Oxford Financial Group LTD. LLC Purchases Shares of 24,781 Amazon.com, Inc. $AMZN

Key Points

• Oxford Financial Group purchased 24,781 Amazon shares worth approximately $5.9 million, making Amazon its 25th-largest holding and about 0.3% of its portfolio. Institutional investors and hedge funds collectively own 72.2% of Amazon.
• Amazon reported quarterly earnings of $5.75 per share and revenue of $200.61 billion, exceeding analyst expectations, while revenue rose 19.6% year over year. Analysts expect full-year earnings of $8.05 per share.
• Wall Street remains broadly bullish: 56 analysts rate Amazon a Buy and three rate it a Hold, producing a “Moderate Buy” consensus and an average price target of $323.26 versus the reported share price of $245.96.

Oxford Financial Group LTD. LLC purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 24,781 shares of the e-commerce giant's stock, valued at approximately $5,906,000. Amazon.com makes up approximately 0.3% of Oxford Financial Group LTD. LLC's investment portfolio, making the stock its 25th largest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Longfellow Investment Management Co. LLC bought a new position in shares of Amazon.com during the 2nd quarter worth approximately $33,000. MilWealth Group LLC lifted its position in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after purchasing an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new position in Amazon.com during the fourth quarter worth $45,000. Prudent Man Investment Management Inc. grew its position in Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock valued at $53,000 after purchasing an additional 107 shares in the last quarter. Finally, Strategic Wealth Advisors LLC bought a new position in Amazon.com in the fourth quarter valued at $68,000. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Price Performance

NASDAQ:AMZN opened at $245.96 on Thursday. The company has a market cap of $2.65 trillion, a P/E ratio of 19.79, a P/E/G ratio of 1.92 and a beta of 1.44. The firm's fifty day moving average price is $255.84 and its two-hundred day moving average price is $245.25. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to analysts' expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com's quarterly revenue was up 19.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.68 EPS. Equities analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Key Amazon.com News

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

• Positive Sentiment: Amazon agreed to a long-term deal with Generac to supply backup generators for its data centers. Initial deliveries are expected to total approximately $2.4 billion in 2027 and 2028, while Amazon received warrants to purchase up to roughly $340 million of Generac stock. The agreement signals continued expansion of Amazon’s AI and cloud infrastructure. Generac, Amazon strike $2.4 billion long-term generator supply deal
• Positive Sentiment: Amazon reportedly plans to expand its same-day delivery network from 85 locations to more than 1,000 hubs by 2031, potentially placing facilities within 10 miles of most U.S. Prime members. The strategy could improve delivery speed and strengthen Amazon’s retail moat. Amazon's next move could reshape how America shops
• Positive Sentiment: Amazon launched Alexa+ in India with Hindi-language support, expanding its conversational-AI ecosystem in a major growth market. Investors also continue to focus on strong AWS demand, advertising growth and Amazon’s stake in Anthropic as potential longer-term catalysts. Amazon launches Alexa+ in India with Hindi support
• Neutral Sentiment: Amazon raised minimum starting pay for U.S. core-operations employees to $20 per hour and added grocery and banking benefits. The move may support hiring and retention, but management expects the program to cost about $1.5 billion, creating near-term margin pressure. Amazon raises minimum hourly pay by $1 to $20
• Negative Sentiment: AWS said it cannot restore access to a Bahrain facility and one UAE availability zone damaged during the Iran conflict. The disclosure raises concerns about data recovery, customer trust and possible financial or regulatory consequences. Amazon's AWS is unable to restore access
• Negative Sentiment: Analyst commentary highlighted that AI-related capital expenditures are accelerating AWS growth but weighing on free cash flow and increasing reliance on debt. Separately, Zacks downgraded AMZN from “strong buy” to “hold,” adding to valuation and execution concerns. Amazon's AI Bet Is Paying Off in Revenues

Insider Activity

In other news, VP Shelley Reynolds sold 2,343 shares of the business's stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. The trade was a 1.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of the company's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the transaction, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. The trade was a 44.97% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 71,589 shares of company stock valued at $18,568,785. Company insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

AMZN has been the subject of a number of recent research reports. Truist Financial increased their price objective on shares of Amazon.com from $320.00 to $350.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. Morgan Stanley reissued an "overweight" rating and issued a $335.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Citigroup restated a "market outperform" rating on shares of Amazon.com in a research note on Friday, August 14th. UBS Group set a $318.00 target price on shares of Amazon.com and gave the company a "buy" rating in a report on Friday, July 31st. Finally, Royal Bank Of Canada raised their target price on shares of Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $323.26.

Amazon.com Profile

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon's websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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