Apple Inc. $AAPL Stock Holdings Lessened by Moody National Bank Trust Division

Key Points

• Moody National Bank Trust Division trimmed its Apple stake by 29.2%, selling 45,664 shares and finishing the quarter with 110,811 shares worth $30.125 million, making Apple 2.9% of its portfolio and its sixth-largest holding.
• Apple beat quarterly estimates, reporting $2.84 EPS (vs. $2.67 est.) and $143.76 billion in revenue (vs. $138.25B est.), with revenue up 15.7% year‑over‑year, and announced a $0.26 quarterly dividend ($1.04 annualized, 0.4% yield).
• Analysts remain broadly positive—MarketBeat lists a consensus rating of Moderate Buy with an average target of $297.58 and several firms raising targets (JPMorgan to $325)—even as headlines mix a $400M U.S. manufacturing investment with legal, geopolitical and leadership risks.

Moody National Bank Trust Division trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 29.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 110,811 shares of the iPhone maker's stock after selling 45,664 shares during the period. Apple comprises 2.9% of Moody National Bank Trust Division's portfolio, making the stock its 6th largest position. Moody National Bank Trust Division's holdings in Apple were worth $30,125,000 at the end of the most recent quarter.

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

Apple Stock Up 0.7%

NASDAQ:AAPL opened at $255.63 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's 50-day moving average price is $260.36 and its 200-day moving average price is $263.13. The company has a market capitalization of $3.75 trillion, a PE ratio of 32.32, a P/E/G ratio of 2.41 and a beta of 1.11. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for 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 quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.40 earnings per share. On average, equities analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts have issued reports on AAPL shares. Stephens set a $315.00 price objective on shares of Apple in a research report on Monday, January 26th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. UBS Group reaffirmed a "neutral" rating on shares of Apple in a research note on Wednesday, March 4th. The Goldman Sachs Group reissued a "buy" rating on shares of Apple in a research note on Monday, March 2nd. Finally, JPMorgan Chase & Co. raised their price objective on shares of Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $297.58.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expanded its U.S. Manufacturing Program with a $400M investment through 2030 to bolster domestic production of critical components — a move that should help supply resilience and long‑term margins. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
• Positive Sentiment: Wedbush reiterated an Outperform rating and flagged a potential foldable iPhone and WWDC roadmap as major upside catalysts that could reignite product cycles. Wedbush Reiterates Outperform on Apple Inc. (AAPL)
• Positive Sentiment: Analysts point to accelerating services monetization (higher‑margin recurring revenue) and Siri/AI feature tests (multi‑request Siri) as supporting revenue diversification beyond the iPhone. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Neutral Sentiment: Apple’s 50th anniversary generated broad retrospectives on its franchise and strategy; such coverage supports brand strength but raises scrutiny on AI execution and succession planning. Apple's 50-year journey from garage to tech titan
• Neutral Sentiment: Apple released a firmware update for AirTag 2 (3.0.45) — routine product maintenance that matters for customer trust but has limited direct impact on revenue. Apple just changed AirTag 2’s anti-stalking feature - 9to5Mac
• Neutral Sentiment: D. E. Shaw trimmed its AAPL holding — a portfolio move that may reflect rebalancing rather than fundamental conviction change. Apple Inc. (AAPL): D. E. Shaw Trims Holding
• Negative Sentiment: Iran’s IRGC publicly threatened U.S. tech firms, including Apple — geopolitical risk can pressure shares via supply‑chain, regional operations or investor risk premia. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: A final court ruling upheld Xiao‑I Corp patents in a dispute with Apple — adverse IP decisions can lead to damages, licensing costs or operational restrictions in key markets. Xiao-I Corp. Wins Final Supreme Court Ruling Upholding Patents in Apple Dispute
• Negative Sentiment: Apple’s fitness chief is retiring amid harassment allegations — a reputational and leadership headwind for the services/wearables business. Apple's Fitness Chief, Who Was Accused of Harassment, Is Retiring

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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