Bcwm LLC Acquires 7,365 Shares of Amazon.com, Inc. $AMZN

Bcwm LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 28.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,343 shares of the e-commerce giant’s stock after acquiring an additional 7,365 shares during the quarter. Amazon.com makes up 2.2% of Bcwm LLC’s portfolio, making the stock its 20th largest holding. Bcwm LLC’s holdings in Amazon.com were worth $7,321,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of AMZN. Fairway Wealth LLC grew its holdings in Amazon.com by 113.2% during 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 bought a new position in shares of Amazon.com in the third quarter worth about $27,000. Bridge Generations Wealth Management LLC raised its stake in shares of Amazon.com by 2,330.0% in the third 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 position in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its position in shares of Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Amazon.com Trading Down 0.9%

Shares of AMZN opened at $207.67 on Friday. The firm has a market cap of $2.23 trillion, a P/E ratio of 28.96, a price-to-earnings-growth ratio of 1.56 and a beta of 1.40. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a 50 day simple moving average of $222.93 and a two-hundred day simple moving average of $226.69.

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 the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same period last year, the firm posted $1.86 EPS. Amazon.com’s quarterly revenue was up 13.6% compared to the same quarter last year. On average, equities analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the sale, the chief executive officer owned 521,361 shares in the company, valued at $106,487,984.25. The trade was a 0.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction dated 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 $24,662,702. This trade represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is owned by corporate insiders.

Key Amazon.com News

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon’s cloud
• Positive Sentiment: Amazon splits out a paid “Ultra” Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand (reported ~4:1 bids) eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon’s European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

Wall Street Analyst Weigh In

Several research firms recently issued reports on AMZN. President Capital reduced their target price on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Monness Crespi & Hardt decreased their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. DA Davidson reaffirmed a “neutral” rating and set a $175.00 price target (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Rothschild & Co Redburn set a $230.00 price objective on shares of Amazon.com in a research note on Wednesday, January 21st. Finally, Cantor Fitzgerald set a $250.00 price objective on shares of Amazon.com and gave the company an “overweight” rating in a research report on Friday, February 6th. One equities research 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’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $286.93.

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.