Howard Capital Management Inc. Has $73.47 Million Position in Amazon.com, Inc. $AMZN

Howard Capital Management Inc. grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 17.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 318,319 shares of the e-commerce giant’s stock after acquiring an additional 47,048 shares during the quarter. Amazon.com accounts for 0.8% of Howard Capital Management Inc.’s holdings, making the stock its 23rd biggest position. Howard Capital Management Inc.’s holdings in Amazon.com were worth $73,474,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its stake in Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC lifted its holdings 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 worth $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG grew its stake in 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 valued at $442,481,000 after acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE grew its stake in 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 valued at $6,357,000 after acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new stake in shares of Amazon.com in the fourth quarter worth about $2,153,000. 72.20% of the stock is currently 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: Major customer win for AWS custom chips — Meta signed a multiyear deal to deploy “tens of millions” of AWS Graviton5 cores for agentic AI workloads, a multibillion‑dollar contract that directly boosts AWS chip revenue and validates Amazon’s custom silicon strategy. Meta strikes deal with Amazon’s cloud unit
• Positive Sentiment: Analysts lifting targets and reaffirming buys — Multiple firms have raised price targets and reiterated buy/overweight ratings, signaling stronger sell‑side conviction ahead of earnings and supporting the rally. Top Analysts Raise Amazon Stock (AMZN) Price Targets
• Positive Sentiment: Expanded Anthropic partnership locks long‑term AWS demand — Coverage highlights a bigger Anthropic commitment (and recent $5B deal), which implies sustained, high‑margin cloud revenue but also sizable compute and capex commitments from Amazon. Amazon and Anthropic $5 Billion Deal
• Positive Sentiment: Amazon‑backed X‑Energy IPO rally highlights ecosystem wins — The strong debut of X‑Energy (an Amazon‑backed SMR startup) underscores investor appetite for companies tied to AI power/data‑center infrastructure and reflects Amazon’s strategic ecosystem bets. X‑Energy Nasdaq Debut
• Neutral Sentiment: Upcoming Q1 earnings (Apr 29) are a short‑term volatility trigger — Consensus expects follow‑through on AWS strength, so results and margin/capex commentary will drive next moves. Earnings Preview: Expected Move
• Neutral Sentiment: Operational changes and selective layoffs/role renames (e.g., “builder” titles) could modestly affect culture and execution but are not immediate share‑price drivers. Amazon replaces job titles
• Negative Sentiment: Insider selling by CEO — Recent disclosure shows CEO stock sales (~$7.9M), which can create short‑term investor concern over insider timing even if routine. CEO Insider Selling
• Negative Sentiment: Legal/regulatory risk — California AG alleges Amazon pressured vendors on pricing in unsealed filings, a potential multi‑jurisdictional legal overhang that could create headline risk and fines. California price‑fixing allegations

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the sale, the chief executive officer directly owned 9,405 shares in the company, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction dated 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. This trade represents a 2.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 124,186 shares of company stock worth $27,826,739. 8.90% of the stock is owned by insiders.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $263.99 on Monday. The company has a market cap of $2.84 trillion, a P/E ratio of 36.82, a price-to-earnings-growth ratio of 1.97 and a beta of 1.38. Amazon.com, Inc. has a twelve month low of $178.85 and a twelve month high of $264.50. The business has a 50 day moving average price of $218.84 and a two-hundred day moving average price of $226.29. 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 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 analyst estimates 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 business earned $1.86 earnings per share. As a group, analysts expect that Amazon.com, Inc. will post 7.74 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Wolfe Research cut their price objective on Amazon.com from $255.00 to $250.00 and set an “outperform” rating on the stock in a report on Thursday, March 19th. DZ Bank raised Amazon.com to a “strong-buy” rating in a research note on Friday, February 6th. Oppenheimer raised their target price on shares of Amazon.com from $260.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday. DA Davidson reiterated a “neutral” rating and issued a $175.00 price target (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Amazon.com in a research report on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and a consensus target price of $289.21.

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.