SS&H Financial Advisors Inc. Has $9.48 Million Holdings in Amazon.com, Inc. $AMZN

Key Points

• SS&H Financial Advisors increased its Amazon stake 7.3% in Q4 to 41,080 shares valued at $9.482 million, making AMZN about 2.8% of the firm's holdings and its sixth-largest position.
• Amazon's proposed ~$11.6 billion acquisition of Globalstar and AWS/AI monetization opportunities have prompted analyst upgrades and higher targets, contributing to the recent share rally.
• Recent fundamentals and flows are mixed: Q4 revenue of $213.39 billion beat estimates while EPS of $1.95 slightly missed, insiders sold about 72,686 shares (~$14.9M) last quarter, and institutional ownership stands near 72.2%.

SS&H Financial Advisors Inc. increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 7.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 41,080 shares of the e-commerce giant's stock after acquiring an additional 2,778 shares during the quarter. Amazon.com comprises about 2.8% of SS&H Financial Advisors Inc.'s holdings, making the stock its 6th biggest holding. SS&H Financial Advisors Inc.'s holdings in Amazon.com were worth $9,482,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. American Capital Advisory LLC raised its stake in Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant's stock valued at $1,774,000 after purchasing an additional 3,152 shares in the last quarter. Compagnie Lombard Odier SCmA purchased a new stake in Amazon.com in the third quarter valued at approximately $451,642,000. Baltimore Washington Financial Advisors Inc. raised its stake in Amazon.com by 1.9% in the third quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant's stock valued at $52,667,000 after purchasing an additional 4,558 shares in the last quarter. Wealthfront Advisers LLC raised its stake in Amazon.com by 3.9% in the third quarter. Wealthfront Advisers LLC now owns 1,145,151 shares of the e-commerce giant's stock valued at $251,441,000 after purchasing an additional 42,707 shares in the last quarter. Finally, Pettee Investors Inc. raised its stake in Amazon.com by 16.9% in the third quarter. Pettee Investors Inc. now owns 19,623 shares of the e-commerce giant's stock valued at $4,309,000 after purchasing an additional 2,838 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Trading Down 0.2%

AMZN stock opened at $248.50 on Thursday. The company has a market capitalization of $2.67 trillion, a PE ratio of 34.66, a price-to-earnings-growth ratio of 1.87 and a beta of 1.38. Amazon.com, Inc. has a one year low of $165.29 and a one year high of $258.60. The company's 50 day moving average price is $212.41 and its two-hundred day moving average price is $224.70. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 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 during the quarter, compared to analysts' expectations of $211.02 billion. During the same period in the previous year, the firm earned $1.86 earnings per share. The firm's quarterly revenue was up 13.6% compared to the same quarter last year. As a group, analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares of the company's stock, valued at $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the transaction, the chief executive officer directly owned 522,361 shares in the company, valued at approximately $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 72,686 shares of company stock valued at $14,899,239 over the last quarter. Company insiders own 9.70% of the company's stock.

Key Amazon.com News

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

• Positive Sentiment: Acquisition accelerates space strategy — Amazon agreed to buy Globalstar (~$11.6B) to bolster its Amazon Leo/Kuiper efforts and enable direct-to-device services (and an Apple tie‑in). The deal is being treated as a long-term strategic catalyst that helped spark the recent rally. Amazon's $11.6B Globalstar deal (Reuters)
• Positive Sentiment: Wall Street backing and higher targets — Several firms (Citizens, Loop Capital, Rosenblatt, Goldman noted in coverage) have reiterated buys or raised targets citing the Globalstar deal and AWS AI tailwinds, supporting upside vs. current levels. Analyst support after Globalstar (TipRanks)
• Positive Sentiment: AWS & AI monetization angle — Coverage highlights a growing AI-services and custom‑chip opportunity (Fool pieces estimating a potential $50B external chip business), which would materially boost AWS margins and long‑term revenue. Amazon AI chip opportunity (Fool)
• Neutral Sentiment: Notable investor flows & positioning — Heavy call-option activity and bullish pieces (options, analyst bull cases) show elevated positioning ahead of earnings; that can amplify moves in either direction. Options volume ahead of earnings (Barchart)
• Neutral Sentiment: Amazon-backed energy play IPO — X‑Energy, backed by Amazon, filed to raise up to $800M; indirect exposure to Amazon’s broader strategic investments but limited direct near-term impact on AMZN equity. X‑Energy IPO filing (TechCrunch)
• Negative Sentiment: Seller revolt over payout & ad changes — Hundreds of large third‑party sellers staged an ad boycott over new payout and ad-payment policies (and a temporary fuel surcharge), which could pressure marketplace ad revenue and merchant sentiment if it persists. Seller ad boycott (CNBC)
• Negative Sentiment: Legal & safety headlines — A class-action alleging Fire TV slowdown and a reported worker death at an Oregon facility add regulatory, reputational and potential legal risk that can dent sentiment. Fire TV lawsuit (NYPost) Worker death at facility (TechCrunch)

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on AMZN. Roth Mkm reaffirmed a "buy" rating on shares of Amazon.com in a research note on Tuesday. Maxim Group raised their target price on shares of Amazon.com from $280.00 to $290.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Scotiabank reissued an "outperform" rating and set a $275.00 price target (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Sanford C. Bernstein reissued an "outperform" rating on shares of Amazon.com in a research note on Friday, February 6th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $300.00 price target on shares of Amazon.com in a research note on Friday, February 6th. One equities 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 company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $287.29.

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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