Berkeley Inc Acquires 3,888 Shares of Amazon.com, Inc. $AMZN

Key Points

• Berkeley Inc boosted its Amazon stake by 11.4% in Q4, buying 3,888 shares to hold 37,906 shares worth $8.749 million, about 2.8% of its portfolio and its 13th largest position.
• Amazon launched Amazon Supply Chain Services and reported strong Q1 results while increasing AI and capex investments—moves that prompted analyst target raises but have materially pressured near‑term free cash flow.

Berkeley Inc increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 11.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,906 shares of the e-commerce giant's stock after buying an additional 3,888 shares during the quarter. Amazon.com accounts for about 2.8% of Berkeley Inc's investment portfolio, making the stock its 13th largest position. Berkeley Inc's holdings in Amazon.com were worth $8,749,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in AMZN. Lifelong Wealth Advisors Inc. raised 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 valued at $402,000 after acquiring an additional 41 shares in the last quarter. Financial Connections Group Inc. grew its holdings in Amazon.com by 2.6% during the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock worth $376,000 after acquiring an additional 42 shares in the last quarter. Marquette Asset Management LLC increased its position in Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant's stock valued at $205,000 after purchasing an additional 43 shares during the period. Western Financial Corp CA raised its holdings in shares of 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 valued at $710,000 after purchasing an additional 44 shares in the last quarter. Finally, Union Savings Bank raised its holdings in shares of Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant's stock valued at $2,510,000 after purchasing an additional 45 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com News Summary

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

• Positive Sentiment: Amazon launched "Amazon Supply Chain Services" (ASCS), opening its freight, fulfillment and parcel network to outside businesses — a potential new high-margin revenue stream that investors compare to the AWS monetization playbook; the move knocked down UPS/FDX as the market repriced competitive risk. Amazon opens up its logistics network to other businesses
• Positive Sentiment: Strong Q1 results and management messaging: Amazon beat Q1 EPS/revenue estimates and CEO Andy Jassy emphasized that heavy AI investment is a "once-in-a-generation" opportunity whose returns come later — supporting the long-term growth case for AWS, AI infrastructure and the new logistics product. Andy Jassy says Amazon investors will be rewarded by all its AI spending
• Positive Sentiment: Wall Street momentum: several firms raised targets or reiterated buys (examples include New Street and DZ Bank), adding upside to the stock’s outlook and validating the growth/AI/logistics thesis. DZ Bank raises target
• Neutral Sentiment: Insider transaction: director Jonathan Rubinstein sold ~3,700 shares under a pre-arranged 10b5-1 plan — a disclosed plan sale that typically has limited informational value for fundamentals. Director sale disclosed
• Neutral Sentiment: Internal AI tooling rollout: Amazon adopted Claude Code and Codex company-wide, widening employee access to AI tools — a constructive operational step but one whose near-term revenue impact is unclear. Amazon employees pushed for Claude Code
• Negative Sentiment: CapEx and free‑cash‑flow pressure: analysts and articles point out Amazon’s massive AI/capex spend has materially reduced near-term free cash flow, which could concern investors if returns take longer to materialize. Monitor capex-to-revenue and FCF trends. CapEx reduces FCF
• Negative Sentiment: Macro inflation/cost risk: commentary warns that hyperscaler AI spending could add to inflationary pressure (energy, wages, tariffs), which would be a headwind for multiples and margins across the market. Think AI spending won’t stoke inflation?

Amazon.com Price Performance

NASDAQ AMZN opened at $271.90 on Tuesday. The company has a market cap of $2.92 trillion, a price-to-earnings ratio of 32.52, a PEG ratio of 2.01 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The stock's fifty day moving average price is $223.63 and its 200 day moving average price is $227.48. Amazon.com, Inc. has a 1 year low of $183.85 and a 1 year high of $276.10.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.Amazon.com's revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.59 earnings per share. As a group, equities research analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on AMZN shares. Needham & Company LLC upped their target price on Amazon.com from $265.00 to $300.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. UBS Group reiterated a "buy" rating and issued a $333.00 price target (up from $304.00) on shares of Amazon.com in a report on Wednesday, April 29th. DA Davidson boosted their price target on Amazon.com from $175.00 to $250.00 and gave the stock a "neutral" rating in a research report on Thursday, April 30th. Sanford C. Bernstein restated an "outperform" rating and set a $315.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday. Finally, Truist Financial raised their price objective on Amazon.com from $285.00 to $310.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $311.65.

Insider Buying and Selling at Amazon.com

In related news, SVP David Zapolsky sold 10,649 shares of the firm's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jonathan Rubinstein sold 3,706 shares of the firm's stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $273.02, for a total value of $1,011,812.12. Following the sale, the director owned 74,948 shares in the company, valued at $20,462,302.96. This trade represents a 4.71% 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. Over the last ninety days, insiders have sold 131,741 shares of company stock worth $29,839,291. 8.90% of the stock is currently owned by insiders.

Amazon.com 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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