Amazon.com, Inc. $AMZN is Avity Investment Management Inc.’s 5th Largest Position

Avity Investment Management Inc. decreased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 3.9% in the third quarter, HoldingsChannel.com reports. The firm owned 268,891 shares of the e-commerce giant’s stock after selling 10,799 shares during the quarter. Amazon.com makes up 4.1% of Avity Investment Management Inc.’s holdings, making the stock its 5th biggest holding. Avity Investment Management Inc.’s holdings in Amazon.com were worth $59,040,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Fairway Wealth LLC lifted its position 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 in the last quarter. Sellwood Investment Partners LLC purchased a new stake in Amazon.com in the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC raised its position in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares during the period. Cooksen Wealth LLC raised its position in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the period. Finally, PayPay Securities Corp lifted its holdings 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 purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: OpenAI–AWS government deal expands AWS addressable market — reports say OpenAI will sell access to its models to U.S. federal agencies via AWS (covers classified and unclassified work), which could accelerate high‑margin cloud revenue and strengthen AWS’s government pipeline. OpenAI to sell AI to US agencies through Amazon cloud unit, the Information reports
• Positive Sentiment: CEO says AI could double AWS revenue to $600B by 2036 — Andy Jassy’s projection positions AWS as a multi‑hundred‑billion‑dollar growth engine driven by AI workloads, supporting investor expectations for aggressive capex and monetization of AI services. Exclusive: Amazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036
• Positive Sentiment: 1‑hour and 3‑hour delivery rollout targets faster same‑day commerce and fee revenue — Amazon expanded ultrafast paid delivery into many U.S. cities to compete with Walmart and quick‑commerce players; this can drive higher-frequency orders and new margin via fees. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Positive Sentiment: Analysts stay constructive — recent analyst commentary and target increases (Needham, Wolfe Research and others) highlight upside based on AWS/AI momentum and retail recovery, supporting buyside interest. This Is The Cheapest Magnificent 7 Stock and the Best One to Buy Now, Says Top Analyst
• Neutral Sentiment: Appeals court pauses lower‑court order blocking Perplexity AI agents from visiting Amazon — legal uncertainty around AI scraping/agents is temporarily resolved, but the longer‑term policy and business impact for AMZN’s marketplace and traffic is unclear. Court Blocks Amazon Ban on Perplexity AI Agents
• Neutral Sentiment: Large bond issuance and revised hyperscaler debt forecasts — Amazon’s recent multi‑tranche bond activity and analysts’ revised expectations signal heavy capex funding for AI/data centers; seen as growth investment but increases leverage in the sector. Analysts revise AI hyperscaler debt forecasts after Amazon bond sale
• Negative Sentiment: Report: Amazon plans a drastic cut in packages sent through the U.S. Postal Service — a move to reallocate volume could lower logistics costs long‑term but risks transitional expense, regulatory scrutiny and vendor relations that could create near‑term volatility. Amazon plans drastic cut in packages it sends through post office, WSJ reports
• Negative Sentiment: Operational headwinds — articles report internal AI tools that are underperforming and a string of outages; those issues raise execution risk for productivity initiatives and could weigh on near‑term margins or customer experience. Inside Amazon: AI That’s Supposed to Boost Productivity Is Backfiring

Amazon.com Stock Performance

AMZN opened at $215.20 on Wednesday. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The firm has a market capitalization of $2.31 trillion, a PE ratio of 30.01, a PEG ratio of 1.59 and a beta of 1.40. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The firm’s 50-day moving average price is $221.99 and its 200 day moving average price is $226.43.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 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 business had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the previous year, the company posted $1.86 EPS. The firm’s revenue was up 13.6% on a year-over-year basis. As a group, sell-side analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently issued reports on AMZN. Wedbush dropped their target price on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Roth Mkm reaffirmed a “buy” rating and issued a $295.00 price target (up from $270.00) on shares of Amazon.com in a research note on Monday, January 26th. Zacks Research cut Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Wolfe Research boosted their price objective on Amazon.com from $250.00 to $255.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 10th. Finally, Argus reissued a “buy” rating and set a $325.00 target price on shares of Amazon.com in a report on Friday, February 6th. One equities research 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.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus target price of $286.93.

Insiders Place Their Bets

In related news, SVP David Zapolsky sold 10,649 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This trade represents a 20.54% 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 link. Also, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,686 shares of company stock valued at $14,688,739. Insiders own 10.80% of the company’s stock.

Amazon.com Company Profile

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.