Insider Selling: Amazon.com (NASDAQ:AMZN) Director Sells $1,011,812.12 in Stock

Amazon.com, Inc. (NASDAQ:AMZN) Director Jonathan Rubinstein sold 3,706 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the sale, the director owned 74,948 shares in the company, valued at approximately $20,462,302.96. This represents a 4.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jonathan Rubinstein also recently made the following trade(s):

• On Friday, April 24th, Jonathan Rubinstein sold 3,849 shares of Amazon.com stock. The shares were sold at an average price of $260.00, for a total value of $1,000,740.00.

Amazon.com Price Performance

NASDAQ AMZN traded up $3.64 during trading hours on Monday, reaching $271.90. The company’s stock had a trading volume of 48,936,334 shares, compared to its average volume of 50,510,918. The firm has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 32.52, a P/E/G ratio of 2.01 and a beta of 1.46. The company’s 50-day moving average is $223.63 and its two-hundred day moving average is $227.48. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. Amazon.com, Inc. has a 1-year low of $183.85 and a 1-year high of $276.10.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. During the same period in the previous year, the business earned $1.59 earnings per share. The business’s revenue was up 16.6% compared to the same quarter last year. On average, equities analysts predict that Amazon.com, Inc. will post 7.71 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on AMZN shares. Argus reiterated a “buy” rating and issued a $325.00 price objective on shares of Amazon.com in a report on Friday, February 6th. DZ Bank lifted their target price on Amazon.com from $295.00 to $320.00 and gave the company a “buy” rating in a research report on Monday. Morgan Stanley upped their price target on Amazon.com from $300.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday. Citigroup reissued a “buy” rating and set a $325.00 price objective (up from $285.00) on shares of Amazon.com in a research report on Thursday. Finally, Moffett Nathanson upped their target price on shares of Amazon.com from $283.00 to $288.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $311.65.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon launched “Amazon Supply Chain Services” (ASCS), making its freight, fulfillment, distribution and parcel network available to any business — a potential new high‑margin, scaleable business similar to AWS that pressured legacy carriers and is being priced as a meaningful growth catalyst. Business Wire: ASCS launch
• Positive Sentiment: Wall Street momentum: several firms raised price targets / reaffirmed buy ratings after the strong Q1 print and ASCS rollout (e.g., New Street, DZ Bank), supporting upside expectations. DZ Bank PT raise New Street PT raise
• Positive Sentiment: AI product adoption: Amazon is rolling out Anthropic’s Claude Code and OpenAI‑style Codex tools company‑wide, bolstering developer and enterprise AI offerings that support AWS monetization and stickiness. Business Insider: Claude Code & Codex
• Positive Sentiment: AWS upside: analysts note new defense and government opportunities as cyber rules tighten — a potential incremental high‑margin revenue stream for AWS. TipRanks: AWS defense opportunity
• Neutral Sentiment: Unusual options activity: heavy institutional puts/calls and large options flows today suggest trading speculation around the ASCS news — watch flows for directional signals but they’re not a fundamental read. Barchart: Options volume
• Neutral Sentiment: Retail positioning: Charles Schwab data shows some retail clients trimmed AMZN exposure in April — indicates pockets of caution but institutional momentum remains strong. TipRanks: Schwab retail flows
• Negative Sentiment: Capex / cash‑flow concerns: coverage highlights Amazon’s record capex (AI/data center and logistics) has pushed trailing free cash flow very low — investors should monitor FCF conversion and whether ASCS monetization offsets heavy spend. Yahoo: Capex reduces FCF
• Negative Sentiment: “Cash burn” narrative: some analysts and commentaries flag rising cash burn and elevated capex as a risk to near‑term margins and buyback/dividend optionality — a watch item for income and value‑oriented investors. Seeking Alpha: cash burn concerns

Institutional Investors Weigh In On Amazon.com

Several large investors have recently added to or reduced their stakes in AMZN. Brighton Jones LLC increased its holdings 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 worth $885,478,000 after purchasing an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its holdings 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 purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG raised its holdings in shares of Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE lifted its position 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 purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the fourth quarter worth $2,153,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

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.