Catalyst Investment Management LLC Takes Position in Amazon.com, Inc. $AMZN

Key Points

• Catalyst Investment Management initiated a new position in Amazon during the fourth quarter, buying 2,690 shares valued at about $621,000.
• Amazon continues to attract broad institutional interest, with 72.20% of shares now held by institutional investors, and several other funds also increased their stakes last quarter.
• Analysts remain upbeat on Amazon’s prospects, citing AWS and AI as key growth drivers; the stock has a consensus Moderate Buy rating with an average price target of $312.78.

Catalyst Investment Management LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,690 shares of the e-commerce giant's stock, valued at approximately $621,000.

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

Amazon.com News Roundup

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

• Positive Sentiment: Analysts are increasingly bullish on Amazon’s AI and cloud positioning, with multiple firms reiterating Buy ratings and highlighting AWS as a long-term growth driver. Brian Pitz Reiterates Amazon as Top Pick, Maintains Buy Rating and $355 Price Target on Strengthening AI and Cloud Positioning
• Positive Sentiment: Amazon is reportedly exploring sales of its Trainium AI chips to external data center customers, which could open a new revenue stream and deepen its challenge to Nvidia. Amazon exploring selling its custom AI chips to data center customers
• Positive Sentiment: Prime Day is approaching, and Bank of America expects the event to drive strong sales while boosting adoption of Amazon’s AI shopping tools, including Alexa for Shopping. Bank of America Lays Out Expectations Ahead of Amazon Stock’s Prime Day
• Positive Sentiment: Amazon is investing more than €10 billion to expand its European fulfillment network, signaling continued support for e-commerce capacity and logistics efficiency. Amazon Commits €10 Billion for European fulfillment network
• Neutral Sentiment: Amazon is facing EU scrutiny over whether AWS should be classified as a “gatekeeper” under the Digital Markets Act, which could increase regulatory oversight for the cloud unit. Microsoft and Amazon Face EU Digital Markets Act Scrutiny Over Cloud Dominance
• Neutral Sentiment: Amazon MGM Studios dropped the nearly finished OpenAI film “Artificial” after the companies’ broader partnership shift, a move with limited direct financial impact but notable signaling value. Luca Guadagnino’s Sam Altman, OpenAI Film ‘Artificial’ Dropped by Amazon MGM Studios
• Negative Sentiment: Amazon is also dealing with employee and public scrutiny over AI data center expansion and labor practices, which could add regulatory and reputational pressure. Amazon investigating engineers who criticized AI data center expansion

Insider Buying and Selling

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the business's stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the transaction, the chief executive officer directly owned 14,159 shares of the company's stock, valued at approximately $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 27,500 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $7,562,500.00. Following the sale, the chief executive officer directly owned 471,361 shares in the company, valued at approximately $129,624,275. The trade was a 5.51% 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 have sold a total of 195,774 shares of company stock valued at $51,614,434 in the last ninety days. Insiders own 8.90% of the company's stock.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $244.39 on Friday. The firm has a fifty day simple moving average of $256.51 and a 200-day simple moving average of $234.12. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $2.63 trillion, a P/E ratio of 29.23, a PEG ratio of 1.83 and a beta of 1.44. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56.

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

Analysts Set New Price Targets

A number of research firms have commented on AMZN. Royal Bank Of Canada reissued a "buy" rating on shares of Amazon.com in a report on Tuesday. Piper Sandler set a $330.00 price objective on Amazon.com in a research note on Thursday, June 11th. Susquehanna reissued a "positive" rating and issued a $325.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. China Renaissance raised their price target on Amazon.com from $300.00 to $326.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Finally, TD Securities upgraded shares of Amazon.com to a "buy" rating in a research report on Monday, April 13th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, Amazon.com has an average rating of "Moderate Buy" and an average target price of $312.78.

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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