M Holdings Securities Inc. Makes New Investment in Amazon.com, Inc. $AMZN

Key Points

• M Holdings Securities Inc. acquired a new position in Amazon of 33,769 shares worth about $7.42 million in Q3, making AMZN its 12th largest holding (1.6% of the firm’s portfolio).
• Company insiders have been selling: CEO Andrew Jassy sold 19,872 shares and Douglas Herrington sold 6,835 shares on Feb. 23, and insiders disposed of 71,686 shares (~$14.7M) in the last quarter; insiders now own ~9.7% of the stock.
• Near‑term catalysts and risks are mixed — positives include an AWS partnership with Cerebras, a paid "Ultra" Prime Video tier and a Luxembourg court vacating a large privacy fine, while negatives include a massive multi‑tranche debt offering to fund AI/capex and ongoing Italian tax litigation.

M Holdings Securities Inc. acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 33,769 shares of the e-commerce giant's stock, valued at approximately $7,415,000. Amazon.com makes up 1.6% of M Holdings Securities Inc.'s holdings, making the stock its 12th largest position.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. raised its position in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. State Street Corp grew its holdings in shares of Amazon.com by 1.4% during the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant's stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% during the second quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares during the last quarter. Norges Bank acquired a new stake in shares of Amazon.com in the second quarter valued at $27,438,011,000. Finally, Northern Trust Corp increased its stake in shares of Amazon.com by 0.3% in the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after buying an additional 302,858 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer owned 2,238,118 shares of the company's stock, valued at approximately $459,217,051.24. The trade was a 0.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the sale, the chief executive officer directly owned 522,361 shares of the company's stock, valued at $107,512,341.02. This represents a 1.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is currently owned by company insiders.

Amazon.com News Summary

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon's cloud
• Positive Sentiment: Amazon splits out a paid "Ultra" Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand reported ~4: 1 bids eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon's European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

Amazon.com Stock Performance

Amazon.com stock opened at $207.67 on Friday. The company has a market cap of $2.23 trillion, a PE ratio of 28.96, a PEG ratio of 1.57 and a beta of 1.40. 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, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company's 50-day moving average is $222.93 and its two-hundred day moving average is $226.70.

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

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on AMZN shares. 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. Roth Mkm restated a "buy" rating and issued a $295.00 price objective (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Raymond James Financial reduced their target price on shares of Amazon.com from $260.00 to $225.00 and set an "outperform" rating on the stock in a research report on Friday, February 6th. Cantor Fitzgerald set a $250.00 price target on shares of Amazon.com and gave the company an "overweight" rating in a research note on Friday, February 6th. Finally, Benchmark reissued a "buy" rating on shares of Amazon.com in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $286.93.

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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