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Apple Inc. (NASDAQ:AAPL) is Kavar Capital Partners Group LLC’s Largest Position

Apple Inc. (NASDAQ:AAPL) is Kavar Capital Partners Group LLC’s Largest Position

  • 22.03.2025 01:29
  • etfdailynews.com
  • Keywords: High Risk

Kavar Capital Partners reduced its Apple Inc. stake by 1.1%, yet Apple remains its largest holding at $39 million. Other major investors increased their positions in Apple during recent quarters. The company boasts a $3.22 trillion market cap, strong earnings, and a dividend yield of 0.47%. Analysts rate it a "Moderate Buy" with a target price of $243.65.

Apple ReportsAAPLsentiment_dissatisfied

Estimated market influence

Apple Inc.

Apple Inc.

Negativesentiment_dissatisfied
Analyst rating: Buy

Kavar Capital Partners Group LLC cut its holdings in Apple by 1.1% during the fourth quarter.

Kavar Capital Partners Group LLC

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Analyst rating: N/A

The firm owned 156,825 shares of Apple's stock after selling 1,711 shares during the quarter.

Context

Analysis of Apple Inc. (NASDAQ:AAPL)

Institutional Holdings and Market Impact

  • Kavar Capital Partners Group LLC:

    • Reduced holdings in Apple by 1.1% during Q4.
    • Holds 156,825 shares worth $39,272,000 (6.6% of total portfolio).

  • State Street Corp:

    • Increased holdings by 10.6%, now owning 584,010,284 shares worth $136,074,372,000.

  • FMR LLC:

    • Grew position by 5.3%, holding 363,859,362 shares worth $84,779,231,000.

  • Geode Capital Management LLC:

    • Increased stake by 6.5%, owning 333,857,500 shares worth $77,542,863,000.

  • Charles Schwab Investment Management Inc.:

    • Raised holdings by 6.6%, holding 94,942,731 shares valued at $22,121,656,000.

  • International Assets Investment Management LLC:

    • Lifted stake by 20,372.7%, owning 94,347,510 shares worth $219,829,700,000.

  • Total Institutional Ownership: 67.73%.

Financial Performance and Valuation

  • Stock Price: Opened at $214.10; 52-week range: $164.08 - $260.10.
  • Market Cap: $3.22 trillion.
  • P/E Ratio: 33.98.
  • PEG Ratio: 2.44.
  • Beta: 1.18.
  • Quick Ratio: 0.88; Current Ratio: 0.92; Debt-to-Equity Ratio: 1.26.

Earnings and Dividend

  • Q4 Earnings: EPS of $2.40 (vs. consensus estimate of $2.36).

  • Return on Equity: 160.83%; Net Margin: 24.30%.

  • Analyst Predictions: Expected EPS for the year: 7.28.

  • Dividend Announcement:

    • Quarterly dividend of $0.25 per share (annualized yield of 1%).
    • Dividend payout ratio: 15.87%.

Analyst Ratings and Price Targets

  • Consensus Rating: "Moderate Buy".
  • Average Price Target: $243.65.
  • Recent Upgrades/Downgrades:
    • Oppenheimer downgraded to "Market Perform".
    • Argus upgraded to "Strong-Buy".
    • DA Davidson set target price of $290.00.
    • Raymond James raised target to $250.00 with "Buy" rating.

Competitive Dynamics and Strategic Considerations

  • Product Portfolio: Dominates smartphone, personal computer, tablet, wearable, and accessory markets (e.g., iPhone, Mac, iPad, Apple Watch).
  • Market Leadership: Strong institutional support and high market cap reflect investor confidence in long-term growth.
  • Regulatory Environment: No immediate regulatory risks mentioned; however, ongoing scrutiny of tech giants could impact future operations.

Long-Term Effects and Market Implications

  • Institutional Sentiment: Mixed signals from analysts suggest cautious optimism.
  • Dividend Strategy: Consistent dividend payments indicate stable cash flows and shareholder value focus.
  • Market Positioning: Apple’s dominance in multiple tech segments positions it as a key player in global markets, with potential for sustained growth despite macroeconomic challenges.