Avise Financial Cooperative Inc. Invests $1.29 Million in Amazon.com, Inc. $AMZN

Key Points

• Avise Financial Cooperative Inc. bought a new position in Amazon, purchasing 5,598 shares worth about $1.29 million in the fourth quarter. The stake makes up roughly 1.2% of its portfolio and ranks as its 19th largest holding.
• Amazon shares were down 2.5% and opened at $238.00, with the stock trading between a 52-week low of $196.00 and high of $278.56. The company still carries a massive $2.56 trillion market cap and solid liquidity metrics.
• Amazon’s latest earnings beat expectations, reporting $2.78 EPS on revenue of $181.52 billion, while analysts remain broadly bullish with a Moderate Buy consensus and an average price target of $312.52. However, insider selling and rising capital spending tied to AI/cloud expansion have drawn some attention.

Avise Financial Cooperative Inc. bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 5,598 shares of the e-commerce giant's stock, valued at approximately $1,292,000. Amazon.com makes up approximately 1.2% of Avise Financial Cooperative Inc.'s investment portfolio, making the stock its 19th largest position.

A number of other large investors also recently modified their holdings of AMZN. Lifelong Wealth Advisors Inc. increased its holdings in shares of Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock worth $402,000 after purchasing an additional 41 shares during the period. Financial Connections Group Inc. grew its position in Amazon.com by 2.6% during the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock worth $376,000 after buying an additional 42 shares in the last quarter. Marquette Asset Management LLC grew its position in Amazon.com by 5.1% during the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant's stock worth $205,000 after buying an additional 43 shares in the last quarter. Western Financial Corp CA increased its stake in Amazon.com by 1.5% in the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant's stock worth $710,000 after acquiring an additional 44 shares during the last quarter. Finally, Navalign LLC raised its holdings in shares of Amazon.com by 0.3% in the 4th quarter. Navalign LLC now owns 13,349 shares of the e-commerce giant's stock valued at $3,081,000 after acquiring an additional 44 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Trading Down 2.5%

Shares of AMZN opened at $238.00 on Thursday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $278.56. The firm has a market cap of $2.56 trillion, a price-to-earnings ratio of 28.47, a PEG ratio of 1.83 and a beta of 1.44. The firm has a 50 day moving average price of $252.26 and a 200-day moving average price of $233.44. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter last year, the firm earned $1.59 EPS. As a group, equities research analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

Insider Buying and Selling

In other news, SVP David Zapolsky sold 9,270 shares of the firm's stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president directly owned 41,190 shares of the company's stock, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the firm's stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at $3,729,480.60. This trade represents a 52.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 over the last three months. 8.90% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Moffett Nathanson lifted their price target on Amazon.com from $283.00 to $288.00 and gave the company a "buy" rating in a research report on Tuesday, April 7th. Telsey Advisory Group lifted their price target on Amazon.com from $300.00 to $315.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. Barclays reiterated an "overweight" rating on shares of Amazon.com in a research report on Tuesday. UBS Group set a $315.00 price target on shares of Amazon.com in a research note on Monday, June 1st. Finally, Arete Research increased their price target on shares of Amazon.com from $301.00 to $310.00 and gave the stock a "buy" rating in a report on Monday, May 18th. Fifty-seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $312.52.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon is strengthening its AI and cloud position with the rollout of a faster in-house Graviton5 CPU for AWS customers, which supports its long-term competitive edge in cloud computing and AI workloads.
• Positive Sentiment: BMO reportedly named Amazon one of its top AI picks, reinforcing bullish Wall Street sentiment around the company’s AI and AWS growth story.
• Positive Sentiment: Amazon secured a $17.5 billion delayed-draw term loan facility, giving it additional financial flexibility to keep funding data centers, AI infrastructure, and other growth investments. Reuters article on Amazon securing $17.5 billion loan facility amid AI-driven capex ramp
• Positive Sentiment: Amazon’s expanded partnership activity, including Pinterest storefront integrations and additional commerce tie-ins, could help drive product discovery and more sales through its marketplace.
• Positive Sentiment: Amazon also expanded its less-than-truckload freight service to outside businesses, which could open a new logistics revenue stream and deepen its role in supply-chain services.
• Neutral Sentiment: Several articles highlighted Amazon’s growing role in AI infrastructure, including supply-chain and fiber-related deals, which are strategically important but still more about future growth than immediate earnings impact.
• Negative Sentiment: The large loan facility and ongoing AI infrastructure buildout are also reminding investors that Amazon’s capital expenditures are rising sharply, which can pressure near-term margins and explain some of the stock’s weakness.
• Negative Sentiment: Some commentary suggests the market is increasingly focused on Amazon’s heavy spending and financing needs, creating concern that the company may be prioritizing long-term growth at the expense of near-term profitability.

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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