Modera Wealth Management LLC Trims Stake in Amazon.com, Inc. $AMZN

Modera Wealth Management LLC cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 242,300 shares of the e-commerce giant’s stock after selling 5,444 shares during the period. Modera Wealth Management LLC’s holdings in Amazon.com were worth $53,202,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Barlow Wealth Partners Inc. lifted its stake in shares of Amazon.com by 0.4% during the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock worth $2,763,000 after acquiring an additional 44 shares during the last quarter. Probity Advisors Inc. increased its stake in Amazon.com by 0.4% in the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock worth $2,667,000 after purchasing an additional 45 shares during the period. IMPACTfolio LLC lifted its position in shares of Amazon.com by 3.8% during the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after purchasing an additional 45 shares during the last quarter. Cadence Wealth Management LLC boosted its stake in shares of Amazon.com by 3.5% during the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after purchasing an additional 45 shares during the period. Finally, Union Savings Bank grew its holdings in shares of Amazon.com by 0.4% in the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after purchasing an additional 45 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $233.00, for a total value of $209,700.00. Following the sale, the director directly owned 7,170 shares in the company, valued at approximately $1,670,610. This trade represents a 11.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. The trade was a 4.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 47,061 shares of company stock valued at $10,351,262 over the last three months. Corporate insiders own 9.70% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Strategic stake in Beta Technologies validates logistics/green‑aviation long game — Amazon disclosed a meaningful position in BETA, signaling a potential long‑term partner for middle‑mile cargo and sustainability initiatives; this supports growth optionality beyond retail and cloud. Amazon Bets Big on BETA
• Positive Sentiment: Amazon Pharmacy expands same‑day prescriptions to ~4,500 U.S. cities — execution on health/recurring revenue initiatives that can improve gross margins and customer retention over time. Amazon Pharmacy Expansion
• Positive Sentiment: AWS momentum and cloud demand remain bright — coverage notes continued AWS strength supporting Amazon’s long‑term AI/cloud strategy, which underpins revenue and margin leverage once capex cycles roll into services. AWS Momentum Article
• Positive Sentiment: AWS CEO pushes back on AI panic — Matt Garman said fears around software/AI overspending are “overblown,” attempting to calm investor sentiment and frame capex as strategic investment. Garman Interview
• Neutral Sentiment: Mixed analyst moves — price‑target changes from firms (Arete raised modestly; Daiwa trimmed its target but kept a buy) show divergent views on valuation vs. long‑term upside. Analyst PT Changes
• Negative Sentiment: Market selling over $200B AI capex plan — the big capex announcement has spooked investors, triggering heavy rotation out of Big Tech and pressure on free cash flow expectations. AI CapEx Selloff Analysis
• Negative Sentiment: “Bear market” coverage and wider Magnificent Seven sell‑off amplify risk sentiment — headlines framing AMZN’s drop as part of a larger Big Tech unwind add to momentum‑driven downside. Bear Market Coverage
• Negative Sentiment: PR and privacy backlash — Ring terminated a partnership with Flock Safety after criticism stemming from a Super Bowl ad, a near‑term reputational headwind for Ring and consumer trust. Ring/Flock Partnership Cancellation
• Negative Sentiment: Regulatory/legal risk in Europe — Italian tax police conducted searches in Milan in a new tax probe, introducing another regulatory overhang to monitor. Italy Tax Probe

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $199.60 on Friday. The firm has a 50 day moving average of $231.30 and a 200 day moving average of $229.08. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.14 trillion, a price-to-earnings ratio of 27.84, a price-to-earnings-growth ratio of 1.32 and a beta of 1.37. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60.

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 the consensus estimate of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the business posted $1.86 EPS. On average, sell-side analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on AMZN. Loop Capital lifted their price objective on shares of Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Mizuho lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Guggenheim reiterated a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a report on Friday, February 6th. Rosenblatt Securities dropped their price objective on Amazon.com from $305.00 to $296.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Finally, Cantor Fitzgerald set a $250.00 price objective on Amazon.com and gave the stock an “overweight” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $288.60.

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.