Amazon.com, Inc. $AMZN Shares Purchased by Lbp Am Sa

Key Points

• Lbp Am Sa increased its stake in Amazon by 7.8% to 2,043,679 shares (worth $471.7M), making AMZN 5.5% of the firm's portfolio and its third‑largest holding.
• Amazon posted a Q1 double‑beat on revenue and EPS led by a reaccelerating AWS, secured Pentagon AI deals and saw broad analyst price‑target upgrades (average target ≈ $310), but rising chip/AI capex and recent insider sales raise near‑term cash‑flow concerns.

Lbp Am Sa raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,043,679 shares of the e-commerce giant's stock after purchasing an additional 148,252 shares during the quarter. Amazon.com comprises 5.5% of Lbp Am Sa's portfolio, making the stock its 3rd largest holding. Lbp Am Sa's holdings in Amazon.com were worth $471,722,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Fairway Wealth LLC increased its position in shares of Amazon.com by 113.2% during 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 during the period. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com during the 3rd quarter valued at $27,000. Bridge Generations Wealth Management LLC increased its position in shares of Amazon.com by 2,330.0% during 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 during the period. Cooksen Wealth LLC increased its position in shares of Amazon.com by 23.5% during 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 during the period. Finally, PayPay Securities Corp increased its position in shares of Amazon.com by 62.3% during 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 during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

More Amazon.com News

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 Stock Performance

Shares of Amazon.com stock opened at $268.38 on Friday. The stock has a market cap of $2.89 trillion, a PE ratio of 32.10, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46. The business has a fifty day simple moving average of $223.63 and a 200-day simple moving average of $227.40. The company has a quick ratio of 0.88, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. 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 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. The business had revenue of $181.52 billion during the quarter, compared to analysts' expectations of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.Amazon.com's revenue was up 16.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.59 earnings per share. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 7.71 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, SVP David Zapolsky sold 10,649 shares of the firm's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares of the company's stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 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 value of $5,022,500.00. Following the completion of the sale, the chief executive officer directly owned 499,861 shares of the company's stock, valued at approximately $122,465,945. This trade represents a 3.94% 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 128,035 shares of company stock valued at $28,827,479 over the last quarter. 8.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AMZN has been the topic of several research analyst reports. Susquehanna reiterated a "positive" rating and set a $325.00 price target (up from $300.00) on shares of Amazon.com in a research report on Thursday. Stifel Nicolaus set a $319.00 price target on Amazon.com and gave the company a "buy" rating in a report on Thursday. Rosenblatt Securities upped their price target on Amazon.com from $296.00 to $332.00 and gave the company a "buy" rating in a report on Thursday. Barclays reaffirmed an "overweight" rating and issued a $330.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday. Finally, Monness Crespi & Hardt upped their price target on Amazon.com from $280.00 to $315.00 and gave the company a "buy" rating in a 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 assigned a Hold rating to the company's stock. Based on data from MarketBeat, Amazon.com has an average rating of "Moderate Buy" and an average target price of $310.25.

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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