Triad Wealth Partners LLC Increases Position in Amazon.com, Inc. $AMZN

Triad Wealth Partners LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 50.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 42,134 shares of the e-commerce giant’s stock after purchasing an additional 14,102 shares during the period. Amazon.com makes up approximately 1.2% of Triad Wealth Partners LLC’s holdings, making the stock its 22nd largest position. Triad Wealth Partners LLC’s holdings in Amazon.com were worth $9,251,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. CNB Bank increased its position in Amazon.com by 1.4% during the 3rd quarter. CNB Bank now owns 42,468 shares of the e-commerce giant’s stock valued at $9,325,000 after buying an additional 567 shares in the last quarter. Orca Investment Management LLC grew its stake in shares of Amazon.com by 85.8% in the third quarter. Orca Investment Management LLC now owns 14,363 shares of the e-commerce giant’s stock worth $3,154,000 after acquiring an additional 6,634 shares during the last quarter. Charter Oak Capital Management LLC grew its stake in shares of Amazon.com by 1.4% in the third quarter. Charter Oak Capital Management LLC now owns 7,833 shares of the e-commerce giant’s stock worth $1,720,000 after acquiring an additional 110 shares during the last quarter. Bailard Inc. increased its holdings in shares of Amazon.com by 2.8% during the third quarter. Bailard Inc. now owns 271,838 shares of the e-commerce giant’s stock valued at $59,687,000 after acquiring an additional 7,367 shares in the last quarter. Finally, Stiles Financial Services Inc raised its position in shares of Amazon.com by 0.5% in the 3rd quarter. Stiles Financial Services Inc now owns 39,857 shares of the e-commerce giant’s stock worth $8,751,000 after purchasing an additional 205 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Performance

Shares of AMZN opened at $208.72 on Tuesday. The firm has a market capitalization of $2.23 trillion, a P/E ratio of 29.11, a PEG ratio of 1.32 and a beta of 1.37. 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 business has a fifty day moving average of $233.00 and a 200 day moving average of $229.64.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate 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 during the quarter, compared to analysts’ expectations of $211.02 billion. During the same period in the previous year, the business posted $1.86 earnings per share. The company’s revenue for the quarter was up 13.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Key Amazon.com News

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

• Positive Sentiment: Amazon is exploring an AI content marketplace that would let publishers sell content to firms building AI models — a potential new recurring/licensing revenue stream if executed. Amazon discusses AI content marketplace
• Positive Sentiment: AWS locked a multiyear, multibillion-dollar chip supply deal with STMicroelectronics, reducing supply risk for its data-center buildout and supporting Amazon’s AI infrastructure plans. STMicro deal with AWS
• Positive Sentiment: Coverage highlights Amazon’s strategic AI stakes (e.g., Anthropic) and partnerships that could accelerate AWS-led AI demand and monetization. Amazon Hit The Jackpot With Anthropic
• Positive Sentiment: Unusual options flow: a large purchase of call contracts indicates bullish speculative positioning from traders, which can add intraday upside pressure if momentum continues. (Market notices; no single article linked.)
• Neutral Sentiment: Q4 was mixed: revenue beat (~$213.4B) and AWS revenue growth accelerated (reported ~24%), but EPS slightly missed — leaving investors focused on forward guidance rather than the quarter itself.
• Negative Sentiment: The dominant negative driver is Amazon’s $200B 2026 CapEx guidance for AI/data centers — investors see heavy near-term spending and higher depreciation hitting margins, which sparked the recent selloff. CapEx shock and market reaction
• Negative Sentiment: Several brokers trimmed price targets or reiterated caution after the capex guidance (Citigroup cut its target to $265; other shops trimmed targets), reinforcing downward pressure from analysts. Citigroup lowers AMZN price target
• Negative Sentiment: Public data shows elevated insider selling and heavy institutional repositioning noted in coverage; combined with the capex surprise, that adds to near-term bearish flow. QuiverQuant summary of market reaction

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Benchmark restated a “buy” rating on shares of Amazon.com in a research note on Thursday, January 29th. BNP Paribas Exane started coverage on shares of Amazon.com in a report on Monday, November 24th. They issued an “outperform” rating for the company. Maxim Group increased their target price on Amazon.com from $280.00 to $290.00 and gave the company a “buy” rating in a research note on Friday. Pivotal Research lifted their target price on Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Susquehanna set a $300.00 price target on Amazon.com and gave the company a “positive” rating in a report on Friday, October 31st. Fifty-five analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $289.33.

Insider Activity at Amazon.com

In other news, Director Keith Brian Alexander sold 900 shares of Amazon.com stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the transaction, the director owned 7,170 shares in the company, valued at $1,670,610. This trade represents a 11.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s 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 sale, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at $479,070,771.40. This trade represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 47,061 shares of company stock valued at $10,351,262 in the last three months. Corporate insiders own 10.80% of the company’s stock.

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.