Barlow Wealth Partners LLC Buys 12,255 Shares of Amazon.com, Inc. $AMZN

Barlow Wealth Partners LLC lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 15.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 89,099 shares of the e-commerce giant’s stock after purchasing an additional 12,255 shares during the period. Amazon.com comprises about 2.4% of Barlow Wealth Partners LLC’s investment portfolio, making the stock its 19th largest position. Barlow Wealth Partners LLC’s holdings in Amazon.com were worth $22,041,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new position in Amazon.com during the 2nd quarter worth about $27,438,011,000. Nuveen LLC bought a new position in Amazon.com during the 1st quarter worth about $11,674,091,000. Laurel Wealth Advisors LLC grew its holdings in Amazon.com by 22,085.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock worth $2,671,634,000 after acquiring an additional 12,122,668 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock worth $11,017,657,000 after acquiring an additional 10,176,835 shares in the last quarter. Finally, Capital Research Global Investors grew its holdings in Amazon.com by 11.3% during the 3rd quarter. Capital Research Global Investors now owns 94,284,962 shares of the e-commerce giant’s stock worth $20,702,362,000 after acquiring an additional 9,583,217 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Major AI backing and partnerships reinforce Amazon’s cloud & AI positioning — Amazon was a lead investor in a record OpenAI round and is central to the AI funding surge, which supports long-term AWS demand and justifies heavy infrastructure spending. AI Startups Raised $221 Billion in Q1 as Venture Funding Shows No Slowdown
• Positive Sentiment: Analyst bullishness: Moffett Nathanson raised its AMZN price target to $288 and other sell‑side notes argue AI spending will drive cloud growth rather than permanently damage margins — this lifts sentiment and investor upside expectations. Price Target Raised by Moffett Nathanson
• Positive Sentiment: AWS commercial traction: Uber is expanding use of AWS chips and testing Trainium3, validating Amazon’s custom silicon and helping monetize cloud hardware investments. Uber Expands Use of Amazon’s AI Chips
• Neutral Sentiment: Logistics clarity: Amazon and USPS reached a deal keeping ~80% of current USPS package volume, reducing near-term delivery disruption risk — a stabilizing operational development but not a major immediate earnings driver. Amazon Reaches Deal With USPS
• Negative Sentiment: Investor worry over a roughly $200B AI capex plan: headlines noting huge AI commitments are spooking some investors who fear margin pressure and heavy near‑term cash use. That debate is driving intraday volatility. Amazon’s $200B AI Gamble Worries Investors
• Negative Sentiment: Legal and content‑training risk: high‑profile YouTubers sued Amazon alleging it scraped videos to train Nova Reel, exposing potential copyright litigation and reputational risk for AI initiatives. Amazon Sued by YouTubers Over AI Training
• Negative Sentiment: Seller and ESG pressures: reports that brands are pulling products over pricing tactics, a new 3.5% FBA fuel surcharge for sellers, and investor pushback on data‑center water use raise operational/PR risks that could affect margins or expansion plans. Brands Yank Items Over Amazon Pricing Tactics Amazon Imposes 3.5% Fuel Surcharge Investors Press Amazon on Data Center Water Use
• Negative Sentiment: Insider activity: a small disclosed CEO stock sale adds a minor negative sentiment signal for short‑term traders. Insider Selling Report

Analyst Ratings Changes

Several brokerages have issued reports on AMZN. Monness Crespi & Hardt dropped their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Argus reiterated a “buy” rating and set a $325.00 target price on shares of Amazon.com in a report on Friday, February 6th. Tigress Financial increased their target price on shares of Amazon.com from $305.00 to $315.00 and gave the stock a “buy” rating in a report on Wednesday, March 25th. The Goldman Sachs Group increased their target price 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, Barclays reiterated a “buy” rating on shares of Amazon.com in a report on Monday, March 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $287.21.

Amazon.com Stock Up 0.5%

AMZN stock opened at $213.77 on Wednesday. The firm has a 50 day moving average of $212.57 and a 200 day moving average of $224.00. The stock has a market capitalization of $2.29 trillion, a PE ratio of 29.81, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38. 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 52 week low of $165.29 and a 52 week high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion during 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%.The firm’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter last year, the business earned $1.86 earnings per share. Sell-side analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the sale, the chief executive officer owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 72,686 shares of company stock worth $14,899,239 over the last ninety days. Company insiders own 9.70% of the company’s stock.

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.