Surience Private Wealth LLC Takes $4.37 Million Position in Amazon.com, Inc. $AMZN

Key Points

• Surience Private Wealth LLC bought a new stake of 18,917 Amazon shares valued at about $4.37 million, representing 4.7% of its portfolio and its eighth-largest holding; overall, institutional investors own roughly 72.2% of AMZN.
• The stock trades near ~$210 with a market cap of about $2.25 trillion and a consensus analyst rating of Moderate Buy (consensus target $286.59), after several firms raised price targets into the $295–$311 range.
• Amazon is reportedly in advanced talks to acquire satellite operator Globalstar (~$9B) to accelerate Project Kuiper, a potential long-term growth catalyst for connectivity and AWS; however, near-term headwinds include a 3.5% seller fuel surcharge, an NLRB order to bargain with Staten Island workers, and notable insider selling that could pressure sentiment.

Surience Private Wealth LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 18,917 shares of the e-commerce giant's stock, valued at approximately $4,366,000. Amazon.com makes up 4.7% of Surience Private Wealth LLC's portfolio, making the stock its 8th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in AMZN. Linden Thomas Advisory Services LLC lifted its stake in shares of Amazon.com by 2.3% during the fourth quarter. Linden Thomas Advisory Services LLC now owns 3,791 shares of the e-commerce giant's stock worth $875,000 after purchasing an additional 86 shares in the last quarter. Herbst Group LLC grew its stake in shares of Amazon.com by 0.5% in the fourth quarter. Herbst Group LLC now owns 22,496 shares of the e-commerce giant's stock valued at $5,193,000 after buying an additional 104 shares in the last quarter. Mirabaud & Cie SA grew its stake in shares of Amazon.com by 5.0% in the fourth quarter. Mirabaud & Cie SA now owns 69,380 shares of the e-commerce giant's stock valued at $16,014,000 after buying an additional 3,327 shares in the last quarter. Compagnie Lombard Odier SCmA raised its holdings in shares of Amazon.com by 0.8% during the 4th quarter. Compagnie Lombard Odier SCmA now owns 2,072,518 shares of the e-commerce giant's stock valued at $478,379,000 after buying an additional 15,580 shares during the period. Finally, Wealth Advisors Northwest LLC raised its holdings in shares of Amazon.com by 1.7% during the 4th quarter. Wealth Advisors Northwest LLC now owns 45,941 shares of the e-commerce giant's stock valued at $10,604,000 after buying an additional 780 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on AMZN. Oppenheimer set a $260.00 price target on Amazon.com and gave the stock an "outperform" rating in a report on Friday, February 6th. UBS Group set a $311.00 price objective on shares of Amazon.com in a research note on Tuesday, February 3rd. Roth Mkm reissued a "buy" rating and set a $295.00 target price (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. BMO Capital Markets restated an "outperform" rating and issued a $310.00 target price (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. Finally, Wall Street Zen lowered shares of Amazon.com from a "buy" rating to a "hold" rating in a report on Saturday, January 10th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $286.59.

Amazon.com News Roundup

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Amazon.com Stock Performance

Amazon.com stock opened at $209.77 on Monday. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week 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 stock has a market cap of $2.25 trillion, a P/E ratio of 29.26, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38. The stock has a 50 day moving average of $213.70 and a 200-day moving average of $224.26.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm's quarterly revenue was up 13.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.86 EPS. On average, analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Buying and Selling

In related 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 value of $4,077,336.96. Following the completion of the transaction, the chief executive officer directly owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Matthew S. Garman sold 17,751 shares of the business's stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 9,405 shares of the company's stock, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 72,686 shares of company stock worth $14,899,239. 9.70% of the stock is currently owned by insiders.

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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