Apple Inc. $AAPL is Neville Rodie & Shaw Inc.’s Largest Position

17 Dec 2025, 11:24 by Tristan Rich · The Markets Daily

Neville Rodie & Shaw Inc. trimmed its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 14.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 461,180 shares of the iPhone maker’s stock after selling 79,610 shares during the quarter. Apple accounts for approximately 8.5% of Neville Rodie & Shaw Inc.’s holdings, making the stock its biggest holding. Neville Rodie & Shaw Inc.’s holdings in Apple were worth $117,431,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hobart Private Capital LLC boosted its position in Apple by 26.7% during the 3rd quarter. Hobart Private Capital LLC now owns 9,984 shares of the iPhone maker’s stock valued at $2,542,000 after buying an additional 2,101 shares during the period. Rydar Equities Inc. bought a new position in shares of Apple during the second quarter valued at about $8,800,000. Gilbert Capital Group Inc. bought a new position in shares of Apple during the second quarter valued at about $1,077,000. Summit Financial Wealth Advisors LLC boosted its holdings in shares of Apple by 5.6% during the second quarter. Summit Financial Wealth Advisors LLC now owns 39,687 shares of the iPhone maker’s stock worth $8,143,000 after purchasing an additional 2,119 shares during the period. Finally, TradeWell Securities LLC. grew its stake in shares of Apple by 1.7% in the second quarter. TradeWell Securities LLC. now owns 161,596 shares of the iPhone maker’s stock worth $33,155,000 after purchasing an additional 2,713 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on AAPL shares. Evercore ISI reaffirmed an “outperform” rating and set a $325.00 price target (up previously from $300.00) on shares of Apple in a research report on Monday, December 8th. Jefferies Financial Group upgraded shares of Apple from an “underperform” rating to a “hold” rating and raised their price objective for the stock from $203.07 to $246.99 in a report on Friday, October 31st. Barclays boosted their target price on Apple from $180.00 to $230.00 and gave the stock an “underweight” rating in a report on Friday, October 31st. Tigress Financial lifted their target price on shares of Apple from $300.00 to $305.00 and gave the stock a “strong-buy” rating in a report on Wednesday, September 17th. Finally, UBS Group reiterated a “neutral” rating on shares of Apple in a report on Monday, December 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $282.82.

View Our Latest Research Report on Apple

Apple Trading Up 0.2%

NASDAQ:AAPL opened at $274.61 on Wednesday. The stock has a market capitalization of $4.06 trillion, a price-to-earnings ratio of 36.76, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm has a 50 day moving average of $268.95 and a 200 day moving average of $238.34.

Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. During the same period in the prior year, the firm posted $1.64 earnings per share. The business’s quarterly revenue was up 8.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Shareholders of record on Monday, November 10th were paid a $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.92%.

Insiders Place Their Bets

In other news, CEO Timothy D. Cook sold 129,963 shares of the business’s stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the sale, the chief executive officer directly owned 3,280,295 shares of the company’s stock, valued at $842,412,558.95. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total value of $1,038,790.61. Following the completion of the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 228,052 shares of company stock valued at $58,604,588. 0.06% of the stock is currently owned by corporate insiders.

Apple Profile

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