IFP Advisors Inc Buys 9,954 Shares of Amazon.com, Inc. $AMZN

Key Points

• IFP Advisors increased its Amazon stake by 3.0% in the third quarter, acquiring 9,954 shares and bringing its holdings to 339,994 shares valued at approximately $84.6 million.
• Institutional ownership remains high at 72.2%, while analyst sentiment is broadly positive: 57 analysts rate Amazon a Buy and three rate it a Hold, with a consensus price target of $325.12.
• Amazon’s bullish outlook is centered on AWS growth, advertising and operating leverage, but heavy AI infrastructure spending and rising computing costs could pressure near-term margins and free cash flow.

IFP Advisors Inc increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 3.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 339,994 shares of the e-commerce giant's stock after acquiring an additional 9,954 shares during the period. Amazon.com comprises about 1.4% of IFP Advisors Inc's portfolio, making the stock its 6th largest position. IFP Advisors Inc's holdings in Amazon.com were worth $84,590,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Ariston Services Group grew its position in Amazon.com by 24.7% in the third quarter. Ariston Services Group now owns 3,715 shares of the e-commerce giant's stock valued at $926,000 after purchasing an additional 737 shares in the last quarter. Strata Wealth Advisors LLC boosted its stake in shares of Amazon.com by 28.2% during the 3rd quarter. Strata Wealth Advisors LLC now owns 5,489 shares of the e-commerce giant's stock worth $1,368,000 after buying an additional 1,209 shares during the last quarter. Center For Asset Management LLC boosted its stake in shares of Amazon.com by 80.7% during the 3rd quarter. Center For Asset Management LLC now owns 11,074 shares of the e-commerce giant's stock worth $2,759,000 after buying an additional 4,944 shares during the last quarter. ShoreHaven Wealth Partners LLC grew its holdings in shares of Amazon.com by 2.2% in the 3rd quarter. ShoreHaven Wealth Partners LLC now owns 2,825 shares of the e-commerce giant's stock valued at $704,000 after acquiring an additional 61 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC grew its holdings in shares of Amazon.com by 1.8% in the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 173,548 shares of the e-commerce giant's stock valued at $43,239,000 after acquiring an additional 3,071 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: AWS growth is the central bullish argument. Analysts expect strong cloud acceleration, supported by AI partnerships, a reported $496 billion backlog and capacity that is largely booked through 2026. UBS also argues that Wall Street may be underestimating AWS’s potential profitability. Will Strong AWS Performance Boost Amazon’s Q3 Earnings Report?
• Positive Sentiment: Amazon’s earnings valuation looks relatively supportive. Commentary highlights a forward P/E near its lowest level in roughly five years, while analysts remain optimistic that rising AWS margins, advertising growth and operating leverage could drive earnings higher. Amazon’s EPS Is Absolutely Exploding
• Positive Sentiment: FCC approval of Amazon Leo’s $11.5 billion Globalstar acquisition advances Amazon’s satellite and direct-to-device connectivity ambitions, potentially expanding its long-term technology platform beyond retail and cloud computing. US agency approves Amazon Leo’s acquisition of Globalstar
• Neutral Sentiment: Options markets imply an unusually large post-earnings move of about 7%. This reflects significant event risk rather than a clear directional signal, with investors weighing bullish AWS expectations against spending and margin concerns. Traders Are Pricing a 7% Swing in Amazon Ahead of Earnings
• Negative Sentiment: Heavy AI infrastructure investment remains the principal risk. Rising capital expenditures could weigh on near-term margins, free cash flow and returns, even if AWS demand is strong. Investors will scrutinize capex guidance and management’s evidence that AI spending is producing profitable growth. The real way to tell if Amazon’s AI spending is paying off
• Negative Sentiment: Amazon is reportedly scrutinizing AI usage costs. Guidance telling engineers not to maximize AI token usage suggests the company is focused on controlling rapidly rising computing expenses. Reports also indicate that Alexa+ could incur approximately $1.7 billion in cloud costs in 2026. Amazon warns against tokenmaxxing

Insider Activity

In other news, CEO Douglas J. Herrington sold 6,362 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the transaction, the chief executive officer directly owned 476,681 shares in the company, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the business's stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 71,589 shares of company stock valued at $18,580,515. 8.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Monness Crespi & Hardt upped their target price on Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Sanford C. Bernstein reissued an "outperform" rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Truist Financial raised their price target on Amazon.com from $320.00 to $350.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Citigroup reaffirmed a "market outperform" rating on shares of Amazon.com in a research report on Friday, August 14th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of Amazon.com in a research note on Monday, August 3rd. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $325.12.

Amazon.com Stock Up 0.6%

Shares of AMZN stock opened at $254.60 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 firm's 50-day moving average is $255.11 and its 200-day moving average is $243.14. The stock has a market cap of $2.75 trillion, a price-to-earnings ratio of 20.48, a PEG ratio of 2.04 and a beta of 1.45. 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 earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the business posted $1.68 EPS. Amazon.com's revenue was up 19.6% on a year-over-year basis. Sell-side analysts predict that Amazon.com, Inc. will post 7.55 EPS for the current year.

Amazon.com Company Profile

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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