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Apple Inc. (NASDAQ:AAPL) Shares Sold by Level Financial Advisors

Apple Inc. (NASDAQ:AAPL) Shares Sold by Level Financial Advisors

  • 22.03.2025 21:00
  • etfdailynews.com
  • Keywords: Apple, Level Financial Advisors

Level Financial Advisors reduced its stake in Apple Inc. by selling 281 shares, trimming their holdings to 8,982 shares. Other hedge funds showed mixed activity, with some increasing their positions while others adjusted theirs. Despite these changes, Apple remains a significant holding for many investors, supported by strong earnings and positive analyst forecasts.

Apple ServicesAAPLsentiment_dissatisfied

Estimated market influence

Apple Inc.

Apple Inc.

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple's stock was sold by Level Financial Advisors, indicating a potential lack of confidence in the company's future performance. Additionally, some hedge funds increased their stakes while others reduced theirs, showing mixed investor sentiment.

Level Financial Advisors

Negativesentiment_dissatisfied
Analyst rating: N/A

Reduced their stake in Apple Inc., suggesting they may have concerns about Apple's stock performance or market position.

Context

Analysis of Apple Inc. (NASDAQ:AAPL) Business Insights and Market Implications

Portfolio Adjustments by Hedge Funds

  • Level Financial Advisors: Trimmed stake in Apple by 3.0% in Q4, selling 281 shares. Now owns 8,982 shares worth $2,249,000 (0.8% of portfolio).
  • O Connor Financial Group LLC: Increased stake by 1.2% in Q4, purchasing 41 shares. Now owns 3,578 shares valued at $896,000.
  • 1620 Investment Advisors Inc.: Grew position by 0.5% in Q3, acquiring 45 shares. Now holds 9,654 shares worth $2,249,000.
  • Carolina Wealth Advisors LLC: Increased stake by 1.3% in Q3, purchasing 46 shares. Now owns 3,489 shares valued at $813,000.
  • Menard Financial Group LLC: Grew position by 0.4% in Q3, acquiring 48 shares. Now holds 12,221 shares worth $2,848,000.
  • Hanseatic Management Services Inc.: Increased stake by 1.3% in Q4, purchasing 48 shares. Now owns 3,775 shares valued at $945,000.

67.73% of Apple’s stock is owned by institutional investors and hedge funds.

Stock Performance and Valuation Metrics

  • Stock Price: Opened at $218.27 on Friday. 12-month low: $164.08; 12-month high: $260.10.
  • Market Capitalization: $3.28 trillion.
  • Valuation Ratios:
    • Price-to-Earnings (P/E) Ratio: 34.65
    • Price-to-Earnings-Growth (PEG) Ratio: 2.44
    • Beta: 1.18
  • Technical Indicators:
    • 50-day Simple Moving Average (SMA): $231.82
    • 200-day SMA: $233.26

Earnings and Dividends

  • Earnings Performance: Apple reported EPS of $2.40 for the latest quarter, beating estimates of $2.36.
  • Return on Equity (ROE): 160.83%.
  • Net Margin: 24.30%.
  • Dividend Information:
    • Quarterly dividend: $0.25 (annualized yield: 0.46%).
    • Dividend Payout Ratio (DPR): 15.87%.

Analyst Consensus and Target Prices

  • Analyst Ratings:
    • Sell ratings: 4
    • Hold ratings: 10
    • Buy ratings: 21
    • Strong Buy ratings: 2
  • Consensus Rating: Moderate Buy.
  • Average Target Price: $243.65.

Competitive Dynamics and Strategic Considerations

  • Apple’s product portfolio includes iPhones, Macs, iPads, wearables (e.g., AirPods, Apple Watch), and accessories.
  • Faces competition from companies like Samsung in smartphones and other tech firms in wearables and services.
  • Strong brand loyalty and ecosystem integration provide competitive advantages.

Long-term Effects and Market Implications

  • Institutional Ownership: High ownership (67.73%) suggests continued influence on stock performance and market dynamics.
  • Stock Volatility: Technical indicators suggest moderate volatility, with support at key SMA levels.
  • Analyst Sentiment: Mixed ratings indicate potential upside but also cautious optimism.
  • Dividend Growth: Consistent dividend payments reflect Apple’s commitment to shareholder value.

Overall, Apple remains a critical player in the tech sector, with both growth opportunities and competitive pressures shaping its market trajectory.