Roberts Wealth Advisors LLC Sells 3,900 Shares of Amazon.com, Inc. $AMZN

Key Points

• Roberts Wealth Advisors LLC trimmed its stake in Amazon by 7.2% in Q4, selling 3,900 shares and now holds 50,182 shares worth $11.583 million, making AMZN about 3.0% of the firm's holdings and its 7th-largest position.
• Insider selling is notable: CEO Andrew R. Jassy sold 19,872 shares (~$4.08M) and insiders have sold 71,686 shares (~$14.69M) over the past three months, with insiders owning 9.70% of the stock.
• Institutional and analyst sentiment remains positive: institutions own 72.20% of Amazon, the consensus rating is "Moderate Buy" with an average target of $286.57, supported by catalysts like OpenAI funding and a Delta LEO deal but balanced by risks such as data-center attacks and mixed ad/product tests.

Roberts Wealth Advisors LLC trimmed its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 50,182 shares of the e-commerce giant's stock after selling 3,900 shares during the period. Amazon.com comprises about 3.0% of Roberts Wealth Advisors LLC's holdings, making the stock its 7th biggest holding. Roberts Wealth Advisors LLC's holdings in Amazon.com were worth $11,583,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock worth $186,420,422,000 after buying an additional 17,447,045 shares during the period. State Street Corp raised its holdings in shares of Amazon.com by 2.0% during the third quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant's stock valued at $83,805,794,000 after acquiring an additional 7,584,156 shares during the period. Geode Capital Management LLC lifted its position in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock valued at $47,332,625,000 after acquiring an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $27,438,011,000. Finally, Northern Trust Corp boosted its stake in Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock worth $18,527,354,000 after purchasing an additional 302,858 shares during the period. Institutional investors and hedge funds own 72.20% of the company's stock.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Big AI vote of confidence — Amazon was a backer in OpenAI’s record $122B funding round, which supports higher AWS demand for model training and inference and strengthens Amazon’s AI/cloud narrative. Amazon Goes Big on OpenAI's Record Fund Raise. ChatGPT Parent Worth $852 Billion Ahead of IPO.
• Positive Sentiment: Commercial win for Amazon Leo — Delta agreed to equip hundreds of planes with Amazon’s LEO satellite service starting in 2028, a tangible revenue & distribution milestone for Amazon’s satellite initiative versus Starlink. Amazon, Delta team up for in-flight Wi-Fi, challenging Musk's Starlink
• Positive Sentiment: Wall Street and notable funds are bullish — Citi raised its AMZN price target and high‑profile managers (Druckenmiller, Dalio, Citadel, D.E. Shaw mentions) have increased or maintained stakes, supporting sentiment and upside expectations for AWS-driven growth. Citi Raises Target Price for Amazon.com (AMZN)
• Positive Sentiment: Fintech expansion — Amazon is launching new small‑business credit cards with U.S. Bank/Mastercard, which can boost payments revenue and SMB engagement over time. Amazon to launch new small business credit cards in partnership with U.S. Bank, Mastercard
• Positive Sentiment: Operational/legal tail risk reduced — Amazon settled a Teamsters case alleging retaliation against striking workers, removing a potential labor overhang. Amazon settles Teamsters case alleging it retaliated against striking workers
• Neutral Sentiment: Strategic M&A talks — Reports say Amazon is in talks to buy Globalstar for about $9B to accelerate satellite capacity; strategically meaningful but will require capital and regulatory scrutiny. Amazon in talks to buy $9 billion satellite group Globalstar, FT reports
• Negative Sentiment: Data‑center attack risk — FT/Reuters report Amazon’s cloud operations in Bahrain were damaged in an Iranian strike and another data center was hit by a drone attack, highlighting geopolitical/availability risks to AWS revenue and costs. Amazon's cloud business in Bahrain damaged in Iran strike, FT reports
• Negative Sentiment: Ad product test underwhelms — Amazon’s new chatbot‑embedded ads reportedly showed weak early results, which could slow ad revenue upside if broader rollout is delayed or reworked. Amazon (AMZN) Tests New Chatbot Ads, but Early Results Are Weak
• Negative Sentiment: Key talent loss & bearish research — Reports of a departing AI chip executive and a pessimistic New Street Research forecast add execution and sentiment risk for AMZN’s AI/hardware ambitions. Amazon Just Lost a Key AI Chip Executive. Is That Bad News for AMZN Stock? New Street Research Issues Pessimistic Forecast for Amazon.com NASDAQ: AMZN Stock Price

Insider Activity at Amazon.com

In other news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. The trade was a 0.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Shelley Reynolds sold 2,695 shares of the business'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 value of $554,900.50. Following the completion of the sale, the vice president directly owned 119,780 shares of the company's stock, valued at approximately $24,662,702. The trade was a 2.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have issued reports on AMZN shares. Benchmark reissued a "buy" rating on shares of Amazon.com in a research note on Thursday, January 29th. Roth Mkm reaffirmed a "buy" rating and issued a $295.00 target price (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Stifel Nicolaus set a $300.00 price target on Amazon.com and gave the company a "buy" rating in a report on Tuesday, January 27th. Citigroup upped their price target on Amazon.com from $265.00 to $285.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of Amazon.com in a research note on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $286.57.

Amazon.com Trading Up 1.1%

NASDAQ AMZN opened at $210.57 on Thursday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.26 trillion, a PE ratio of 29.37, a price-to-earnings-growth ratio of 1.56 and a beta of 1.38. The firm's fifty day simple moving average is $214.78 and its 200-day simple moving average is $224.63.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data 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). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to analysts' expectations of $211.02 billion. During the same quarter in the prior year, the business posted $1.86 earnings per share. Amazon.com's revenue was up 13.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Amazon.com Company Profile

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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