Amazon.com, Inc. $AMZN Shares Acquired by Sax Wealth Advisors LLC

Key Points

• Sax Wealth Advisors boosted its Amazon stake by 7.9%, buying 2,858 shares to hold 39,163 shares valued at about $9.04 million, while institutional investors now own roughly 72.2% of the stock.
• In its most recent quarter Amazon reported $1.95 EPS (a $0.02 miss) and revenue of $213.39 billion, up 13.6% year‑over‑year, with a market cap near $2.23 trillion and a P/E around 29.
• Positive catalysts (Delta selecting Amazon Leo, strong MGM box‑office, new business credit cards, AWS expansion) are balanced by risks (AI/chip exec exits, AI capex and valuation concerns); analysts hold a consensus "Moderate Buy" with a ~$286.57 target.

Sax Wealth Advisors LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,163 shares of the e-commerce giant's stock after purchasing an additional 2,858 shares during the period. Sax Wealth Advisors LLC's holdings in Amazon.com were worth $9,040,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock valued at $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its position in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock worth $442,481,000 after acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE lifted its holdings in Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock valued at $6,357,000 after acquiring an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in Amazon.com in the 4th quarter valued at about $2,153,000. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Performance

Amazon.com stock opened at $208.04 on Wednesday. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm's 50 day simple moving average is $215.20 and its 200-day simple moving average is $224.73. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The company has a market cap of $2.23 trillion, a P/E ratio of 29.02, a price-to-earnings-growth ratio of 1.51 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analysts' expectations of $211.02 billion. During the same quarter last year, the company posted $1.86 EPS. The firm's revenue was up 13.6% compared to the same quarter last year. As a group, equities research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Activity at Amazon.com

In other news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the company's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the transaction, the vice president directly owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 71,686 shares of company stock worth $14,688,739. Insiders own 10.80% of the company's stock.

Amazon.com News Summary

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

• Positive Sentiment: Delta selects Amazon Leo to provide faster in‑flight Wi‑Fi on 500 aircraft starting in 2028 — a material commercial win for Amazon’s nascent LEO satellite unit that strengthens its challenge to SpaceX/Starlink and helps monetize Leo hardware and connectivity services. Amazon, Delta team up for in-flight Wi-Fi (Reuters)
• Positive Sentiment: “Project Hail Mary” becomes Amazon MGM’s biggest box‑office hit, signaling stronger content returns for Prime Video/studio investments and supporting long‑term media monetization. 'Project Hail Mary' is the box office proof point Amazon MGM (CNBC)
• Positive Sentiment: Amazon announced new Prime Business and Amazon Business credit cards (issued by U.S. Bank/Mastercard) aimed at SMBs — a recurring‑revenue fintech push that can increase payments volume, data insights and margins over time. New Prime Business & Amazon Business credit cards (Business Wire)
• Positive Sentiment: Analyst bullishness picked up: Tigress reiterated Buy and lifted its $315 target citing AI‑driven margin upside; Citi also raised its target (to $285). Upgrades boost sentiment and set upside references for investors. AMZN upgraded on AI-driven growth (InsiderMonkey) Citi raises target for AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon secured a court order limiting Perplexity’s scraping of its site — this protects Amazon’s shopping data and ad ecosystem but may spur further legal and policy battles with AI search firms. Amazon court win vs Perplexity (Yahoo Finance)
• Neutral Sentiment: Amazon reached a settlement tied to Teamsters’ charges alleging retaliation during strikes — removes an immediate legal overhang but keeps labor relations and unionization risks visible to investors. Amazon settles Teamsters case (CNBC)
• Neutral Sentiment: AWS momentum continues with TGS choosing AWS and Amazon buying 1,300 acres near the Columbia River for potential data‑center expansion — supports long‑term cloud demand, but implies ongoing heavy capex. TGS selects AWS (Yahoo Finance) Amazon buys land for possible data center (GeekWire)
• Negative Sentiment: Fresh senior exits from Amazon’s AI/chip group raise operational risk for its in‑house silicon roadmap and could slow time‑to‑market for custom accelerators — a near‑term negative for AI cost structure expectations. Amazon chip division exec exit (Yahoo Finance)
• Negative Sentiment: Market worries persist around AI capex and valuation (AMZN down YTD vs analyst upside scenarios), keeping downside risk if macro/energy pressures force slower spending or guidance revisions. AMZN stock down YTD; analyst outlook (Blockonomi)

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Amazon.com from $265.00 to $280.00 and gave the stock an "overweight" rating in a research note on Wednesday, March 25th. Raymond James Financial cut their target price on shares of Amazon.com from $260.00 to $225.00 and set an "outperform" rating for the company in a research note on Friday, February 6th. Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the stock a "buy" rating in a report on Tuesday, January 27th. Maxim Group lifted their price target on shares of Amazon.com from $280.00 to $290.00 and gave the stock a "buy" rating in a research report on Friday, February 6th. Finally, Oppenheimer set a $260.00 price target on Amazon.com and gave the company an "outperform" rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $286.57.

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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