Moran Wealth Management LLC Increases Holdings in Amazon.com, Inc. $AMZN

Key Points

• Moran Wealth Management raised its Amazon stake by 14.8% in Q4, adding 10,721 shares for a total holding of 83,184 shares valued at about $19.2 million.
• Wall Street sentiment has turned more positive with multiple price‑target increases and a consensus target of $313.09, and 56 analysts issuing Buy ratings versus three Holds.
• Recent catalysts include a stronger‑than‑expected Q1 with AWS growth reaccelerating and the launch of Amazon Supply Chain Services to third parties, supporting revenue prospects despite ongoing capex and free‑cash‑flow pressure.

Moran Wealth Management LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 14.8% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 83,184 shares of the e-commerce giant's stock after buying an additional 10,721 shares during the quarter. Moran Wealth Management LLC's holdings in Amazon.com were worth $19,201,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. American Capital Advisory LLC lifted its stake in shares of Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant's stock valued at $1,774,000 after buying an additional 3,152 shares in the last quarter. Compagnie Lombard Odier SCmA purchased a new stake in shares of Amazon.com during the third quarter worth $451,642,000. Weaver Capital Management LLC boosted its holdings in shares of Amazon.com by 13.6% in the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant's stock worth $9,063,000 after acquiring an additional 4,713 shares during the period. Ethos Financial Group LLC boosted its holdings in shares of Amazon.com by 9.6% in the fourth quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant's stock worth $8,421,000 after acquiring an additional 3,196 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. grew its position in shares of Amazon.com by 1.9% in the third quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant's stock valued at $52,667,000 after purchasing an additional 4,558 shares in the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on AMZN shares. Robert W. Baird upped their price target on Amazon.com from $285.00 to $300.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. China Renaissance boosted their target price on Amazon.com from $300.00 to $326.00 and gave the stock a "buy" rating in a research report on Tuesday. JPMorgan Chase & Co. upped their target price on Amazon.com from $280.00 to $330.00 and gave the stock an "overweight" rating in a research note on Thursday, April 30th. Raymond James Financial reiterated an "outperform" rating and set a $280.00 price target on shares of Amazon.com in a research report on Friday, May 1st. Finally, HSBC boosted their price objective on Amazon.com from $280.00 to $310.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $313.09.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Q1 beat and AWS reacceleration — Amazon reported stronger‑than‑expected Q1 revenue and EPS with AWS growth reaccelerating, reinforcing the thesis that AI demand is lifting cloud backlog and revenue prospects. Read More.
• Positive Sentiment: Launch of Amazon Supply Chain Services — AMZN opened its freight/fulfillment/parcel network to third parties, creating a potential high‑margin, scalable business (markets are comparing the opportunity to the early AWS monetization path). Read More.
• Positive Sentiment: Wall Street momentum — multiple firms raised price targets (example: BNP Paribas lift), adding analyst validation and buyer interest. Read More.
• Positive Sentiment: Product / commercial expansion — same‑day fresh grocery deliveries and other Business offerings widen TAM and recurring order flows for Amazon Business. Read More.
• Neutral Sentiment: Insider sales disclosed — several pre‑arranged 10b5‑1 filings (CEO, directors) show planned selling; typical for tax/planning but worth monitoring for timing/scale. Read More.
• Neutral Sentiment: Operational AI moves with unclear near‑term monetization — Amazon is expanding internal AI tooling and exploring merging AI chat into search; improves UX/productivity but revenue timing is uncertain. Read More.
• Negative Sentiment: CapEx and free‑cash‑flow pressure — the $200B+ AI/infra buildout and ramped capex have compressed FCF (reported drop from prior levels), creating execution and timing risk if AWS/AI monetization lags. Read More.
• Negative Sentiment: Analyst caveats on earnings quality — some analysts warn the current cloud/AI backlog may be partly cyclical or concentrated (OpenAI/Anthropic exposure), which could make near‑term results look stronger than sustainable growth. Read More.

Amazon.com Price Performance

AMZN opened at $275.06 on Thursday. The stock has a 50-day moving average price of $226.29 and a 200-day moving average price of $228.31. Amazon.com, Inc. has a 12-month low of $185.01 and a 12-month high of $278.56. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The stock has a market capitalization of $2.96 trillion, a P/E ratio of 32.90, a PEG ratio of 1.97 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts' consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion for the quarter, compared to analysts' expectations of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.Amazon.com's revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period last year, the firm posted $1.59 EPS. Equities analysts predict that Amazon.com, Inc. will post 8 earnings per share for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 31,352 shares of Amazon.com stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the transaction, the chief executive officer directly owned 2,175,766 shares of the company's stock, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 27,500 shares of the business's stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $7,562,500.00. Following the completion of the sale, the chief executive officer owned 471,361 shares of the company's stock, valued at approximately $129,624,275. The trade was a 5.51% 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 have sold 191,593 shares of company stock valued at $46,289,241 over the last ninety days. Insiders own 8.90% of the company's stock.

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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