Amazon.com, Inc. $AMZN Shares Acquired by Baltimore Washington Financial Advisors Inc.

Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 239,862 shares of the e-commerce giant’s stock after purchasing an additional 4,558 shares during the quarter. Amazon.com makes up approximately 2.3% of Baltimore Washington Financial Advisors Inc.’s portfolio, making the stock its 13th biggest position. Baltimore Washington Financial Advisors Inc.’s holdings in Amazon.com were worth $52,667,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. American Capital Advisory LLC lifted its position in shares of 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 valued at $1,774,000 after acquiring an additional 3,152 shares during the period. ARK Investment Management LLC grew its holdings in shares of Amazon.com by 8.3% in 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 acquiring an additional 86,978 shares during the period. Buckhead Capital Management LLC increased its stake 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. Compagnie Lombard Odier SCmA acquired a new position in Amazon.com during the third quarter worth $451,642,000. Finally, Alpha Wealth Funds LLC raised its holdings in Amazon.com by 172.8% during the second quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after purchasing an additional 1,908 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com News Summary

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

• Positive Sentiment: Wolfe Research raised its price target to $255 and analysts broadly remain constructive, supporting sentiment that Amazon’s AI/cloud investments can pay off long-term. Wolfe Research Raises Price Target
• Positive Sentiment: Amazon plans to move its Prime Day event to late June from July — an earlier Prime Day can shift meaningful revenues into Q2, affecting seasonality and logistics planning for the quarter. Reuters: Prime Day Move
• Positive Sentiment: Amazon won a federal injunction against an AI shopping agent (Perplexity/Comet), preserving control of its buying flow and protecting its commerce moat for now. PYMNTS: Injunction vs Perplexity
• Positive Sentiment: Zoox (Amazon’s autonomous unit) struck a deal with Uber to deploy robotaxis on Uber’s app — a commercial pathway for Zoox that could accelerate revenue optionality for Amazon’s mobility investments. Reuters: Zoox-Uber Deal
• Positive Sentiment: AWS co-sponsored Physical AI fellowship (with Nvidia and MassRobotics) and Amazon is expanding Health AI on its site—both moves underline AWS and Amazon’s push to monetize AI across cloud, healthcare and robotics. PYMNTS: Physical AI Fellowship
• Neutral Sentiment: Amazon is targeting large bond sales / euro-bond issuance to fund AI capacity (debt-funded CapEx)—this secures funding but increases leverage and investor focus on returns from the spend. FinancialPost: Euro Bond Sale
• Neutral Sentiment: Amazon outlined a big multi-year investment in Poland (23 billion zlotys for 2026–2028), signaling continued geographic expansion but also more near-term capex. Reuters: Poland Investment
• Negative Sentiment: Milan prosecutors sought trial for Amazon’s European unit and four executives over alleged €1.2B tax evasion — a significant legal/regulatory overhang that could lead to fines and negative headlines. Reuters: Italian Tax Trial Request
• Negative Sentiment: Reports of retail-site outages and an AI agent giving inaccurate advice prompted Amazon to “put humans back in the loop,” raising operational and reputational risk around fast AI rollouts. Fortune: Site Outages and AI Errors
• Negative Sentiment: FCC chair publicly criticized Amazon over slow satellite launches after Amazon opposed SpaceX’s massive plan — regulatory scrutiny and public spat increase political/regulatory risk on Project Kuiper. CNBC: FCC Criticism

Insider Buying and Selling at Amazon.com

In related news, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the sale, the chief executive officer directly owned 522,361 shares of the company’s stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on AMZN. Wells Fargo & Company set a $304.00 target price on Amazon.com and gave the company an “overweight” rating in a report on Monday, February 23rd. The Goldman Sachs Group lifted their price target on Amazon.com from $290.00 to $300.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. TD Cowen reissued a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. President Capital dropped their target price on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Finally, Morgan Stanley restated an “overweight” rating and set a $300.00 target price (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $286.93.

Amazon.com Trading Down 1.5%

Amazon.com stock opened at $209.53 on Friday. The stock has a 50-day moving average price of $223.30 and a 200 day moving average price of $226.84. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The stock has a market cap of $2.25 trillion, a PE ratio of 29.22, a P/E/G ratio of 1.59 and a beta of 1.40. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

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

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.