Monograph Wealth Advisors LLC Trims Stake in Amazon.com, Inc. $AMZN

Monograph Wealth Advisors LLC lowered its position in Amazon.com, Inc. (NASDAQ:AMZN) by 12.7% during the 1st quarter, HoldingsChannel reports. The firm owned 34,406 shares of the e-commerce giant’s stock after selling 5,018 shares during the period. Amazon.com comprises about 0.7% of Monograph Wealth Advisors LLC’s investment portfolio, making the stock its 20th biggest position. Monograph Wealth Advisors LLC’s holdings in Amazon.com were worth $7,166,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in AMZN. Gryphon Financial Partners LLC increased its position in Amazon.com by 7.5% during the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock valued at $15,221,000 after purchasing an additional 5,125 shares during the period. Narwhal Capital Management boosted its stake in shares of Amazon.com by 2.3% during the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after purchasing an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Amazon.com by 21.0% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after purchasing an additional 4,275,942 shares in the last quarter. Weaver Capital Management LLC increased its holdings in Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after buying an additional 4,713 shares during the period. Finally, Ethos Financial Group LLC increased its holdings in Amazon.com by 9.6% during the fourth quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock valued at $8,421,000 after buying an additional 3,196 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: AWS and AI remain the primary bullish catalysts. Coverage highlights accelerating AWS growth, strong demand for AI infrastructure, and management’s view that much of AWS capacity is committed through 2028. Investors are increasingly seeing Amazon’s AI spending translate into cloud revenue and profits. Amazon’s AI Story Is Bigger Than You Think
• Positive Sentiment: Analyst sentiment remains favorable. Amazon was included in Zacks’ Strong Buy and momentum lists, while reports cited analyst upgrades and price targets above the current trading range. The bullish case is supported by second-quarter revenue of $200.6 billion, 19.6% year-over-year growth, and a significant earnings beat. Wall Street’s Bullish Views on Amazon
• Positive Sentiment: Zoox is moving toward commercialization. Amazon’s self-driving unit received approval for driverless vehicles and plans to begin paid robotaxi rides in Las Vegas on August 10. The launch provides a potential long-term growth option beyond retail, cloud, and advertising. Amazon’s Zoox to Start Paid Robotaxi Rides
• Neutral Sentiment: Amazon’s Anthropic investment boosted reported results. Second-quarter net income included approximately $53.4 billion in largely non-operating gains tied to Anthropic investments. The gain validates the strategic value of Amazon’s AI holdings, but it is not recurring operating profit and may make underlying earnings comparisons less clear. Amazon’s Anthropic-Related Gain
• Negative Sentiment: Jeff Bezos’ planned sale is weighing on sentiment. The founder disclosed plans to sell 15 million shares worth roughly $4.1 billion under a pre-arranged trading plan. Amazon executive Douglas Herrington also sold 1,000 shares, adding to supply concerns after the stock reached record levels. Jeff Bezos Amazon Share Sale
• Negative Sentiment: Legal and spending risks remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, while New Jersey sued Amazon over alleged anticompetitive treatment of delivery contractors. Separately, the company’s large AI data-center commitments and capital-spending plans raise concerns about returns and free cash flow.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 6,370 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.39, for a total transaction of $1,671,424.30. Following the transaction, the chief executive officer owned 486,527 shares in the company, valued at approximately $127,659,819.53. This represents a 1.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer directly owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their position. 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 sold a total of 77,867 shares of company stock worth $20,532,092 over the last ninety days. 8.90% of the stock is currently owned by insiders.

Amazon.com Stock Down 1.7%

Amazon.com stock opened at $272.65 on Thursday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business has a fifty day moving average price of $246.31 and a 200-day moving average price of $236.97. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The stock has a market capitalization of $2.94 trillion, a price-to-earnings ratio of 21.93, a PEG ratio of 1.85 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the company posted $1.68 EPS. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. Equities research analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. BMO Capital Markets restated an “outperform” rating and set a $360.00 target price (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Robert W. Baird set a $310.00 price target on Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Rosenblatt Securities boosted their price target on Amazon.com from $332.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $320.00 target price (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $322.56.

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.