Wealth Forward LLC Cuts Holdings in Apple Inc. (NASDAQ:AAPL)

Wealth Forward LLC Cuts Holdings in Apple Inc. (NASDAQ:AAPL)

  • 22.03.2025 13:08
  • etfdailynews.com
  • Keywords: Apple, Stock Performance, Dividends, Market Share, Investment, Hedge Funds, Earnings

Wealth Forward LLC reduced its Apple Inc. holdings by 1.7% in Q4, selling 219 shares, leaving it worth $3.096 million. Other hedge funds have adjusted their stakes, with some increasing or initiating new positions. Apple’s stock has risen 1.9%, supported by strong earnings and a dividend of $0.25 per share, though analysts remain mixed on its future performance.

Apple Reports
open_in_newOriginal article

Estimated market influence

Wealth Forward LLC

Negativesentiment_dissatisfied
Analyst rating: N/A

Decreased stake in Apple by 1.7% during the 4th quarter, sold 219 shares.

Bull Oak Capital LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake in Apple by 252.3% during the 3rd quarter, now owns 155 shares valued at $36,000.

Christopher J. Hasenberg Inc

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings in Apple by 88.9%, now owns 306 shares worth $69,000.

SPX Gestao de Recursos Ltda

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new position in Apple during the 3rd quarter valued at $71,000.

Teachers Insurance & Annuity Association of America

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new position in Apple during the 3rd quarter valued at $77,000.

ARK Investment Management LLC

Positivesentiment_satisfied
Analyst rating: N/A

Purchased a new stake in Apple during the 3rd quarter valued at $110,000.

Context

Analysis of Wealth Forward LLC's Investment in Apple Inc. (NASDAQ:AAPL)

Investment Activity

  • Wealth Forward LLC:

    • Decreased stake in Apple by 1.7% during the 4th quarter.
    • Sold 219 shares, ending with 12,364 shares.
    • Holdings worth $3,096,000, accounting for 2.2% of their portfolio.

  • Other Hedge Funds:

    • Bull Oak Capital LLC: Increased stake by 252.3%, now owns 155 shares.
    • Christopher J. Hasenberg Inc: Increased holdings by 88.9%, now owns 306 shares.
    • SPX Gestao de Recursos Ltda, Teachers Insurance & Annuity Association of America, ARK Investment Management LLC: All bought new positions in Apple during the 3rd quarter.

Stock Performance

  • Apple Stock: Up by 1.9% recently.
  • Market Data:
    • Opened at $218.27.
    • Market capitalization: $3.28 trillion.
    • P/E ratio: 34.65, PEG ratio: 2.44, Beta: 1.18.
    • Financial metrics: Debt-to-equity ratio 1.26, current ratio 0.92, quick ratio 0.88.
    • Moving averages: 50-day at $231.82, 200-day at $233.26.
    • Price range: 1-year low $164.08, high $260.10.

Earnings and Dividend Policy

  • Q4 Earnings:

    • EPS: $2.40, beating estimates by $0.04.
    • ROE: 160.83%, net margin: 24.30%.
    • Analysts forecast 7.28 EPS for the current fiscal year.

  • Dividend:

    • Announced a quarterly dividend of $0.25, annualized to $1.00.
    • Dividend yield: 0.46%, payout ratio: 15.87%.

Analyst Sentiment

  • Wall Street Ratings:
    • Four sell ratings, ten hold ratings, twenty-one buy ratings, two strong buy ratings.
    • Average rating: "Moderate Buy" with a price target of $243.65.

Market Position and Business Overview

  • Apple's Market Position:
    • Institutional ownership: 67.73%.
    • Products: iPhones, Macs, iPads, wearables (e.g., Apple Watch), accessories, and services (e.g., Apple TV).

Strategic Considerations and Implications

  • Investor Sentiment: Mixed signals from hedge funds and analysts highlight potential near-term volatility but long-term growth expectations.
  • Financial Health: Strong earnings and dividend policy indicate stable returns for investors.
  • Market Trends: Apple's dominance in tech suggests sustained relevance, though competition and regulatory scrutiny remain key risks.

This analysis underscores Apple's position as a critical player in the technology sector, with both opportunities and challenges on the horizon.