Koa Wealth Management LLC Has $15.58 Million Position in Apple Inc. $AAPL

Koa Wealth Management LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL) by 4.7% in the fourth quarter, Holdings Channel reports. The firm owned 57,295 shares of the iPhone maker’s stock after selling 2,810 shares during the quarter. Apple comprises approximately 10.7% of Koa Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Koa Wealth Management LLC’s holdings in Apple were worth $15,576,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Reyes Financial Architecture Inc. boosted its stake in shares of Apple by 0.4% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after acquiring an additional 37 shares during the period. WESPAC Advisors LLC boosted its stake in shares of Apple by 0.3% during the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after acquiring an additional 39 shares during the period. American Alpha Advisors LLC boosted its stake in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after acquiring an additional 41 shares during the period. Seven Springs Wealth Group LLC boosted its stake in shares of Apple by 0.3% during the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock worth $3,934,000 after acquiring an additional 42 shares during the period. Finally, Avant Capital LLC boosted its stake in shares of Apple by 0.9% during the 3rd quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock worth $1,226,000 after acquiring an additional 43 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

AAPL has been the subject of several research analyst reports. Citigroup reiterated a “buy” rating on shares of Apple in a research note on Tuesday, April 21st. Wells Fargo & Company reiterated an “overweight” rating and set a $310.00 target price (up from $300.00) on shares of Apple in a research note on Friday, May 1st. Scotiabank set a $330.00 target price on Apple in a research note on Monday, February 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $310.31.

Apple Stock Performance

AAPL opened at $310.85 on Thursday. The business has a fifty day simple moving average of $273.03 and a 200 day simple moving average of $269.45. The company has a market capitalization of $4.57 trillion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 2.68 and a beta of 1.06. Apple Inc. has a 1 year low of $195.07 and a 1 year high of $313.26. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.65 EPS. Research analysts expect that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were paid a $0.27 dividend. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s dividend payout ratio is presently 13.06%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Insider Transactions at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider owned 38,713 shares of the company’s stock, valued at $11,226,770. This trade represents a 3.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 97,759 shares of company stock valued at $24,964,305. Company insiders own 0.06% of the company’s stock.

Apple Profile

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.