Generate Investment Management Ltd Raises Stock Position in Amazon.com, Inc. $AMZN

Key Points

• Generate Investment Management Ltd increased its Amazon stake by 59.2% in Q4 to 679,634 shares valued at about $156.9 million, making AMZN 7.2% of the firm’s portfolio and its second‑largest holding.
• Insiders have been net sellers recently — executives sold a total of 72,686 shares worth roughly $14.9 million over the past 90 days, leaving insiders with about 9.7% ownership, which could weigh on near‑term sentiment.
• Strategically, Amazon is reportedly in advanced talks to buy satellite operator Globalstar to accelerate Project Kuiper, even as it faces near‑term headwinds including a temporary 3.5% seller surcharge and an NLRB order to bargain with a Staten Island warehouse union.

Generate Investment Management Ltd grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 59.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 679,634 shares of the e-commerce giant's stock after buying an additional 252,830 shares during the quarter. Amazon.com accounts for 7.2% of Generate Investment Management Ltd's investment portfolio, making the stock its 2nd biggest position. Generate Investment Management Ltd's holdings in Amazon.com were worth $156,873,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Fairway Wealth LLC lifted its stake in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com during the 3rd quarter valued at about $27,000. Bridge Generations Wealth Management LLC raised its holdings in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its position in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after buying an additional 47 shares during the last quarter. Finally, PayPay Securities Corp lifted its position in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock worth $55,000 after buying an additional 96 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $210.50, for a total transaction of $210,500.00. Following the transaction, the chief executive officer owned 520,361 shares in the company, valued at approximately $109,535,990.50. The trade was a 0.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer owned 9,405 shares of the company's stock, valued at $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. Over the last ninety days, insiders sold 72,686 shares of company stock worth $14,899,239. 9.70% of the stock is currently owned by insiders.

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $209.77 on Friday. The stock has a 50 day moving average of $213.70 and a 200 day moving average of $224.38. The company has a market cap of $2.25 trillion, a PE ratio of 29.26, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

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

Analyst Ratings Changes

AMZN has been the topic of a number of recent research reports. President Capital reduced their price target on shares of Amazon.com from $320.00 to $296.00 and set a "buy" rating on the stock in a research report on Tuesday, February 10th. Wolfe Research lowered their price objective on shares of Amazon.com from $255.00 to $250.00 and set an "outperform" rating for the company in a report on Thursday, March 19th. Citizens Jmp increased their target price on shares of Amazon.com from $300.00 to $315.00 and gave the company an "outperform" rating in a report on Monday, February 2nd. DZ Bank upgraded shares of Amazon.com to a "strong-buy" rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Amazon.com from $265.00 to $280.00 and gave the stock an "overweight" rating in a research note on Wednesday, March 25th. One investment 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. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $286.59.

Amazon.com News Roundup

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Amazon.com 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.

Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN - Free Report).

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.