IRON Financial LLC Sells 133 Shares of Apple Inc. (NASDAQ:AAPL)

IRON Financial LLC Sells 133 Shares of Apple Inc. (NASDAQ:AAPL)

  • 22.03.2025 13:21
  • etfdailynews.com
  • Keywords: AI

IRON Financial LLC reduced its Apple shares by 133 in Q4, trimming holdings to 65,170 (9.2% of portfolio). Apple's stock rose 1.9%, with earnings beating estimates and a dividend announced.

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Estimated market influence

IRON Financial LLC

Positivesentiment_satisfied
Analyst rating: N/A

Trimmed holdings in Apple Inc., sold 133 shares

Apple Inc.

Apple Inc.

Positivesentiment_satisfied
Analyst rating: Buy

Largest holding of IRON Financial LLC, stock up 1.9%

Context

Analysis of IRON Financial LLC’s Apple Inc. (NASDAQ:AAPL) Transaction

Key Facts and Data Points

  • Shares Sold: 133 shares by IRON Financial LLC during the 4th quarter.
  • Total Holdings After Sale: 65,170 shares.
  • Portfolio Weight: Apple represents ~9.2% of IRON Financial LLC’s portfolio, making it its largest holding.
  • Market Value: Holdings in Apple were valued at $16,320,000 as of the latest reporting period.

Market Trends and Business Impact

  • Stock Performance: Apple stock opened at $218.27 on Friday, up 1.9%.
  • Valuation Metrics:
    • Market Capitalization: $3.28 trillion
    • PE Ratio: 34.65
    • PEG Ratio: 2.44
    • Beta: 1.18
  • Price Range: 12-month low of $164.08 and high of $260.10.
  • Moving Averages: 50-day SMA at $231.82, 200-day SMA at $233.26.

Financial Performance

  • Earnings Results: Apple reported EPS of $2.40 for the quarter, beating estimates by $0.04.
  • Profitability: Return on Equity (ROE) of 160.83%, Net Margin of 24.30%.
  • Analyst Consensus: Expected EPS for the current fiscal year is 7.28.

Competitive Dynamics and Strategic Considerations

  • Apple’s product portfolio includes iPhones, Macs, iPads, wearables (e.g., AirPods, Apple Watch), and accessories.
  • Strong market position in technology and consumer electronics, with significant brand loyalty and a diversified revenue stream.

Dividend Analysis

  • Dividend Announcement: Quarterly dividend of $0.25 per share, paid on February 13th to shareholders of record on February 10th.
  • Annualized Yield: 0.46%.
  • Payout Ratio: 15.87%, indicating a balance between shareholder returns and reinvestment in growth.

Long-Term Effects and Regulatory Implications

  • Apple’s consistent earnings performance and dividend policy suggest long-term stability and value creation for investors.
  • No immediate regulatory risks mentioned, though ongoing antitrust scrutiny in the tech sector remains a potential concern.