21,404 Shares in Amazon.com, Inc. $AMZN Acquired by Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

Key Points

• Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new position of 21,404 shares of Amazon in Q4, worth about $4.94 million and representing roughly 4.0% of the fund's portfolio as its fourth-largest holding.
• Amazon posted a stronger‑than‑expected Q1 with AWS growth reaccelerating and launched Amazon Supply Chain Services, prompting several analyst price‑target increases and an average target near $313.
• Insider selling: CEO Andrew R. Jassy sold 31,352 shares (~$8.62M) under a Rule 10b5‑1 plan, and insiders have disposed of about 191,593 shares (≈$46.3M) over the past 90 days.

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 21,404 shares of the e-commerce giant's stock, valued at approximately $4,940,000. Amazon.com makes up about 4.0% of Pekao Towarzystwo Funduszy Inwestycyjnych S.A.'s investment portfolio, making the stock its 4th biggest holding.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fairway Wealth LLC lifted 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 worth $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new stake in Amazon.com during the third quarter worth $27,000. Bridge Generations Wealth Management LLC lifted 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 worth $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC lifted 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 worth $54,000 after buying an additional 47 shares during the period. Finally, PayPay Securities Corp lifted its holdings in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock worth $55,000 after buying an additional 96 shares during the period. Institutional investors own 72.20% of the company's stock.

Amazon.com News Roundup

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

• Positive Sentiment: Q1 beat and AWS reacceleration — Amazon reported stronger‑than‑expected Q1 revenue and EPS with AWS growth reaccelerating, reinforcing the thesis that AI demand is lifting cloud backlog and revenue prospects. Read More.
• Positive Sentiment: Launch of Amazon Supply Chain Services — AMZN opened its freight/fulfillment/parcel network to third parties, creating a potential high‑margin, scalable business (markets are comparing the opportunity to the early AWS monetization path). Read More.
• Positive Sentiment: Wall Street momentum — multiple firms raised price targets (example: BNP Paribas lift), adding analyst validation and buyer interest. Read More.
• Positive Sentiment: Product / commercial expansion — same‑day fresh grocery deliveries and other Business offerings widen TAM and recurring order flows for Amazon Business. Read More.
• Neutral Sentiment: Insider sales disclosed — several pre‑arranged 10b5‑1 filings (CEO, directors) show planned selling; typical for tax/planning but worth monitoring for timing/scale. Read More.
• Neutral Sentiment: Operational AI moves with unclear near‑term monetization — Amazon is expanding internal AI tooling and exploring merging AI chat into search; improves UX/productivity but revenue timing is uncertain. Read More.
• Negative Sentiment: CapEx and free‑cash‑flow pressure — the $200B+ AI/infra buildout and ramped capex have compressed FCF (reported drop from prior levels), creating execution and timing risk if AWS/AI monetization lags. Read More.
• Negative Sentiment: Analyst caveats on earnings quality — some analysts warn the current cloud/AI backlog may be partly cyclical or concentrated (OpenAI/Anthropic exposure), which could make near‑term results look stronger than sustainable growth. Read More.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AMZN. Susquehanna restated a "positive" rating and set a $325.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Monness Crespi & Hardt upped their target price on Amazon.com from $280.00 to $315.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. The Goldman Sachs Group restated a "buy" rating and set a $325.00 target price (up from $275.00) on shares of Amazon.com in a report on Thursday, April 30th. UBS Group restated a "buy" rating and set a $333.00 target price (up from $304.00) on shares of Amazon.com in a report on Wednesday, April 29th. Finally, Morgan Stanley upped their target price on Amazon.com from $300.00 to $330.00 and gave the stock an "overweight" rating in a report on Thursday, April 30th. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $313.09.

Insider Buying and Selling

In other Amazon.com news, 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 transaction of $8,621,800.00. Following the completion of the transaction, the chief executive officer owned 2,175,766 shares in the company, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares of the company's stock, valued at $1,930,094.10. The trade was a 65.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 191,593 shares of company stock worth $46,289,241. Corporate insiders own 8.90% of the company's stock.

Amazon.com Stock Performance

Shares of NASDAQ AMZN opened at $275.06 on Thursday. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12 month low of $185.01 and a 12 month high of $278.56. The company has a 50 day simple moving average of $226.29 and a two-hundred day simple moving average of $228.31. The stock has a market cap of $2.96 trillion, a price-to-earnings ratio of 32.90, a PEG ratio of 1.97 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. The business 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 company's revenue was up 16.6% on a year-over-year basis. During the same quarter last year, the business posted $1.59 EPS. As a group, analysts predict that Amazon.com, Inc. will post 8 earnings per share for the current year.

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.

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