Amazon.com, Inc. $AMZN Shares Acquired by Campbell Capital Management Inc.

Campbell Capital Management Inc. increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,690 shares of the e-commerce giant’s stock after buying an additional 4,950 shares during the quarter. Amazon.com accounts for approximately 3.5% of Campbell Capital Management Inc.’s holdings, making the stock its 8th biggest position. Campbell Capital Management Inc.’s holdings in Amazon.com were worth $9,154,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Fairway Wealth LLC increased its holdings in shares of Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC grew its position in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC grew its position in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp increased its stake in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares during the period. 72.20% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Big long-term upside from AWS: CEO Andy Jassy told staff he expects AI could drive AWS to roughly $600B in annual revenue by 2036 — a reiteration of AWS as the core growth/profit engine. Reuters: AWS $600B
• Positive Sentiment: Analyst support: Wolfe Research recently raised its price target citing stronger AWS AI and data-center demand, which underpins upside for shares. Yahoo Finance: Wolfe Research
• Positive Sentiment: Product and cloud partnerships accelerating AI offerings — AWS announced deals (including a Cerebras collaboration for fast inference) and OpenAI/AWS commercial/government arrangements that expand addressable market for cloud and AI services. InsiderMonkey: Cerebras partnership
  Reuters: OpenAI-AWS gov deal
• Positive Sentiment: Faster delivery push and Prime Day timing: Amazon expanded 1‑hour/3‑hour delivery and reportedly moved Prime Day into June — both moves aim to pull demand forward, boost Q2 revenue and defend share in quick-commerce. Reuters: 1-hour delivery
  MarketBeat: Prime Day shift
• Neutral Sentiment: Capital spending and debt context: Amazon’s large bond sale and planned AI capex have analysts revising hyperscaler debt forecasts higher — supports growth but keeps focus on near-term margin/cash use. Reuters: debt forecasts
• Negative Sentiment: Legal/cloud competition risk: Reports say Microsoft is weighing legal action over a large Amazon–OpenAI cloud arrangement, creating regulatory / contract uncertainty for AWS/OpenAI deals. Reuters: Microsoft legal threat
• Negative Sentiment: Operational & headlines risk from logistics shuffle: Multiple reports that Amazon plans to sharply cut USPS volume (potentially two‑thirds) have pressured the stock amid concerns over transition costs and negative press; CNBC/WSJ coverage also shows negotiation frictions. WSJ: USPS volume cut
  CNBC: USPS talks

Amazon.com Stock Down 2.5%

Amazon.com stock opened at $209.87 on Thursday. 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, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The firm’s fifty day simple moving average is $221.35 and its 200-day simple moving average is $226.32. The company has a market capitalization of $2.25 trillion, a P/E ratio of 29.27, a P/E/G ratio of 1.61 and a beta of 1.40.

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 analysts’ consensus estimates of $1.97 by ($0.02). The business had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.86 earnings per share. Sell-side analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

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 stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares of the company’s stock, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $204.25, for a total value of $204,250.00. Following the sale, the chief executive officer directly owned 521,361 shares of the company’s stock, valued at $106,487,984.25. The trade was a 0.19% decrease in their position. The SEC filing for this sale provides additional information. Over 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.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on AMZN shares. Daiwa Securities Group cut their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. UBS Group set a $311.00 price target on shares of Amazon.com in a research note on Tuesday, February 3rd. Argus reiterated a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a report on Friday, February 6th. BNP Paribas Exane began coverage on Amazon.com in a research report on Monday, November 24th. They set an “outperform” rating for the company. Finally, Wolfe Research boosted their target price on Amazon.com from $250.00 to $255.00 and gave the company an “outperform” rating in a research note on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and an average price target of $286.93.

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.