Consilium Wealth Advisory LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN

Key Points

• Consilium Wealth Advisory LLC increased its Amazon stake by 14.7% in Q1, buying 3,509 more shares and lifting its holdings to 27,346 shares worth about $5.7 million.
• Amazon continues to attract strong analyst support, with recent rating upgrades and target-price increases pushing the consensus price target to $312.78 and keeping the stock at a “Moderate Buy.”
• The company’s latest quarter beat expectations, as Amazon reported $2.78 EPS on $181.52 billion in revenue, while recent headlines point to strong Prime Day demand and improving AWS/cloud prospects.

Consilium Wealth Advisory LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 14.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,346 shares of the e-commerce giant's stock after acquiring an additional 3,509 shares during the period. Amazon.com makes up about 1.9% of Consilium Wealth Advisory LLC's investment portfolio, making the stock its 14th biggest position. Consilium Wealth Advisory LLC's holdings in Amazon.com were worth $5,695,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in AMZN. MilWealth Group LLC grew its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after buying an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com during the fourth quarter valued at about $45,000. Elkhorn Partners Limited Partnership increased its position in Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock worth $46,000 after purchasing an additional 180 shares in the last quarter. Fairway Wealth LLC increased its position in shares of Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant's stock worth $51,000 after acquiring an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. raised its position in Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock valued at $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Phillip Securities upgraded shares of Amazon.com from a "moderate buy" rating to a "buy" rating and set a $280.00 price objective on the stock in a report on Wednesday, May 13th. Robert W. Baird lifted their price objective on shares of Amazon.com from $285.00 to $300.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. Roth Mkm lifted their target price on Amazon.com from $285.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. China Renaissance upped their price objective on Amazon.com from $300.00 to $326.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research report on Thursday, April 30th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Amazon.com has an average rating of "Moderate Buy" and a consensus price target of $312.78.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon’s Prime Day results point to robust consumer demand and a likely revenue boost for its retail business. Article Title
• Positive Sentiment: Higher AWS pricing and continued AI infrastructure spending may improve cloud margins and offset concerns about heavy AI investment. Article Title
• Positive Sentiment: Amazon’s deeper push into AI, including AWS-related integrations and infrastructure expansion, is supporting the bullish long-term growth narrative. Article Title
• Neutral Sentiment: Analysts and commentators continue to debate whether Amazon’s reliance on Anthropic should change as Claude costs rise, but this is more of a strategic question than an immediate earnings driver. Article Title
• Neutral Sentiment: New competitive products from rivals like Kobo and broader commentary about AI-enabled shopping are notable, but they are not as directly market-moving for AMZN today. Article Title

Amazon.com Stock Up 3.2%

Shares of AMZN stock opened at $240.14 on Tuesday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $278.56. The stock has a market cap of $2.58 trillion, a PE ratio of 28.72, a price-to-earnings-growth ratio of 1.74 and a beta of 1.45. The business's fifty day moving average is $255.34 and its 200-day moving average is $234.27. 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 posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion during 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 business's revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.59 EPS. Equities analysts expect that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of the business's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $266.19, for a total transaction of $266,190.00. Following the sale, the chief executive officer directly owned 485,527 shares of the company's stock, valued at $129,242,432.13. The trade was a 0.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the company's stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. The trade was a 0.90% 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 have sold 195,774 shares of company stock valued at $51,614,434 over the last three months. 8.90% of the stock is owned by 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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