Apple Inc. $AAPL Shares Sold by Xponance Inc.

Key Points

• Xponance Inc. trimmed its Apple stake by 3.4% in Q3, selling 128,731 shares and ending the period with 3,673,887 shares worth about $935.5 million, making Apple roughly 7.4% of its portfolio and its third-largest holding.
• Other institutions were net buyers: notably Citizens Financial Group increased its Apple holdings by 48.4% to 1,426,605 shares, and overall about 67.7% of Apple is owned by hedge funds and other institutional investors.
• On fundamentals/news, Apple recently beat quarterly EPS and revenue (EPS $2.84; revenue $143.76B, +15.7% YoY), pays a $0.26 quarterly dividend (0.4% yield), and faces mixed catalysts from new lower‑cost devices and supply‑chain/cost risks; consensus analyst rating is a Moderate Buy with a ~$297.58 target.

Xponance Inc. decreased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,673,887 shares of the iPhone maker's stock after selling 128,731 shares during the period. Apple comprises approximately 7.4% of Xponance Inc.'s portfolio, making the stock its 3rd largest position. Xponance Inc.'s holdings in Apple were worth $935,482,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Financial Futures Ltd Liability Co. boosted its holdings in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after acquiring an additional 415 shares during the period. Monarch Capital Management Inc. grew its stake in shares of Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after purchasing an additional 2,920 shares during the last quarter. Riverwater Partners LLC raised its stake in shares of Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after purchasing an additional 819 shares during the last quarter. Highland Capital Management LLC raised its stake in shares of Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after purchasing an additional 8,446 shares during the last quarter. Finally, Citizens Financial Group Inc. RI lifted its holdings in shares of Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after purchasing an additional 465,393 shares during the period. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: New lower‑cost device push — Apple unveiled the MacBook Neo, $599 entry MacBook options, and the iPhone 17e, signaling an attempt to expand addressable markets and capture more volume at lower price points. Apple's new lineup: A closer look at the MacBook Neo & iPhone 17e
• Positive Sentiment: Analyst shipment forecast for new MacBook Neo — Brokers expect Apple to ship roughly 4–5 million MacBook Neos this year, supporting incremental revenue and brand expansion in laptops. Apple likely to ship 4-5M MacBook Neos this year
• Positive Sentiment: Supply‑chain diversification — Apple now makes ~25% of iPhones in India (production up ~53% year over year), reducing China concentration and tariff exposure, which improves manufacturing resilience and margin optionality. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: Improving cash dynamics — Rising free‑cash‑flow expectations are cited by analysts as strengthening the bull case, supporting buybacks/dividends and valuation support. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Neutral Sentiment: Market positioning debate — Commentary questions whether Apple is again a market leader or simply a lower‑risk alternative to high‑AI spend peers; this influences sentiment but not a clear directional catalyst. Is Apple Stock Back to Being a Market Leader?
• Negative Sentiment: Supplier cost pressure risk — Samsung Display warned that geopolitical shocks (Iran war, oil spike) and rising chip prices could lift component and energy costs, squeezing margins for smartphone makers including Apple. Samsung Display CEO warns of cost pressure due to oil shock from Iran war
• Negative Sentiment: UBS keeps a Hold amid China weakness — UBS reiterated a Hold and $280 target citing a sharp decline in iPhone shipments in China, a key growth market and potential near‑term drag on revenue. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: AI/Siri product setback — Reports say Siri problems have delayed Apple’s smart‑home display, indicating AI integration hurdles that could push out a new product revenue stream. Apple's Siri Troubles Put Smart Home Display On Hold

Apple Stock Down 0.0%

AAPL stock opened at $260.81 on Thursday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market capitalization of $3.83 trillion, a PE ratio of 32.97, a P/E/G ratio of 2.33 and a beta of 1.10. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company's 50 day simple moving average is $262.82 and its 200-day simple moving average is $261.18.

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. Equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently disclosed 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 payout ratio is currently 13.15%.

Analyst Ratings Changes

Several analysts have recently weighed in on AAPL shares. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. KGI Securities upgraded shares of Apple to an "outperform" rating and set a $306.00 price objective for the company in a research report on Friday, January 30th. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Loop Capital reissued 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. Finally, Moffett Nathanson lifted their price target on Apple from $241.00 to $270.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $297.58.

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.

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