F m Investments LLC Increases Holdings in Amazon.com, Inc. $AMZN

F m Investments LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 336,586 shares of the e-commerce giant’s stock after purchasing an additional 4,136 shares during the quarter. Amazon.com makes up approximately 3.0% of F m Investments LLC’s investment portfolio, making the stock its 6th biggest position. F m Investments LLC’s holdings in Amazon.com were worth $77,691,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Fairway Wealth LLC raised its holdings in 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 bought a new stake in Amazon.com during the third quarter valued at about $27,000. MilWealth Group LLC raised its holdings in Amazon.com by 79.0% during the fourth 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. Bridge Generations Wealth Management LLC raised its holdings in Amazon.com by 2,330.0% during 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. Finally, Cooksen Wealth LLC raised its holdings in 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 period. 72.20% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,270 shares of Amazon.com stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of Amazon.com stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $8,621,800.00. Following the completion of the transaction, the chief executive officer owned 2,175,766 shares of the company’s stock, valued at approximately $598,335,650. This represents a 1.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 194,774 shares of company stock worth $51,348,244. Insiders own 8.90% of the company’s stock.

Key Amazon.com News

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

• Positive Sentiment: Wall Street remains constructive on Amazon, with multiple bullish notes reiterating Buy ratings and higher price targets, citing improving cloud momentum and the potential for newer businesses like supply chain services and satellite internet to become meaningful revenue drivers.
• Positive Sentiment: Amazon’s AI story is getting stronger: reports highlighted that its $8 billion Anthropic stake has ballooned in value and that AWS continues to benefit from partnership demand, reinforcing the company’s optionality in artificial intelligence.
• Positive Sentiment: The company also received supportive coverage as a leading long-term AI/data center play, with investors seeing Amazon’s scale in cloud, logistics, and infrastructure as a durable competitive advantage.
• Positive Sentiment: Amazon said it has already invested £15 billion in the U.K. toward a planned multiyear commitment, underscoring continued capital deployment into growth and infrastructure.
• Neutral Sentiment: Several articles framed Amazon as a high-quality stock after a strong multi-year run, but also noted that the shares are no longer cheap, which may be encouraging investors to take profits or wait for a better entry point.
• Neutral Sentiment: Some headlines about Jeff Bezos-related stock portfolios and Amazon being a top data-center or retail-media name are supportive in tone, but they are mostly commentary rather than new fundamental news.
• Negative Sentiment: A Reuters report said the EU may tighten cloud procurement rules in a way that could restrict Amazon Web Services’ access to certain strategic government tenders in Europe, creating a potential regulatory headwind.
• Negative Sentiment: Blue Origin’s recent rocket explosion raised concerns that Amazon’s satellite internet ambitions could face delays, even though management is trying to stay focused on the broader project.
• Negative Sentiment: Greg Abel’s decision to dump Amazon shares in Berkshire Hathaway’s portfolio is a modest sentiment negative, though it reflects portfolio allocation choices rather than a new problem with Amazon’s business.

Wall Street Analyst Weigh In

AMZN has been the topic of a number of recent analyst reports. President Capital decreased their price target on Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. TD Cowen reissued a “buy” rating and set a $350.00 price target on shares of Amazon.com in a report on Tuesday, May 12th. Needham & Company LLC raised their price target on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Maxim Group raised their price target on Amazon.com from $290.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Arete Research raised their price target on Amazon.com from $301.00 to $310.00 and gave the company a “buy” rating in a report on Monday, May 18th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $312.52.

Amazon.com Trading Down 3.5%

AMZN opened at $261.26 on Tuesday. The firm has a market cap of $2.81 trillion, a P/E ratio of 31.25, a P/E/G ratio of 2.03 and a beta of 1.45. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The stock has a 50-day moving average of $246.43 and a 200 day moving average of $232.58.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping the consensus estimate of $1.63 by $1.15. The company 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 firm’s revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the business posted $1.59 earnings per share. As a group, research analysts forecast that Amazon.com, Inc. will post 7.71 EPS for the current 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.