FSA Advisors Inc. purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 5,389 shares of the e-commerce giant’s stock, valued at approximately $1,122,000.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares during the last quarter. State Street Corp lifted its position in Amazon.com by 1.8% during the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after purchasing an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC grew its stake in Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after buying an additional 2,479,324 shares in the last quarter. Norges Bank bought a new position in shares of Amazon.com in the 4th quarter worth $32,868,735,000. Finally, Auto Owners Insurance Co increased its holdings in shares of Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results
- Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth
- Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat.
- Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets
- Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment
- Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny.
- Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter.
- Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit
Insider Activity at Amazon.com
Wall Street Analysts Forecast Growth
A number of analysts have recently issued reports on AMZN shares. TD Cowen reaffirmed a “buy” rating and set a $350.00 price objective (up from $340.00) on shares of Amazon.com in a report on Friday. Phillip Securities upgraded Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 price target on the stock in a research report on Wednesday, May 13th. Canaccord Genuity Group lifted their price target on Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. William Blair reiterated an “outperform” rating on shares of Amazon.com in a report on Thursday, April 9th. Finally, Evercore reiterated an “outperform” rating on shares of Amazon.com in a research report on Tuesday. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $322.12.
Amazon.com Stock Up 15.3%
Shares of Amazon.com stock opened at $271.58 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The company’s 50 day moving average price is $245.70 and its 200-day moving average price is $236.22. The stock has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 21.85, a P/E/G ratio of 1.75 and a beta of 1.46.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly 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. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 19.59%. The firm’s revenue was up 19.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.68 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 7.84 EPS 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.
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