Heritage Oak Wealth Advisors LLC Has $862,000 Stock Holdings in Amazon.com, Inc. $AMZN

Heritage Oak Wealth Advisors LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,927 shares of the e-commerce giant’s stock after purchasing an additional 48 shares during the quarter. Heritage Oak Wealth Advisors LLC’s holdings in Amazon.com were worth $862,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Carderock Capital Management Inc. bought a new position in Amazon.com during the second quarter worth about $27,000. Cooksen Wealth LLC bought a new position in shares of Amazon.com during the 1st quarter valued at about $36,000. Inlight Wealth Management LLC bought a new position in shares of Amazon.com during the 1st quarter valued at about $40,000. Capitol Family Office Inc. bought a new position in shares of Amazon.com during the 1st quarter valued at about $42,000. Finally, Maryland Capital Advisors Inc. lifted its stake in Amazon.com by 81.9% in the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 95 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Zacks Research cut Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 19th. Pivotal Research boosted their price target on Amazon.com from $260.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, August 1st. JMP Securities reaffirmed a “market outperform” rating and set a $285.00 price target on shares of Amazon.com in a research report on Friday, August 1st. Wedbush reaffirmed an “outperform” rating and set a $250.00 price target on shares of Amazon.com in a research report on Friday, September 19th. Finally, BNP Paribas raised Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Friday, June 27th. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Amazon.com has an average rating of “Buy” and a consensus price target of $266.26.

Amazon.com Price Performance

Shares of AMZN opened at $219.51 on Friday. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $242.52. The business has a 50-day simple moving average of $226.55 and a two-hundred day simple moving average of $211.02. The company has a quick ratio of 0.81, a current ratio of 1.02 and a debt-to-equity ratio of 0.15. The stock has a market cap of $2.34 trillion, a PE ratio of 33.46, a PEG ratio of 1.49 and a beta of 1.28.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, July 31st. The e-commerce giant reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.31 by $0.37. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The business had revenue of $167.70 billion during the quarter, compared to analysts’ expectations of $161.80 billion. During the same quarter in the prior year, the firm earned $1.26 EPS. The business’s revenue for the quarter was up 13.3% compared to the same quarter last year. Amazon.com has set its Q3 2025 guidance at EPS. Analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $221.58, for a total transaction of $4,403,237.76. Following the completion of the sale, the chief executive officer owned 2,178,502 shares of the company’s stock, valued at $482,712,473.16. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Shelley Reynolds sold 2,715 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $221.64, for a total value of $601,752.60. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at $26,548,039.20. This represents a 2.22% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 20,845,122 shares of company stock valued at $4,731,747,929. Corporate insiders own 9.70% of the company’s stock.

About Amazon.com

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.