Avity Investment Management Inc. Sells 10,799 Shares of Amazon.com, Inc. $AMZN

Avity Investment Management Inc. cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 3.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 268,891 shares of the e-commerce giant’s stock after selling 10,799 shares during the quarter. Amazon.com comprises 4.1% of Avity Investment Management Inc.’s holdings, making the stock its 5th largest position. Avity Investment Management Inc.’s holdings in Amazon.com were worth $59,040,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its holdings in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE raised its holdings in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com during the fourth quarter worth $2,153,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insider Buying and Selling

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total value of $4,077,336.96. Following the completion of the transaction, the chief executive officer directly owned 2,238,118 shares of the company’s stock, valued at approximately $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Shelley Reynolds sold 2,695 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president directly owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 71,686 shares of company stock valued at $14,688,739 in the last three months. 10.80% of the stock is currently owned by company insiders.

Amazon.com Price Performance

Shares of AMZN opened at $215.20 on Wednesday. The business’s 50-day moving average is $221.99 and its two-hundred day moving average is $226.43. The company has a market capitalization of $2.31 trillion, a P/E ratio of 30.01, a P/E/G ratio of 1.59 and a beta of 1.40. 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 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 issued its quarterly earnings data 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 net margin of 10.83% and a return on equity of 21.87%. The company had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same period last year, the firm earned $1.86 EPS. The business’s quarterly revenue was up 13.6% compared to the same quarter last year. Research analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Amazon.com News Roundup

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

• Positive Sentiment: OpenAI–AWS government deal expands AWS addressable market — reports say OpenAI will sell access to its models to U.S. federal agencies via AWS (covers classified and unclassified work), which could accelerate high‑margin cloud revenue and strengthen AWS’s government pipeline. OpenAI to sell AI to US agencies through Amazon cloud unit, the Information reports
• Positive Sentiment: CEO says AI could double AWS revenue to $600B by 2036 — Andy Jassy’s projection positions AWS as a multi‑hundred‑billion‑dollar growth engine driven by AI workloads, supporting investor expectations for aggressive capex and monetization of AI services. Exclusive: Amazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036
• Positive Sentiment: 1‑hour and 3‑hour delivery rollout targets faster same‑day commerce and fee revenue — Amazon expanded ultrafast paid delivery into many U.S. cities to compete with Walmart and quick‑commerce players; this can drive higher-frequency orders and new margin via fees. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Positive Sentiment: Analysts stay constructive — recent analyst commentary and target increases (Needham, Wolfe Research and others) highlight upside based on AWS/AI momentum and retail recovery, supporting buyside interest. This Is The Cheapest Magnificent 7 Stock and the Best One to Buy Now, Says Top Analyst
• Neutral Sentiment: Appeals court pauses lower‑court order blocking Perplexity AI agents from visiting Amazon — legal uncertainty around AI scraping/agents is temporarily resolved, but the longer‑term policy and business impact for AMZN’s marketplace and traffic is unclear. Court Blocks Amazon Ban on Perplexity AI Agents
• Neutral Sentiment: Large bond issuance and revised hyperscaler debt forecasts — Amazon’s recent multi‑tranche bond activity and analysts’ revised expectations signal heavy capex funding for AI/data centers; seen as growth investment but increases leverage in the sector. Analysts revise AI hyperscaler debt forecasts after Amazon bond sale
• Negative Sentiment: Report: Amazon plans a drastic cut in packages sent through the U.S. Postal Service — a move to reallocate volume could lower logistics costs long‑term but risks transitional expense, regulatory scrutiny and vendor relations that could create near‑term volatility. Amazon plans drastic cut in packages it sends through post office, WSJ reports
• Negative Sentiment: Operational headwinds — articles report internal AI tools that are underperforming and a string of outages; those issues raise execution risk for productivity initiatives and could weigh on near‑term margins or customer experience. Inside Amazon: AI That’s Supposed to Boost Productivity Is Backfiring

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on AMZN shares. Arete Research boosted their price objective on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research report on Monday, February 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. Guggenheim reissued a “buy” rating and issued a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Finally, Desjardins lifted their target price on Amazon.com to $218.00 in a report on Monday, December 8th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $286.93.

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.