Amazon.com, Inc. $AMZN Stake Raised by Spire Wealth Management

Spire Wealth Management increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 332,348 shares of the e-commerce giant’s stock after acquiring an additional 13,573 shares during the period. Amazon.com makes up about 2.6% of Spire Wealth Management’s portfolio, making the stock its 4th largest holding. Spire Wealth Management’s holdings in Amazon.com were worth $76,713,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fairway Wealth LLC increased its position in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in shares of Amazon.com during the 3rd quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 233 shares in the last quarter. Cooksen Wealth LLC grew its stake in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the period. Finally, PayPay Securities Corp increased its holdings in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after acquiring an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Amazon.com Stock Performance

NASDAQ:AMZN opened at $209.77 on Monday. The company’s 50-day moving average price is $213.70 and its 200-day moving average price is $224.26. 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 company has a market cap of $2.25 trillion, a P/E ratio of 29.26, a P/E/G ratio of 1.57 and a beta of 1.38. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data 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 business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm’s revenue was up 13.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.86 EPS. On average, sell-side analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have weighed in on AMZN shares. Roth Mkm restated a “buy” rating and set a $295.00 price objective (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. JPMorgan Chase & Co. lifted their target price on shares of Amazon.com from $265.00 to $280.00 and gave the company an “overweight” rating in a research report on Wednesday, March 25th. Citizens Jmp upped their price target on shares of Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Wedbush decreased their price target on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. Finally, Raymond James Financial lowered their price objective on Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus target price of $286.59.

Insider Buying and Selling at Amazon.com

In related news, SVP David Zapolsky sold 10,649 shares of Amazon.com 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 transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Douglas J. Herrington sold 6,835 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the transaction, the chief executive officer directly owned 522,361 shares in the company, valued at $107,512,341.02. This trade represents a 1.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 72,686 shares of company stock worth $14,899,239. 9.70% of the stock is owned by company insiders.

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.