Amazon.com, Inc. $AMZN Stock Holdings Lifted by Lyell Wealth Management LP

Key Points

• Lyell Wealth Management LP has increased its holdings in Amazon.com by 2.6%, bringing its total shares to 165,905, valued at approximately $31.57 million.
• Several institutional investors, including Castlekeep Investment Advisors and LSV Asset Management, have recently made new purchases of Amazon.com shares, indicating a strong institutional interest with 72.20% of the stock now owned by institutional investors.
• Amazon's recent earnings report showed an EPS of $1.68, exceeding analysts' expectations, and a revenue of $167.70 billion, highlighting a 13.3% year-over-year growth.

Lyell Wealth Management LP increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.6% in the first quarter, according to its most recent filing with the SEC. The fund owned 165,905 shares of the e-commerce giant's stock after acquiring an additional 4,225 shares during the period. Amazon.com comprises 3.0% of Lyell Wealth Management LP's portfolio, making the stock its 4th biggest position. Lyell Wealth Management LP's holdings in Amazon.com were worth $31,565,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Cordatus Wealth Management LLC lifted its stake in shares of Amazon.com by 3.1% during the 1st quarter. Cordatus Wealth Management LLC now owns 30,582 shares of the e-commerce giant's stock worth $5,818,000 after acquiring an additional 917 shares during the last quarter. Menard Financial Group LLC lifted its stake in shares of Amazon.com by 17.6% during the 1st quarter. Menard Financial Group LLC now owns 35,864 shares of the e-commerce giant's stock worth $6,635,000 after acquiring an additional 5,375 shares during the last quarter. Hoxton Planning & Management LLC bought a new stake in shares of Amazon.com during the 1st quarter worth approximately $2,231,000. RVW Wealth LLC lifted its stake in shares of Amazon.com by 58.7% during the 1st quarter. RVW Wealth LLC now owns 8,193 shares of the e-commerce giant's stock worth $1,559,000 after acquiring an additional 3,030 shares during the last quarter. Finally, Davis R M Inc. lifted its stake in shares of Amazon.com by 1.8% during the 1st quarter. Davis R M Inc. now owns 617,405 shares of the e-commerce giant's stock worth $117,467,000 after acquiring an additional 10,834 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider Jeffrey P. Bezos sold 4,273,237 shares of the business's stock in a transaction on Friday, July 11th. The stock was sold at an average price of $224.81, for a total transaction of $960,666,409.97. Following the transaction, the insider directly owned 897,722,088 shares in the company, valued at $201,816,902,603.28. The trade was a 0.47% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In the last quarter, insiders sold 25,095,411 shares of company stock worth $5,675,473,849. 10.80% of the stock is owned by insiders.

Amazon.com Stock Down 0.2%

Shares of NASDAQ:AMZN traded down $0.54 on Wednesday, reaching $224.80. The company had a trading volume of 15,262,786 shares, compared to its average volume of 43,779,773. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $242.52. The firm's 50 day simple moving average is $224.91 and its 200-day simple moving average is $207.92. The firm has a market capitalization of $2.40 trillion, a PE ratio of 34.27, a PEG ratio of 1.54 and a beta of 1.30. The company has a current ratio of 1.02, a quick ratio of 0.81 and a debt-to-equity ratio of 0.15.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Thursday, July 31st. The e-commerce giant reported $1.68 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.31 by $0.37. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The business had revenue of $167.70 billion for the quarter, compared to the consensus estimate of $161.80 billion. During the same period last year, the business posted $1.26 EPS. The business's revenue was up 13.3% compared to the same quarter last year. Amazon.com has set its Q3 2025 guidance at EPS. As a group, analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have commented on AMZN shares. Telsey Advisory Group restated an "outperform" rating and set a $265.00 price objective on shares of Amazon.com in a report on Wednesday, August 13th. Evercore ISI restated an "outperform" rating and set a $280.00 price objective on shares of Amazon.com in a report on Wednesday, August 13th. Piper Sandler raised their price objective on Amazon.com from $250.00 to $255.00 and gave the stock an "overweight" rating in a report on Friday, August 1st. Cowen restated a "buy" rating on shares of Amazon.com in a report on Friday, August 1st. Finally, Scotiabank raised their price objective on Amazon.com from $250.00 to $275.00 and gave the stock a "sector outperform" rating in a report on Tuesday, July 22nd. Two investment analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and an average price target of $262.87.

About Amazon.com

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.