Matthew 25 Management Corp Increases Stake in Amazon.com, Inc. $AMZN

Key Points

• Matthew 25 Management Corp has increased its stake in Amazon.com, Inc. by 3.6%, now holding 145,000 shares valued at approximately $27.6 million, making it the fund's second largest position.
• Amazon's stock has declined 3.3% recently, with the current opening price at $230.33 and a market capitalization of $2.46 trillion.
• Several analysts have upgraded their price targets for Amazon, with UBS Group setting a target of $271.00 and BMO Capital Markets raising theirs to $280.00, supporting a consensus rating of "Buy."

Matthew 25 Management Corp grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 145,000 shares of the e-commerce giant's stock after purchasing an additional 5,000 shares during the quarter. Amazon.com makes up about 10.2% of Matthew 25 Management Corp's investment portfolio, making the stock its 2nd largest position. Matthew 25 Management Corp's holdings in Amazon.com were worth $27,588,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of AMZN. Western Wealth Management LLC grew its position in Amazon.com by 0.9% during the 1st quarter. Western Wealth Management LLC now owns 140,122 shares of the e-commerce giant's stock worth $26,660,000 after acquiring an additional 1,297 shares during the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in Amazon.com during the 1st quarter worth approximately $514,000. Bearing Point Capital LLC bought a new position in Amazon.com during the 4th quarter worth approximately $12,014,000. Keyvantage Wealth LLC bought a new position in Amazon.com during the 4th quarter worth approximately $2,735,000. Finally, Colonial Trust Co SC lifted its holdings in Amazon.com by 5.9% in the 4th quarter. Colonial Trust Co SC now owns 61,074 shares of the e-commerce giant's stock worth $13,399,000 after buying an additional 3,413 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Down 3.3%

AMZN stock opened at $230.33 on Thursday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $242.52. The business has a fifty day moving average price of $226.63 and a 200-day moving average price of $208.40. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.02 and a quick ratio of 0.81. The stock has a market capitalization of $2.46 trillion, a P/E ratio of 35.11, a P/E/G ratio of 1.60 and a beta of 1.30.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings results on Thursday, July 31st. The e-commerce giant reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.31 by $0.37. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The firm had revenue of $167.70 billion during the quarter, compared to analysts' expectations of $161.80 billion. During the same quarter in the previous year, the business earned $1.26 earnings per share. The company's revenue was up 13.3% on a year-over-year basis. Amazon.com has set its Q3 2025 guidance at EPS. Equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 13,570 shares of Amazon.com stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $222.76, for a total value of $3,022,853.20. Following the completion of the sale, the senior vice president owned 44,110 shares of the company's stock, valued at $9,825,943.60. The trade was a 23.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Shelley Reynolds sold 2,715 shares of Amazon.com stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $221.64, for a total value of $601,752.60. Following the completion of the sale, the vice president directly owned 119,780 shares of the company's stock, valued at $26,548,039.20. The trade was a 2.22% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 25,097,911 shares of company stock valued at $5,676,032,574 over the last ninety days. 9.70% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on AMZN. UBS Group reiterated a "buy" rating and issued a $271.00 price objective (up previously from $249.00) on shares of Amazon.com in a report on Monday, July 28th. HSBC raised their target price on Amazon.com from $240.00 to $256.00 in a research note on Tuesday, July 22nd. Wells Fargo & Company raised their target price on Amazon.com from $238.00 to $245.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 29th. Truist Financial raised their target price on Amazon.com from $226.00 to $250.00 and gave the company a "buy" rating in a research note on Wednesday, July 2nd. Finally, BMO Capital Markets raised their target price on Amazon.com from $270.00 to $280.00 and gave the company an "outperform" rating in a research note on Friday, August 1st. Two equities research analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $262.87.

About Amazon.com

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

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