Birmingham, September 18, 2025
News Summary
Birmingham Capital Management Co. Inc. has disclosed a 7.6% reduction in its stake in Apple Inc. during the first quarter. The firm currently holds 22,242 shares, valued at approximately $4.94 million, making Apple its 19th largest holding. Meanwhile, other firms have increased their investments in Apple, reflecting a contrast in investment strategies. Overall, institutional investors own about 67.73% of Apple, reflecting predominant trust in the tech giant as it continues to perform well in the market.
Birmingham – Birmingham Capital Management Co. Inc. AL has reduced its stake in Apple Inc. (NASDAQ:AAPL) by 7.6% during the first quarter of this year, as disclosed in its latest filing with the Securities and Exchange Commission (SEC). The firm now owns a total of 22,242 shares of Apple stock, having sold 1,820 shares during the reporting period. This reduction means that Apple accounts for approximately 1.9% of Birmingham Capital Management’s overall portfolio, making it the firm’s 19th largest holding. The value of Birmingham’s Apple holdings is estimated at $4,941,000 as of the end of the most recent reporting period.
In contrast, other investment firms have increased their positions in Apple. For instance, Advanced Portfolio Management LLC raised its stake by 0.3% in the fourth quarter and now holds 13,815 shares worth $3,260,000 after adding 47 additional shares. Similarly, Salus Financial Advisors LLC increased its Apple holdings by 3.9% in the first quarter, bringing its total to 1,310 shares valued at $291,000 following the acquisition of 49 shares. Other firms like Sharpepoint LLC and Mission Hills Financial Advisory LLC have also raised their stakes in Apple, with increases of 3.5% and 1.3%, respectively.
As of now, institutional investors and hedge funds own approximately 67.73% of Apple Inc. This indicates a strong trust among big investors in the tech giant, which has been performing well in the market. On Wednesday, the stock traded up by $0.84, reaching $238.99, with more than 46 million shares exchanged, although this volume is below the average trading volume of 56 million shares.
Market Metrics
Apple holds a market capitalization of $3.55 trillion. It has a debt-to-equity ratio of 1.25, indicating how much debt the company has in relation to its equity, while a quick ratio of 0.83 and a current ratio of 0.87 highlight its short-term liquidity position. The company reported a 1-year low of $169.21 and a 1-year high of $260.10. As for price metrics, Apple has a price-to-earnings ratio of 36.27 and a price-to-earnings-growth ratio of 2.46.
Recently, Apple’s quarterly earnings exceeded analysts’ forecasts for the last quarter reported on July 31st. The company reported earnings per share of $1.57, beating the expected $1.43 by $0.14. Additionally, Apple generated revenue of $94.04 billion during the quarter, surpassing the analysts’ expectations of $88.64 billion, reflecting a year-on-year growth of 9.6%. Analysts currently project an average earnings per share of 7.28 for this year.
Dividend Information
Apple announced a quarterly dividend of $0.26, translating to an annualized dividend of $1.04 and a dividend yield of 0.4%. The ex-dividend date was August 11th, and the company has a payout ratio of 15.78%, suggesting that it retains a majority of its profits for growth rather than distribution.
Analyst Ratings
Recent analyst reports have shown varying sentiments on Apple’s stock. Jefferies Financial Group raised its price target for Apple from $190.67 to $205.82 while maintaining a “hold” rating. Barclays also increased its target from $173.00 to $180.00 with an “underweight” rating, while BMO Capital Markets reiterated a “buy” rating for the stock. Analysts’ ratings show two Strong Buy, fifteen Buy, fourteen Hold, and one Sell, with the average rating for Apple landing at a “Moderate Buy” and an average price target of $241.93.
As part of corporate developments, Senior Vice President Deirdre O’Brien sold 34,821 shares of Apple stock on August 8th for a total of $7,772,047.20. Post-sale, she retains 136,687 shares valued at approximately $30.5 million.
Apple Inc., designed and manufactured in Birmingham, is known for its diverse product line, including smartphones, personal computers, tablets, wearables, and accessories. A considerable percentage of educators in Birmingham are involved in Apple’s Community Education Initiative, which includes the recently launched Ed Farm program aimed at improving technology education.
FAQ
What percentage did Birmingham Capital Management reduce its Apple stake by?
Birmingham Capital Management Co. Inc. AL reduced its position in Apple Inc. by 7.6% in the first quarter.
How many shares does Birmingham Capital Management currently own in Apple?
The firm owned 22,242 shares of Apple stock after selling 1,820 shares during the reporting period.
What is the value of Birmingham’s Apple holdings?
Birmingham Capital Management’s Apple holdings were valued at $4,941,000 at the end of the most recent reporting period.
What was Apple’s stock price during midday trading on Wednesday?
AAPL stock traded up $0.84, reaching $238.99 during midday trading on Wednesday.
What was Apple’s revenue for the last quarter?
Apple reported revenue of $94.04 billion for the quarter, surpassing expectations of $88.64 billion.
| Details | Birmingham Capital Management (Apple Stake) | Comparative Firm Actions |
|---|---|---|
| Change in Stake | -7.6% | Advanced Portfolio Management +0.3%, Salus Financial Advisors +3.9%, etc. |
| Current Shares Owned | 22,242 | Advanced Portfolio Management 13,815, Salus Financial Advisors 1,310, etc. |
| Value of Holdings | $4,941,000 | Advanced Portfolio Management $3,260,000, Salus Financial Advisors $291,000, etc. |
| Institutional Ownership | 67.73% | – |
| Stock Price | $238.99 | – |
| Quarterly Revenue | $94.04 billion | – |
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Additional Resources
- MarketBeat: Birmingham Capital Management Reduces Apple Stake
- Apple Newsroom: Teacher Prepares for Unique Year with Apple Support
- Apple Newsroom: Racial Equity and Justice Initiative Updates
- Business Alabama: Tim Cook Visits Birmingham for Education Initiative
- AL.com: Tim Cook in Birmingham for Ed Farm Announcement
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