Beaumont Financial Advisors LLC Cuts Stock Position in Amazon.com, Inc. $AMZN

Key Points

• Beaumont Financial Advisors trimmed its stake in Amazon by 3.9% in Q4, selling 6,351 shares and retaining 154,701 shares worth $35.71 million (about 2.4% of its portfolio and its 10th largest holding).
• Amazon is being re‑positioned as a cloud/AI growth leader after CEO Andy Jassy disclosed AWS AI revenue run‑rates (> $15B) and a chip business run‑rate (> $20B with $50B potential) and announced a roughly $25B data‑center buildout, prompting analysts to raise ratings and targets.
• Near‑term concerns remain: heavy capital spending has pushed free cash flow down from roughly $38B to about $11B, the company added temporary fuel surcharges, and insiders sold ~72,686 shares (~$14.9M) last quarter.

Beaumont Financial Advisors LLC decreased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 3.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 154,701 shares of the e-commerce giant's stock after selling 6,351 shares during the period. Amazon.com comprises approximately 2.4% of Beaumont Financial Advisors LLC's portfolio, making the stock its 10th biggest holding. Beaumont Financial Advisors LLC's holdings in Amazon.com were worth $35,708,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Fairway Wealth LLC boosted its holdings in Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com in the third quarter valued at $27,000. Bridge Generations Wealth Management LLC boosted its holdings in Amazon.com by 2,330.0% in the third 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. Cooksen Wealth LLC boosted its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after acquiring an additional 47 shares in the last quarter. Finally, PayPay Securities Corp boosted its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after acquiring an additional 96 shares in the last quarter. Institutional investors own 72.20% of the company's stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: CEO Andy Jassy disclosed AWS AI revenue and a booming custom‑chip business (>$15B AI revenue run‑rate; >$20B chip run‑rate with $50B potential), which validates large AI investments and re‑positions Amazon as a cloud/AI growth leader. Amazon says annual revenue run rate for chips business now over $20 billion
• Positive Sentiment: Amazon announced a major data‑center buildout (reported ~$25B) to support AWS and AI demand — a longer‑term revenue and scale catalyst for cloud and chip adoption. Amazon Stock (AMZN) Pops on $25B Data Center Buildout in Mississippi
• Positive Sentiment: Analysts turned more constructive after the letter; Jefferies and other firms reiterated/raised ratings and price targets, supporting upside momentum. Amazon CEO Andy Jassy's shareholder letter boosts analyst confidence in AI trajectory
• Neutral Sentiment: Macro tailwinds (ceasefire headlines and a broader risk‑on move) have buoyed large-cap tech, helping AMZN rally alongside other AI beneficiaries. Dow Jones Futures: Iran Talks, Earnings In Focus; Google, Amazon, Nvidia In Buy Areas
• Neutral Sentiment: Retail/healthcare execution news — Amazon Pharmacy will offer Eli Lilly’s new GLP‑1 pill via same‑day delivery and kiosks, expanding high‑margin pharmacy volume but with modest near‑term margin impact. Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery
• Negative Sentiment: Amazon is adding a temporary fuel surcharge on some fulfillment orders — a signal of rising logistics costs that could pressure retail margins or customer behavior. As Fuel Costs Skyrocket, Amazon Is Adding in New Fuel Surcharges. What Does That Mean for AMZN Stock?
• Negative Sentiment: Heavy, ongoing capital spending has dented free cash flow (reported fall from ~$38B to ~$11B as capex surged), which keeps scrutiny on near‑term returns despite long‑term opportunity. Amazon CEO Andy Jassy defends AI investment plan in annual letter to shareholders
• Negative Sentiment: Insider activity and other data show sustained insider selling and active analyst attention — a mixed signal that some insiders are harvesting gains even as the street raises targets. QQQ is up 0.4% today, on AMZN stock price movement

Amazon.com Stock Performance

Shares of AMZN stock opened at $238.38 on Monday. Amazon.com, Inc. has a 12 month low of $165.29 and a 12 month high of $258.60. The stock has a market cap of $2.56 trillion, a PE ratio of 33.25, a price-to-earnings-growth ratio of 1.79 and a beta of 1.38. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The company's fifty day moving average price is $211.96 and its 200-day moving average price is $224.18.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). The company had revenue of $213.39 billion during the quarter, compared to analysts' expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com's revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.86 EPS. On average, equities analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent analyst reports. Bank of America cut their price target on shares of Amazon.com from $303.00 to $286.00 and set a "buy" rating on the stock in a report on Tuesday, January 27th. Monness Crespi & Hardt cut their price target on shares of Amazon.com from $300.00 to $280.00 and set a "buy" rating on the stock in a report on Friday, February 6th. Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the company a "buy" rating in a report on Tuesday, January 27th. UBS Group set a $311.00 target price on shares of Amazon.com in a report on Tuesday, February 3rd. Finally, Raymond James Financial dropped their target price on shares of Amazon.com from $260.00 to $225.00 and set an "outperform" rating on the stock in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com presently has an average rating of "Moderate Buy" and an average price target of $287.39.

Insider Transactions at Amazon.com

In other news, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company's stock, valued at $8,461,661.70. The trade was a 20.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at approximately $24,662,702. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,686 shares of company stock worth $14,899,239 over the last quarter. Corporate insiders own 10.80% 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.

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.