Amazon.com, Inc. $AMZN Shares Acquired by Thomasville National Bank

Key Points

• Thomasville National Bank boosted its Amazon stake by 1.8% in Q4 to 380,794 shares (≈$87.9M), making AMZN its largest holding at about 5.4% of the bank’s portfolio; institutional investors own roughly 72.2% of the stock.
• Amazon beat Q1 estimates, reporting $2.78 EPS vs $1.63 expected and $181.52B in revenue (up 16.6%), spurring multiple analyst price‑target increases and a MarketBeat consensus "Moderate Buy" target of $311.65.
• Strategic opportunity and risk: Amazon launched "Amazon Supply Chain Services" to open its logistics network to outside businesses as a potential high‑margin growth avenue, while heavy AI-related capex is pressuring near‑term free cash flow and margins.

Thomasville National Bank increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 380,794 shares of the e-commerce giant's stock after purchasing an additional 6,774 shares during the quarter. Amazon.com makes up about 5.4% of Thomasville National Bank's portfolio, making the stock its largest holding. Thomasville National Bank's holdings in Amazon.com were worth $87,895,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of AMZN. Brighton Jones LLC increased its holdings in Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG increased its position in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE increased its position 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 period. Finally, Liberty Square Wealth Partners LLC acquired a new position in Amazon.com in the 4th quarter valued at approximately $2,153,000. Institutional investors and hedge funds own 72.20% of the company's stock.

Amazon.com Trading Up 1.4%

AMZN opened at $271.90 on Tuesday. Amazon.com, Inc. has a twelve month low of $183.85 and a twelve month high of $276.10. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. The company has a fifty day moving average of $223.63 and a 200-day moving average of $227.48. The stock has a market cap of $2.92 trillion, a PE ratio of 32.52, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business had revenue of $181.52 billion during the quarter, compared to analysts' expectations of $177.28 billion. During the same quarter last year, the firm posted $1.59 earnings per share. The firm's revenue was up 16.6% on a year-over-year basis. On average, sell-side analysts predict that Amazon.com, Inc. will post 7.71 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on AMZN shares. HSBC upped their price target on shares of Amazon.com from $280.00 to $310.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Susquehanna restated a "positive" rating and issued a $325.00 price target (up from $300.00) on shares of Amazon.com in a research report on Thursday. Moffett Nathanson upped their price target on shares of Amazon.com from $283.00 to $288.00 and gave the company a "buy" rating in a research report on Tuesday, April 7th. Wolfe Research reissued an "outperform" rating and issued a $320.00 price target (up from $245.00) on shares of Amazon.com in a research note on Thursday. Finally, Monness Crespi & Hardt increased their price target on Amazon.com from $280.00 to $315.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Fifty-six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Amazon.com currently has a consensus rating of "Moderate Buy" and a consensus price target of $311.65.

More Amazon.com News

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

• Positive Sentiment: Amazon launched "Amazon Supply Chain Services" (ASCS), opening its freight, fulfillment and parcel network to outside businesses — a potential new high-margin revenue stream that investors compare to the AWS monetization playbook; the move knocked down UPS/FDX as the market repriced competitive risk. Amazon opens up its logistics network to other businesses
• Positive Sentiment: Strong Q1 results and management messaging: Amazon beat Q1 EPS/revenue estimates and CEO Andy Jassy emphasized that heavy AI investment is a "once-in-a-generation" opportunity whose returns come later — supporting the long-term growth case for AWS, AI infrastructure and the new logistics product. Andy Jassy says Amazon investors will be rewarded by all its AI spending
• Positive Sentiment: Wall Street momentum: several firms raised targets or reiterated buys (examples include New Street and DZ Bank), adding upside to the stock’s outlook and validating the growth/AI/logistics thesis. DZ Bank raises target
• Neutral Sentiment: Insider transaction: director Jonathan Rubinstein sold ~3,700 shares under a pre-arranged 10b5-1 plan — a disclosed plan sale that typically has limited informational value for fundamentals. Director sale disclosed
• Neutral Sentiment: Internal AI tooling rollout: Amazon adopted Claude Code and Codex company-wide, widening employee access to AI tools — a constructive operational step but one whose near-term revenue impact is unclear. Amazon employees pushed for Claude Code
• Negative Sentiment: CapEx and free‑cash‑flow pressure: analysts and articles point out Amazon’s massive AI/capex spend has materially reduced near-term free cash flow, which could concern investors if returns take longer to materialize. Monitor capex-to-revenue and FCF trends. CapEx reduces FCF
• Negative Sentiment: Macro inflation/cost risk: commentary warns that hyperscaler AI spending could add to inflationary pressure (energy, wages, tariffs), which would be a headwind for multiples and margins across the market. Think AI spending won’t stoke inflation?

Insider Buying and Selling at Amazon.com

In related news, Director Jonathan Rubinstein sold 3,706 shares of the firm's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the completion of the sale, the director owned 74,948 shares of the company's stock, valued at $20,462,302.96. This trade represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 20,500 shares of the firm's stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $245.00, for a total transaction of $5,022,500.00. Following the completion of the sale, the chief executive officer owned 499,861 shares of the company's stock, valued at $122,465,945. The trade was a 3.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 131,741 shares of company stock valued at $29,839,291 over the last ninety days. Insiders own 8.90% of the company's stock.

Amazon.com Company 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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