Third View Private Wealth LLC Invests $27.11 Million in Amazon.com, Inc. $AMZN

Third View Private Wealth LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 117,443 shares of the e-commerce giant’s stock, valued at approximately $27,108,000. Amazon.com accounts for about 3.6% of Third View Private Wealth LLC’s portfolio, making the stock its 4th largest position.

Several other large investors have also modified their holdings of AMZN. Brighton Jones LLC lifted its holdings in shares of 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 worth $885,478,000 after acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of 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 lifted its holdings in shares of Amazon.com by 2.8% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE lifted its holdings in shares of Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC purchased a new position in shares of Amazon.com during the 4th quarter worth about $2,153,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Trading Up 1.3%

NASDAQ AMZN opened at $263.04 on Thursday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a one year low of $178.85 and a one year high of $265.91. The company’s 50 day moving average price is $222.42 and its 200 day moving average price is $227.08. The firm has a market capitalization of $2.83 trillion, a price-to-earnings ratio of 36.69, a PEG ratio of 1.95 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $1.16. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $176.98 billion. During the same quarter last year, the company earned $1.59 earnings per share. Amazon.com’s revenue for the quarter was up 16.6% on a year-over-year basis. On average, sell-side analysts predict that Amazon.com, Inc. will post 7.71 EPS for the current year.

Insider Buying and Selling

In other Amazon.com news, CEO Andrew R. Jassy sold 31,000 shares of the stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $255.00, for a total value of $7,905,000.00. Following the completion of the sale, the chief executive officer owned 2,207,118 shares of the company’s stock, valued at $562,815,090. This trade represents a 1.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,849 shares of the stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $260.00, for a total transaction of $1,000,740.00. Following the completion of the sale, the director directly owned 78,654 shares of the company’s stock, valued at $20,450,040. This trade represents a 4.67% decrease in their position. 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 have sold 128,035 shares of company stock valued at $28,827,479 over the last three months. Company insiders own 8.90% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: Q1 results beat estimates — revenue $181.5B (+17% YoY) and EPS topped expectations; management gave strong revenue guidance for Q2, which reassures growth investors and supports multiple expansion. Read More.
• Positive Sentiment: AWS reaccelerated: cloud revenue grew ~28% and topped estimates, driven by AI demand — investors see higher‑margin cloud and AI services as the core earnings lever. Read More.
• Positive Sentiment: OpenAI models coming to AWS Bedrock (limited preview) and rapid product launches (Amazon Quick, Bedrock Managed Agents) materially strengthen AWS’ enterprise AI offering and competitive position vs. Microsoft/Google. Read More.
• Positive Sentiment: Major hyperscaler wins: AWS secured a large Meta deal to deploy Graviton cores, and new enterprise contracts reinforce durable demand for AWS infrastructure. Those commercial wins increase revenue visibility. Read More.
• Neutral Sentiment: Analyst sentiment is bullish and crowded — firms raised price targets (e.g., Mizuho to $325), which supports upside, but high expectations increase the risk of a short‑term pullback if guidance or margin commentary disappoints. Read More.
• Neutral Sentiment: Earnings acted as the proximate catalyst — the report and call came after the bell, so intraday moves reflect real‑time digestion of results and management commentary. Read More.
• Negative Sentiment: Heavy AI capex and elevated spending: Amazon disclosed very large investments (multi‑year AI infrastructure build‑out), and higher reported capex and operating‑income guidance below some estimates raise near‑term margin concerns. Read More.
• Negative Sentiment: Regulatory risk: EU signaled plans to target cloud and AI under new Big Tech rules — could mean higher compliance costs or business constraints in Europe over time. Read More.
• Negative Sentiment: Minor insider selling: a director sold shares under a pre‑arranged 10b5‑1 plan — typically routine but sometimes watched by investors for signaling. Read More.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Truist Financial increased their price objective on shares of Amazon.com from $280.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, April 17th. Tigress Financial raised their price target on shares of Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a report on Wednesday, March 25th. Cantor Fitzgerald raised their price target on shares of Amazon.com from $260.00 to $280.00 and gave the company an “overweight” rating in a report on Tuesday, April 21st. Oppenheimer raised their price target on shares of Amazon.com from $260.00 to $275.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Finally, Rothschild & Co Redburn set a $230.00 price target on shares of Amazon.com in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fifty-five have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $289.39.

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.