SeaTown Holdings Pte. Ltd. grew its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 90.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 55,000 shares of the e-commerce giant’s stock after purchasing an additional 26,187 shares during the quarter. Amazon.com makes up about 7.0% of SeaTown Holdings Pte. Ltd.’s portfolio, making the stock its 3rd largest position. SeaTown Holdings Pte. Ltd.’s holdings in Amazon.com were worth $12,076,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Fairway Wealth LLC grew its holdings in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in Amazon.com during the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its stake in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Amazon.com
In related news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction on Monday, February 23rd. The stock was 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 position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the transaction, the chief executive officer owned 521,361 shares in the company, valued at approximately $106,487,984.25. This trade represents a 0.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 in the last three months. Insiders own 10.80% of the company’s stock.
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted 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 return on equity of 21.87% and a net margin of 10.83%.The company’s revenue was up 13.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.86 earnings per share. On average, analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Very strong demand for Amazon’s jumbo bond sale — investors piled into the offering (orders reportedly around $126B), signaling confidence from fixed‑income buyers in Amazon’s credit and its AI-capex plan. Demand for Amazon’s Bond Sale Is Off the Charts
- Positive Sentiment: Amazon is debuting in the euro bond market (seeking about €10B) and marketing a broader $37–$42B multi‑part bond program — the size and reception help fund its AI/data‑center expansion without equity dilution. Amazon Seeks €10 Billion From Debut Euro Bonds
- Positive Sentiment: Operational investments continue: Amazon plans a AU$750M robotics fulfillment center in Australia — a sign of continued logistics automation that can boost long‑term margin leverage. Amazon Bolsters AI Push With AU$750M Robotics Fulfillment Center
- Positive Sentiment: Product and platform AI rollouts: Amazon expanded its Health AI assistant to the website and app, increasing potential user engagement and monetization paths across Prime/AWS/Pharmacy. Amazon launches its healthcare AI assistant on its website and app
- Neutral Sentiment: Analyst support: Wolfe Research raised its price target on AMZN, reflecting bullish estimates on AWS and AI upside — a positive signal but not a direct operational catalyst. Wolfe Research Adjusts Price Target on Amazon.com
- Negative Sentiment: Operational risk: Amazon is investigating recent outages tied to AI‑assisted coding and held an engineering “deep dive” — execution missteps or repeated outages could dent sales and customer trust. Amazon plans ‘deep dive’ internal meeting to address AI-related outages
- Negative Sentiment: Funding vs. cashflow tradeoff: the massive bond/capex program (reports of up to ~$42B now and a multi‑year ~$200B capex plan) funds AI scale but raises leverage and pressures near‑term free cash flow; some investors see valuation and FCF risk. Amazon targeting $37–$42B bond sale
- Negative Sentiment: Geopolitical/data‑center risk: recent drone attacks on regional data centers and related coverage highlight physical and geopolitical risks to AWS infrastructure expansion. Iran’s attacks on Amazon data centers signal new risk
Analyst Ratings Changes
Several research firms have recently weighed in on AMZN. Sanford C. Bernstein reiterated an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. Rothschild & Co Redburn set a $230.00 target price on shares of Amazon.com in a research note on Wednesday, January 21st. Monness Crespi & Hardt reduced their price target on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 6th. DA Davidson reaffirmed a “neutral” rating and issued a $175.00 price target (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, DZ Bank upgraded shares of Amazon.com to a “strong-buy” rating in a report on Friday, February 6th. 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.93.
Get Our Latest Stock Report on Amazon.com
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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