Strategy Capital LLC Has $158.59 Million Stock Holdings in Amazon.com, Inc. $AMZN

Key Points

• Strategy Capital LLC reduced its Amazon stake by 10.4% in the fourth quarter, selling 79,721 shares and ending with 687,083 shares worth about $158.6 million. Amazon still made up 11.7% of the fund’s portfolio and was its fourth-largest holding.
• Amazon posted strong quarterly results, with earnings of $2.78 per share versus estimates of $1.63 and revenue of $181.52 billion, up 16.6% year over year. The company also reported solid profitability, including a 19.92% return on equity.
• Wall Street remains broadly bullish on AMZN, with 57 analysts rating it a Buy and a consensus price target of $312.78. At the same time, investors are watching concerns around heavy AI spending and recent insider sales, even as Amazon’s cloud, logistics, and patent-related moves support its long-term outlook.

Strategy Capital LLC cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 10.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 687,083 shares of the e-commerce giant's stock after selling 79,721 shares during the period. Amazon.com comprises 11.7% of Strategy Capital LLC's portfolio, making the stock its 4th biggest position. Strategy Capital LLC's holdings in Amazon.com were worth $158,592,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AMZN. Brighton Jones LLC raised its position in Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock valued at $885,478,000 after purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock valued at $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its position in shares of Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock worth $442,481,000 after acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its position in shares of Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after acquiring an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new position in shares of Amazon.com in the 4th quarter worth $2,153,000. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Down 1.2%

Shares of AMZN stock opened at $238.55 on Friday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The stock's fifty day moving average price is $253.49 and its 200 day moving average price is $233.62. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The company has a market cap of $2.57 trillion, a price-to-earnings ratio of 28.53, a price-to-earnings-growth ratio of 1.81 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its earnings results 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 firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. During the same period in the previous year, the business earned $1.59 EPS. The firm's revenue for the quarter was up 16.6% on a year-over-year basis. On average, research analysts expect that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Amazon.com News Roundup

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

• Positive Sentiment: Amazon continues to strengthen its AI and cloud position, with reports saying its custom chips are seeing strong demand in AWS and that its growing AI capabilities could help drive long-term upside. Article Title
• Positive Sentiment: Amazon expanded its logistics moat by launching less-than-truckload freight service for all U.S. businesses, which could improve its supply-chain offering and deepen its role in e-commerce infrastructure. Article Title
• Positive Sentiment: Amazon also signed a major patent license agreement with InterDigital covering Prime Video and devices, removing legal uncertainty and reinforcing its streaming and devices ecosystem. Article Title
• Neutral Sentiment: Analysts and commentators remain constructive on Amazon’s long-term fundamentals, pointing to e-commerce efficiency, AWS AI dominance, and potential value in its Anthropic investment, but these are more long-term catalysts than immediate trading drivers. Article Title
• Negative Sentiment: Investors are worried about Amazon’s heavy AI capital spending and new borrowing, which may pressure margins and free cash flow before the payback shows up. Article Title
• Negative Sentiment: Broader market pieces note that Amazon has lagged the S&P 500 recently and that its valuation has been hit by concerns over capex and softer near-term sentiment. Article Title

Wall Street Analyst Weigh In

AMZN has been the subject of several recent research reports. DZ Bank boosted their price target on Amazon.com from $295.00 to $320.00 and gave the stock a "buy" rating in a research report on Monday, May 4th. DA Davidson boosted their price target on Amazon.com from $175.00 to $250.00 and gave the stock a "neutral" rating in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price target on Amazon.com from $280.00 to $330.00 and gave the stock an "overweight" rating in a research report on Thursday, April 30th. Jefferies Financial Group reissued a "market outperform" rating on shares of Amazon.com in a research report on Monday, June 1st. Finally, Evercore boosted their price target on Amazon.com from $285.00 to $315.00 and gave the stock an "outperform" rating in a research report on Thursday, April 30th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of "Moderate Buy" and a consensus price target of $312.78.

Insiders Place Their Bets

In related news, SVP David Zapolsky sold 9,270 shares of the business's stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president directly owned 41,190 shares in the company, valued at $11,060,750.70. The trade was a 18.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 31,352 shares of the business's stock in a transaction on Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $8,621,800.00. Following the transaction, the chief executive officer owned 2,175,766 shares in the company, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 195,774 shares of company stock valued at $51,614,434 in the last 90 days. Corporate insiders own 8.90% of the company's stock.

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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