Advisor OS LLC Purchases 4,643 Shares of Amazon.com, Inc. $AMZN

Advisor OS LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 10.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 50,438 shares of the e-commerce giant’s stock after buying an additional 4,643 shares during the quarter. Amazon.com accounts for approximately 1.0% of Advisor OS LLC’s holdings, making the stock its 17th largest holding. Advisor OS LLC’s holdings in Amazon.com were worth $11,075,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Amazon.com by 2.1% during the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. State Street Corp increased its stake in Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock valued at $82,073,203,000 after buying an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC lifted its position in Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after buying an additional 3,721,658 shares in the last quarter. Norges Bank acquired a new position in shares of Amazon.com during the 2nd quarter worth about $27,438,011,000. Finally, Northern Trust Corp grew its holdings in shares of Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after acquiring an additional 302,858 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Down 0.8%

AMZN stock opened at $212.65 on Thursday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The business’s 50 day simple moving average is $223.73 and its 200 day simple moving average is $226.96. 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 firm has a market capitalization of $2.28 trillion, a PE ratio of 29.66, a PEG ratio of 1.61 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last announced 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). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same period in the prior year, the business earned $1.86 EPS. The company’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Key Amazon.com News

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

• Positive Sentiment: Federal court granted a preliminary injunction blocking Perplexity’s Comet AI shopping agent from making purchases on Amazon’s site, protecting Amazon’s checkout/control of the customer experience and reducing near-term risk of automated scraping or order losses. Amazon’s Win Against Perplexity Kicks AI Shopping Wars Into High Gear
• Positive Sentiment: Zoox (Amazon’s autonomous-vehicle unit) struck a multiyear partnership to deploy robotaxis via Uber’s app (starting in Las Vegas), expanding distribution for Zoox tech and creating a clearer commercial path for that long-term investment. Zoox and Uber tie up to deploy robotaxis on ride-hailing network
• Positive Sentiment: Amazon expanded its Health AI assistant to all U.S. customers on the website and app, plus streamlined Shop Direct merchant integration — both moves increase product/service engagement and potential revenue streams outside traditional retail. Amazon launches healthcare AI assistant on its website, app
• Neutral Sentiment: Amazon’s jumbo bond push to fund AI/capex continues to dominate headlines — issuance is drawing exceptional demand (reports of massive order books), which eases financing risk but also highlights the scale of the company’s >$100B AI buildout that could pressure margins. Amazon leads record US corporate borrowing rush with $40bn bond sales
• Negative Sentiment: Amazon convened engineering “deep dive” meetings after multiple site outages, including incidents tied to AI-assisted code changes — operational instability raises short-term execution risk and customer/merchant disruption concerns. Amazon plans ‘deep dive’ internal meeting to address AI-related outages
• Negative Sentiment: Regulatory scrutiny: FCC Chair publicly criticized Amazon’s slower satellite-launch pace after Amazon opposed SpaceX proposals — a reputational/regulatory flashpoint that could complicate Project Kuiper timelines and invite further government attention. FCC chair criticizes slow pace of Amazon satellite launches

Insider Activity at Amazon.com

In related news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com 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 completion of the sale, the chief executive officer owned 9,405 shares of the company’s stock, 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 SEC, which is accessible through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,686 shares of company stock worth $14,688,739 in the last quarter. 9.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on AMZN shares. Monness Crespi & Hardt dropped their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, February 6th. DZ Bank upgraded Amazon.com to a “strong-buy” rating in a research note on Friday, February 6th. Arete Research boosted their price target on Amazon.com from $283.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Telsey Advisory Group reissued an “outperform” rating and issued a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. One 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 stock. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $286.93.

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.