Koenig Investment Advisory LLC Buys Shares of 4,121 Apple Inc. $AAPL

Posted by Geri Gentry on Jun 22nd, 2026

Koenig Investment Advisory LLC purchased a new position in Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 4,121 shares of the iPhone maker’s stock, valued at approximately $1,125,000. Apple makes up 0.9% of Koenig Investment Advisory LLC’s investment portfolio, making the stock its 17th largest holding.

A number of other large investors also recently modified their holdings of the business. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the last quarter. Timmons Wealth Management LLC bought a new stake in shares of Apple in the 4th quarter worth approximately $69,000. LSV Asset Management acquired a new stake in shares of Apple during the 4th quarter worth approximately $65,000. Inspire Investing LLC acquired a new stake in shares of Apple during the 4th quarter worth approximately $76,000. Finally, Basso Capital Management L.P. bought a new stake in shares of Apple during the fourth quarter valued at approximately $88,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Key Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s planned price increases could protect margins as memory and storage costs rise, and Bank of America reiterated a Buy rating with a $380 target, citing Apple’s pricing power and supply-chain strength. Article Title
Positive Sentiment: Reports of upcoming AI-focused devices and a second-generation iPhone Air support confidence in Apple’s product pipeline and longer-term growth story. Article Title
Neutral Sentiment: Apple’s planned price hikes may help earnings, but they could also pressure demand if consumers balk at higher handset prices. Article Title
Neutral Sentiment: Apple opening Brazil’s App Store to alternative marketplaces reduces regulatory friction there, but it also underscores ongoing global platform scrutiny. Article Title

Analyst Upgrades and Downgrades

AAPL has been the subject of several research reports. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research report on Tuesday, June 9th. Moffett Nathanson increased their price objective on shares of Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research note on Wednesday, February 25th. TD Cowen raised their price objective on shares of Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Tigress Financial reiterated a “strong-buy” rating and set a $375.00 target price (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. Finally, Wedbush reissued an “outperform” rating and issued a $400.00 target price on shares of Apple in a research note on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $314.59.

View Our Latest Stock Analysis on AAPL

Apple Stock Performance

Shares of Apple stock opened at $298.01 on Monday. Apple Inc. has a 12-month low of $196.85 and a 12-month high of $317.40. The stock has a market capitalization of $4.38 trillion, a P/E ratio of 36.04, a price-to-earnings-growth ratio of 2.59 and a beta of 1.09. The company has a 50-day simple moving average of $289.73 and a 200 day simple moving average of $272.91. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company’s revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.65 earnings per share. Research analysts expect that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Insiders Place Their Bets

In other Apple news, insider Ben Borders sold 116 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 97,875 shares of company stock valued at $24,998,541 in the last 90 days. Insiders own 0.06% of the company’s stock.

Apple Company Profile

(Free Report)

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.