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Net Worth Advisory Group Purchases 5,140 Shares of Amazon.com, Inc. $AMZN

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Key Points

  • Net Worth Advisory Group increased its Amazon stake by 42.8%, buying 5,140 shares to hold 17,154 shares worth $3.959 million, about 0.8% of its portfolio and its 24th-largest holding.
  • Amazon is reportedly in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper, and analysts remain broadly positive (consensus "Moderate Buy" with a ~$286.59 price target), supporting the company's cloud/connectivity growth narrative.
  • Near-term headwinds include a temporary 3.5% fuel & logistics surcharge for third‑party sellers, an NLRB order to bargain with a Staten Island union, notable insider selling, and geopolitical risks from the Iran conflict.
  • Five stocks we like better than Amazon.com.

Net Worth Advisory Group grew its position in Amazon.com, Inc. (NASDAQ:AMZN) by 42.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 17,154 shares of the e-commerce giant's stock after buying an additional 5,140 shares during the period. Amazon.com accounts for approximately 0.8% of Net Worth Advisory Group's investment portfolio, making the stock its 24th largest holding. Net Worth Advisory Group's holdings in Amazon.com were worth $3,959,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Fairway Wealth LLC raised its holdings in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com in the 3rd quarter valued at about $27,000. Bridge Generations Wealth Management LLC raised its stake in shares of Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC raised its stake in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after buying an additional 47 shares during the last quarter. Finally, PayPay Securities Corp lifted its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after buying an additional 96 shares during the period. Institutional investors own 72.20% of the company's stock.

Amazon.com News Roundup

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

  • Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
  • Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
  • Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
  • Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
  • Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
  • Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
  • Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
  • Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
  • Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Citigroup raised their price objective on shares of Amazon.com from $265.00 to $285.00 and gave the company a "buy" rating in a research note on Wednesday, March 25th. Benchmark reissued a "buy" rating on shares of Amazon.com in a research note on Thursday, January 29th. Sanford C. Bernstein restated an "outperform" rating on shares of Amazon.com in a research report on Friday, February 6th. Tigress Financial upped their price objective on Amazon.com from $305.00 to $315.00 and gave the company a "buy" rating in a report on Wednesday, March 25th. Finally, Cantor Fitzgerald set a $250.00 target price on Amazon.com and gave the company an "overweight" rating in a research note on Friday, February 6th. One investment 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's stock. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of "Moderate Buy" and a consensus price target of $286.59.

Read Our Latest Analysis on AMZN

Amazon.com Price Performance

AMZN opened at $209.77 on Friday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a fifty day simple moving average of $213.70 and a 200 day simple moving average of $224.38. The stock has a market cap of $2.25 trillion, a P/E ratio of 29.26, a P/E/G ratio of 1.57 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business 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 firm posted $1.86 earnings per share. The business's revenue was up 13.6% on a year-over-year basis. On average, research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value of $4,077,336.96. Following the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the company's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares of the company's stock, valued at $24,662,702. This trade represents a 2.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 72,686 shares of company stock valued at $14,899,239 over the last 90 days. Insiders own 9.70% of the company's stock.

About Amazon.com

(Free Report)

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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Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)

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.

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