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

Captrust Financial Advisors raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 2,402,486 shares of the e-commerce giant’s stock after purchasing an additional 50,924 shares during the quarter. Amazon.com accounts for 1.1% of Captrust Financial Advisors’ portfolio, making the stock its 17th biggest position. Captrust Financial Advisors’ holdings in Amazon.com were worth $527,514,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the stock. Fairway Wealth LLC boosted its position in 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 bought a new stake in Amazon.com in the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC increased its position in shares of 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 period. Cooksen Wealth LLC raised its stake in shares of Amazon.com by 23.5% during 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 raised its stake in shares of 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 last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on AMZN. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a research note on Tuesday, January 27th. BMO Capital Markets reaffirmed an “outperform” rating and set a $310.00 price target (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Truist Financial dropped their price objective on Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 6th. Wolfe Research lifted their price objective on Amazon.com from $250.00 to $255.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 10th. Finally, Citigroup reissued a “buy” rating on shares of Amazon.com in a research note on Tuesday. 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. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $286.93.

Amazon.com Price Performance

AMZN stock opened at $209.87 on Thursday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The firm has a 50 day moving average price of $221.35 and a 200-day moving average price of $226.32. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The firm has a market capitalization of $2.25 trillion, a price-to-earnings ratio of 29.27, a PEG ratio of 1.61 and a beta of 1.40.

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

Trending Headlines about Amazon.com

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

• Positive Sentiment: Big long-term upside from AWS: CEO Andy Jassy told staff he expects AI could drive AWS to roughly $600B in annual revenue by 2036 — a reiteration of AWS as the core growth/profit engine. Reuters: AWS $600B
• Positive Sentiment: Analyst support: Wolfe Research recently raised its price target citing stronger AWS AI and data-center demand, which underpins upside for shares. Yahoo Finance: Wolfe Research
• Positive Sentiment: Product and cloud partnerships accelerating AI offerings — AWS announced deals (including a Cerebras collaboration for fast inference) and OpenAI/AWS commercial/government arrangements that expand addressable market for cloud and AI services. InsiderMonkey: Cerebras partnership
  Reuters: OpenAI-AWS gov deal
• Positive Sentiment: Faster delivery push and Prime Day timing: Amazon expanded 1‑hour/3‑hour delivery and reportedly moved Prime Day into June — both moves aim to pull demand forward, boost Q2 revenue and defend share in quick-commerce. Reuters: 1-hour delivery
  MarketBeat: Prime Day shift
• Neutral Sentiment: Capital spending and debt context: Amazon’s large bond sale and planned AI capex have analysts revising hyperscaler debt forecasts higher — supports growth but keeps focus on near-term margin/cash use. Reuters: debt forecasts
• Negative Sentiment: Legal/cloud competition risk: Reports say Microsoft is weighing legal action over a large Amazon–OpenAI cloud arrangement, creating regulatory / contract uncertainty for AWS/OpenAI deals. Reuters: Microsoft legal threat
• Negative Sentiment: Operational & headlines risk from logistics shuffle: Multiple reports that Amazon plans to sharply cut USPS volume (potentially two‑thirds) have pressured the stock amid concerns over transition costs and negative press; CNBC/WSJ coverage also shows negotiation frictions. WSJ: USPS volume cut
  CNBC: USPS talks

Insider Transactions at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. This trade represents a 2.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,686 shares of company stock worth $14,688,739 over the last quarter. Corporate insiders own 9.70% 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.