25,273 Amazon.com, Inc. $AMZN Shares Bought by Mather Group LLC.

Mather Group LLC. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 19.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 152,540 shares of the e-commerce giant’s stock after acquiring an additional 25,273 shares during the quarter. Mather Group LLC.’s holdings in Amazon.com were worth $37,954,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the business. State Street Corp increased its stake in Amazon.com by 5.5% in the second quarter. State Street Corp now owns 411,848,346 shares of the e-commerce giant’s stock valued at $95,504,904,000 after purchasing an additional 21,398,025 shares during the last quarter. Bank of America Corp DE purchased a new stake in shares of Amazon.com during the 2nd quarter worth approximately $22,218,775,000. Bank of New York Mellon Corp purchased a new stake in shares of Amazon.com during the 2nd quarter worth approximately $16,341,405,000. Amundi lifted its position in shares of Amazon.com by 3.9% during the 2nd quarter. Amundi now owns 63,822,242 shares of the e-commerce giant’s stock worth $15,211,393,000 after buying an additional 2,421,739 shares during the last quarter. Finally, Legal & General Group Plc acquired a new position in shares of Amazon.com in the 2nd quarter valued at $12,831,376,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: Strong AWS and AI growth remain the central bull case. AWS is reportedly expanding at its fastest pace in 18 quarters, while Amazon’s custom Trainium chips are being made available to PyTorch developers. Analysts see cloud growth, advertising, operating leverage and AI infrastructure as potential drivers of substantial long-term upside. Amazon AI growth and upside analysis
• Positive Sentiment: Institutional and analyst support provided a counterpoint. Morgan Stanley named Amazon a top pick and raised its price target, while Citadel increased its Amazon position. Jefferies also said warehouse automation and Amazon’s logistics network could improve retail margins over time. Citadel Amazon stake and AI bubble article
• Positive Sentiment: Amazon continues to expand strategic growth opportunities. The company is involved in a proposed 960-megawatt nuclear project in Indiana, and data indicate it is gaining fresh-grocery market share from traditional supermarkets. Amazon nuclear energy project
• Neutral Sentiment: Third-quarter results are the immediate focus. Wall Street expects earnings growth, but investors are watching AWS growth, operating margins, free cash flow and management’s outlook for capital expenditures. The company’s recent spending plans reportedly approach $200 billion to $220 billion, making the earnings call particularly important. Amazon earnings preview
• Negative Sentiment: AI investment is raising return-on-capital concerns. Reports say some Nvidia-powered server racks purchased by Amazon are sitting idle because data centers lack sufficient electricity, while Amazon has also abandoned a planned Virginia data-center campus. Such developments could delay monetization of its massive infrastructure spending. Amazon Nvidia chips and data-center power report
• Negative Sentiment: Competitive, regulatory and labor risks remain overhangs. Debate over whether AI is in a bubble, Walmart’s more open approach to AI-agent commerce, a proposed bill targeting subsidies for large AI data centers, and renewed Teamsters pressure on delivery rules could increase uncertainty or costs. Amazon and Walmart AI-agent commerce article

Insiders Place Their Bets

In related news, VP Shelley Reynolds sold 2,343 shares of the firm’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the transaction, the vice president owned 119,780 shares of the company’s stock, valued at $31,024,217.80. This trade represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the transaction, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This trade represents a 44.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 71,589 shares of company stock valued at $18,580,515. 8.90% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on AMZN. Rosenblatt Securities increased their target price on shares of Amazon.com from $335.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, September 30th. Bank of America boosted their price target on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Sanford C. Bernstein reissued an “outperform” rating and issued a $320.00 price target (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Zacks Research downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. Finally, Telsey Advisory Group set a $335.00 price objective on Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $322.53.

Amazon.com Stock Down 4.6%

AMZN stock opened at $250.38 on Friday. The company has a fifty day moving average price of $255.85 and a 200 day moving average price of $253.33. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a market cap of $2.70 trillion, a price-to-earnings ratio of 20.14, a price-to-earnings-growth ratio of 2.03 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same period last year, the firm posted $1.68 EPS. Sell-side analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

About Amazon.com

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.