Apple Inc. $AAPL is WCG Wealth Advisors LLC's 2nd Largest Position

Key Points

• WCG Wealth Advisors LLC reduced its Apple stake by 5.6% in Q3 to 177,401 shares (worth $45.17M), making AAPL its 2nd largest holding at 2.8% of the fund.
• Apple beat quarterly expectations with EPS of $2.84 versus $2.67 estimated and revenue of $143.76B (up 15.7% YoY), and the company carries a $3.67 trillion market cap.
• Analysts maintain a Moderate Buy consensus with a $297.58 average price target, while news is mixed—low‑cost devices and AppleTV/F1 traction are positives but China App Store commission cuts and insider selling present near‑term risks.

WCG Wealth Advisors LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 177,401 shares of the iPhone maker's stock after selling 10,453 shares during the quarter. Apple accounts for 2.8% of WCG Wealth Advisors LLC's holdings, 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 filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. First National Bank of Hutchinson raised its position in Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC lifted its stake in Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC boosted its position in shares of Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after buying an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after buying an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE grew its stake in shares of Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after buying an additional 1,155 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple Stock Down 2.2%

Shares of NASDAQ:AAPL opened at $250.12 on Friday. The business's 50 day moving average is $262.08 and its 200 day moving average is $261.30. The stock has a market cap of $3.67 trillion, a P/E ratio of 31.62, a price-to-earnings-growth ratio of 2.28 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 quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL - Get Free Report) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, beating 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 business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same period in the previous year, the company posted $2.40 EPS. Apple's revenue was up 15.7% on a year-over-year basis. Sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

Trending Headlines about Apple

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.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on AAPL shares. The Goldman Sachs Group reissued a "buy" rating on shares of Apple in a research note on Monday, March 2nd. KeyCorp reaffirmed a "sector weight" rating on shares of Apple in a research report on Thursday. Sanford C. Bernstein reiterated an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Raymond James Financial reiterated a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. Finally, UBS Group reissued a "neutral" rating on shares of Apple in a research note on Wednesday, March 4th. One equities research 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 given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus 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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