Formulate Financial LLC Takes $1.47 Million Position in Amazon.com, Inc. $AMZN

Formulate Financial LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 6,712 shares of the e-commerce giant’s stock, valued at approximately $1,474,000. Amazon.com comprises 1.8% of Formulate Financial LLC’s portfolio, making the stock its 11th largest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wilson Asset Management International PTY Ltd. acquired a new stake in shares of Amazon.com in the second quarter valued at $11,102,000. American Capital Advisory LLC increased its holdings in Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after purchasing an additional 3,152 shares during the period. ARK Investment Management LLC increased its holdings in Amazon.com by 8.3% during the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after purchasing an additional 86,978 shares during the period. Buckhead Capital Management LLC raised its position in Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after purchasing an additional 3,948 shares in the last quarter. Finally, Alpha Wealth Funds LLC boosted its stake in shares of Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock valued at $667,000 after buying an additional 1,908 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: AWS momentum and cloud demand remain a structural support for AMZN; analysts point to expanding AI and cloud revenues that underpin long‑term growth. AWS Momentum Supports Amazon.com
• Positive Sentiment: Amazon’s minority stake in BETA Technologies and other strategic bets could boost logistics/sustainability optionality and have drawn analyst interest as long‑term strategic wins. Amazon Bets Big on BETA
• Positive Sentiment: Amazon‑backed X‑Energy secured a U.S. nuclear fuel license — a long‑dated infrastructure win that could help power data centers and reduce energy costs for AWS over time. X‑Energy Secures Nuclear Fuel License
• Positive Sentiment: Amazon Pharmacy continues to expand same‑day delivery to thousands more cities — a near‑term revenue/market‑share positive for the retail segment. Amazon Pharmacy Same‑Day Expansion
• Positive Sentiment: Large institutional activity: several managers (e.g., PRIMECAP, Egerton) have recently increased stakes, signaling conviction from long‑term holders. PRIMECAP Boosts Amazon Stake
• Neutral Sentiment: Amazon’s satellite/LEO program advanced with a multi‑satellite Ariane 6 launch — a strategic long‑term investment but cash‑intensive today. Ariane 6 Launches Amazon LEO Satellites
• Neutral Sentiment: Some analysts trimmed price targets (New Street cut its target but left a buy rating), reflecting mixed near‑term views while maintaining longer‑term upside. New Street Lowers Price Target
• Negative Sentiment: Technical and sentiment pressure: multiple outlets report AMZN entered a bear market and just hit its worst multi‑day losing streak in nearly 20 years as investors punish heavy capex and rotate out of big tech. Worst Losing Streak / Bear Market
• Negative Sentiment: Investors are explicitly worried about the ~$200B AI capex plan (and the broader $700B hyperscaler capex wave) — concerns center on cash flow, near‑term returns and multiple compression. Mag 7 CapEx Wave
• Negative Sentiment: Reputational and regulatory noise: Ring’s Super Bowl ad backlash led Amazon’s Ring to cancel a Flock Safety partnership, and Italian tax authorities conducted searches in a new probe — both add short‑term headline risk. Ring Ad Backlash / Flock Cancellation Italian Tax Probe

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. The Goldman Sachs Group raised their target price on shares of Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Susquehanna set a $300.00 price objective on shares of Amazon.com and gave the company a “positive” rating in a research report on Friday, October 31st. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Bank of America lowered their target price on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a research note on Tuesday, January 27th. Finally, BNP Paribas Exane began coverage on Amazon.com in a research note on Monday, November 24th. They issued an “outperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $287.48.

Amazon.com Price Performance

Shares of AMZN opened at $198.79 on Monday. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a market capitalization of $2.13 trillion, a price-to-earnings ratio of 27.73, a price-to-earnings-growth ratio of 1.27 and a beta of 1.37. The firm has a 50-day simple moving average of $230.69 and a 200-day simple moving average of $228.82. 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 (NASDAQ:AMZN) last posted its quarterly earnings data 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). The company had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s revenue was up 13.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.86 earnings per share. On average, equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Activity

In related news, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were 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 in the company, valued at $479,070,771.40. This trade represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Douglas J. Herrington sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $233.22, for a total value of $583,050.00. Following the transaction, the chief executive officer owned 505,934 shares in the company, valued at $117,993,927.48. The trade was a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 42,377 shares of company stock valued at $9,236,277. Corporate insiders own 10.80% of the company’s stock.

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.