Vestmark Advisory Solutions Inc. Increases Holdings in Amazon.com, Inc. $AMZN

Vestmark Advisory Solutions Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 176,181 shares of the e-commerce giant’s stock after purchasing an additional 7,238 shares during the period. Amazon.com accounts for about 0.7% of Vestmark Advisory Solutions Inc.’s holdings, making the stock its 23rd largest holding. Vestmark Advisory Solutions Inc.’s holdings in Amazon.com were worth $38,684,000 at the end of the most recent quarter.

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

Insider Activity at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $204.25, for a total transaction of $204,250.00. Following the sale, the chief executive officer directly owned 521,361 shares of the company’s stock, valued at approximately $106,487,984.25. This represents a 0.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer owned 9,405 shares of the company’s stock, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 71,686 shares of company stock worth $14,688,739 in the last ninety days. 10.80% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on AMZN shares. DA Davidson restated a “neutral” rating and issued a $175.00 price objective (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. The Goldman Sachs Group increased their target price on Amazon.com from $290.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Roth Mkm restated a “buy” rating and issued a $295.00 target price (up from $270.00) on shares of Amazon.com in a research note on Monday, January 26th. Wedbush dropped their price target on Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $287.29.

Amazon.com News Summary

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

• Positive Sentiment: Zoox expands robotaxi testing to Phoenix and Dallas and opens an Arizona command hub — reinforces Amazon’s push into autonomous mobility, logistics and edge AI capabilities that could create new service/revenue pathways over time. Amazon’s Zoox to launch command hub in Arizona, expand testing to Dallas and Phoenix
• Positive Sentiment: Bank of America reaffirms a Buy rating with a $275 price target, citing AI‑led growth and AWS momentum — supports upside expectations and investor confidence. BofA Maintains Buy on Amazon.com, Inc. (AMZN) Stock
• Positive Sentiment: High‑profile institutional buying: Bill Ackman increased exposure and lists AMZN among top picks — large investor endorsement can support multiple valuation re-ratings. Amazon.com, Inc. (AMZN) Among Bill Ackman’s Top Picks
• Positive Sentiment: Amazon Pharmacy expands access to Eli Lilly’s Zepbound KwikPen — incremental revenue and margins opportunity in the health/pharmacy vertical. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen
• Neutral Sentiment: Massive capital investment plan (~$200B capex) to scale AI/data‑center capacity — positive for long‑term AWS leadership but increases near‑term cash burn and execution risk. Amazon Just Committed $200 Billion to Capital Expenditures
• Neutral Sentiment: Partner ecosystem momentum (e.g., custom‑silicon and vendor activity) signals sustained AWS demand but binds Amazon to supplier/capex cycles — supportive but timing‑sensitive. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Negative Sentiment: Drone strikes damaged AWS data centers in the UAE and Bahrain, causing outages — highlights geopolitical and physical‑security risks to cloud availability and could increase insurance, redundancy and recovery costs. Iran’s attacks on Amazon data centers in UAE, Bahrain
• Negative Sentiment: Surging oil prices and higher energy costs could pressure data‑center margins and raise operating costs for AWS, while broader macro effects may weigh e‑commerce demand. For Amazon, Alphabet, Microsoft, $119 Oil Could Be A Ticking Time Bomb
• Negative Sentiment: Reports of robotics unit job cuts highlight restructuring and execution risk as Amazon pivots more heavily into AI and cloud — could signal near‑term cost reductions but also business uncertainty. As Amazon Slashes Robotics Jobs, Should You Buy, Sell, or Hold AMZN Stock?

Amazon.com Trading Up 0.1%

Amazon.com stock opened at $213.49 on Tuesday. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The business’s fifty day simple moving average is $224.46 and its two-hundred day simple moving average is $227.16. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a market capitalization of $2.29 trillion, a price-to-earnings ratio of 29.78, a price-to-earnings-growth ratio of 1.60 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last posted its quarterly 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 company 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%.Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.86 EPS. As a group, equities analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.