PDS Planning Inc Boosts Holdings in Amazon.com, Inc. $AMZN

PDS Planning Inc increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,738 shares of the e-commerce giant’s stock after buying an additional 3,687 shares during the period. Amazon.com comprises about 1.0% of PDS Planning Inc’s holdings, making the stock its 22nd largest position. PDS Planning Inc’s holdings in Amazon.com were worth $15,174,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fairway Wealth LLC raised its holdings in Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new position in Amazon.com in the third quarter valued at about $27,000. Bridge Generations Wealth Management LLC raised its position in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC raised its position in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the period. Finally, PayPay Securities Corp raised its position in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares during the period. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

More Amazon.com News

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

• Positive Sentiment: Amazon launched “Amazon Supply Chain Services” (ASCS), opening its freight, fulfillment and parcel network to outside businesses — a potential new high-margin revenue stream that investors compare to the AWS monetization playbook; the move knocked down UPS/FDX as the market repriced competitive risk. Amazon opens up its logistics network to other businesses
• Positive Sentiment: Strong Q1 results and management messaging: Amazon beat Q1 EPS/revenue estimates and CEO Andy Jassy emphasized that heavy AI investment is a “once-in-a-generation” opportunity whose returns come later — supporting the long-term growth case for AWS, AI infrastructure and the new logistics product. Andy Jassy says Amazon investors will be rewarded by all its AI spending
• Positive Sentiment: Wall Street momentum: several firms raised targets or reiterated buys (examples include New Street and DZ Bank), adding upside to the stock’s outlook and validating the growth/AI/logistics thesis. DZ Bank raises target
• Neutral Sentiment: Insider transaction: director Jonathan Rubinstein sold ~3,700 shares under a pre-arranged 10b5-1 plan — a disclosed plan sale that typically has limited informational value for fundamentals. Director sale disclosed
• Neutral Sentiment: Internal AI tooling rollout: Amazon adopted Claude Code and Codex company-wide, widening employee access to AI tools — a constructive operational step but one whose near-term revenue impact is unclear. Amazon employees pushed for Claude Code
• Negative Sentiment: CapEx and free?cash?flow pressure: analysts and articles point out Amazon’s massive AI/capex spend has materially reduced near-term free cash flow, which could concern investors if returns take longer to materialize. Monitor capex-to-revenue and FCF trends. CapEx reduces FCF
• Negative Sentiment: Macro inflation/cost risk: commentary warns that hyperscaler AI spending could add to inflationary pressure (energy, wages, tariffs), which would be a headwind for multiples and margins across the market. Think AI spending won’t stoke inflation?

Insider Activity

In related news, CEO Andrew R. Jassy sold 31,000 shares of the stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $255.00, for a total transaction of $7,905,000.00. Following the completion of the sale, the chief executive officer owned 2,207,118 shares in the company, valued at $562,815,090. This trade represents a 1.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer owned 9,405 shares of the company’s stock, valued at $1,930,094.10. This trade represents a 65.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 131,741 shares of company stock worth $29,839,291. Corporate insiders own 8.90% of the company’s stock.

Analysts Set New Price Targets

AMZN has been the topic of a number of analyst reports. Citizens Jmp reiterated a “market outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research note on Friday, April 10th. JPMorgan Chase & Co. lifted their price objective on shares of Amazon.com from $280.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Cantor Fitzgerald reiterated an “overweight” rating and set a $330.00 price objective (up from $280.00) on shares of Amazon.com in a research note on Thursday. Barclays reiterated an “overweight” rating and set a $330.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday. Finally, Roth Mkm lifted their target price on Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $311.65.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $271.90 on Tuesday. The stock has a market cap of $2.92 trillion, a PE ratio of 32.52, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46. The business has a fifty day simple moving average of $223.63 and a 200-day simple moving average of $227.48. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12 month low of $183.85 and a 12 month high of $276.10.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The business’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.59 earnings per share. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 7.71 EPS 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.