James Hambro & Partners LLP Increases Stake in Amazon.com, Inc. $AMZN

James Hambro & Partners LLP grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 748,881 shares of the e-commerce giant’s stock after buying an additional 59,116 shares during the period. Amazon.com accounts for approximately 6.2% of James Hambro & Partners LLP’s portfolio, making the stock its 5th largest holding. James Hambro & Partners LLP’s holdings in Amazon.com were worth $172,868,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of AMZN. Brighton Jones LLC lifted its position in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Amazon.com by 4.1% during the fourth 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 during the last quarter. Bank Pictet & Cie Europe AG lifted its position in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE lifted its position in Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new stake in Amazon.com during the fourth quarter valued at approximately $2,153,000. 72.20% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Oppenheimer set a $260.00 target price on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, February 6th. The Goldman Sachs Group lifted their target price on shares of Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Guggenheim reiterated a “buy” rating and set a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Wolfe Research dropped their target price on shares of Amazon.com from $255.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, March 19th. Finally, President Capital cut their target price on Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $287.21.

Insider Activity

In other news, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer owned 2,238,118 shares of the company’s stock, valued at approximately $459,217,051.24. This represents a 0.88% decrease in their ownership of the stock. The transaction 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 stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. This trade represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 72,686 shares of company stock valued at $14,899,239. Corporate insiders own 9.70% of the company’s stock.

Amazon.com Stock Up 0.5%

Shares of AMZN opened at $213.77 on Wednesday. The firm has a market cap of $2.29 trillion, a P/E ratio of 29.81, a P/E/G ratio of 1.57 and a beta of 1.38. The stock has a 50 day simple moving average of $212.57 and a two-hundred day simple moving average of $224.00. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com, Inc. has a 1 year low of $165.29 and a 1 year high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its earnings results 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). The firm had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.86 EPS. On average, analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

More Amazon.com News

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

• Positive Sentiment: Major AI backing and partnerships reinforce Amazon’s cloud & AI positioning — Amazon was a lead investor in a record OpenAI round and is central to the AI funding surge, which supports long-term AWS demand and justifies heavy infrastructure spending. AI Startups Raised $221 Billion in Q1 as Venture Funding Shows No Slowdown
• Positive Sentiment: Analyst bullishness: Moffett Nathanson raised its AMZN price target to $288 and other sell‑side notes argue AI spending will drive cloud growth rather than permanently damage margins — this lifts sentiment and investor upside expectations. Price Target Raised by Moffett Nathanson
• Positive Sentiment: AWS commercial traction: Uber is expanding use of AWS chips and testing Trainium3, validating Amazon’s custom silicon and helping monetize cloud hardware investments. Uber Expands Use of Amazon’s AI Chips
• Neutral Sentiment: Logistics clarity: Amazon and USPS reached a deal keeping ~80% of current USPS package volume, reducing near-term delivery disruption risk — a stabilizing operational development but not a major immediate earnings driver. Amazon Reaches Deal With USPS
• Negative Sentiment: Investor worry over a roughly $200B AI capex plan: headlines noting huge AI commitments are spooking some investors who fear margin pressure and heavy near‑term cash use. That debate is driving intraday volatility. Amazon’s $200B AI Gamble Worries Investors
• Negative Sentiment: Legal and content‑training risk: high‑profile YouTubers sued Amazon alleging it scraped videos to train Nova Reel, exposing potential copyright litigation and reputational risk for AI initiatives. Amazon Sued by YouTubers Over AI Training
• Negative Sentiment: Seller and ESG pressures: reports that brands are pulling products over pricing tactics, a new 3.5% FBA fuel surcharge for sellers, and investor pushback on data‑center water use raise operational/PR risks that could affect margins or expansion plans. Brands Yank Items Over Amazon Pricing Tactics Amazon Imposes 3.5% Fuel Surcharge Investors Press Amazon on Data Center Water Use
• Negative Sentiment: Insider activity: a small disclosed CEO stock sale adds a minor negative sentiment signal for short‑term traders. Insider Selling Report

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.