Amazon.com, Inc. $AMZN Shares Sold by Seaview Investment Managers LLC

Seaview Investment Managers LLC lessened its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 51.3% during the 3rd quarter, Holdings Channel reports. The firm owned 38,223 shares of the e-commerce giant’s stock after selling 40,259 shares during the period. Amazon.com makes up about 3.1% of Seaview Investment Managers LLC’s holdings, making the stock its 12th biggest position. Seaview Investment Managers LLC’s holdings in Amazon.com were worth $8,393,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Fairway Wealth LLC grew its stake 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 worth $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in Amazon.com in the third quarter valued at $27,000. Cooksen Wealth LLC grew its stake in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. PayPay Securities Corp increased its holdings in Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares during the period. Finally, Access Investment Management LLC acquired a new stake in Amazon.com in the 2nd quarter valued at about $74,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Amazon.com News

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

• Positive Sentiment: OpenAI strategic partnership validates AWS AI demand — Amazon’s multi‑year deal with OpenAI (including an initial tranche and a potential investment of up to $50B plus large workload commitments) reassures investors that high capex is backed by long‑duration customer demand. Amazon’s OpenAI tie-up ‘positive proof’ for AI growth
• Positive Sentiment: Expansion of AI infrastructure — Amazon is buying a Virginia campus (~$427M) and continuing large data‑center investments to host AI workloads, supporting long‑term AWS revenue growth. Amazon invests $427M in new AI data hub
• Positive Sentiment: Wall Street support and high price targets — Many analysts remain bullish (numerous Buy/Outperform ratings and a median price target well above current levels), which provides technical and sentiment support for a rebound. Analyst commentary and price targets
• Neutral Sentiment: Pledge to self‑power AI data centers — Amazon joined other big tech firms in a White House pledge to provide their own power for AI data centers; helpful for long‑run grid resilience but vague on sourcing and near‑term impact. Top tech companies sign Trump’s pledge
• Neutral Sentiment: Operational expansion in retail markets — Initiatives like 15‑minute delivery rollout in Brazil signal growth initiatives in international commerce, but they are incremental vs. the AWS/AI story. Amazon deploys 15-minute delivery in Brazil
• Negative Sentiment: Drone strikes damaged Middle East AWS facilities — Physical damage and prolonged outages in UAE and Bahrain introduce operational risk, customer disruption and potential remediation costs; these headlines have weighed on sentiment periodically. Amazon’s Bahrain data center targeted by Iran
• Negative Sentiment: Job cuts and robotics scaling back — Recent layoffs in the robotics unit and reports of reduced robot deployments are a reminder of near‑term cost pressures and restructuring that can hurt execution narratives. Amazon cuts more jobs in robotics unit
• Negative Sentiment: Insider selling — A CEO Form 4 shows a small sale (1,000 shares); while modest in size, continued insider sales across the company are watched by investors as a negative signal. SEC filing: insider sale

Amazon.com Stock Up 3.9%

AMZN opened at $216.82 on Thursday. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The stock has a market capitalization of $2.33 trillion, a P/E ratio of 30.24, a price-to-earnings-growth ratio of 1.56 and a beta of 1.40. The business’s 50-day simple moving average is $225.48 and its 200-day simple moving average is $227.39.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates 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 for the quarter was up 13.6% compared to the same quarter last year. During the same period last year, the company earned $1.86 earnings per share. Analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Analysts Set New Price Targets

AMZN has been the subject of a number of analyst reports. CICC Research boosted their price objective on Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 5th. Mizuho cut shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Wedbush dropped their price objective on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. JPMorgan Chase & Co. restated a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. Finally, Barclays reiterated a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $287.29.

Insiders Place Their Bets

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. This trade represents a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the transaction, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This represents a 0.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is owned by insiders.

About Amazon.com

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.