Agate Pass Investment Management LLC Acquires 3,418 Shares of Amazon.com, Inc. $AMZN

Agate Pass Investment Management LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,405 shares of the e-commerce giant’s stock after purchasing an additional 3,418 shares during the period. Amazon.com makes up approximately 2.6% of Agate Pass Investment Management LLC’s investment portfolio, making the stock its 10th largest holding. Agate Pass Investment Management LLC’s holdings in Amazon.com were worth $7,018,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Fairway Wealth LLC boosted its stake in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com in the third quarter worth about $27,000. Bridge Generations Wealth Management LLC raised its position in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its holdings in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the last quarter. Finally, PayPay Securities Corp lifted its holdings 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 acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AMZN. Zacks Research cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Needham & Company LLC restated a “buy” rating and issued a $265.00 target price on shares of Amazon.com in a report on Tuesday, March 17th. Piper Sandler reaffirmed an “overweight” rating and set a $260.00 target price (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Tigress Financial upped their target price on Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $286.66.

Amazon.com News Summary

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

• Positive Sentiment: AWS / AI momentum and analyst upgrades — Citi, JPMorgan and other firms raised price targets and reiterated buy/overweight calls citing strong demand for AWS AI infrastructure, which supports a higher long‑term earnings trajectory for Amazon. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
• Positive Sentiment: Acquisition of Fauna Robotics — Amazon bought Fauna to accelerate a consumer/humanoid-robotics push, extending its automation moat (potential long-term revenue streams and cost savings across logistics and new consumer products). Amazon just bought a startup making kid-size humanoid robots
• Positive Sentiment: Logistics automation & last‑mile robotics — coverage highlights Amazon’s continued investment in robotics and pilots to solve post-van delivery bottlenecks, which can lower unit delivery costs over time. Amazon Eyes Delivery Robots as MIT Tackles Warehouse Bottlenecks
• Neutral Sentiment: Operational/customer initiatives — Amazon expanded its FedEx returns network and is testing Prime Shipping pilots and Prime Day timing changes; these can boost convenience and near‑term sales but also raise short-term costs. Amazon Teams With FedEx to Expand Free Returns Program
• Negative Sentiment: Regulatory/antitrust risk — a new Antitrust Accountability and Transparency bill would make consent-judgment processes more transparent and could complicate merger/settlement outcomes for large platforms like Amazon. New Bill: Senator Amy Klobuchar introduces S. 4107
• Negative Sentiment: Insider selling and profit‑taking — recent disclosures show sizeable insider sales and large institutional rebalancings; combined with analyst target dispersion, that can pressure the stock near-term. Amazon Stock Opinions on Prime Shipping Pilot Program (includes insider data)
• Negative Sentiment: AWS resiliency questions & small estimate cuts — reports of AWS disruptions in riskier regions and a minor FY2027 estimate trim from Erste add execution and near-term margin uncertainty. Amazon Balances Home Robotics Ambition With AWS Conflict Zone Risks

Insider Transactions at Amazon.com

In other news, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction 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 completion of the sale, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 in the last ninety days. 9.70% of the stock is currently owned by insiders.

Amazon.com Stock Down 2.0%

AMZN stock opened at $207.52 on Friday. The company has a 50 day moving average of $217.22 and a two-hundred day moving average of $225.46. The company has a market cap of $2.23 trillion, a price-to-earnings ratio of 28.94, a PEG ratio of 1.59 and a beta of 1.40. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 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 for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the prior year, the firm earned $1.86 earnings per share. The company’s revenue was up 13.6% on a year-over-year basis. On average, equities analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.