Jackson Thornton Wealth Management LLC Grows Holdings in Amazon.com, Inc. $AMZN

Key Points

• Jackson Thornton Wealth Management increased its stake in Amazon by 27.3% in Q4 to 12,748 shares (an additional 2,732 shares), a position valued at about $3,071,000 per its latest 13F filing.
• Amazon's most recent quarter showed a slight EPS miss — $1.95 vs. $1.97 expected — but revenue beat at $213.39 billion, up 13.6% year‑over‑year.
• Strategic moves are driving mixed sentiment: an expanded, multi‑billion Anthropic/AWS deal is viewed as locking in >$100B of future AWS demand and prompting analyst upgrades, but analysts also warn the AI push will require heavy capex and could pressure near‑term margins; the stock carries an average analyst target of about $288.91 ("Moderate Buy").

Jackson Thornton Wealth Management LLC grew its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 27.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,748 shares of the e-commerce giant's stock after buying an additional 2,732 shares during the period. Jackson Thornton Wealth Management LLC's holdings in Amazon.com were worth $3,071,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its stake 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 worth $158,348,557,000 after buying an additional 8,913,959 shares in the last quarter. State Street Corp grew its stake 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 worth $83,805,794,000 after buying an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of 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 purchasing an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new stake in shares of Amazon.com in the 2nd quarter valued at $27,438,011,000. Finally, Northern Trust Corp boosted its stake in shares of Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Amazon.com Trading Down 0.1%

NASDAQ:AMZN opened at $255.08 on Friday. The company has a fifty day moving average of $217.54 and a 200 day moving average of $225.95. Amazon.com, Inc. has a 52 week low of $178.85 and a 52 week high of $258.79. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.74 trillion, a P/E ratio of 35.58, a P/E/G ratio of 1.91 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly 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 net margin of 10.83% and a return on equity of 21.87%. 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 prior year, the company earned $1.86 earnings per share. The company's quarterly revenue was up 13.6% compared to the same quarter last year. On average, research analysts predict that Amazon.com, Inc. will post 7.72 earnings per share for the current year.

Insider Activity at Amazon.com

In related news, SVP David Zapolsky sold 10,649 shares of the company's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the sale, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Andrew R. Jassy sold 31,000 shares of the company's stock in a transaction on Friday, April 17th. The shares were sold at an average price of $255.00, for a total transaction of $7,905,000.00. Following the sale, the chief executive officer owned 2,207,118 shares of the company's stock, valued at $562,815,090. This represents a 1.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 124,186 shares of company stock worth $27,826,739 over the last ninety days. Insiders own 9.70% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AMZN. Wolfe Research cut their price objective on shares of Amazon.com from $255.00 to $250.00 and set an "outperform" rating for the company in a research note on Thursday, March 19th. DA Davidson reaffirmed a "neutral" rating and issued a $175.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Weiss Ratings cut shares of Amazon.com from a "buy (b)" rating to a "buy (b-)" rating in a research note on Wednesday. Roth Mkm reaffirmed a "buy" rating on shares of Amazon.com in a research note on Tuesday, April 14th. Finally, Cantor Fitzgerald upped their price objective on shares of Amazon.com from $260.00 to $280.00 and gave the company an "overweight" rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $288.91.

Amazon.com News Summary

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

• Positive Sentiment: Expanded Anthropic partnership boosts long‑term AWS revenue visibility — Amazon announced a multi‑billion dollar investment and an Anthropic commitment that analysts frame as locking in >$100B of future AWS demand, supporting cloud growth and the AI narrative. Read More.
• Positive Sentiment: Multiple analyst upgrades/price‑target raises (BMO, Bernstein, UBS, Arete, others) are reinforcing bullish sentiment and providing near‑term support ahead of earnings. Read More.
• Positive Sentiment: New healthcare revenue stream: Amazon launched a nationwide GLP‑1 weight‑loss program via One Medical + Amazon Pharmacy, which could create recurring pharmacy/clinic revenue and broaden growth beyond retail and cloud. Read More.
• Neutral Sentiment: CEO Andy Jassy executed a pre‑arranged 10b5‑1 sale of 31,000 shares — a routine diversification event that is not an obvious signal on fundamentals. Read More.
• Neutral Sentiment: Internal reorg: Amazon is stripping traditional job titles in some units and using "builder" labels — signals of cultural/operational change but limited direct near‑term revenue impact. Read More.
• Negative Sentiment: Regulatory/legal risk resurfaced after California’s attorney general said unsealed filings show Amazon pressured retailers to raise prices — this could trigger fines, remedies or protracted litigation if allegations proceed. Read More.
• Negative Sentiment: Profitability/capex concerns: while the Anthropic/AWS deals lift revenue visibility, analysts warn the AI push requires massive capex and operating spend that could pressure near‑term margins and free cash flow. Read More.
• Negative Sentiment: Retail competition intensifies — Walmart/Sam’s Club rolling out faster delivery options and decision‑layer competition (shopping AI/assistants) could compress retail margins and slow unit growth. Read More.

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.

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.