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Omnia Family Wealth LLC Has $3.36 Million Position in Amazon.com, Inc. $AMZN

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Key Points

  • Omnia Family Wealth LLC trimmed its stake in Amazon.com by 22.5% in Q4, leaving it with 14,575 shares valued at $3.36 million, about 1.0% of the firm's portfolio and its 17th-largest holding.
  • Significant insider selling has occurred recently: SVP David Zapolsky sold 10,649 shares at about $205.43 and CEO Matthew Garman sold 17,751 shares at about $205.22, with insiders offloading 72,686 shares (~$14.9M) in the last 90 days (insiders now own 10.8%).
  • Analysts remain largely positive—MarketBeat shows a consensus "Moderate Buy" with an average price target of $287.29—backed by catalysts like AWS AI revenue momentum, an OpenAI‑AWS collaboration, and expansion of Amazon Autos.
  • Five stocks we like better than Amazon.com.

Omnia Family Wealth LLC lessened its position in Amazon.com, Inc. (NASDAQ:AMZN) by 22.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,575 shares of the e-commerce giant's stock after selling 4,230 shares during the period. Amazon.com accounts for about 1.0% of Omnia Family Wealth LLC's portfolio, making the stock its 17th biggest holding. Omnia Family Wealth LLC's holdings in Amazon.com were worth $3,364,000 at the end of the most recent reporting period.

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

Insider Transactions at Amazon.com

In other news, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. The trade was a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,686 shares of company stock valued at $14,899,239. 10.80% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on AMZN shares. Weiss Ratings restated a "buy (b)" rating on shares of Amazon.com in a research report on Friday, March 27th. Cantor Fitzgerald increased their price target on Amazon.com from $250.00 to $260.00 and gave the stock an "overweight" rating in a report on Wednesday, April 8th. Argus reissued a "buy" rating and issued a $325.00 price objective on shares of Amazon.com in a research note on Friday, February 6th. TD Cowen reaffirmed a "buy" rating and set a $300.00 price target on shares of Amazon.com in a research report on Monday, March 23rd. Finally, Wedbush decreased their target price on Amazon.com from $340.00 to $300.00 and set an "outperform" rating for the company in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $287.29.

View Our Latest Stock Analysis on Amazon.com

Amazon.com Trading Up 0.6%

Shares of AMZN stock opened at $239.89 on Tuesday. 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 business has a 50-day moving average price of $211.90 and a two-hundred day moving average price of $224.33. Amazon.com, Inc. has a 12-month low of $165.29 and a 12-month high of $258.60. The firm has a market cap of $2.58 trillion, a P/E ratio of 33.46, a price-to-earnings-growth ratio of 1.79 and a beta of 1.38.

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

Amazon.com News Roundup

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

Amazon.com Profile

(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.

Featured Stories

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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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