Amazon.com, Inc. $AMZN Shares Purchased by AAFMAA Wealth Management & Trust LLC

AAFMAA Wealth Management & Trust LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 43.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,566 shares of the e-commerce giant’s stock after buying an additional 6,824 shares during the quarter. Amazon.com makes up approximately 2.0% of AAFMAA Wealth Management & Trust LLC’s holdings, making the stock its 12th largest holding. AAFMAA Wealth Management & Trust LLC’s holdings in Amazon.com were worth $5,209,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings 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 acquired a new position in shares of Amazon.com in the 3rd quarter valued at about $27,000. Bridge Generations Wealth Management LLC lifted its stake in shares of Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its stake in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its stake in shares of Amazon.com by 62.3% in the 3rd 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. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: Dual $300 price-target endorsements and maintained buy ratings from TD Cowen and Barclays are lifting sentiment and pushing shares up; TD Cowen highlighted AWS reacceleration and AI-driven margin upside. TD Cowen Buy Rating Benzinga note on TD Cowen/Barclays
• Positive Sentiment: Jefferies says AMZN looks undervalued despite near-term AI capex, arguing AWS and retail/ads growth could drive significant upside. Jefferies valuation view
• Positive Sentiment: Long-term bullish narratives: Amazon expects AWS could reach ~$600B annual revenue in 10 years and AWS’s 20th anniversary coverage underscores cloud importance — supports multi-year growth thesis. AWS $600B thesis AWS at 20 coverage
• Positive Sentiment: Billionaire investor interest (Seth Klarman adding to position) and institutional buys provide confidence that large investors view current levels as a buying opportunity. Klarman stake report
• Neutral Sentiment: Entertainment wins (Project Hail Mary box-office/Prime Video success) and consumer-facing product rumors (an AI “Transformer” smartphone) are positive for brand and services revenue but are unlikely to materially change core AWS/retail earnings near-term. Project Hail Mary box office Smartphone rumor
• Neutral Sentiment: Options/strategy pieces showing attractive yields from selling OTM puts indicate some traders view current levels as range-bound; reported short-interest data in the feed is anomalous/zero and not informative. OTM puts strategy
• Negative Sentiment: Logistics headwinds: reports that UPS is cutting Amazon deliveries in half and that Amazon/USPS negotiations are deteriorating raise near-term fulfillment cost and delivery-risk concerns — potential margin pressure and higher operating complexity. UPS deliveries cut USPS negotiations
• Negative Sentiment: AI capex concerns and warnings that Amazon’s large spending plan could backfire remain a drag on sentiment; some analysts have flagged near-term fiscal strain despite long-term upside. AI capex concern

Insider Transactions at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Douglas J. Herrington sold 6,835 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the sale, the chief executive officer owned 522,361 shares in the company, valued at $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 over the last ninety days. Insiders own 10.80% of the company’s stock.

Analyst Ratings Changes

AMZN has been the topic of a number of recent research reports. Roth Mkm reaffirmed a “buy” rating and set a $295.00 price target (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Wells Fargo & Company set a $304.00 price target on shares of Amazon.com and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Scotiabank reiterated an “outperform” rating and issued a $275.00 price target (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. DA Davidson reissued a “neutral” rating and issued a $175.00 price objective (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Finally, Evercore reduced their price target on Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.57.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $210.17 on Tuesday. 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 market cap of $2.26 trillion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 1.54 and a beta of 1.40. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The firm’s 50-day simple moving average is $219.04 and its 200-day simple moving average is $225.86.

Amazon.com (NASDAQ:AMZN) last released its earnings results 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 return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the prior year, the business earned $1.86 EPS. The company’s quarterly revenue was up 13.6% on a year-over-year basis. Equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.