Neuberger Berman Group LLC Has $4.27 Billion Stock Position in Apple Inc. $AAPL

Key Points

• Neuberger Berman increased its Apple stake 0.9% in Q3 to 16,767,381 shares — about $4.27 billion — making AAPL its third-largest position and roughly 3.1% of the firm's holdings.
• Mixed outlook for Apple: the $599 MacBook Neo could boost unit volumes (analysts expect ~4–5M shipments) and India incentives support supply‑chain diversification, but UBS warns of sharp iPhone shipment declines in China, supplier cost pressures, and a premium valuation that could limit near‑term upside.

Neuberger Berman Group LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,767,381 shares of the iPhone maker's stock after purchasing an additional 156,236 shares during the quarter. Apple makes up 3.1% of Neuberger Berman Group LLC's holdings, making the stock its 3rd largest position. Neuberger Berman Group LLC owned 0.11% of Apple worth $4,269,464,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Isthmus Partners LLC boosted its holdings in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its position in 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 during the last quarter. Nexus Investment Management ULC lifted its position in Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after acquiring an additional 200 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in Apple in the fourth quarter valued at approximately $65,000. Institutional investors own 67.73% of the company's stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: MacBook Neo launch — Apple unveiled the $599 MacBook Neo aimed at education and budget buyers; reviewers (including MKBHD) praise it as highly disruptive, which could expand unit volumes and market share. Article Title
• Positive Sentiment: Analysts expect meaningful initial units — Some research notes forecast 4–5 million MacBook Neo shipments this year, suggesting upside to Mac revenue if adoption meets expectations. Article Title
• Positive Sentiment: India manufacturing incentives — New Indian incentives to boost local phone production support Apple’s ongoing shift of iPhone assembly to India, reducing China concentration risk and potentially lowering tariff exposure. Article Title
• Neutral Sentiment: Buyback and cash flow support — Coverage highlights a large share‑repurchase (reported $24B) and strong free cash flow that help support the stock through market volatility, but these are longer‑term cushions rather than immediate catalysts. Article Title
• Neutral Sentiment: Short‑interest data appears noisy — Reports show a large "increase" in short interest but the underlying data is zero/NaN, indicating a likely reporting glitch rather than a substantive change in bearish positioning.
• Negative Sentiment: China shipment weakness — UBS reiterated a Hold citing sharp declines in iPhone shipments in China, a direct hit to growth expectations for Apple’s largest hardware category. Article Title
• Negative Sentiment: Supplier cost pressure — Samsung Display’s CEO warned that higher oil and chip prices (and related supply‑cost inflation) could increase component costs for phones and laptops, pressuring margins industrywide. Article Title
• Negative Sentiment: Valuation and "no catalyst" views — Coverage notes AAPL trades at a premium P/E versus peers and some analysts say there's no near‑term catalyst to justify further multiple expansion, leaving the stock vulnerable to broader market weakness. Article Title

Apple Price Performance

Shares of AAPL opened at $255.76 on Friday. 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 company's fifty day moving average price is $262.49 and its 200-day moving average price is $261.14. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The firm has a market capitalization of $3.75 trillion, a PE ratio of 32.33, a price-to-earnings-growth ratio of 2.33 and a beta of 1.10.

Apple (NASDAQ:AAPL - Get Free Report) last issued its earnings results 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 company had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. On average, equities research analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were issued 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 payout ratio is 13.15%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on AAPL. Barclays lifted their price target on shares of Apple from $239.00 to $248.00 and gave the stock an "underweight" rating in a report on Tuesday, March 3rd. Rosenblatt Securities raised their price objective on Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a research report on Thursday, March 5th. Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a research note on Monday, December 29th. Wedbush reaffirmed an "outperform" rating and set a $350.00 target price on shares of Apple in a research report on Wednesday, March 4th. Finally, Stifel Nicolaus set a $330.00 price target on Apple in a research note on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average 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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