Linscomb Wealth Inc. Boosts Position in Amazon.com, Inc. $AMZN

Linscomb Wealth Inc. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 87,812 shares of the e-commerce giant’s stock after purchasing an additional 3,990 shares during the period. Amazon.com comprises approximately 0.8% of Linscomb Wealth Inc.’s holdings, making the stock its 18th biggest holding. Linscomb Wealth Inc.’s holdings in Amazon.com were worth $19,281,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Fairway Wealth LLC raised its position in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Amazon.com in the 3rd quarter worth about $27,000. Cooksen Wealth LLC raised its holdings in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares in the last quarter. PayPay Securities Corp boosted its position in shares of Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares during the last quarter. Finally, Access Investment Management LLC bought a new stake in shares of Amazon.com during the 2nd quarter valued at about $74,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Up 1.0%

Shares of Amazon.com stock opened at $210.64 on Thursday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company’s 50 day moving average price is $227.38 and its 200-day moving average price is $227.93. The stock has a market capitalization of $2.26 trillion, a price-to-earnings ratio of 29.38, a P/E/G ratio of 1.34 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The firm had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company’s quarterly revenue was up 13.6% on a year-over-year basis. During the same period in the previous year, the company earned $1.86 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Activity at Amazon.com

In other Amazon.com 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 owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the sale, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 73,186 shares of company stock valued at $15,067,539 in the last quarter. 9.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts recently weighed in on AMZN shares. KeyCorp set a $285.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. Benchmark restated a “buy” rating on shares of Amazon.com in a research report on Thursday, January 29th. Wall Street Zen downgraded shares of Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Amazon.com in a research report on Friday, February 6th. Finally, Pivotal Research raised their price target on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $287.29.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Analysts say AWS capacity expansion could drive upside: Bank of America and other analysts argue AWS is aggressively adding capacity (estimated ~15 GW by 2027), which could boost revenue and justify AWS growth expectations. Amazon’s AWS expansion could drive potential revenue upside
• Positive Sentiment: BofA and other firms reiterate bullish ratings: BofA kept a Buy and $275 target citing AWS capacity advantages; Wells Fargo reiterated Overweight — analyst support tempers downside from the recent pullback. Is Amazon underestimated? Analyst note
• Positive Sentiment: Concrete capacity buildouts: Amazon pledged a $12B Louisiana data‑center investment to support AI/cloud demand — tangible capacity increases that underpin AWS revenue growth and justify part of the broader capex narrative. Amazon pledges $12B for Louisiana data centers
• Neutral Sentiment: Leadership/AGI research change: The head of Amazon’s AGI lab is leaving — watch for follow-up on leadership and research continuity; impact on near-term revenue is unclear. Head of Amazon’s AGI lab is leaving
• Neutral Sentiment: Short-term market tailwinds: cooperation news in the AI ecosystem (e.g., Anthropic excursions) has helped software/cloud names rally, giving AMZN some momentum independent of fundamentals. Anthropic extends enterprise olive branch
• Negative Sentiment: Investor anxiety over massive AI capex: Ongoing debate about Amazon’s ~ $200B AI/data‑center capex plan is pressuring the stock — questions on timing of returns and FCF impact continue to weigh on valuation. 200B AI spending debate
• Negative Sentiment: Insider sales: multiple senior execs (including filings from CEO Andy Jassy and others) disclosed sizable stock sales last week — a near‑term negative sentiment signal that can amplify downward pressure. Jassy Form 4 filing
• Negative Sentiment: Regulatory/legal risks rising: California seeks an injunction over alleged merchant‑bullying on pricing, Italy banned an Amazon unit from processing staff data, and Spain flagged delays in compliance — potential fines, restrictions or compliance costs add uncertainty. California seeks injunction Italy privacy ban Spain antitrust note
• Negative Sentiment: Rising short interest and market positioning: reported increases in short positions and sector rotation into Energy/Utilities amplify volatility risk for AMZN if sentiment sours further.

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.