Amazon.com, Inc. $AMZN Stock Holdings Lifted by Howard Financial Services LTD.

Howard Financial Services LTD. raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 12.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,786 shares of the e-commerce giant’s stock after acquiring an additional 3,990 shares during the quarter. Amazon.com comprises approximately 0.9% of Howard Financial Services LTD.’s holdings, making the stock its 27th largest position. Howard Financial Services LTD.’s holdings in Amazon.com were worth $8,768,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its holdings in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE boosted its stake in shares of Amazon.com by 5.5% during 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 stake in shares of Amazon.com during the 4th quarter worth about $2,153,000. Institutional investors own 72.20% of the company’s stock.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Institutional buying supports sentiment. Thrive Capital disclosed a roughly $215 million Amazon position, while Baupost Group added 625,100 shares and Dodge & Cox increased its holding by approximately 1.6 million shares. Thrive Capital discloses Amazon stake
• Positive Sentiment: AWS remains the central bullish catalyst. Commentary points to accelerating AWS growth for five consecutive quarters, a substantial backlog and customer demand extending into 2028. Amazon Web Services also became AppFolio’s preferred cloud provider, adding evidence of enterprise demand. AppFolio selects AWS
• Positive Sentiment: New growth opportunities are expanding. Amazon won a Space Force communications contract, while its AI infrastructure spending is helping drive demand for data-center and semiconductor suppliers. Analysts cited in recent coverage remain bullish on both Amazon and Alphabet. Amazon wins Space Force contract
• Neutral Sentiment: Valuation remains a debate. Amazon is viewed favorably versus some large-cap peers, but coverage notes that its forward earnings multiple is higher than its trailing multiple. That may reflect expected earnings growth, though it leaves less room for execution disappointments.
• Negative Sentiment: Retail data raised demand concerns. U.S. retail sales fell in July, with online spending declining after Amazon’s summer sales event. Higher fuel and operating costs may also pressure big-box retailers and consumer purchasing power. July retail sales decline
• Negative Sentiment: AI investment brings financial and execution risk. Amazon and other hyperscalers are issuing significant debt to fund infrastructure expansion, increasing concerns about returns on spending and potential pressure on future profits. Amazon’s lack of a dividend may also limit appeal for income-focused investors.
• Negative Sentiment: Twitch backlash adds reputational risk. Twitch’s decision to use livestream content for Amazon AI training, with the feature reportedly enabled automatically, has angered creators and could create privacy, regulatory and user-retention concerns. Twitch AI data-sharing backlash

Amazon.com Stock Performance

Shares of AMZN stock opened at $262.65 on Monday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm’s fifty day simple moving average is $247.91 and its 200 day simple moving average is $238.66. The firm has a market capitalization of $2.83 trillion, a P/E ratio of 21.13, a price-to-earnings-growth ratio of 1.75 and a beta of 1.45. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.68 EPS. As a group, sell-side analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current year.

Insider Buying and Selling at Amazon.com

In other news, VP Shelley Reynolds sold 2,363 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the transaction, the vice president owned 119,780 shares of the company’s stock, valued at approximately $31,427,876.40. This represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. The trade was a 18.37% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 62,650 shares of company stock valued at $16,535,457 in the last three months. Company insiders own 8.90% of the company’s stock.

Analysts Set New Price Targets

AMZN has been the topic of a number of recent analyst reports. Citigroup reissued a “market outperform” rating on shares of Amazon.com in a research note on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $375.00 target price (up from $335.00) on shares of Amazon.com in a research report on Friday, July 31st. New Street Research increased their price target on Amazon.com from $280.00 to $350.00 and gave the company a “buy” rating in a report on Monday, May 4th. Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Finally, Bank of America boosted their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two 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 price target of $322.56.

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.