WCG Wealth Advisors LLC Increases Stock Holdings in Amazon.com, Inc. $AMZN

Key Points

• WCG Wealth Advisors LLC increased its stake in Amazon by 5.7% in Q3 to 114,939 shares (an additional 6,242 shares), worth about $25.24 million and representing roughly 1.6% of the firm's holdings (its 12th-largest position).
• Insider selling was notable: CEO Matthew S. Garman sold 17,751 shares and insiders collectively sold 71,686 shares worth about $14.69 million over the last quarter, leaving insiders with roughly 9.7% ownership.
• Recent company developments are mixed: AWS partnered with Cerebras to offer AI chips and Amazon introduced a paid "Ultra" Prime Video tier (revenue positives), Luxembourg’s €746M privacy fine was vacated, but Amazon completed a large multi‑tranche debt offering for AI/capex and faces an Italian tax probe (raising near‑term funding and legal risks).

WCG Wealth Advisors LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 114,939 shares of the e-commerce giant's stock after acquiring an additional 6,242 shares during the period. Amazon.com accounts for about 1.6% of WCG Wealth Advisors LLC's holdings, making the stock its 12th biggest position. WCG Wealth Advisors LLC's holdings in Amazon.com were worth $25,237,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. M Holdings Securities Inc. bought a new position in Amazon.com in the 3rd quarter worth about $7,415,000. Mcintyre Freedman & Flynn Investment Advisers Inc. bought a new stake in shares of Amazon.com during the 3rd quarter valued at about $456,000. Maia Wealth LLC grew its holdings in shares of Amazon.com by 3.9% during the third quarter. Maia Wealth LLC now owns 32,748 shares of the e-commerce giant's stock worth $7,190,000 after purchasing an additional 1,240 shares in the last quarter. Main Street Research LLC increased its position in shares of Amazon.com by 17.3% in the third quarter. Main Street Research LLC now owns 262,934 shares of the e-commerce giant's stock worth $57,732,000 after purchasing an additional 38,770 shares during the last quarter. Finally, Nicolet Advisory Services LLC increased its position in shares of Amazon.com by 0.9% in the third quarter. Nicolet Advisory Services LLC now owns 54,540 shares of the e-commerce giant's stock worth $12,096,000 after purchasing an additional 500 shares during the last quarter. Institutional investors own 72.20% of the company's stock.

Amazon.com Trading Down 0.9%

Shares of AMZN opened at $207.67 on Friday. The firm has a market cap of $2.23 trillion, a price-to-earnings ratio of 28.96, a PEG ratio of 1.57 and a beta of 1.40. 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, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm has a 50 day moving average price of $222.93 and a 200-day moving average price of $226.70.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released 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). The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. Amazon.com's revenue for the quarter was up 13.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.86 EPS. As a group, equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Buying and Selling at Amazon.com

In other news, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares of the company's stock, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at approximately $24,662,702. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is currently owned by insiders.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon's cloud
• Positive Sentiment: Amazon splits out a paid "Ultra" Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand reported ~4: 1 bids eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon's European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. TD Cowen reiterated a "buy" rating on shares of Amazon.com in a research report on Friday, February 6th. DA Davidson reissued a "neutral" rating and issued a $175.00 price target (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Morgan Stanley restated an "overweight" rating and set a $300.00 price objective (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. Rothschild & Co Redburn set a $230.00 price objective on shares of Amazon.com in a report on Wednesday, January 21st. Finally, Bank of America cut their target price on shares of Amazon.com from $303.00 to $286.00 and set a "buy" rating for the company in a research report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Amazon.com has a consensus rating of "Moderate Buy" and a consensus price target of $286.93.

About Amazon.com

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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