Mesirow Financial Investment Management Inc. Sells 10,946 Shares of Apple Inc. $AAPL

Key Points

• Mesirow Financial Investment Management trimmed its Apple stake by about 1.0% in Q3, selling 10,946 shares and ending the period with 1,053,309 shares worth roughly $268.2 million, making AAPL its second-largest holding at about 4.8% of the portfolio.
• Despite Mesirow's small sale, large institutions including Vanguard, State Street, Geode and Northern Trust increased AAPL positions (institutional ownership ~67.7%); Apple also reported a quarterly beat (EPS $2.84, revenue $143.76B) and paid a $0.26 quarterly dividend.

Mesirow Financial Investment Management Inc. lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,053,309 shares of the iPhone maker's stock after selling 10,946 shares during the period. Apple accounts for about 4.8% of Mesirow Financial Investment Management Inc.'s portfolio, making the stock its 2nd biggest holding. Mesirow Financial Investment Management Inc.'s holdings in Apple were worth $268,206,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of AAPL. Vanguard Group Inc. grew its stake in Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after purchasing an additional 15,141,995 shares during the period. State Street Corp grew its holdings in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the period. Geode Capital Management LLC increased its stake in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Norges Bank acquired a new position in shares of Apple during the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp boosted its position in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple has accelerated its supply‑chain diversification: India now accounts for about 25% of iPhone output after a ~53% production increase, reducing China/tariff risk and improving supply resilience. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: New, lower‑priced hardware is expanding TAM: analysts expect Apple to ship ~4–5M MacBook Neo units this year and the $599 MacBook Neo aims at the entry PC market — a potential growth lever for Mac revenue and share. Apple likely to ship 4-5M MacBook Neos this year, expand tech giant's brand: analysts
• Positive Sentiment: Product and platform momentum: new M5 Pro/Max Macs and strong reviews for high‑end MacBook Pros support the premium ecosystem and help defend margins in creative/pro markets. Testing Apple’s 2026 16-inch MacBook Pro, M5 Max, and its new “performance” cores - Ars Technica
• Neutral Sentiment: Bull case cites rising free cash‑flow expectations that support long‑term valuation; these are constructive but already priced into a high market cap and premium multiple. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Negative Sentiment: UBS reiterated a Hold and flagged a sharp decline in iPhone shipments in China — a near‑term demand concern that pressures growth expectations and could weigh on revenue guidance. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: Regulatory/legal risk: German publishers say recent ATT revisions don’t fix competition issues and are urging antitrust fines — a potential headwind for App Store rules and services revenue. German publishers reject Apple's revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product execution risk: reports that Siri problems have delayed Apple’s smart home display point to AI/voice assistant challenges that could slow expansion into new hardware categories. Apple’s Siri Troubles Put Smart Home Display On Hold

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research report on Friday, January 30th. Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. Jefferies Financial Group set a $330.00 price target on Apple in a research note on Wednesday, March 4th. Maxim Group raised Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective for the company in a research note on Friday, January 30th. Finally, Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a research note on Monday, December 29th. One investment 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 issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $297.58.

Apple Price Performance

Shares of NASDAQ:AAPL opened at $260.81 on Thursday. The company has a market capitalization of $3.83 trillion, a P/E ratio of 32.97, a price-to-earnings-growth ratio of 2.33 and a beta of 1.10. The company's 50-day moving average is $262.82 and its 200 day moving average is $261.18. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week 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 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm's quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.40 earnings per share. On average, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current 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 paid a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple's dividend payout ratio (DPR) is presently 13.15%.

Apple 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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