Tealwood Asset Management Inc. Sells 3,750 Shares of Apple Inc. $AAPL

Key Points

• Tealwood Asset Management trimmed its Apple position by 27.6% in Q4, selling 3,750 shares and ending the quarter with 9,833 shares worth $2.673 million (Apple is 1.2% of its holdings and its 19th-largest position).
• Broader outlook: Apple is expanding ad/services and AI initiatives (Apple Business platform, paid ads in Maps, Siri/AI upgrades) that could boost Services revenue and analyst sentiment, but U.K. regulatory changes and weaker China phone shipments (~7.7% Y/Y) pose near-term risks.

Tealwood Asset Management Inc. reduced its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 27.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,833 shares of the iPhone maker's stock after selling 3,750 shares during the quarter. Apple comprises 1.2% of Tealwood Asset Management Inc.'s holdings, making the stock its 19th biggest position. Tealwood Asset Management Inc.'s holdings in Apple were worth $2,673,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Sellwood Investment Partners LLC lifted its holdings in Apple by 110.9% in 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 grew its holdings in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the 4th quarter worth $65,000. HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at $99,000. Finally, Miller Global Investments LLC bought a new stake in shares of Apple during the 4th quarter valued at $127,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is pushing into new ad and services revenue channels — launching the Apple Business platform (Apr. 14) and rolling out paid ads in Apple Maps (U.S./Canada this summer), which could lift Services revenue and diversify monetization. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: AI and assistant upgrades remain a strategic focus — reports say Apple is testing a standalone Siri app and an “Ask Siri” AI agent, and AirPods Max 2 includes Apple Intelligence features. These moves bolster Apple’s AI narrative and ecosystem stickiness ahead of WWDC. Apple Readies Introduction of AI Agent-Like Siri
• Positive Sentiment: Major broker/analyst attention and investor interest are rising — Morgan Stanley issued an Overweight and Apple recently became the most-searched stock on Zacks, signalling renewed institutional and retail focus. Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? Apple NASDAQ: AAPL Earns Overweight Rating from Morgan Stanley
• Neutral Sentiment: Software updates and minor product launches (iOS 26.4, AI playlists, other UI tweaks) maintain ecosystem engagement but are unlikely to move revenue materially in the near term. Apple launches iOS 26.4 with AI playlists, purchase sharing, and more - The Verge
• Neutral Sentiment: Third-party and developer activity on the App Store continues (e.g., TAP Invest added to App Store), which underscores platform health but is not a company-specific catalyst. TAP, Inc. Launches TAP Invest Mobile App on the Apple App Store
• Neutral Sentiment: WWDC scheduled for June 8 is a near-term event that typically provides software/AI roadmaps — a potential catalyst but not a guaranteed positive. Apple to host June developer conference online with AI updates
• Negative Sentiment: Regulatory-driven changes in the U.K. (age verification for many Apple services) have introduced near-term volatility and could add friction to service usage/revenue in that market. Markets showed a volatile reaction premarket to the rollout. Apple rolls out UK age checks for iPhone users Apple stock volatile premarket after rolling out UK age verification
• Negative Sentiment: China data shows shipments of foreign-branded phones (including iPhones) fell ~7.7% year-over-year in February — a reminder of near-term demand softness in Apple’s second-largest market. February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

Apple Price Performance

Shares of AAPL stock opened at $252.62 on Thursday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The firm has a fifty day moving average of $260.48 and a 200-day moving average of $262.46. The firm has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 31.94, a price-to-earnings-growth ratio of 2.39 and a beta of 1.10.

Apple (NASDAQ:AAPL - Get Free Report) last issued 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 the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the business posted $2.40 EPS. On average, equities research analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given 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 dividend payout ratio (DPR) is currently 13.15%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on AAPL shares. Stifel Nicolaus set a $330.00 price target on Apple in a research note on Monday, March 2nd. UBS Group reaffirmed a "neutral" rating on shares of Apple in a research note on Wednesday, March 4th. Royal Bank Of Canada set a $325.00 price objective on Apple in a report on Monday, February 2nd. Morgan Stanley reissued an "overweight" rating and issued a $315.00 target price on shares of Apple in a research note on Monday. Finally, Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $297.58.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.