Eaton Cambridge Inc. Acquires 2,141 Shares of Amazon.com, Inc. $AMZN

Key Points

• Eaton Cambridge increased its Amazon stake by 40.6% in the first quarter, purchasing 2,141 shares to hold 7,417 shares valued at approximately $1.55 million. Institutional investors collectively own 72.2% of Amazon’s stock.
• Analysts remain broadly bullish, with 56 Buy ratings and three Holds, producing a consensus “Moderate Buy” rating and an average price target of $322.56.
• Amazon reported a strong quarter, with revenue up 19.6% to $200.61 billion and EPS of $5.75 versus the $1.82 consensus estimate. AWS revenue accelerated 37% to $42.2 billion, though the company’s increased capital-spending plans and below-consensus third-quarter revenue outlook remain potential concerns.

Eaton Cambridge Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 40.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,417 shares of the e-commerce giant's stock after purchasing an additional 2,141 shares during the period. Amazon.com accounts for 0.5% of Eaton Cambridge Inc.'s portfolio, making the stock its 16th largest position. Eaton Cambridge Inc.'s holdings in Amazon.com were worth $1,545,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Red Crane Wealth Management LLC increased its position in Amazon.com by 2.3% during the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock valued at $346,000 after buying an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC boosted its holdings in Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant's stock worth $1,147,000 after acquiring an additional 40 shares in the last quarter. Sfam LLC boosted its holdings in Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock worth $255,000 after acquiring an additional 40 shares in the last quarter. Financial Connections Group Inc. grew 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 acquiring an additional 42 shares during the last quarter. Finally, Marquette Asset Management LLC grew 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 acquiring an additional 43 shares during the last quarter. Institutional investors own 72.20% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on AMZN shares. Scotiabank reaffirmed an "outperform" rating and issued a $325.00 price target (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. Morgan Stanley reissued an "overweight" rating and set a $335.00 price objective (up from $330.00) on shares of Amazon.com in a research report on Friday. Stifel Nicolaus set a $319.00 price objective on shares of Amazon.com and gave the company a "buy" rating in a research note on Thursday, April 30th. Susquehanna restated a "positive" rating and set a $325.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, Phillip Securities raised shares of Amazon.com from a "moderate buy" rating to a "buy" rating and set a $280.00 target price for the company in a report on Wednesday, May 13th. Fifty-six equities research 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 a consensus rating of "Moderate Buy" and an average target price of $322.56.

Insider Transactions at Amazon.com

In other news, VP Shelley Reynolds sold 2,363 shares of the business's stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $239.77, for a total transaction of $239,770.00. Following the transaction, the chief executive officer owned 484,527 shares in the company, valued at approximately $116,175,038.79. This trade represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 76,867 shares of company stock valued at $20,253,702. Company insiders own 8.90% of the company's stock.

Amazon.com Stock Performance

Amazon.com stock opened at $271.58 on Monday. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $278.56. The business's fifty day moving average is $245.70 and its 200 day moving average is $236.15. The stock has a market capitalization of $2.92 trillion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 2.01 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping analysts' consensus estimates of $1.82 by $3.93. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com's revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.68 EPS. On average, sell-side analysts predict that Amazon.com, Inc. will post 7.84 EPS for the current year.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results
• Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth
• Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat.
• Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets
• Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment
• Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny.
• Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter.
• Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit

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.

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.

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