Maridea Wealth Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 18.0% in the fourth quarter, Holdings Channel reports. The fund owned 45,426 shares of the e-commerce giant’s stock after buying an additional 6,925 shares during the quarter. Amazon.com makes up about 1.6% of Maridea Wealth Management LLC’s holdings, making the stock its 12th biggest holding. Maridea Wealth Management LLC’s holdings in Amazon.com were worth $10,485,000 as of its most recent SEC filing.
Several other large investors also recently bought and sold shares of the company. Fairway Wealth LLC boosted 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 valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new stake in Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC increased its stake in 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 worth $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC lifted its holdings in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted 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 buying an additional 96 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.
Insider Transactions at Amazon.com
In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Douglas J. Herrington sold 6,835 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were 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 of the company’s stock, valued at $107,512,341.02. This trade represents a 1.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 over the last ninety days. Insiders own 9.70% of the company’s stock.
Amazon.com Stock Up 2.2%
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 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 during the quarter, compared to analyst estimates of $211.02 billion. During the same period last year, the firm posted $1.86 earnings per share. The company’s quarterly revenue was up 13.6% on a year-over-year basis. Equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.
Key Headlines Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Analysts raise targets and reiterate buys. Citi and JPMorgan raised price targets (Citi to $285, JPMorgan to $280) and other shops (Tigress) boosted targets, signaling renewed confidence in AWS AI tailwinds and margin leverage. Analyst Price Target Raises
- Positive Sentiment: Acquisition of Fauna Robotics — Amazon confirmed it bought Fauna Robotics (kid‑size humanoid robots), expanding its push into consumer robotics and signaling longer‑term product growth beyond logistics and cloud. Fauna Robotics Acquisition
- Positive Sentiment: AWS AI demand is accelerating — Reports and analyst commentary point to stronger AI‑related commitments (large partnerships and GPU deployments), which boost higher‑margin AWS revenue expectations and are a core reason for the recent upgrades. AWS AI Demand
- Positive Sentiment: Logistics/returns partnership expands customer convenience. Amazon’s expanded free returns program with FedEx adds 10,000+ U.S. drop‑off points (improves customer experience and may lower returns friction/costs). FedEx Returns Expansion
- Neutral Sentiment: Zoox expands robotaxi footprint. Amazon’s autonomous‑vehicle arm is broadening service areas (Austin, Miami, SF, Las Vegas), reinforcing long‑term mobility upside but with near‑term regulatory/operational work. Zoox Expansion
- Neutral Sentiment: Investor positioning mixed. High‑profile funds moved in opposite directions (Ackman added materially while Buffett trimmed in past filings), which can increase trading volume and headline volatility without changing fundamentals. Buffett vs Ackman
- Negative Sentiment: AWS disruptions in Bahrain raise resiliency questions. Repeated service disruptions tied to regional drone activity have triggered customer migrations and highlight geopolitical operational risk for AWS in certain geographies. AWS Bahrain Outage
- Negative Sentiment: Regulatory/antitrust scrutiny persists. New U.S. antitrust proposals and EU-level scrutiny of Big Tech could complicate future M&A and lead to longer, more intrusive reviews. Antitrust Bill
Wall Street Analyst Weigh In
Several brokerages have recently weighed in on AMZN. Wedbush lowered their target price on Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. UBS Group set a $311.00 price target on Amazon.com in a research note on Tuesday, February 3rd. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Monday. Citizens Jmp raised their price objective on Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. Finally, Telsey Advisory Group restated an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. One investment 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 stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $286.66.
Read Our Latest Report on AMZN
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.
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