Monograph Wealth Advisors LLC Cuts Stock Position in Amazon.com, Inc. $AMZN

Monograph Wealth Advisors LLC lessened its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 12.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,406 shares of the e-commerce giant’s stock after selling 5,018 shares during the quarter. Amazon.com accounts for 0.7% of Monograph Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest position. Monograph Wealth Advisors LLC’s holdings in Amazon.com were worth $7,166,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in AMZN. MilWealth Group LLC increased its holdings in Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. purchased a new position in Amazon.com in the fourth quarter valued at about $45,000. Elkhorn Partners Limited Partnership boosted its stake in Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares during the last quarter. Fairway Wealth LLC grew its position in shares of Amazon.com by 95.6% during the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after acquiring an additional 108 shares during the period. Finally, Prudent Man Investment Management Inc. grew its position in shares of Amazon.com by 87.7% during the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after acquiring an additional 107 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS and AI remain the primary bullish catalysts. Coverage highlights accelerating AWS growth, strong demand for AI infrastructure, and management’s view that much of AWS capacity is committed through 2028. Investors are increasingly seeing Amazon’s AI spending translate into cloud revenue and profits. Amazon’s AI Story Is Bigger Than You Think
• Positive Sentiment: Analyst sentiment remains favorable. Amazon was included in Zacks’ Strong Buy and momentum lists, while reports cited analyst upgrades and price targets above the current trading range. The bullish case is supported by second-quarter revenue of $200.6 billion, 19.6% year-over-year growth, and a significant earnings beat. Wall Street’s Bullish Views on Amazon
• Positive Sentiment: Zoox is moving toward commercialization. Amazon’s self-driving unit received approval for driverless vehicles and plans to begin paid robotaxi rides in Las Vegas on August 10. The launch provides a potential long-term growth option beyond retail, cloud, and advertising. Amazon’s Zoox to Start Paid Robotaxi Rides
• Neutral Sentiment: Amazon’s Anthropic investment boosted reported results. Second-quarter net income included approximately $53.4 billion in largely non-operating gains tied to Anthropic investments. The gain validates the strategic value of Amazon’s AI holdings, but it is not recurring operating profit and may make underlying earnings comparisons less clear. Amazon’s Anthropic-Related Gain
• Negative Sentiment: Jeff Bezos’ planned sale is weighing on sentiment. The founder disclosed plans to sell 15 million shares worth roughly $4.1 billion under a pre-arranged trading plan. Amazon executive Douglas Herrington also sold 1,000 shares, adding to supply concerns after the stock reached record levels. Jeff Bezos Amazon Share Sale
• Negative Sentiment: Legal and spending risks remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, while New Jersey sued Amazon over alleged anticompetitive treatment of delivery contractors. Separately, the company’s large AI data-center commitments and capital-spending plans raise concerns about returns and free cash flow.

Amazon.com Trading Down 1.7%

Shares of AMZN stock opened at $272.65 on Thursday. The company’s fifty day simple moving average is $246.31 and its two-hundred day simple moving average is $236.97. 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, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The stock has a market capitalization of $2.94 trillion, a price-to-earnings ratio of 21.93, a PEG ratio of 1.85 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same period last year, the company earned $1.68 earnings per share. As a group, analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. China Renaissance lifted their price target on shares of Amazon.com from $300.00 to $326.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Benchmark increased their price objective on Amazon.com from $370.00 to $400.00 and gave the company a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. raised their target price on Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Citigroup restated a “buy” rating and issued a $350.00 target price (up from $325.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $320.00 target price (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $322.56.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the transaction, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. The trade was a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.38, for a total value of $620,003.94. Following the sale, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. This represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 77,867 shares of company stock worth $20,532,092 in the last three months. 8.90% of the stock is currently owned by corporate insiders.

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.