Apple Inc. $AAPL Shares Sold by Significant Wealth Partners LLC

Key Points

• Significant Wealth Partners LLC trimmed its Apple stake by 63.3% in Q4, selling 2,670 shares and leaving 1,549 shares worth $421,000 (about 0.5% of its portfolio and its 29th largest holding).
• Apple beat quarterly estimates with $2.84 EPS vs. $2.67 expected and $143.76B revenue (up 15.7% YoY); the stock has a $3.71T market cap, an average analyst rating of "Moderate Buy," and an average price target of $297.58.

Significant Wealth Partners LLC trimmed its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 63.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,549 shares of the iPhone maker's stock after selling 2,670 shares during the quarter. Apple accounts for approximately 0.5% of Significant Wealth Partners LLC's portfolio, making the stock its 29th largest holding. Significant Wealth Partners LLC's holdings in Apple were worth $421,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AAPL. Isthmus Partners LLC lifted its holdings in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC increased its holdings in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC increased its holdings in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC raised its position in 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 during the period. Hedge funds and other institutional investors own 67.73% of the company's stock.

Apple Trading Up 0.4%

NASDAQ:AAPL opened at $252.62 on Thursday. The stock has a market cap of $3.71 trillion, a price-to-earnings ratio of 31.94, a price-to-earnings-growth ratio of 2.39 and a beta of 1.10. Apple Inc. has a one year low of $169.21 and a one year 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 business's 50-day simple moving average is $260.48 and its 200 day simple moving average is $262.46.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the firm earned $2.40 EPS. Apple's quarterly revenue was up 15.7% on a year-over-year basis. As a group, sell-side analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a dividend of $0.26 per share. 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 presently 13.15%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Stifel Nicolaus set a $330.00 target price on Apple in a research report on Monday, March 2nd. Barclays raised their target price on Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a report on Tuesday, March 3rd. Loop Capital restated a "buy" rating and issued a $325.00 price target (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Wedbush reaffirmed an "outperform" rating and issued a $350.00 price objective on shares of Apple in a research report on Wednesday, March 4th. Finally, Citigroup reiterated a "buy" rating and set a $315.00 price objective (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Apple has an average rating of "Moderate Buy" and an average price target of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is pushing into new ad and services revenue channels — launching the Apple Business platform (Apr. 14) and rolling out paid ads in Apple Maps (U.S./Canada this summer), which could lift Services revenue and diversify monetization. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: AI and assistant upgrades remain a strategic focus — reports say Apple is testing a standalone Siri app and an “Ask Siri” AI agent, and AirPods Max 2 includes Apple Intelligence features. These moves bolster Apple’s AI narrative and ecosystem stickiness ahead of WWDC. Apple Readies Introduction of AI Agent-Like Siri
• Positive Sentiment: Major broker/analyst attention and investor interest are rising — Morgan Stanley issued an Overweight and Apple recently became the most-searched stock on Zacks, signalling renewed institutional and retail focus. Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? Apple NASDAQ: AAPL Earns Overweight Rating from Morgan Stanley
• Neutral Sentiment: Software updates and minor product launches (iOS 26.4, AI playlists, other UI tweaks) maintain ecosystem engagement but are unlikely to move revenue materially in the near term. Apple launches iOS 26.4 with AI playlists, purchase sharing, and more - The Verge
• Neutral Sentiment: Third-party and developer activity on the App Store continues (e.g., TAP Invest added to App Store), which underscores platform health but is not a company-specific catalyst. TAP, Inc. Launches TAP Invest Mobile App on the Apple App Store
• Neutral Sentiment: WWDC scheduled for June 8 is a near-term event that typically provides software/AI roadmaps — a potential catalyst but not a guaranteed positive. Apple to host June developer conference online with AI updates
• Negative Sentiment: Regulatory-driven changes in the U.K. (age verification for many Apple services) have introduced near-term volatility and could add friction to service usage/revenue in that market. Markets showed a volatile reaction premarket to the rollout. Apple rolls out UK age checks for iPhone users Apple stock volatile premarket after rolling out UK age verification
• Negative Sentiment: China data shows shipments of foreign-branded phones (including iPhones) fell ~7.7% year-over-year in February — a reminder of near-term demand softness in Apple’s second-largest market. February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

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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