Amazon.com, Inc. $AMZN Stake Increased by SC&H Financial Advisors Inc.

Key Points

• SC&H Financial Advisors increased its Amazon stake by 33.7% in the third quarter, owning 8,421 shares valued at approximately $2.1 million. Institutional investors collectively hold 72.2% of Amazon’s stock.
• Amazon insiders have been net sellers recently: CEO Matthew Garman and CFO Brian Olsavsky sold shares under pre-arranged Rule 10b5-1 plans, contributing to $18.6 million in insider sales over the past three months.
• Amazon’s latest quarterly results exceeded expectations, with EPS of $5.75 and revenue of $200.61 billion, up 19.6% year over year. Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $322.53.

SC&H Financial Advisors Inc. grew its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 33.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,421 shares of the e-commerce giant's stock after acquiring an additional 2,124 shares during the quarter. SC&H Financial Advisors Inc.'s holdings in Amazon.com were worth $2,098,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. State Street Corp raised its stake in Amazon.com by 5.5% during the second quarter. State Street Corp now owns 411,848,346 shares of the e-commerce giant's stock worth $95,504,904,000 after purchasing an additional 21,398,025 shares during the period. Bank of America Corp DE acquired a new position in Amazon.com in the 2nd quarter valued at about $22,218,775,000. Bank of New York Mellon Corp acquired a new position in Amazon.com in the 2nd quarter valued at about $16,341,405,000. Amundi boosted its holdings in Amazon.com by 3.9% in the 2nd quarter. Amundi now owns 63,822,242 shares of the e-commerce giant's stock valued at $15,211,393,000 after purchasing an additional 2,421,739 shares during the last quarter. Finally, Legal & General Group Plc purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $12,831,376,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Insider Activity

In related news, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at approximately $4,609,713.64. This trade represents a 44.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian Olsavsky sold 6,172 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the sale, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. The trade was a 5.35% decrease in their position. 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 71,589 shares of company stock worth $18,580,515 in the last three months. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Trading Down 0.1%

Shares of AMZN stock opened at $262.37 on Thursday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm has a market cap of $2.83 trillion, a PE ratio of 21.11, a price-to-earnings-growth ratio of 2.03 and a beta of 1.45. The company has a 50-day moving average of $256.15 and a two-hundred day moving average of $253.04. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm earned $1.68 EPS. The business's revenue was up 19.6% on a year-over-year basis. On average, analysts predict that Amazon.com, Inc. will post 8.02 EPS for the current year.

Key Amazon.com News

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

• Positive Sentiment: AWS and custom AI chips remain the main bullish catalysts. Amazon opened its Trainium chips to PyTorch developers, potentially making its lower-cost custom silicon more attractive and reducing reliance on Nvidia. AWS reportedly posted its fastest growth in 18 quarters, although investors are watching whether growth can justify the planned infrastructure spending. Amazon custom AI silicon article
• Positive Sentiment: Analyst support and institutional buying provide a positive backdrop. Morgan Stanley named Amazon a top pick and raised its price target, citing an underappreciated AWS runway. Egerton Capital also reportedly added 1.14 million shares, while ETFs bought AMZN during the latest reported period. Morgan Stanley Amazon target article
• Positive Sentiment: Retail and logistics trends remain encouraging. Amazon is gaining fresh-grocery market share, and Jefferies says warehouse automation and third-party delivery could improve long-term retail margins by reducing labor and wage-inflation exposure. Record holiday hiring also signals expectations for strong seasonal demand. Amazon logistics automation article
• Neutral Sentiment: Amazon’s Germany expansion and data-center decisions have uncertain near-term financial effects. The company plans to invest more than €16 billion in Germany across AWS, AI, logistics and other operations, while abandoning a $427 million data-center project on George Washington University land and donating the property instead. These moves support long-term capacity but add execution and investment questions. Amazon Germany investment article
• Negative Sentiment: Heavy AI spending and power shortages are weighing on the investment case. Reports say billions of dollars of Nvidia systems are being stored because some Amazon data-center sites lack sufficient power. Combined with roughly $200 billion of planned capital spending and negative free cash flow, the issue raises concerns that AWS growth may not produce attractive returns quickly enough. Amazon Nvidia hardware and power shortages article
• Negative Sentiment: Competitive and regulatory risks are increasing. Walmart is embracing AI-agent commerce after Amazon began blocking outside agents from purchasing on its platform. A proposed Senate bill could also eliminate subsidies and impose tax penalties on large AI-focused data centers, potentially increasing Amazon’s infrastructure costs. Walmart and Amazon AI agents article

Analyst Upgrades and Downgrades

AMZN has been the subject of a number of recent analyst reports. Piper Sandler restated an "overweight" rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amazon.com in a research report on Monday, August 3rd. Tigress Financial reiterated a "buy" rating and issued a $385.00 price objective (up from $315.00) on shares of Amazon.com in a report on Tuesday, October 6th. Royal Bank Of Canada increased their price objective on Amazon.com from $320.00 to $330.00 and gave the stock an "outperform" rating in a research report on Friday, July 31st. Finally, Cantor Fitzgerald lowered their price objective on Amazon.com from $320.00 to $310.00 and set an "overweight" rating for the company in a research report on Monday, October 12th. Fifty-seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has a consensus rating of "Moderate Buy" and an average target price of $322.53.

Amazon.com Company Profile

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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