MOKAN Wealth Management Inc. increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 23,830 shares of the e-commerce giant’s stock after acquiring an additional 2,344 shares during the period. Amazon.com comprises 2.4% of MOKAN Wealth Management Inc.’s investment portfolio, making the stock its 11th biggest position. MOKAN Wealth Management Inc.’s holdings in Amazon.com were worth $5,500,000 at the end of the most recent quarter.
A number of other hedge funds have also recently added to or reduced their stakes in the company. Monument Capital Management increased its holdings in Amazon.com by 5.0% in the fourth quarter. Monument Capital Management now owns 10,796 shares of the e-commerce giant’s stock worth $2,492,000 after buying an additional 517 shares during the last quarter. Lansing Street Advisors grew its holdings in Amazon.com by 45.5% during the fourth quarter. Lansing Street Advisors now owns 8,934 shares of the e-commerce giant’s stock valued at $2,062,000 after purchasing an additional 2,793 shares during the last quarter. Spectrum Asset Management Inc. NB CA grew its holdings in Amazon.com by 59.9% during the fourth quarter. Spectrum Asset Management Inc. NB CA now owns 1,623 shares of the e-commerce giant’s stock valued at $375,000 after purchasing an additional 608 shares during the last quarter. Bridgewater Advisors Inc. grew its holdings in Amazon.com by 0.9% during the fourth quarter. Bridgewater Advisors Inc. now owns 71,429 shares of the e-commerce giant’s stock valued at $16,522,000 after purchasing an additional 618 shares during the last quarter. Finally, Bellevue Asset Management LLC grew its holdings in Amazon.com by 5.1% during the fourth quarter. Bellevue Asset Management LLC now owns 27,100 shares of the e-commerce giant’s stock valued at $6,254,000 after purchasing an additional 1,311 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts have commented on AMZN shares. Weiss Ratings downgraded Amazon.com from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, April 22nd. Maxim Group increased their price target on Amazon.com from $290.00 to $315.00 and gave the company a “buy” rating in a report on Thursday. Mizuho increased their price target on Amazon.com from $315.00 to $325.00 and gave the company an “outperform” rating in a report on Tuesday. TD Securities upgraded Amazon.com to a “buy” rating in a report on Monday, April 13th. Finally, Rothschild & Co Redburn set a $230.00 price target on Amazon.com in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fifty-five have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $310.25.
Insider Buying and Selling
In other news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction that occurred 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This represents a 20.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 128,035 shares of company stock valued at $28,827,479 in the last ninety days. Company insiders own 8.90% of the company’s stock.
Key Stories Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Q1 beat: Amazon reported a double?beat on revenue and EPS, with AWS reaccelerating (large YoY cloud growth and record margins) — this is the core bullish driver for the rally. Amazon Q1 2026 earnings results beat EPS and revenue expectations
- Positive Sentiment: Pentagon AI deals: The U.S. DoD signed agreements that include Amazon Web Services to run AI tools on classified networks — a strategic endorsement for AWS as a secure enterprise AI supplier. Pentagon signs new military AI deals with Nvidia, Microsoft and Amazon
- Positive Sentiment: Analyst upgrades and target hikes: Dozens of firms raised price targets (Morgan Stanley, JPMorgan, Canaccord, Bank of America, etc.), with several new $300+ targets — supporting bullish sentiment and pushing buy ratings. Cluster of price?target raises and buy ratings for AMZN
- Positive Sentiment: Trainium / in?house chips: Amazon’s Trainium business shows meaningful revenue commitments and a path to become a standalone AI?hardware revenue stream, which repositions AMZN as a “picks?and?shovels” AI supplier. How the Trainium chip business could move the needle for Amazon
- Neutral Sentiment: Partnerships and product rollout: AWS expanded Bedrock/OpenAI integrations and new agentic AI tools (Rufus, Quick, Connect apps), which add long?term optionality but will require execution. AWS, OpenAI partner to integrate frontier models into Bedrock
- Negative Sentiment: CapEx and chip costs: Management flagged rising memory/chip prices and a large AI capex program that is eating into free cash flow; Goldman and others warned the hyperscaler spending binge increases near?term cash burn risk. Jassy: soaring chip prices could pressure Amazon’s capex
- Negative Sentiment: Market reaction nuance: Despite the beat, some investors sold on the size/timing of AI investments and softer near?term guidance, which previously produced intraday dips after earnings. Why AMZN dipped after strong Q1 — capex concerns
Amazon.com Stock Up 1.3%
AMZN opened at $268.38 on Friday. Amazon.com, Inc. has a 1-year low of $183.85 and a 1-year high of $273.88. The company has a current ratio of 1.18, a quick ratio of 0.88 and a debt-to-equity ratio of 0.27. The stock has a market capitalization of $2.89 trillion, a price-to-earnings ratio of 32.10, a P/E/G ratio of 1.98 and a beta of 1.46. The business has a 50 day moving average of $223.63 and a 200-day moving average of $227.35.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. During the same period in the prior year, the business earned $1.59 earnings per share. Amazon.com’s revenue for the quarter was up 16.6% compared to the same quarter last year. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 7.7 earnings per share for the current year.
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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