Sarasin & Partners LLP Has $364.91 Million Holdings in Apple Inc. $AAPL

Key Points

• Sarasin & Partners trimmed its Apple stake by 7.5% in Q4, selling 108,284 shares and retaining 1,342,254 shares valued at about $364.91 million, roughly 3.8% of its portfolio (its 6th-largest holding).
• Apple beat expectations for the quarter with EPS of $2.84 vs. $2.67 estimated and revenue of $143.76 billion (up 15.7% YoY), and the stock carries a "Moderate Buy" consensus with an average target near $297.58.
• Strategic catalysts include a $400 million U.S. manufacturing investment with partners like Bosch and Cirrus Logic and plans to open Siri to third‑party AI assistants, steps that could strengthen supply resilience and services monetization.

Sarasin & Partners LLP reduced its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 7.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,342,254 shares of the iPhone maker's stock after selling 108,284 shares during the period. Apple makes up about 3.8% of Sarasin & Partners LLP's investment portfolio, making the stock its 6th biggest position. Sarasin & Partners LLP's holdings in Apple were worth $364,905,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Nordea Investment Management AB grew its holdings in Apple by 3.7% during the 4th quarter. Nordea Investment Management AB now owns 22,035,680 shares of the iPhone maker's stock worth $5,991,281,000 after acquiring an additional 794,771 shares during the period. Occidental Asset Management LLC lifted its stake in shares of Apple by 8.9% in the 4th quarter. Occidental Asset Management LLC now owns 178,223 shares of the iPhone maker's stock valued at $48,452,000 after purchasing an additional 14,623 shares during the period. Cooper Financial Group lifted its stake in shares of Apple by 1.5% in the 4th quarter. Cooper Financial Group now owns 154,099 shares of the iPhone maker's stock valued at $41,893,000 after purchasing an additional 2,255 shares during the period. Kure Advisory LLC boosted its position in shares of Apple by 22.6% in the 4th quarter. Kure Advisory LLC now owns 6,516 shares of the iPhone maker's stock worth $1,771,000 after purchasing an additional 1,203 shares during the last quarter. Finally, Lake Street Private Wealth LLC boosted its position in shares of Apple by 13.5% in the 4th quarter. Lake Street Private Wealth LLC now owns 170,167 shares of the iPhone maker's stock worth $46,262,000 after purchasing an additional 20,203 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Stock Performance

AAPL stock opened at $252.89 on Friday. The business's 50-day moving average price is $260.37 and its two-hundred day moving average price is $262.40. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The firm has a market cap of $3.71 trillion, a PE ratio of 31.97, a P/E/G ratio of 2.40 and a beta of 1.10. 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 announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company earned $2.40 earnings per share. As a group, research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expands its U.S. manufacturing program and will invest $400 million through 2030 with new partners (Bosch, Cirrus Logic, TDK, Qnity), which should improve supply‑chain resilience, political optics, and long‑term component security. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple plans to open Siri to outside AI assistants (e.g., Google’s Gemini, Anthropic’s Claude), a strategic pivot that makes the iPhone a more flexible AI hub and could accelerate services engagement and monetization. This announcement improves Apple’s competitive AI positioning. Apple plans to open Siri to rival AI services, Bloomberg News reports
• Positive Sentiment: Supplier reaction: Cirrus Logic’s stock rallied after being named to Apple’s American Manufacturing Program, signaling vendor wins and execution progress for Apple’s reshoring plan (could shorten lead times for sensors/components). Cirrus Logic Stock Breaks Out On Apple Partnership
• Neutral Sentiment: Apple rolled out UK age‑verification measures for iPhone users to comply with new government expectations — a regulatory compliance step that reduces policy risk but may affect UX and require implementation costs. Apple rolls out UK age checks for iPhone users
• Negative Sentiment: China headwinds: shipments of foreign‑branded phones in China fell in February, a macro demand signal that could pressure regional iPhone volumes if the trend persists (some analysts note Apple may be relatively insulated, but risk remains). February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

Analysts Set New Price Targets

AAPL has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated an "outperform" rating on shares of Apple in a report on Wednesday, March 4th. Stifel Nicolaus set a $330.00 target price on Apple in a report on Monday, March 2nd. The Goldman Sachs Group restated a "buy" rating on shares of Apple in a research report on Monday, March 2nd. DA Davidson reaffirmed a "neutral" rating and issued a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Finally, Oppenheimer reiterated a "market perform" rating on shares of Apple in a research report on Friday, January 30th. One research 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 given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average 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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