MWA Asset Management Increases Stock Holdings in Amazon.com, Inc. $AMZN

MWA Asset Management grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 9.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,983 shares of the e-commerce giant’s stock after acquiring an additional 2,103 shares during the quarter. Amazon.com comprises about 2.8% of MWA Asset Management’s portfolio, making the stock its 8th biggest position. MWA Asset Management’s holdings in Amazon.com were worth $5,204,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in AMZN. Red Crane Wealth Management LLC lifted its position in Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after acquiring an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC grew its holdings in Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock worth $1,147,000 after purchasing an additional 40 shares during the last quarter. Sfam LLC grew its holdings in Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after purchasing an additional 40 shares during the last quarter. Financial Connections Group Inc. increased its position in shares of Amazon.com by 2.6% during the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock worth $376,000 after purchasing an additional 42 shares in the last quarter. Finally, Marquette Asset Management LLC increased its position in shares of Amazon.com by 5.1% during the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock worth $205,000 after purchasing an additional 43 shares in the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Cantor Fitzgerald restated an “overweight” rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. William Blair reiterated an “outperform” rating on shares of Amazon.com in a research note on Thursday, April 9th. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Thursday, June 18th. Maxim Group boosted their price target on Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Evercore restated an “outperform” rating on shares of Amazon.com in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Insider Transactions at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $278.39, for a total transaction of $278,390.00. Following the completion of the transaction, the chief executive officer owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the transaction, the vice president owned 119,780 shares of the company’s stock, valued at $31,427,876.40. This represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 77,867 shares of company stock valued at $20,532,092. 8.90% of the stock is owned by corporate insiders.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
• Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
• Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
• Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
• Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.

Amazon.com Stock Down 0.1%

Shares of AMZN stock opened at $272.26 on Friday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The firm has a market capitalization of $2.94 trillion, a PE ratio of 21.90, a P/E/G ratio of 1.81 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The stock’s 50-day simple moving average is $246.27 and its 200-day simple moving average is $237.20.

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

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.