Dodds Wealth LLC Invests $839,000 in Amazon.com, Inc. $AMZN

Key Points

• Dodds Wealth LLC acquired 3,522 Amazon shares worth approximately $839,000 in the second quarter, representing about 0.2% of its portfolio. Institutional investors collectively own 72.2% of Amazon’s stock.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $323.26; recent targets range from $330 to $375.
• Amazon reported strong quarterly results, including $5.75 in earnings per share and $200.61 billion in revenue, but investors remain concerned about its projected $220 billion in 2026 capital spending, negative free cash flow, debt financing, and regulatory risks.

Dodds Wealth LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,522 shares of the e-commerce giant's stock, valued at approximately $839,000. Amazon.com makes up about 0.2% of Dodds Wealth LLC's holdings, making the stock its 21st biggest position.

Several other institutional investors have also made changes to their positions in AMZN. Trust Asset Management LLC grew its position in Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock worth $26,000 after purchasing an additional 3,414 shares in the last quarter. 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 valued at $41,000 after buying an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in Amazon.com during the fourth quarter valued at $45,000. Elkhorn Partners Limited Partnership raised its position in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock valued at $46,000 after buying an additional 180 shares during the period. Finally, Fairway Wealth LLC lifted its stake in Amazon.com by 95.6% in the 4th 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. 72.20% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AMZN has been the topic of a number of research analyst reports. Evercore set a $355.00 price objective on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, August 28th. Monness Crespi & Hardt lifted their target price on shares of Amazon.com from $315.00 to $330.00 and gave the company a "buy" rating in a research note on Friday, July 31st. JPMorgan Chase & Co. upped their price target on shares of Amazon.com from $330.00 to $365.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. The Goldman Sachs Group reiterated a "buy" rating and set a $375.00 price objective (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Mizuho set a $330.00 price objective on Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $323.26.

More Amazon.com News

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

• Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
• Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas
• Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer
• Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board
• Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds
• Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks

Amazon.com Stock Performance

AMZN opened at $252.40 on Thursday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The company has a market cap of $2.72 trillion, a PE ratio of 20.31, a price-to-earnings-growth ratio of 1.98 and a beta of 1.44. The stock has a 50-day moving average of $255.09 and a 200-day moving average of $243.74. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the business earned $1.68 EPS. The firm's revenue was up 19.6% compared to the same quarter last year. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 20,000 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the transaction, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by company insiders.

Amazon.com Profile

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon's websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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.