1900 Wealth Management LLC Has $6.30 Million Position in Amazon.com, Inc. $AMZN

Key Points

• 1900 Wealth Management raised its Amazon stake by 8.4% to 27,285 shares, a position valued at about $6.30 million at the end of the quarter.
• Amazon is expanding into satellite services — signing an ~$11.6 billion deal for Globalstar to bolster its Amazon Leo/Kuiper/direct-to-device ambitions — while AWS AI momentum and new partner mentions (e.g., OpenAI) support higher-margin cloud growth.
• Market sentiment is broadly positive: institutional investors own 72.20% of shares, analysts rate AMZN a "Moderate Buy" with an average target of $287.29, and the stock trades at a ~$2.68 trillion market cap and a P/E of 34.73.

1900 Wealth Management LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,285 shares of the e-commerce giant's stock after buying an additional 2,111 shares during the period. 1900 Wealth Management LLC's holdings in Amazon.com were worth $6,298,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Fairway Wealth LLC lifted its position in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new position in Amazon.com during the 3rd quarter worth about $27,000. Bridge Generations Wealth Management LLC lifted its stake in shares of 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. Cooksen Wealth LLC boosted its holdings in Amazon.com by 23.5% in 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 last quarter. Finally, PayPay Securities Corp boosted its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company's stock.

Amazon.com Stock Performance

AMZN stock opened at $249.04 on Wednesday. The business's fifty day moving average is $212.10 and its 200-day moving average is $224.54. 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 company has a market cap of $2.68 trillion, a P/E ratio of 34.73, a price-to-earnings-growth ratio of 1.80 and a beta of 1.38. Amazon.com, Inc. has a twelve month low of $165.29 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company's revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter last year, the business posted $1.86 earnings per share. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms recently issued reports on AMZN. UBS Group set a $311.00 price target on Amazon.com in a report on Tuesday, February 3rd. Raymond James Financial cut their target price on shares of Amazon.com from $260.00 to $225.00 and set an "outperform" rating on the stock in a research report on Friday, February 6th. Arete Research upped their target price on shares of Amazon.com from $283.00 to $285.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Scotiabank restated an "outperform" rating and set a $275.00 target price (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Amazon.com in a research report on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has an average rating of "Moderate Buy" and a consensus target price of $287.29.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon agreed to acquire satellite operator Globalstar for about $11.6B to expand its Amazon Leo/Kuiper ambitions — the deal gives Amazon spectrum, operational assets and the ability to offer direct-to-device phone/data services (and ties into Apple iPhone emergency features), a strategic move that could meaningfully extend AWS/hardware revenue streams and position AMZN as a direct competitor to SpaceX’s Starlink. Amazon signs $11.57 billion deal for satellite firm Globalstar to challenge Starlink
• Positive Sentiment: A reported shift in the AI vendor landscape (OpenAI highlighting Amazon/AWS as a partner) and continued AWS AI revenue momentum reinforce the outlook for higher-margin cloud services — a structural tailwind for AMZN profits and investor sentiment. Is OpenAI outgrowing Microsoft? A new Amazon alliance raises the stakes.
• Positive Sentiment: Unusual bullish options activity and heavy call volume ahead of earnings signal trader conviction in near-term upside — a technical/flow catalyst that can amplify price moves into earnings. Heavy, Unusual Volume in Amazon Options Ahead of Earnings in Two Weeks
• Neutral Sentiment: Wall Street remains broadly constructive: multiple buy/outperform ratings and elevated price targets (median ~ $300) support the long-term bull case, but they’re largely consensus reinforcement rather than a new catalyst. Amazon.com Inc: Goldman Sachs Remains Its Buy Rating
• Neutral Sentiment: Analysts note the Globalstar purchase is strategically important but long-duration: it accelerates capabilities for 2028 direct-to-device services while not addressing near-term constraints (notably rocket launch capacity). This tempers how quickly the deal can boost revenues. Amazon's $11.6 billion Globalstar deal will not fix rocket launch bottleneck, analysts say
• Negative Sentiment: Operational/ESG risk: a worker death at an Oregon fulfillment center has drawn scrutiny and could create near-term reputational and regulatory attention. Amazon (AMZN) Worker Dies at Oregon Facility, Sparking Safety Concerns

Insider Buying and Selling

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares in the company, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction on 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 completion of the sale, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 72,686 shares of company stock valued at $14,899,239. 10.80% of the stock is owned by company insiders.

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.

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