Dynamic Advisor Solutions LLC Has $40.09 Million Position in Amazon.com, Inc. $AMZN

Dynamic Advisor Solutions LLC decreased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 11.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 173,677 shares of the e-commerce giant’s stock after selling 23,026 shares during the quarter. Amazon.com makes up about 1.3% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its 9th largest position. Dynamic Advisor Solutions LLC’s holdings in Amazon.com were worth $40,088,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. IMPACTfolio LLC grew its position in Amazon.com by 3.8% during the 3rd quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after acquiring an additional 45 shares during the last quarter. Cadence Wealth Management LLC raised its stake in shares of Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock worth $292,000 after acquiring an additional 45 shares during the last quarter. Union Savings Bank lifted its position in shares of Amazon.com by 0.4% during the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after purchasing an additional 45 shares in the last quarter. Doheny Asset Management CA grew its stake in shares of Amazon.com by 0.3% during the second quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant’s stock valued at $3,910,000 after purchasing an additional 45 shares during the last quarter. Finally, Banco de Sabadell S.A lifted its holdings in Amazon.com by 0.3% during the 2nd quarter. Banco de Sabadell S.A now owns 13,409 shares of the e-commerce giant’s stock worth $2,946,000 after buying an additional 46 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analyst Ratings Changes

AMZN has been the subject of a number of research reports. Cantor Fitzgerald set a $250.00 price objective on Amazon.com and gave the stock an “overweight” rating in a research report on Friday, February 6th. Desjardins lifted their price target on shares of Amazon.com to $218.00 in a research report on Monday, December 8th. BMO Capital Markets restated an “outperform” rating and issued a $310.00 price objective (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Rothschild & Co Redburn set a $230.00 price target on Amazon.com in a report on Wednesday, January 21st. Finally, Wedbush lowered their price objective on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a research report on Friday, February 6th. One research 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 company. According to MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus price target of $286.66.

Amazon.com News Roundup

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

• Positive Sentiment: AWS AI demand and bank price‑target lifts — Citi and JPMorgan raised price targets and highlighted surging demand for AWS AI capacity, which supports Amazon’s high-margin cloud growth thesis. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
• Positive Sentiment: Bull case from sell‑side: Bernstein and other analysts point to Amazon as an AI/cloud winner alongside Nvidia, reinforcing longer‑term AI revenue upside for AWS and custom silicon. Bernstein Says Qualcomm Isn’t an AI Winner…
• Positive Sentiment: Robotics/automation expansion — Amazon’s acquisition of Fauna Robotics (humanoid/consumer robotics) and continued investment in delivery/warehouse automation support cost savings and longer‑term efficiency gains for logistics. Deal Dispatch: Amazon Acquires Fauna Robotics
• Neutral Sentiment: Analyst upgrades and mixed estimates — Several analysts and firms have reiterated buy ratings or nudged targets higher (including JPMorgan, Citigroup, Tigress), while small estimate tweaks from the likes of Erste show modest model revisions rather than a major shift. Amazon.com Stock Price Expected to Rise, Tigress Financial Analyst Says
• Neutral Sentiment: Prime/fulfillment pilots could broaden reach — Tests that let merchants offer Prime shipping externally (multi‑channel fulfillment) may expand Prime’s ecosystem, but benefits will be gradual. Amazon testing Prime benefits on third‑party sites
• Negative Sentiment: Executive departures at Annapurna Labs / Trainium chip team — Reports of a senior AI‑chip product leader leaving (a second notable exit in months) raise execution and timeline concerns for Amazon’s custom silicon initiatives. Amazon AI chip product leader leaves Annapurna Labs faces second executive exit
• Negative Sentiment: Macro and market risk — Rising crude oil and Middle East uncertainty have dragged markets lower and hit tech stocks broadly this week, amplifying downside pressure on AMZN despite company‑specific positives. US Equity Markets End Lower After Crude Oil Climbs Tech stocks suffer worst week in nearly a year
• Negative Sentiment: AI capex / credit concerns — Coverage highlighting a large AI‑related debt build and investor unease about heavy AI capex can pressure sentiment while Amazon invests aggressively in GPUs, data centers, and custom chips. AI debt tsunami and JPMorgan risk tools
• Negative Sentiment: Sentiment risks from capex/guidance and insider sales — Articles flag higher capex guidance as a near‑term headwind, and visible insider selling activity can add to short‑term downside pressure. Key Risks To Watch Insider selling and market impact data

Amazon.com Stock Down 4.0%

NASDAQ:AMZN opened at $199.34 on Friday. The firm has a market capitalization of $2.14 trillion, a price-to-earnings ratio of 27.80, a price-to-earnings-growth ratio of 1.56 and a beta of 1.40. 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, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The stock’s 50 day moving average price is $216.42 and its two-hundred day moving average price is $225.20.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.86 earnings per share. Equities research analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was 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 $1,930,094.10. This trade represents a 65.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,686 shares of company stock valued at $14,688,739. Company insiders own 9.70% of the company’s stock.

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.