Amazon.com, Inc. $AMZN Shares Acquired by MWA Asset Management

MWA Asset Management increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.9% in the first quarter, Holdings Channel.com reports. The institutional investor owned 24,926 shares of the e-commerce giant’s stock after acquiring an additional 2,046 shares during the period. Amazon.com makes up about 2.9% of MWA Asset Management’s holdings, making the stock its 9th largest holding. MWA Asset Management’s holdings in Amazon.com were worth $5,191,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its stake in Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after acquiring an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after acquiring an additional 986 shares during the period. Bank Pictet & Cie Europe AG grew its stake in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE grew its stake in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after purchasing an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the fourth quarter valued at $2,153,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Price Performance

Shares of Amazon.com stock opened at $284.02 on Tuesday. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock has a market cap of $3.06 trillion, a PE ratio of 22.85, a price-to-earnings-growth ratio of 2.01 and a beta of 1.45. The company’s 50-day moving average price is $246.05 and its two-hundred day moving average price is $236.44.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 EPS. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 7.84 EPS for the current fiscal year.

Analyst Ratings Changes

AMZN has been the topic of a number of recent analyst reports. Rosenblatt Securities lifted their price objective on shares of Amazon.com from $332.00 to $345.00 and gave the company a “buy” rating in a research note on Friday. Needham & Company LLC reiterated a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a research report on Friday. TD Cowen reissued a “buy” rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday. BMO Capital Markets reiterated an “outperform” rating and issued a $360.00 price objective (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Finally, Royal Bank Of Canada raised their price objective on shares of Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.56.

More Amazon.com News

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

• Positive Sentiment: AWS growth and AI demand drove the rally. AWS reportedly posted its fastest growth in 18 quarters, while CEO Matt Garman said demand still significantly exceeds available capacity and is extending into 2028. Analysts also highlighted a reported $496 billion AWS backlog and the potential for AWS to become a $1 trillion revenue business. Amazon Stock Rises as AWS Sees a Major Shift in AI Demand
• Positive Sentiment: Amazon surpassed the $3 trillion market-capitalization milestone. Shares reached a record high as investors became more confident that cloud growth and improving returns on AI infrastructure can justify the company’s large capital-investment program. The milestone strengthened positive sentiment across major AI and cloud stocks. Amazon Enters $3 Trillion Club as AI Optimism Sweeps Through Wall Street
• Positive Sentiment: Wall Street raised its valuation expectations. Multiple analysts increased AMZN price targets after the earnings beat, with bullish commentary emphasizing AWS margins, long-term AI infrastructure demand and growth beyond e-commerce. The broader market rally, falling crude oil prices and lower Treasury yields also supported growth stocks. JPMorgan Raises Amazon Stock Price Target After Earnings
• Neutral Sentiment: AWS announced a multiyear collaboration with Superblocks to offer secure enterprise AI application development through Amazon Bedrock. The agreement supports AWS’s competitive positioning, but its near-term financial impact was not disclosed. Superblocks and AWS Announce Strategic Collaboration
• Negative Sentiment: Investors remain concerned about the cost of the AI expansion. Amazon raised projected 2026 capital spending by roughly $20 billion, with total AI and data-center investment discussed at more than $220 billion. Debt has also increased, raising questions about financing, free cash flow and the timing of returns. Amazon Raised 2026 CapEx by $20 Billion
• Negative Sentiment: Amazon faces consumer lawsuits concerning alleged toxic heavy metals in protein powder and seafood sustainability claims. These matters appear unlikely to drive the current move, but they add potential legal, reputational and compliance risk. Amazon Sued Over Protein Powder Allegations

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $239.77, for a total transaction of $239,770.00. Following the completion of the sale, the chief executive officer directly owned 484,527 shares of the company’s stock, valued at $116,175,038.79. This represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. The trade was a 0.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 76,867 shares of company stock valued at $20,253,702. Corporate insiders own 8.90% of the company’s stock.

Amazon.com 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.