Financial Planning Hawaii Inc. Purchases New Position in Amazon.com, Inc. $AMZN

Key Points

• Financial Planning Hawaii purchased a new stake of 12,171 shares in Amazon worth about $2.81 million during Q4, making the stock roughly 1.6% of the firm's portfolio and its 16th largest holding.
• Large institutions continue to build positions—Vanguard, State Street and Geode all added shares, Norges Bank opened a very large position, and institutional ownership stands at about 72.20%.
• Market sentiment is mixed: analysts have raised targets (Moffett Nathanson to $288) and AWS/AI partnerships show commercial traction, but investors worry about a roughly $200B AI capex, legal/IP risks from AI training, seller/ESG pressures, and recent insider selling.

Financial Planning Hawaii Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 12,171 shares of the e-commerce giant's stock, valued at approximately $2,809,000. Amazon.com makes up about 1.6% of Financial Planning Hawaii Inc.'s portfolio, making the stock its 16th biggest holding.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock valued at $158,348,557,000 after acquiring an additional 8,913,959 shares in the last quarter. State Street Corp lifted its position in Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant's stock valued at $83,805,794,000 after acquiring an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC lifted its position in Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock valued at $47,332,625,000 after acquiring an additional 3,721,658 shares in the last quarter. Norges Bank bought a new position in Amazon.com in the 2nd quarter valued at about $27,438,011,000. Finally, Northern Trust Corp lifted its position in shares of Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock worth $18,527,354,000 after buying an additional 302,858 shares in the last quarter. Institutional investors own 72.20% of the company's stock.

More Amazon.com News

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

• Positive Sentiment: Major AI backing and partnerships reinforce Amazon’s cloud & AI positioning — Amazon was a lead investor in a record OpenAI round and is central to the AI funding surge, which supports long-term AWS demand and justifies heavy infrastructure spending. AI Startups Raised $221 Billion in Q1 as Venture Funding Shows No Slowdown
• Positive Sentiment: Analyst bullishness: Moffett Nathanson raised its AMZN price target to $288 and other sell‑side notes argue AI spending will drive cloud growth rather than permanently damage margins — this lifts sentiment and investor upside expectations. Price Target Raised by Moffett Nathanson
• Positive Sentiment: AWS commercial traction: Uber is expanding use of AWS chips and testing Trainium3, validating Amazon’s custom silicon and helping monetize cloud hardware investments. Uber Expands Use of Amazon's AI Chips
• Neutral Sentiment: Logistics clarity: Amazon and USPS reached a deal keeping ~80% of current USPS package volume, reducing near-term delivery disruption risk — a stabilizing operational development but not a major immediate earnings driver. Amazon Reaches Deal With USPS
• Negative Sentiment: Investor worry over a roughly $200B AI capex plan: headlines noting huge AI commitments are spooking some investors who fear margin pressure and heavy near‑term cash use. That debate is driving intraday volatility. Amazon's $200B AI Gamble Worries Investors
• Negative Sentiment: Legal and content‑training risk: high‑profile YouTubers sued Amazon alleging it scraped videos to train Nova Reel, exposing potential copyright litigation and reputational risk for AI initiatives. Amazon Sued by YouTubers Over AI Training
• Negative Sentiment: Seller and ESG pressures: reports that brands are pulling products over pricing tactics, a new 3.5% FBA fuel surcharge for sellers, and investor pushback on data‑center water use raise operational/PR risks that could affect margins or expansion plans. Brands Yank Items Over Amazon Pricing Tactics Amazon Imposes 3.5% Fuel Surcharge Investors Press Amazon on Data Center Water Use
• Negative Sentiment: Insider activity: a small disclosed CEO stock sale adds a minor negative sentiment signal for short‑term traders. Insider Selling Report

Amazon.com Trading Up 0.5%

Shares of AMZN stock opened at $213.77 on Wednesday. The company has a 50 day moving average of $212.57 and a 200-day moving average of $224.00. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 12-month low of $165.29 and a 12-month high of $258.60. The firm has a market cap of $2.29 trillion, a P/E ratio of 29.81, a PEG ratio of 1.57 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion for the quarter, compared to analysts' expectations of $211.02 billion. During the same quarter in the previous year, the business earned $1.86 EPS. The company's revenue for the quarter was up 13.6% on a year-over-year basis. Sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Activity at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $24,662,702. This trade represents a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer owned 9,405 shares of the company's stock, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,686 shares of company stock worth $14,899,239 over the last 90 days. Corporate insiders own 9.70% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have commented on AMZN. Moffett Nathanson lifted their target price on shares of Amazon.com from $283.00 to $288.00 and gave the stock a "buy" rating in a research report on Tuesday. BMO Capital Markets reissued an "outperform" rating and set a $310.00 target price (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Weiss Ratings reissued a "buy (b)" rating on shares of Amazon.com in a research report on Friday, March 27th. Monness Crespi & Hardt dropped their target price on shares of Amazon.com from $300.00 to $280.00 and set a "buy" rating on the stock in a research report on Friday, February 6th. Finally, Scotiabank reissued an "outperform" rating and set a $275.00 target price (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $287.21.

About Amazon.com

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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