Amazon.com, Inc. $AMZN Stock Position Increased by Compound Planning Inc.

Key Points

• Compound Planning Inc. boosted its Amazon stake by 31.6% in the fourth quarter, adding 56,233 shares and bringing its total holdings to 233,958 shares worth about $54 million.
• Several other institutional investors also increased their Amazon positions, and institutions now own 72.2% of the company’s stock, underscoring continued broad market interest.
• Amazon’s latest results topped expectations, with Q1 EPS of $2.78 versus $1.63 expected and revenue of $181.52 billion; analysts remain bullish with a consensus Moderate Buy rating and average price target of $312.78.

Compound Planning Inc. raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 31.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 233,958 shares of the e-commerce giant's stock after purchasing an additional 56,233 shares during the period. Amazon.com accounts for approximately 1.6% of Compound Planning Inc.'s holdings, making the stock its 14th biggest position. Compound Planning Inc.'s holdings in Amazon.com were worth $54,002,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. MilWealth Group LLC lifted its holdings in Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after purchasing an additional 79 shares during the period. Elkhorn Partners Limited Partnership increased its holdings in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock valued at $46,000 after buying an additional 180 shares in the last quarter. Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant's stock valued at $51,000 after purchasing an additional 108 shares during the last quarter. Prudent Man Investment Management Inc. lifted its stake in Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 107 shares in the last quarter. Finally, Bridge Generations Wealth Management LLC lifted 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 acquiring an additional 233 shares in the last quarter. Institutional investors own 72.20% of the company's stock.

More Amazon.com News

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

• Positive Sentiment: Amazon is exploring selling Trainium AI chips to external data-center customers, which could open a new revenue stream and strengthen its position in AI infrastructure. Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
• Positive Sentiment: Amazon’s planned $10 billion Missouri data center buildout underscores rising AI infrastructure demand and suggests stronger AWS growth ahead. Should Amazon’s US$10 Billion Missouri AI Bet and Trainium Chip Sales Shift AMZN’s Cloud Narrative?
• Positive Sentiment: Bank of America reiterated a Buy rating and a $310 price target, framing Alexa+ and Prime Day as potential catalysts for adoption and sales growth. Amazon's Alexa AI Could Be The Real Prime Day Winner: Analyst
• Positive Sentiment: Prime Day is expected to generate nearly $22 billion in gross merchandise value, offering a near-term retail lift and a showcase for Amazon’s AI shopping tools. Amazon Prime Day expected to generate nearly $22B in sales
• Positive Sentiment: Alexa+ is expanding internationally, including full rollout in Canada and availability in Brazil, which supports Amazon’s consumer AI monetization story. Here’s Why Amazon.com, Inc. (AMZN) is a Top Growth Stock to Buy According to Ray Dalio’s Bridgewater
• Positive Sentiment: Amazon’s AWS unit won new business as Zelis selected AWS to automate healthcare pricing and payments, showing continued enterprise cloud momentum. Zelis Picks AWS to Automate Healthcare Pricing and Payments

Amazon.com Price Performance

Shares of AMZN stock opened at $244.39 on Friday. The stock's fifty day simple moving average is $256.04 and its 200 day simple moving average is $234.05. 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 one year low of $196.00 and a one year high of $278.56. The firm has a market cap of $2.63 trillion, a price-to-earnings ratio of 29.23, a P/E/G ratio of 1.78 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 12.22% and a return on equity of 19.92%. The firm's quarterly revenue was up 16.6% on a year-over-year basis. During the same period last year, the firm posted $1.59 EPS. On average, analysts expect that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AMZN shares. Moffett Nathanson increased their price objective on Amazon.com from $283.00 to $288.00 and gave the stock a "buy" rating in a research note on Tuesday, April 7th. Pivotal Research reaffirmed a "buy" rating and issued a $320.00 price objective (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 report on Thursday, April 30th. New Street Research upped their price target on shares of Amazon.com from $280.00 to $350.00 and gave the company a "buy" rating in a report on Monday, May 4th. Finally, Barclays reissued an "overweight" rating on shares of Amazon.com in a research report on Tuesday, June 9th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $312.78.

Insider Buying and Selling

In related news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the business's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $266.19, for a total transaction of $266,190.00. Following the completion of the transaction, the chief executive officer directly owned 485,527 shares of the company's stock, valued at approximately $129,242,432.13. This represents a 0.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 195,774 shares of company stock valued at $51,614,434 in the last 90 days. 8.90% of the stock is owned by corporate insiders.

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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