second-largest holding at 4.4% of the fund and valued at about $8.62 million.
• Apple beat the latest quarterly estimates with $2.84 EPS vs. $2.67 expected and $143.76B revenue (up 15.7% YoY); the stock has a $3.67T market cap, P/E ~31.6 and a MarketBeat consensus rating of "Moderate Buy" with a ~$297.58 target.
• Near-term positives include new low-cost devices, India manufacturing incentives and strong AppleTV sports ratings, while negatives — notably a China App Store commission cut, insider selling and macro/supply‑chain risks — could pressure services revenue and device margins.

American Trust Investment Advisors LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 33,869 shares of the iPhone maker's stock after selling 3,666 shares during the quarter. Apple accounts for 4.4% of American Trust Investment Advisors LLC's investment portfolio, making the stock its 2nd biggest holding. American Trust Investment Advisors LLC's holdings in Apple were worth $8,624,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of AAPL. Isthmus Partners LLC boosted its position in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC lifted its holdings in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after purchasing an additional 40,543 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

More 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 Stock Down 2.2%

AAPL stock opened at $250.12 on Friday. The company has a 50 day moving average price of $262.08 and a two-hundred day moving average price of $261.52. 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 stock has a market capitalization of $3.67 trillion, a P/E ratio of 31.62, a PEG ratio of 2.23 and a beta of 1.10. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts' consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the company posted $2.40 EPS. The business's revenue for the quarter was up 15.7% compared to the same quarter last year. As a group, sell-side analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple's dividend payout ratio is 13.15%.

Analysts Set New Price Targets

Several analysts have recently commented on AAPL shares. 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. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Citigroup reiterated a "buy" rating and set a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. JPMorgan Chase & Co. raised their price target on Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a research report on Friday, January 30th. Finally, Barclays boosted their price target on Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $297.58.

About Apple

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.

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