2,255 Amazon.com, Inc. $AMZN Shares Acquired by CFS Investment Advisory Services LLC

Key Points

• CFS Investment Advisory Services increased its Amazon stake by 15.2% in the third quarter, acquiring 2,255 additional shares and bringing its holdings to 17,086 shares valued at approximately $4.38 million.
• Institutional investors and hedge funds own 72.2% of Amazon’s stock, while several firms recently initiated or expanded positions.
• Amazon’s latest quarterly results fell short of analyst expectations, with earnings of $1.89 per share and revenue of $201.94 billion, although AWS growth remained strong. Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $320.86.

CFS Investment Advisory Services LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 15.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,086 shares of the e-commerce giant's stock after purchasing an additional 2,255 shares during the quarter. CFS Investment Advisory Services LLC's holdings in Amazon.com were worth $4,379,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Trust Asset Management LLC boosted its holdings in shares of Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock worth $26,000 after buying an additional 3,414 shares during the period. TOP Private Wealth LLC. bought a new position in Amazon.com in the 2nd quarter valued at about $29,000. Bard Associates Inc. bought a new position in Amazon.com in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC acquired a new stake in Amazon.com during the second quarter worth approximately $33,000. Finally, Atomic Invest LLC lifted its position in Amazon.com by 41.2% during the second quarter. Atomic Invest LLC now owns 168 shares of the e-commerce giant's stock worth $40,000 after acquiring an additional 49 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Price Performance

Amazon.com stock opened at $240.35 on Friday. 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 company has a market capitalization of $2.59 trillion, a PE ratio of 19.43, a P/E/G ratio of 1.89 and a beta of 1.45. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The stock has a 50-day moving average price of $254.28 and a two-hundred day moving average price of $243.09.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, October 29th. The e-commerce giant reported $1.89 earnings per share for the quarter, missing analysts' consensus estimates of $1.97 by ($0.08). The business had revenue of $201.94 billion for the quarter, compared to the consensus estimate of $202.22 billion. Amazon.com had a return on equity of 16.94% and a net margin of 16.90%. The company's revenue was up 12.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.95 earnings per share. Analysts expect that Amazon.com, Inc. will post 8.00 EPS for the current year.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS growth accelerated significantly. Amazon Web Services revenue rose 39% to approximately $46 billion, its fastest growth in nearly five years. Management said AWS could grow more than 40% annually in 2027 and 2028, supported by AI demand, a large backlog and rising cloud workloads. Analysts including JPMorgan, Canaccord, Monness and RBC maintained bullish ratings or targets, viewing AWS as a potential long-term, trillion-dollar business. AWS growth hits 39 percent
• Positive Sentiment: Amazon continues expanding its AI and adjacent businesses. The company plans to sell its Trainium AI chips externally by late 2027, while Amazon Pharmacy users increased more than 60% year over year and Prime Video reportedly reached profitability. Management also highlighted longer-term opportunities in retail automation, satellite internet and AI infrastructure. Amazon Trainium AI chips
• Neutral Sentiment: Analyst sentiment remains broadly constructive, but targets were trimmed. Several firms reaffirmed Buy or Outperform ratings, with targets generally well above the current trading level. However, Wells Fargo, Morgan Stanley, Wedbush, Scotiabank, Cantor Fitzgerald and others lowered targets, signaling reduced near-term confidence after the earnings release. Amazon price target changes
• Negative Sentiment: Amazon missed both major Q3 estimates. Earnings per share came in at $1.89 versus roughly $1.97–$2.01 expected, while revenue was $201.94 billion compared with about $202.2 billion anticipated. Fourth-quarter revenue guidance was also viewed as soft, raising concerns about holiday-season retail demand. Amazon fourth-quarter guidance
• Negative Sentiment: AI investment is pressuring cash flow and leverage. Amazon spent about $77 billion on property and equipment in Q3 and continues targeting approximately $220 billion in 2026 capital expenditures. Trailing free cash flow fell to a $42.4 billion deficit, while long-term debt increased substantially. Investors are questioning when the spending will generate adequate returns, overshadowing AWS’s strong growth. Amazon AI spending concerns
• Negative Sentiment: Broader technology-sector weakness amplified the selling. Amazon’s report contributed to a wider Nasdaq decline as investors reconsidered whether massive AI infrastructure spending across Big Tech can produce timely profits. Concerns about AI-related debt, cash burn and valuation affected sentiment beyond Amazon itself. Nasdaq and AI spending concerns

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Andrew Jassy sold 20,000 shares of the firm's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of the business's stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the transaction, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This trade represents a 44.97% 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. In the last three months, insiders have sold 71,589 shares of company stock worth $18,580,515. Company insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. TD Cowen restated a "buy" rating and set a $340.00 price objective (down from $350.00) on shares of Amazon.com in a report on Friday. Truist Financial set a $390.00 target price on Amazon.com in a research note on Friday. Susquehanna reissued a "positive" rating on shares of Amazon.com in a report on Friday. Wedbush dropped their price target on Amazon.com from $310.00 to $298.00 and set an "outperform" rating for the company in a report on Friday. Finally, Mizuho boosted their price target on Amazon.com from $330.00 to $335.00 and gave the company an "outperform" rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $320.86.

Amazon.com Profile

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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