Amazon.com, Inc. $AMZN Shares Sold by Blue Fin Capital Inc.

Key Points

• Blue Fin Capital trimmed its Amazon stake by 4.1%, selling 5,223 shares to hold 121,902 shares (about $28.1M), making AMZN its fifth-largest position at roughly 4.4% of assets.
• Corporate insiders, including CEO Andrew Jassy (31,000 shares at $255) and director Jonathan Rubinstein (3,849 shares at $260), have sold stock under 10b5-1 plans; insiders sold 128,035 shares (~$28.8M) in the last three months and still own 8.9% of the company.
• Amazon reported a strong Q1 beat (EPS $2.78 vs. $1.63, revenue $181.5B vs. $177.3B) and accelerating AWS growth, prompting broad analyst price‑target increases and a consensus “Moderate Buy” (avg. target $308.55), though investors note higher AI capex and regulatory risks as potential headwinds.

Blue Fin Capital Inc. cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 121,902 shares of the e-commerce giant's stock after selling 5,223 shares during the quarter. Amazon.com comprises about 4.4% of Blue Fin Capital Inc.'s holdings, making the stock its 5th largest position. Blue Fin Capital Inc.'s holdings in Amazon.com were worth $28,137,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AMZN. Brighton Jones LLC increased its position in shares of 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 worth $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after buying an additional 986 shares during the period. Bank Pictet & Cie Europe AG increased its position in shares of Amazon.com by 2.8% during 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 buying an additional 54,987 shares during the period. Highview Capital Management LLC DE increased its position in shares of Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com during the fourth quarter worth $2,153,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Amazon.com

In other Amazon.com news, Director Jonathan Rubinstein sold 3,849 shares of the firm's stock in a transaction on Friday, April 24th. The shares were sold at an average price of $260.00, for a total value of $1,000,740.00. Following the transaction, the director directly owned 78,654 shares of the company's stock, valued at approximately $20,450,040. This trade represents a 4.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,000 shares of the firm's stock in a transaction on Friday, April 17th. The shares were sold at an average price of $255.00, for a total transaction of $7,905,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,207,118 shares in the company, valued at $562,815,090. This trade represents a 1.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 128,035 shares of company stock valued at $28,827,479. Corporate insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. Jefferies Financial Group reiterated a "buy" rating on shares of Amazon.com in a research report on Friday, April 24th. TD Cowen reiterated a "buy" rating and set a $350.00 price objective (up from $300.00) on shares of Amazon.com in a research report on Thursday. Benchmark increased their price objective on shares of Amazon.com from $275.00 to $370.00 and gave the stock a "buy" rating in a research report on Thursday. Oppenheimer increased their target price on shares of Amazon.com from $275.00 to $320.00 and gave the stock an "outperform" rating in a research note on Thursday. Finally, Scotiabank reissued an "outperform" rating and set a $325.00 target price (up from $275.00) on shares of Amazon.com in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, fifty-five have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $308.55.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Q1 results beat expectations — revenue and EPS topped estimates, with AWS growth accelerating to its fastest clip in quarters, validating Amazon’s AI/cloud strategy and boosting profitability outlook. Amazon beats cloud growth estimates
• Positive Sentiment: OpenAI models added to AWS Bedrock (limited preview) — expands Bedrock’s appeal to enterprise AI customers and helps AWS compete on model distribution and scale. OpenAI models on AWS Bedrock
• Positive Sentiment: Amazon disclosed a large AI chip/backlog commitment (Trainium/Graviton traction and reported chip commitments), signaling a new high‑margin revenue stream beyond cloud services. AWS chip backlog report
• Positive Sentiment: Wall Street reacted with widespread price‑target raises and buy/overweight reiterations, lifting investor conviction and providing technical/analyst support for the rally. Analyst price target hikes
• Positive Sentiment: Major cloud deals and customer wins (including multi‑year agreements) underscore durable enterprise demand for AWS capacity. Amazon signs major AWS deal
• Neutral Sentiment: Options flow spiked (large buyer interest in calls), which increases short‑term upside gamma and trading volume but can amplify intraday moves without changing fundamentals.
• Neutral Sentiment: Marketplace policy changes (seller payment overhaul) and new seller AI tools could improve monetization but may strain seller relations — impact on revenue mix is uncertain. Seller payment overhaul
• Negative Sentiment: Heavy AI capex and guidance nuance spooked some investors — management signaled sizable capex and rising memory/chip costs, which can compress near‑term margins and prompt profit‑taking despite strong revenue. CapEx concerns after Q1
• Negative Sentiment: Regulatory risk in Europe — officials signaled moves to target cloud/AI under new Big Tech rules, adding potential compliance costs and business constraints. EU targets cloud and AI
• Negative Sentiment: Insider sale disclosed (director sold shares under a 10b5‑1 plan) — routine but watched by investors and sometimes cited in short‑term trading narratives. Director share sale filing

Amazon.com Stock Up 0.8%

Shares of NASDAQ AMZN opened at $265.06 on Friday. The firm has a market cap of $2.85 trillion, a PE ratio of 31.71, a P/E/G ratio of 1.97 and a beta of 1.38. Amazon.com, Inc. has a 12-month low of $183.85 and a 12-month high of $273.88. The company's fifty day simple moving average is $223.63 and its 200 day simple moving average is $227.35. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 20.87%. The firm had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. During the same period last year, the firm earned $1.59 earnings per share. The business's quarterly revenue was up 16.6% compared to the same quarter last year. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 7.7 earnings per share for the current fiscal year.

About Amazon.com

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.

Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.