Burt Wealth Advisors Increases Stake in Amazon.com, Inc. $AMZN

Burt Wealth Advisors raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 42.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,219 shares of the e-commerce giant’s stock after buying an additional 5,142 shares during the quarter. Amazon.com comprises about 0.9% of Burt Wealth Advisors’ portfolio, making the stock its 24th biggest holding. Burt Wealth Advisors’ holdings in Amazon.com were worth $3,781,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Barlow Wealth Partners Inc. boosted its holdings in shares of Amazon.com by 0.4% during the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock worth $2,763,000 after purchasing an additional 44 shares during the last quarter. Probity Advisors Inc. lifted its position in Amazon.com by 0.4% during the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock worth $2,667,000 after buying an additional 45 shares in the last quarter. IMPACTfolio LLC boosted its stake in Amazon.com by 3.8% during the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after buying an additional 45 shares during the last quarter. Cadence Wealth Management LLC grew its holdings in Amazon.com by 3.5% in the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after buying an additional 45 shares in the last quarter. Finally, Union Savings Bank increased its stake in shares of Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after acquiring an additional 45 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Key Amazon.com News

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

• Positive Sentiment: Amazon committed to invest up to $50 billion in OpenAI and deepen a strategic partnership that expands cloud & chip relationships — a major long‑term accelerator for AWS revenue and product differentiation. Amazon to invest $50 billion in OpenAI
• Positive Sentiment: The OpenAI tie includes tighter commercial integration (AWS as a key cloud partner and OpenAI buying Amazon-made AI chips), which supports higher‑margin cloud exposure and possible cross‑sell into Amazon consumer products and services. How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses
• Positive Sentiment: Amazon is expanding data‑center capacity (announced $12B Louisiana investment) to support cloud growth and AI workloads — a direct investment in AWS scale that should underpin long‑term revenue. Amazon.com Data Center Push Continues with $12B Investment in Louisiana
• Positive Sentiment: Notable investors and funds (e.g., Stanley Druckenmiller, some ARK activity) have added to Amazon exposure this quarter, signaling continued institutional conviction in AMZN as an AI/cloud play. Druckenmiller buys Amazon
• Neutral Sentiment: Short‑interest reports in the feed are effectively zero (days‑to‑cover ~0) and appear non‑informative — no clear short squeeze signal from these data entries.
• Negative Sentiment: Market concerns about massive near‑term spending and capex — reports on a potential $200B capex surge and shrinking free cash flow expectations have pressured the stock and prompted investor caution. Will heavy capex spending weigh on Amazon’s AI ambitions?
• Negative Sentiment: Legal risk: a U.K. appeals court cleared the way for large collective suits from sellers/consumers alleging anticompetitive conduct (potentially ~£4bn), creating a headline legal overhang. Amazon refused permission to appeal go-ahead for UK lawsuits
• Negative Sentiment: Analyst / market signals: Evercore trimmed its price target (from $335 to $285), and there are reports of insider stock sales — both can weigh on sentiment even if strategic fundamentals remain intact. Evercore adjusts price target on Amazon Insider Selling: CEO sells $3.6M

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on AMZN shares. Evercore lowered their price target on shares of Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research report on Friday. Guggenheim reaffirmed a “buy” rating and set a $300.00 target price on shares of Amazon.com in a research note on Friday, February 6th. Citizens Jmp increased their price target on shares of Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. The Goldman Sachs Group raised their price target on shares of Amazon.com from $290.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Finally, Stifel Nicolaus set a $300.00 price objective on Amazon.com and gave the company a “buy” rating in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $287.29.

Amazon.com Stock Up 1.0%

Amazon.com stock opened at $210.00 on Monday. The company has a market capitalization of $2.25 trillion, a PE ratio of 29.29, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40. 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, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm has a 50 day moving average price of $226.66 and a 200 day moving average price of $227.78.

Amazon.com (NASDAQ:AMZN) last released 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 return on equity of 21.87% and a net margin of 10.83%.The firm 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 business earned $1.86 earnings per share. The company’s quarterly revenue was up 13.6% on a year-over-year basis. Research analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Activity at Amazon.com

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. The trade was a 20.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 70,686 shares of company stock worth $14,484,489 over the last ninety days. Company insiders own 10.80% of the company’s stock.

About Amazon.com

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.