Amazon.com, Inc. $AMZN Shares Bought by Parcion Private Wealth LLC

Key Points

• Parcion Private Wealth LLC boosted its Amazon stake by 5.8%, purchasing 4,257 shares to hold 77,714 shares valued at $17,938,000, making AMZN its 23rd largest holding.
• Amazon posted a Q1 double‑beat on revenue and EPS with AWS reaccelerating and record margins, spurring numerous analyst target hikes and a consensus rating of Moderate Buy with an average price target of $310.25.
• Insider selling has been notable—insiders sold 128,035 shares worth $28.8M over the past 90 days—while institutional investors still control about 72.2% of the stock.

Parcion Private Wealth LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 77,714 shares of the e-commerce giant's stock after purchasing an additional 4,257 shares during the period. Amazon.com comprises approximately 0.8% of Parcion Private Wealth LLC's holdings, making the stock its 23rd largest holding. Parcion Private Wealth LLC's holdings in Amazon.com were worth $17,938,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in AMZN. Fairway Wealth LLC raised its position in shares of Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com in the 3rd quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC raised its position in shares of Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC raised its position in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp raised its position in shares of Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after purchasing an additional 96 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have issued reports on AMZN shares. DA Davidson upped their target price on Amazon.com from $175.00 to $250.00 and gave the company a "neutral" rating in a research report on Thursday. Daiwa Securities Group dropped their price target on Amazon.com from $300.00 to $280.00 and set a "buy" rating on the stock in a research report on Wednesday, February 11th. Moffett Nathanson upped their price target on Amazon.com from $283.00 to $288.00 and gave the company a "buy" rating in a research report on Tuesday, April 7th. Tigress Financial upped their price target on Amazon.com from $305.00 to $315.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $325.00 price target (up from $275.00) on shares of Amazon.com in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifty-five have assigned a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $310.25.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Q1 beat: Amazon reported a double‑beat on revenue and EPS, with AWS reaccelerating (large YoY cloud growth and record margins) — this is the core bullish driver for the rally. Amazon Q1 2026 earnings results beat EPS and revenue expectations
• Positive Sentiment: Pentagon AI deals: The U.S. DoD signed agreements that include Amazon Web Services to run AI tools on classified networks — a strategic endorsement for AWS as a secure enterprise AI supplier. Pentagon signs new military AI deals with Nvidia, Microsoft and Amazon
• Positive Sentiment: Analyst upgrades and target hikes: Dozens of firms raised price targets (Morgan Stanley, JPMorgan, Canaccord, Bank of America, etc.), with several new $300+ targets — supporting bullish sentiment and pushing buy ratings. Cluster of price‑target raises and buy ratings for AMZN
• Positive Sentiment: Trainium / in‑house chips: Amazon’s Trainium business shows meaningful revenue commitments and a path to become a standalone AI‑hardware revenue stream, which repositions AMZN as a “picks‑and‑shovels” AI supplier. How the Trainium chip business could move the needle for Amazon
• Neutral Sentiment: Partnerships and product rollout: AWS expanded Bedrock/OpenAI integrations and new agentic AI tools (Rufus, Quick, Connect apps), which add long‑term optionality but will require execution. AWS, OpenAI partner to integrate frontier models into Bedrock
• Negative Sentiment: CapEx and chip costs: Management flagged rising memory/chip prices and a large AI capex program that is eating into free cash flow; Goldman and others warned the hyperscaler spending binge increases near‑term cash burn risk. Jassy: soaring chip prices could pressure Amazon's capex
• Negative Sentiment: Market reaction nuance: Despite the beat, some investors sold on the size/timing of AI investments and softer near‑term guidance, which previously produced intraday dips after earnings. Why AMZN dipped after strong Q1 — capex concerns

Amazon.com Price Performance

Shares of AMZN opened at $268.38 on Monday. The company has a market cap of $2.89 trillion, a P/E ratio of 32.10, a PEG ratio of 2.01 and a beta of 1.46. The stock has a fifty day moving average price of $223.63 and a 200 day moving average price of $227.48. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. Amazon.com, Inc. has a 12 month low of $183.85 and a 12 month high of $273.88.

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

Insider Activity

In related news, Director Jonathan Rubinstein sold 3,849 shares of the company's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $260.00, for a total transaction of $1,000,740.00. Following the completion of the transaction, the director directly owned 78,654 shares in the company, valued at $20,450,040. This represents a 4.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the company's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares of the company's stock, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 128,035 shares of company stock worth $28,827,479 over the last 90 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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