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

Key Points

• Lyell Wealth Management increased its Amazon stake by 2.9% in the fourth quarter, buying 4,855 additional shares and bringing its total holding to 174,649 shares worth about $40.3 million.
• Amazon continues to draw broad institutional interest, with 72.2% of shares owned by hedge funds and other institutional investors. Several smaller funds also raised their positions in the stock during recent quarters.
• The article highlights a mix of positive catalysts and concerns, including Amazon’s strong quarterly earnings beat, ongoing AI and logistics expansion, and analyst support, but also worries that heavy AI spending could pressure margins.

Lyell Wealth Management LP increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 174,649 shares of the e-commerce giant's stock after purchasing an additional 4,855 shares during the quarter. Amazon.com makes up about 2.9% of Lyell Wealth Management LP's holdings, making the stock its 5th biggest position. Lyell Wealth Management LP's holdings in Amazon.com were worth $40,312,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AMZN. MilWealth Group LLC boosted its stake in Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock valued at $41,000 after acquiring an additional 79 shares during the last quarter. Fairway Wealth LLC boosted its stake in Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant's stock valued at $51,000 after acquiring an additional 108 shares during the last quarter. Bridge Generations Wealth Management LLC boosted its stake in Amazon.com by 2,330.0% in 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 last quarter. Cooksen Wealth LLC boosted its stake 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, Strategic Wealth Advisors LLC purchased a new position in Amazon.com in the fourth quarter valued at about $68,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon launched AI image search in its Shopping app, adding a more intuitive product-discovery tool that could improve conversion rates and engagement. Amazon Adds AI Image Search to Its Shopping App
• Positive Sentiment: Amazon officially expanded its less-than-truckload freight service to all U.S. businesses, signaling a bigger push into logistics and a potential new revenue stream. Amazon Positions Logistics as AI Shopping’s Ultimate Moat
• Positive Sentiment: Amazon added another $17.5 billion credit facility, giving it more flexibility to keep funding AI infrastructure, cloud capacity, and other strategic investments. Amazon secures $17.5 billion loan facility amid AI-driven capex ramp
• Positive Sentiment: Analysts remain constructive, with one report lifting FY2027 EPS estimates and BMO naming Amazon one of its top AI picks, supporting the bull case on earnings power. Amazon (AMZN) Ascends But Remains Behind Market: Some Facts to Note
• Neutral Sentiment: Amazon and InterDigital reached a patent license agreement covering Amazon’s services and devices, resolving litigation; this removes some legal uncertainty, but the financial impact appears limited. InterDigital Enters Patent License Agreement with Amazon for Video Services and Devices
• Neutral Sentiment: Recent commentary also points to a stock pullback over the past month, but argues the valuation is becoming more attractive for long-term investors. Amazon Stock Is Down Over 10% in a Month. Start Small and Buy AMZN on the Dip Here.
• Negative Sentiment: Some articles highlighted concerns that Amazon’s heavy AI spending and broader hyperscaler capex race could pressure margins and raise questions about returns on investment. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Amazon.com Stock Performance

Shares of AMZN stock opened at $241.51 on Friday. The stock has a market capitalization of $2.60 trillion, a P/E ratio of 28.89, a PEG ratio of 1.78 and a beta of 1.44. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The firm's 50 day moving average is $252.93 and its 200 day moving average is $233.59. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results 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. The company had revenue of $181.52 billion for the quarter, compared to analysts' expectations of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. Amazon.com's revenue was up 16.6% compared to the same quarter last year. During the same period in the prior year, the company posted $1.59 EPS. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have weighed in on AMZN. Sanford C. Bernstein reiterated an "outperform" rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Raymond James Financial reiterated an "outperform" rating and issued a $280.00 target price on shares of Amazon.com in a research note on Friday, May 1st. Monness Crespi & Hardt boosted their target price on shares of Amazon.com from $280.00 to $315.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Scotiabank reiterated an "outperform" rating and issued a $325.00 target price (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, TD Cowen restated a "buy" rating and set a $350.00 price target on shares of Amazon.com in a research note on Tuesday, May 12th. Fifty-seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Amazon.com currently has an average rating of "Moderate Buy" and a consensus target price of $312.78.

Insider Buying and Selling at Amazon.com

In related news, VP Shelley Reynolds sold 2,363 shares of the company's stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the sale, the vice president owned 119,780 shares of the company's stock, valued at approximately $31,427,876.40. This represents a 1.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the company's stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 195,774 shares of company stock worth $51,614,434 in the last ninety days. Insiders own 8.90% of the company's stock.

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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