Baltimore Washington Financial Advisors Inc. Increases Stake in Amazon.com, Inc. $AMZN

Baltimore Washington Financial Advisors Inc. increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 239,862 shares of the e-commerce giant’s stock after buying an additional 4,558 shares during the period. Amazon.com accounts for approximately 2.3% of Baltimore Washington Financial Advisors Inc.’s portfolio, making the stock its 13th largest position. Baltimore Washington Financial Advisors Inc.’s holdings in Amazon.com were worth $52,667,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Fairway Wealth LLC grew its stake in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new position in shares of Amazon.com in the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC boosted its holdings in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after acquiring an additional 233 shares during the last quarter. Cooksen Wealth LLC boosted its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the last quarter. Finally, PayPay Securities Corp grew its position in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares during the period. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com News Roundup

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: Wolfe Research raised its price target to $255 and analysts broadly remain constructive, supporting sentiment that Amazon’s AI/cloud investments can pay off long-term. Wolfe Research Raises Price Target
• Positive Sentiment: Amazon plans to move its Prime Day event to late June from July — an earlier Prime Day can shift meaningful revenues into Q2, affecting seasonality and logistics planning for the quarter. Reuters: Prime Day Move
• Positive Sentiment: Amazon won a federal injunction against an AI shopping agent (Perplexity/Comet), preserving control of its buying flow and protecting its commerce moat for now. PYMNTS: Injunction vs Perplexity
• Positive Sentiment: Zoox (Amazon’s autonomous unit) struck a deal with Uber to deploy robotaxis on Uber’s app — a commercial pathway for Zoox that could accelerate revenue optionality for Amazon’s mobility investments. Reuters: Zoox-Uber Deal
• Positive Sentiment: AWS co-sponsored Physical AI fellowship (with Nvidia and MassRobotics) and Amazon is expanding Health AI on its site—both moves underline AWS and Amazon’s push to monetize AI across cloud, healthcare and robotics. PYMNTS: Physical AI Fellowship
• Neutral Sentiment: Amazon is targeting large bond sales / euro-bond issuance to fund AI capacity (debt-funded CapEx)—this secures funding but increases leverage and investor focus on returns from the spend. FinancialPost: Euro Bond Sale
• Neutral Sentiment: Amazon outlined a big multi-year investment in Poland (23 billion zlotys for 2026–2028), signaling continued geographic expansion but also more near-term capex. Reuters: Poland Investment
• Negative Sentiment: Milan prosecutors sought trial for Amazon’s European unit and four executives over alleged €1.2B tax evasion — a significant legal/regulatory overhang that could lead to fines and negative headlines. Reuters: Italian Tax Trial Request
• Negative Sentiment: Reports of retail-site outages and an AI agent giving inaccurate advice prompted Amazon to “put humans back in the loop,” raising operational and reputational risk around fast AI rollouts. Fortune: Site Outages and AI Errors
• Negative Sentiment: FCC chair publicly criticized Amazon over slow satellite launches after Amazon opposed SpaceX’s massive plan — regulatory scrutiny and public spat increase political/regulatory risk on Project Kuiper. CNBC: FCC Criticism

Insider Buying and Selling at Amazon.com

In related news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. The trade was a 0.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $24,662,702. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on AMZN shares. Barclays restated a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. New Street Research decreased their target price on Amazon.com from $350.00 to $285.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Needham & Company LLC reissued a “buy” rating and set a $265.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Rothschild & Co Redburn set a $230.00 price target on shares of Amazon.com in a report on Wednesday, January 21st. Finally, DA Davidson reiterated a “neutral” rating and set a $175.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $286.93.

Amazon.com Stock Down 1.5%

NASDAQ AMZN opened at $209.53 on Friday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The business has a 50 day moving average price of $223.30 and a two-hundred day moving average price of $226.84. The stock has a market cap of $2.25 trillion, a PE ratio of 29.22, a P/E/G ratio of 1.59 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 EPS. The company’s revenue for the quarter was up 13.6% on a year-over-year basis. As a group, sell-side analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

About Amazon.com

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.