NFSG Corp raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 105,500 shares of the e-commerce giant’s stock after acquiring an additional 7,784 shares during the period. Amazon.com makes up about 3.6% of NFSG Corp’s portfolio, making the stock its 3rd biggest position. NFSG Corp’s holdings in Amazon.com were worth $21,972,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com during the fourth quarter worth about $45,000. Elkhorn Partners Limited Partnership grew its holdings in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 180 shares during the period. Fairway Wealth LLC raised its position in Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after acquiring an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. raised its position in Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after acquiring an additional 107 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
Several equities research analysts have commented on the company. TD Securities upgraded Amazon.com to a “buy” rating in a research report on Monday, April 13th. Needham & Company LLC lifted their target price on shares of Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Wolfe Research reaffirmed an “outperform” rating and set a $320.00 target price (up from $245.00) on shares of Amazon.com in a report on Thursday, April 30th. Wells Fargo & Company set a $322.00 target price on shares of Amazon.com and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Finally, Citizens Jmp reissued a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a report on Wednesday, July 15th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $313.43.
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon Web Services received several new business boosts. AI company Recursive Superintelligence announced a $400 million AWS compute agreement, while Ryanair extended its AWS AI partnership. These deals support the view that accelerating cloud and AI demand could help justify Amazon’s large infrastructure investments. Recursive Superintelligence AWS deal
- Positive Sentiment: Amazon is expanding potential growth markets. Prime Video will carry exclusive NHL playoff games in Canada, and Amazon Leo is seeking approval for as many as 5,105 satellites to provide direct-to-device voice and data services beginning in 2028. The satellite initiative, supported by Amazon’s planned Globalstar acquisition, could broaden its connectivity opportunity but will require substantial investment. Amazon satellite network
- Positive Sentiment: Bank of America reportedly sees a sizable mark-to-market gain from Amazon’s approximately $13 billion Anthropic stake, offering a potential valuation boost when results are released. Analysts remain broadly bullish; Mizuho lowered its target modestly to $320 while retaining an outperform rating. Amazon’s Anthropic stake
- Neutral Sentiment: Amazon is reportedly winding down many Nova AI models and reorganizing its AI teams around a new frontier-model effort. Management may be reallocating resources toward a more competitive product, but the change also raises questions about execution and the returns on prior AI spending. Amazon AI strategy overhaul
- Negative Sentiment: Options markets imply an unusually large move of about 6.9% around earnings. Investors will focus on AWS growth, operating margins, free cash flow, Prime Day effects and whether Amazon raises its already-heavy capital-spending outlook. Short sellers are also increasing positions ahead of the report, reflecting elevated downside risk. Amazon earnings volatility
Insiders Place Their Bets
In other news, CEO Matthew S. Garman sold 15,467 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares of the company’s stock, valued at $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. This represents a 0.90% 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. Over the last quarter, insiders have sold 140,425 shares of company stock valued at $37,715,464. 8.90% of the stock is owned by company insiders.
Amazon.com Trading Down 0.2%
Shares of NASDAQ:AMZN opened at $230.86 on Wednesday. The business’s 50 day moving average price is $247.03 and its 200-day moving average price is $236.20. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $278.56. The firm has a market capitalization of $2.48 trillion, a price-to-earnings ratio of 27.61, a price-to-earnings-growth ratio of 1.73 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm’s revenue was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.59 EPS. On average, equities research analysts forecast that Amazon.com, Inc. will post 7.76 earnings per share for the current fiscal year.
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.
Read More
- Five stocks we like better than Amazon.com
- These 3 Stocks Have Soared in 2026—Can They Keep Climbing?
- Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story
- Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
- Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.
