Everhart Financial Group Inc. Has $15.82 Million Stock Position in Amazon.com, Inc. $AMZN

Everhart Financial Group Inc. raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 68,540 shares of the e-commerce giant’s stock after buying an additional 7,418 shares during the period. Amazon.com makes up 1.5% of Everhart Financial Group Inc.’s portfolio, making the stock its 10th biggest position. Everhart Financial Group Inc.’s holdings in Amazon.com were worth $15,820,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fairway Wealth LLC increased its stake in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in Amazon.com in the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC boosted its stake in Amazon.com by 2,330.0% during 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 boosted its stake in Amazon.com by 23.5% during 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 boosted its stake in Amazon.com by 62.3% during 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. 72.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amazon.com

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

Amazon.com Trading Up 2.3%

NASDAQ:AMZN opened at $210.17 on Tuesday. The stock 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 fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The stock’s 50-day moving average is $219.04 and its two-hundred day moving average is $225.86.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results 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). The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period last year, the company earned $1.86 earnings per share. As a group, equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Transactions at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following 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 position. The transaction 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 company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the transaction, the chief executive officer directly owned 522,361 shares in the company, valued at $107,512,341.02. This trade represents a 1.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 71,686 shares of company stock worth $14,688,739. 10.80% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on AMZN shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $300.00 price objective on shares of Amazon.com in a research note on Friday, February 6th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. Wedbush lowered their target price on Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. BNP Paribas Exane started coverage on shares of Amazon.com in a report on Monday, November 24th. They issued an “outperform” rating for the company. Finally, President Capital lowered their price objective on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $286.57.

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.