Apella Capital LLC Has $15.94 Million Stock Position in Amazon.com, Inc. $AMZN

Apella Capital LLC boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 68.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 76,555 shares of the e-commerce giant’s stock after purchasing an additional 31,199 shares during the quarter. Apella Capital LLC’s holdings in Amazon.com were worth $15,944,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. MilWealth Group LLC lifted its position in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com in the fourth quarter worth $45,000. Elkhorn Partners Limited Partnership increased its stake in Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after purchasing an additional 180 shares in the last quarter. Fairway Wealth LLC increased its stake in Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after purchasing an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. raised its holdings in shares of Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,270 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 27,500 shares of the stock in a transaction on Monday, May 4th. The shares were sold at an average price of $275.00, for a total value of $7,562,500.00. Following the completion of the sale, the chief executive officer directly owned 471,361 shares of the company’s stock, valued at $129,624,275. The trade was a 5.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 195,774 shares of company stock worth $51,614,434 in the last ninety days. Corporate insiders own 8.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on AMZN. Tigress Financial raised their target price on Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. Stifel Nicolaus set a $319.00 price target on Amazon.com and gave the stock a “buy” rating in a research note on Thursday, April 30th. DA Davidson increased their price target on Amazon.com from $175.00 to $250.00 and gave the stock a “neutral” rating in a report on Thursday, April 30th. Evercore raised their price objective on Amazon.com from $285.00 to $315.00 and gave the company an “outperform” rating in a research note on Thursday, April 30th. Finally, Barclays restated an “overweight” rating on shares of Amazon.com in a report on Tuesday, June 9th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $312.78.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon’s Prime Day results point to robust consumer demand and a likely revenue boost for its retail business. Article Title
• Positive Sentiment: Higher AWS pricing and continued AI infrastructure spending may improve cloud margins and offset concerns about heavy AI investment. Article Title
• Positive Sentiment: Amazon’s deeper push into AI, including AWS-related integrations and infrastructure expansion, is supporting the bullish long-term growth narrative. Article Title
• Neutral Sentiment: Analysts and commentators continue to debate whether Amazon’s reliance on Anthropic should change as Claude costs rise, but this is more of a strategic question than an immediate earnings driver. Article Title
• Neutral Sentiment: New competitive products from rivals like Kobo and broader commentary about AI-enabled shopping are notable, but they are not as directly market-moving for AMZN today. Article Title

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $240.14 on Tuesday. The stock has a market cap of $2.58 trillion, a price-to-earnings ratio of 28.72, a PEG ratio of 1.74 and a beta of 1.45. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $278.56. The firm’s 50-day simple moving average is $255.34 and its 200 day simple moving average is $234.27.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.59 EPS. As a group, research analysts anticipate that Amazon.com, Inc. will post 7.71 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.