Amazon.com, Inc. $AMZN is SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s 6th Largest Position

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co decreased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 39.8% in the 4th quarter, HoldingsChannel reports. The fund owned 24,656 shares of the e-commerce giant’s stock after selling 16,293 shares during the quarter. Amazon.com comprises about 5.1% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 6th biggest holding. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Amazon.com were worth $5,896,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Lifelong Wealth Advisors Inc. raised its position in Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock worth $402,000 after acquiring an additional 41 shares in the last quarter. Marquette Asset Management LLC grew its holdings in Amazon.com by 5.1% in the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after purchasing an additional 43 shares during the last quarter. Cadence Wealth Management LLC grew its holdings in Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after purchasing an additional 45 shares during the last quarter. Union Savings Bank grew its holdings in Amazon.com by 0.4% in the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock valued at $2,510,000 after purchasing an additional 45 shares during the last quarter. Finally, Doheny Asset Management CA grew its holdings in Amazon.com by 0.3% in the second quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant’s stock valued at $3,910,000 after purchasing an additional 45 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Market sentiment has flipped positive on Amazon as investors focus on AWS’s AI-driven growth and the stock briefly touched record territory. Read More.
• Positive Sentiment: Amazon’s acquisition of Globalstar (satellite connectivity) is being viewed as strategic for its LEO/satellite ambitions (Project Kuiper/complementary assets), helping re-rate the stock. Read More.
• Positive Sentiment: AWS continues to land high‑profile customers (media/AI wins), reinforcing the enterprise AI revenue runway that underpins multiple expansion. Read More.
• Positive Sentiment: Multiple analysts and notable investors are raising targets or adding to positions (Truist, JPMorgan commentary and public buys), supporting momentum and sentiment. Read More.
• Positive Sentiment: Operational tailwind: NiSource expanded power agreements to accelerate energy delivery to Amazon data centers, easing one constraint on AWS capacity growth. Read More.
• Neutral Sentiment: Company initiatives beyond core cloud/retail — e.g., longer theatrical runs for content and investments in energy/space through affiliates — signal diversification but are longer‑term revenue drivers. Read More.
• Neutral Sentiment: Insider activity: CEO Douglas Herrington sold shares under a prearranged 10b5‑1 plan (disclosed sale), which is normal for planned programs but will be watched by some investors. Read More.
• Negative Sentiment: Marketplace friction: hundreds of large third‑party sellers staged a one‑day ad boycott over payout and ad‑payment changes and Amazon introduced fuel surcharges in some regions — a reputational and near‑term revenue risk for retail and ad businesses. Read More.
• Negative Sentiment: Valuation/technical caution: some analysts and market commentators flagged the stock as overbought after the rally, warning of a possible pullback despite the strategic positives. Read More.

Insider Activity

In related news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares in the company, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 20,500 shares of the stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $245.00, for a total value of $5,022,500.00. Following the transaction, the chief executive officer owned 499,861 shares in the company, valued at $122,465,945. This trade represents a 3.94% 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 a total of 93,186 shares of company stock valued at $19,921,739 in the last three months. Company insiders own 9.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on AMZN. Monness Crespi & Hardt lowered their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Barclays reissued a “buy” rating on shares of Amazon.com in a report on Friday. Guggenheim reissued a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a report on Friday, February 6th. The Goldman Sachs Group reissued a “buy” rating on shares of Amazon.com in a report on Tuesday. Finally, Bank of America lowered their target price on Amazon.com from $303.00 to $286.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $287.38.

Amazon.com Stock Up 0.3%

AMZN opened at $250.56 on Friday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.69 trillion, a P/E ratio of 34.95, a PEG ratio of 1.87 and a beta of 1.38. Amazon.com, Inc. has a 52 week low of $165.29 and a 52 week high of $258.60. The business’s fifty day simple moving average is $213.76 and its 200 day simple moving average is $225.07.

Amazon.com (NASDAQ:AMZN) last posted 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). The company had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm’s revenue was up 13.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.86 EPS. As a group, equities research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

About Amazon.com

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.