Sargent Investment Group LLC Has $16.38 Million Holdings in Amazon.com, Inc. $AMZN

Key Points

• Sargent Investment Group LLC boosted its Amazon stake by 5.3% in the fourth quarter, bringing its holdings to 70,947 shares valued at about $16.38 million. Amazon now represents roughly 2.1% of the firm’s portfolio and is its ninth-largest holding.
• Several large institutional investors also increased their Amazon positions, and institutions collectively own 72.20% of the company. The article highlights ongoing heavy ownership from firms like Vanguard, State Street, and Geode Capital Management.
• Analysts remain broadly constructive on Amazon, with the stock carrying a Moderate Buy consensus and a price target of $312.78. The company also posted strong quarterly results, including earnings and revenue that beat expectations, while recent news has focused on expanded AI and cloud infrastructure spending.

Sargent Investment Group LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 5.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 70,947 shares of the e-commerce giant's stock after acquiring an additional 3,572 shares during the period. Amazon.com comprises about 2.1% of Sargent Investment Group LLC's investment portfolio, making the stock its 9th biggest holding. Sargent Investment Group LLC's holdings in Amazon.com were worth $16,376,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock worth $158,348,557,000 after acquiring an additional 8,913,959 shares during the period. State Street Corp grew its holdings in shares of Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant's stock worth $89,708,913,000 after acquiring an additional 6,971,680 shares during the period. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant's stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares during the period. Norges Bank bought a new stake in shares of Amazon.com in the fourth quarter worth $32,868,735,000. Finally, Northern Trust Corp lifted its position in Amazon.com by 0.3% during the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. Institutional investors own 72.20% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Maxim Group lifted their target price on Amazon.com from $290.00 to $315.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Truist Financial lifted their target price on Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Robert W. Baird lifted their target price on Amazon.com from $285.00 to $300.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. Wolfe Research reiterated an "outperform" rating and set a $320.00 target price (up from $245.00) on shares of Amazon.com in a research report on Thursday, April 30th. Finally, Telsey Advisory Group lifted their target price on Amazon.com from $300.00 to $315.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $312.78.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon announced a multibillion-dollar data center campus in Missouri, which investors see as another sign the company is ramping up AI and cloud infrastructure spending to support future growth. Amazon to invest billions in Missouri data center, stock gains 3%
• Positive Sentiment: Reports also highlighted Amazon’s broader AI capex plans, including a projected $200 billion spend this year and the rollout of its Graviton5 chip, reinforcing the view that AWS is building a stronger moat and improving margins. Amazon Stock (AMZN) Rises on This AI News
• Positive Sentiment: Analysts and commentators pointed to Amazon’s fifth straight earnings beat, fast AWS growth, and a strong chips business as reasons some investors remain optimistic about additional upside in AMZN. Can Amazon Reach $300 Per Share Before Year-End 2026?
• Neutral Sentiment: Amazon’s warning to U.S. officials about security issues in Anthropic’s advanced AI models led to government restrictions on those models, a development tied to Amazon’s AI investments but not directly a core revenue driver. Amazon CEO’s talks with U.S. officials triggered crackdown on Anthropic models
• Neutral Sentiment: Other coverage noted Amazon’s expansion into new markets, including Prime’s launch in South Africa and logistics services beyond its own marketplace, which supports the long-term growth story but is less likely to move the stock immediately. Amazon (AMZN) Moves To Unlock An Entire Continent, How Big Is The Target Market?
• Negative Sentiment: Some articles raised the flip side of Amazon’s aggressive spending: higher capex and valuation concerns could pressure near-term returns if investors focus on cash outlays before the infrastructure pays off. Amazon Accelerates India Infrastructure Push: How to Play the Stock

Insider Activity at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the business's stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the sale, the chief executive officer directly owned 14,159 shares of the company's stock, valued at $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business's stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total value of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. The trade was a 0.90% 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 sold a total of 195,774 shares of company stock valued at $51,614,434 over the last ninety days. 8.90% of the stock is currently owned by company insiders.

Amazon.com Trading Up 3.1%

Shares of AMZN stock opened at $246.02 on Tuesday. Amazon.com, Inc. has a 12-month low of $196.00 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's 50-day moving average price is $254.21 and its 200-day moving average price is $233.79. The stock has a market capitalization of $2.65 trillion, a price-to-earnings ratio of 29.43, a price-to-earnings-growth ratio of 1.79 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company had revenue of $181.52 billion for the quarter, compared to analysts' expectations of $177.28 billion. During the same period in the previous year, the firm posted $1.59 earnings per share. The firm's revenue for the quarter was up 16.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 7.71 EPS for the current fiscal year.

Amazon.com 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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