Expressive Wealth LLC Invests $1.51 Million in Amazon.com, Inc. $AMZN

Key Points

• Expressive Wealth LLC bought 6,318 Amazon shares worth approximately $1.51 million during the second quarter, making Amazon its 16th-largest holding at 1.4% of the portfolio.
• Institutional investors own 72.2% of Amazon, while insiders sold 71,589 shares worth $18.6 million over the past 90 days, including significant sales by CEO Matthew Garman and VP Shelley Reynolds under Rule 10b5-1 plans.
• Analysts maintain a favorable outlook, with a consensus rating of “Moderate Buy” and an average price target of $321.19. Amazon recently exceeded quarterly earnings and revenue estimates, reporting $5.75 EPS and $200.61 billion in revenue.

Expressive Wealth LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 6,318 shares of the e-commerce giant's stock, valued at approximately $1,506,000. Amazon.com comprises 1.4% of Expressive Wealth LLC's portfolio, making the stock its 16th largest holding.

Several other large investors have also added to or reduced their stakes in AMZN. Red Crane Wealth Management LLC lifted its holdings in shares of Amazon.com by 2.3% in the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock valued at $346,000 after purchasing an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC grew its holdings in Amazon.com by 0.7% during 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 buying an additional 40 shares in the last quarter. Sfam LLC raised its position in Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock valued at $255,000 after buying an additional 40 shares during the last quarter. Measured Risk Portfolios Inc. lifted its stake in Amazon.com by 3.4% during the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant's stock valued at $251,000 after acquiring an additional 40 shares in the last quarter. Finally, CoreFirst Bank & Trust lifted its stake in Amazon.com by 1.1% during the 1st quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant's stock valued at $754,000 after acquiring an additional 40 shares in the last quarter. Institutional investors own 72.20% of the company's stock.

Insider Transactions at Amazon.com

In related news, VP Shelley Reynolds sold 2,343 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the sale, the vice president owned 119,780 shares of the company's stock, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the business's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. 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 90 days, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. BMO Capital Markets reaffirmed an "outperform" rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Zacks Research lowered shares of Amazon.com from a "strong-buy" rating to a "hold" rating in a research report on Monday, September 14th. Wells Fargo & Company reissued an "overweight" rating and set a $338.00 price target (up from $328.00) on shares of Amazon.com in a research report on Thursday, September 3rd. Wolfe Research restated an "outperform" rating and set a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $321.19.

Amazon.com Trading Up 1.0%

Shares of AMZN stock opened at $253.71 on Friday. The company has a 50 day moving average of $256.09 and a 200-day moving average of $245.60. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The firm has a market cap of $2.74 trillion, a P/E ratio of 20.41, a PEG ratio of 1.95 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate 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 quarter in the prior year, the business earned $1.68 earnings per share. Amazon.com's revenue for the quarter was up 19.6% on a year-over-year basis. Sell-side analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal
• Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction
• Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery
• Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks.
• Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards
• Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs.
• Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden.
• Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement.

About Amazon.com

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.

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