Amazon.com, Inc. $AMZN Position Boosted by Everhart Financial Group Inc.

Key Points

• Everhart Financial Group raised its Amazon stake 12.1% in Q4 to 68,540 shares worth $15.82 million, joining several other institutional buyers as institutional ownership sits at about 72.20%.
• Insider selling has been notable: VP Shelley Reynolds sold 2,695 shares and CEO Matthew S. Garman sold 17,751 shares (a 65.37% reduction), with insiders offloading 71,686 shares (~$14.69M) in the past 90 days while still owning 10.8% of the company.
• Wall Street remains broadly positive with an average price target of $286.57 and a "Moderate Buy" consensus; Amazon traded around $210 (up 2.3%) after a quarter that beat revenue estimates but slightly missed on EPS.

Everhart Financial Group Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,540 shares of the e-commerce giant's stock after buying an additional 7,418 shares during the period. Amazon.com comprises 1.5% of Everhart Financial Group Inc.'s investment portfolio, making the stock its 10th largest position. Everhart Financial Group Inc.'s holdings in Amazon.com were worth $15,820,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in AMZN. QP Wealth Management LLC acquired a new position in shares of Amazon.com during the fourth quarter worth $3,894,000. Iowa State Bank boosted its position in Amazon.com by 1.4% in the 4th quarter. Iowa State Bank now owns 48,610 shares of the e-commerce giant's stock valued at $11,220,000 after buying an additional 678 shares during the last quarter. RDA Financial Network grew its stake in shares of Amazon.com by 2.4% during the fourth quarter. RDA Financial Network now owns 55,112 shares of the e-commerce giant's stock valued at $12,721,000 after acquiring an additional 1,293 shares in the last quarter. Clark Financial Services Group Inc. BD increased its position in shares of Amazon.com by 5.1% during the fourth quarter. Clark Financial Services Group Inc. BD now owns 2,783 shares of the e-commerce giant's stock worth $649,000 after acquiring an additional 136 shares during the last quarter. Finally, Collective Family Office LLC lifted its stake in shares of Amazon.com by 10.1% in the fourth quarter. Collective Family Office LLC now owns 7,840 shares of the e-commerce giant's stock worth $1,810,000 after acquiring an additional 720 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at $24,662,702. This represents a 2.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,686 shares of company stock valued at $14,688,739 in the last ninety days. Insiders own 10.80% of the company's stock.

Wall Street Analyst Weigh In

AMZN has been the topic of several analyst reports. Arete Research lifted their price objective on Amazon.com from $283.00 to $285.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Oppenheimer set a $260.00 price target on shares of Amazon.com and gave the stock an "outperform" rating in a research note on Friday, February 6th. Benchmark reaffirmed a "buy" rating on shares of Amazon.com in a report on Thursday, January 29th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Amazon.com in a research note on Friday, February 6th. Finally, Maxim Group raised their price objective on shares of Amazon.com from $280.00 to $290.00 and gave the stock a "buy" rating in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $286.57.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Dual $300 price-target endorsements and maintained buy ratings from TD Cowen and Barclays are lifting sentiment and pushing shares up; TD Cowen highlighted AWS reacceleration and AI-driven margin upside. TD Cowen Buy Rating Benzinga note on TD Cowen/Barclays
• Positive Sentiment: Jefferies says AMZN looks undervalued despite near-term AI capex, arguing AWS and retail/ads growth could drive significant upside. Jefferies valuation view
• Positive Sentiment: Long-term bullish narratives: Amazon expects AWS could reach ~$600B annual revenue in 10 years and AWS’s 20th anniversary coverage underscores cloud importance — supports multi-year growth thesis. AWS $600B thesis AWS at 20 coverage
• Positive Sentiment: Billionaire investor interest (Seth Klarman adding to position) and institutional buys provide confidence that large investors view current levels as a buying opportunity. Klarman stake report
• Neutral Sentiment: Entertainment wins (Project Hail Mary box-office/Prime Video success) and consumer-facing product rumors (an AI "Transformer" smartphone) are positive for brand and services revenue but are unlikely to materially change core AWS/retail earnings near-term. Project Hail Mary box office Smartphone rumor
• Neutral Sentiment: Options/strategy pieces showing attractive yields from selling OTM puts indicate some traders view current levels as range-bound; reported short-interest data in the feed is anomalous/zero and not informative. OTM puts strategy
• Negative Sentiment: Logistics headwinds: reports that UPS is cutting Amazon deliveries in half and that Amazon/USPS negotiations are deteriorating raise near-term fulfillment cost and delivery-risk concerns — potential margin pressure and higher operating complexity. UPS deliveries cut USPS negotiations
• Negative Sentiment: AI capex concerns and warnings that Amazon’s large spending plan could backfire remain a drag on sentiment; some analysts have flagged near-term fiscal strain despite long-term upside. AI capex concern

Amazon.com Stock Up 2.3%

Amazon.com stock opened at $210.17 on Tuesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a 50-day simple moving average of $219.04 and a 200-day simple moving average of $225.86. The firm has a market capitalization of $2.26 trillion, a P/E ratio of 29.31, a P/E/G ratio of 1.54 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data 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 the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company's revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.86 earnings per share. As a group, equities analysts expect that Amazon.com, Inc. will post 6.31 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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