Amazon.com, Inc. $AMZN Stake Raised by Asset Management One Co. Ltd.

Key Points

• Asset Management One raised its Amazon stake by 3.5% in Q4 to 4,554,985 shares (an additional 153,568 shares), worth about $1.0569 billion and representing 2.9% of its portfolio as the firm's 5th largest holding.
• Q1 beat and AWS reacceleration: Amazon topped estimates (EPS $2.78 vs. $1.63 expected; revenue $181.5B vs. $177.3B) and AWS growth is reaccelerating, prompting multiple analysts to lift price targets and ratings.
• Free‑cash‑flow pressure from AI/infra capex: The $200B+ AI and infrastructure buildout has materially compressed FCF, creating execution and timing risk if AWS/AI monetization lags expectations.

Asset Management One Co. Ltd. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,554,985 shares of the e-commerce giant's stock after buying an additional 153,568 shares during the quarter. Amazon.com makes up 2.9% of Asset Management One Co. Ltd.'s investment portfolio, making the stock its 5th largest holding. Asset Management One Co. Ltd.'s holdings in Amazon.com were worth $1,056,852,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of AMZN. Fairway Wealth LLC grew its stake in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new position in Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC grew its stake in 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 worth $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC grew its stake in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp grew its stake in Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Q1 beat and AWS reacceleration — Amazon reported stronger‑than‑expected Q1 revenue and EPS with AWS growth reaccelerating, reinforcing the thesis that AI demand is lifting cloud backlog and revenue prospects. Read More.
• Positive Sentiment: Launch of Amazon Supply Chain Services — AMZN opened its freight/fulfillment/parcel network to third parties, creating a potential high‑margin, scalable business (markets are comparing the opportunity to the early AWS monetization path). Read More.
• Positive Sentiment: Wall Street momentum — multiple firms raised price targets (example: BNP Paribas lift), adding analyst validation and buyer interest. Read More.
• Positive Sentiment: Product / commercial expansion — same‑day fresh grocery deliveries and other Business offerings widen TAM and recurring order flows for Amazon Business. Read More.
• Neutral Sentiment: Insider sales disclosed — several pre‑arranged 10b5‑1 filings (CEO, directors) show planned selling; typical for tax/planning but worth monitoring for timing/scale. Read More.
• Neutral Sentiment: Operational AI moves with unclear near‑term monetization — Amazon is expanding internal AI tooling and exploring merging AI chat into search; improves UX/productivity but revenue timing is uncertain. Read More.
• Negative Sentiment: CapEx and free‑cash‑flow pressure — the $200B+ AI/infra buildout and ramped capex have compressed FCF (reported drop from prior levels), creating execution and timing risk if AWS/AI monetization lags. Read More.
• Negative Sentiment: Analyst caveats on earnings quality — some analysts warn the current cloud/AI backlog may be partly cyclical or concentrated (OpenAI/Anthropic exposure), which could make near‑term results look stronger than sustainable growth. Read More.

Amazon.com Stock Up 0.6%

Shares of NASDAQ AMZN opened at $275.06 on Thursday. The stock has a market cap of $2.96 trillion, a PE ratio of 32.90, a price-to-earnings-growth ratio of 1.97 and a beta of 1.46. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 52-week low of $185.01 and a 52-week high of $278.56. The business has a 50-day moving average price of $226.29 and a 200 day moving average price of $228.31.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. The firm 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%.The business's revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the firm earned $1.59 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 8 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on AMZN. JPMorgan Chase & Co. boosted their target price on Amazon.com from $280.00 to $330.00 and gave the stock an "overweight" rating in a research note on Thursday, April 30th. Barclays reissued an "overweight" rating and set a $330.00 target price (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. HSBC boosted their target price on Amazon.com from $280.00 to $310.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. Benchmark upped their price objective on Amazon.com from $275.00 to $370.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating and set a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. Fifty-six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $313.09.

Insider Transactions at Amazon.com

In related news, CEO Andrew R. Jassy sold 31,352 shares of the company's stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $8,621,800.00. Following the completion of the sale, the chief executive officer directly owned 2,175,766 shares of the company's stock, valued at $598,335,650. This represents a 1.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 10,649 shares of the company's stock in a transaction dated Tuesday, February 24th. The shares were 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 directly owned 41,190 shares of the company's stock, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 191,593 shares of company stock valued at $46,289,241 in the last 90 days. Company insiders own 8.90% of the company's stock.

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.

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