Naples Global Advisors LLC Acquires 3,105 Shares of Amazon.com, Inc. $AMZN

Naples Global Advisors LLC boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 9.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 34,702 shares of the e-commerce giant’s stock after purchasing an additional 3,105 shares during the period. Naples Global Advisors LLC’s holdings in Amazon.com were worth $7,620,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in AMZN. Millstone Evans Group LLC grew its stake in shares of Amazon.com by 1.5% during the third quarter. Millstone Evans Group LLC now owns 9,921 shares of the e-commerce giant’s stock valued at $2,178,000 after buying an additional 145 shares during the last quarter. Wealth Dimensions Group Ltd. lifted its stake in shares of Amazon.com by 0.6% in the 3rd quarter. Wealth Dimensions Group Ltd. now owns 14,058 shares of the e-commerce giant’s stock valued at $3,087,000 after acquiring an additional 78 shares during the last quarter. Lloyd Advisory Services LLC. boosted its holdings in Amazon.com by 25.9% during the 3rd quarter. Lloyd Advisory Services LLC. now owns 2,895 shares of the e-commerce giant’s stock valued at $636,000 after acquiring an additional 595 shares during the period. Atlas Legacy Advisors LLC grew its position in Amazon.com by 56.3% during the 3rd quarter. Atlas Legacy Advisors LLC now owns 28,047 shares of the e-commerce giant’s stock worth $6,158,000 after acquiring an additional 10,105 shares during the last quarter. Finally, FWG Holdings LLC grew its position in Amazon.com by 2.8% during the 3rd quarter. FWG Holdings LLC now owns 14,513 shares of the e-commerce giant’s stock worth $3,342,000 after acquiring an additional 401 shares during the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Robert W. Baird set a $285.00 price objective on Amazon.com and gave the company an “outperform” rating in a research report on Friday, October 31st. TD Cowen reaffirmed a “buy” rating on shares of Amazon.com in a research note on Friday. Telsey Advisory Group reiterated an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a report on Friday, February 6th. Susquehanna set a $300.00 price target on shares of Amazon.com and gave the stock a “positive” rating in a report on Friday, October 31st. Finally, Zacks Research cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 1st. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $288.91.

Amazon.com Stock Performance

Shares of AMZN opened at $207.05 on Wednesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a 50-day simple moving average of $232.45 and a two-hundred day simple moving average of $229.46. The firm has a market capitalization of $2.22 trillion, a PE ratio of 28.88, a price-to-earnings-growth ratio of 1.33 and a beta of 1.37.

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

Insider Buying and Selling

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.94, for a total value of $4,311,031.68. Following the completion of the transaction, the chief executive officer owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total value of $209,700.00. Following the transaction, the director directly owned 7,170 shares of the company’s stock, valued at $1,670,610. This represents a 11.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 47,061 shares of company stock valued at $10,351,262 over the last 90 days. 10.80% of the stock is currently owned by company insiders.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: FCC cleared Amazon to deploy an extra 4,500 LEO internet satellites (bringing its constellation to ~7,700). That expands Amazon’s connectivity footprint, enables more enterprise and edge services tied to AWS and partners, and supports long‑term monetization of Project Kuiper. Article Title
• Positive Sentiment: Amazon is discussing an AI content marketplace to let publishers license material to AI developers — a potential new recurring‑revenue channel and a defensive move in AI data licensing disputes. This could boost AWS/Marketplace monetization if executed with publishers. Article Title
• Positive Sentiment: Bank of America and other bulls argue AWS capex will generate attractive returns as AI demand accelerates; that narrative supports a longer‑term upside case despite short‑term pain. Article Title
• Positive Sentiment: Amazon disclosed a >5% stake in Beta Technologies (via its Climate Pledge Fund), which lifted Beta shares — a sign Amazon continues strategic minority investments in climate/transportation startups that could tie into logistics or sustainability efforts. Article Title
• Neutral Sentiment: Amazon One Medical launched a beta “Health Insights” feature to help patients interpret lab results — product expansion in healthcare but limited immediate revenue impact. Article Title
• Neutral Sentiment: Astera Labs granted Amazon a strategic performance‑based warrant investment — another small strategic stake that aligns supply chain/semiconductor partnerships with AWS hardware plans. Article Title
• Neutral Sentiment: Amazon launched “Pay by Bank” in the U.K., expanding payment options for customers — incremental merchant/payment strategy news with modest near‑term revenue impact. Article Title
• Negative Sentiment: Market focus remains on the Feb. 5 Q4 print: slight EPS miss, heavy $200B 2026 capex for AI/data centers and higher depreciation — which spooked investors and led to multiple analyst price‑target trims and near‑term sell‑pressure. That macro reaction is the primary driver of today’s weakness. Article Title
• Negative Sentiment: High insider selling and elevated options activity (many calls) have raised short‑term governance/flow concerns for some investors, adding to volatility. Article Title

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.