Spire Wealth Management Boosts Stock Holdings in Amazon.com, Inc. $AMZN

Spire Wealth Management lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 3.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 318,775 shares of the e-commerce giant’s stock after acquiring an additional 10,771 shares during the period. Amazon.com accounts for approximately 2.4% of Spire Wealth Management’s holdings, making the stock its 6th biggest holding. Spire Wealth Management’s holdings in Amazon.com were worth $69,994,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in AMZN. Brighton Jones LLC boosted its stake in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after purchasing an additional 397,007 shares during the period. Revolve Wealth Partners LLC lifted its stake in Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after purchasing an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its position in shares of Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE grew its stake in shares of Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after buying an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new position in shares of Amazon.com during the fourth quarter valued at approximately $2,153,000. 72.20% of the stock is owned by institutional investors.

More Amazon.com News

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

• Positive Sentiment: Amazon rolled out a new AI healthcare assistant for One Medical members (uses LLMs, access to medical records for Q&A, scheduling and med management), reinforcing Amazon’s push to monetize AI across services and drive AWS/healthcare revenue. Amazon launches AI health-care tool for One Medical members
• Positive Sentiment: Analysts continue to lift price targets and reiterate buy calls (examples include Arete and Scotiabank raises), signaling Wall Street confidence in AWS/AI-driven margin expansion and supporting upside expectations. Arete adjusts price target on Amazon.com to $283
• Positive Sentiment: BNP Paribas and other shops name AMZN a top pick ahead of Q4 earnings, reflecting confidence that AWS growth and AI tailwinds can re-accelerate profitability. BNP Paribas Names Amazon a Top Pick ahead of Q4 Earnings
• Neutral Sentiment: Investors are positioning ahead of early-February earnings: high put yields and option activity suggest the market expects volatility and leave room for both a rally (if AWS/AI beats) or a sell-the-news reaction. Is Amazon Too Cheap Ahead of Earnings? Put Yields Are High
• Neutral Sentiment: Coverage highlights longer-term growth drivers (emerging markets, logistics scale, AWS AI workloads) that support the bull case but are unlikely to move the stock immediately without earnings confirmation. Emerging Markets Show Strong Growth: Will AMZN Stock Benefit?
• Negative Sentiment: CEO Andy Jassy warned tariffs are beginning to “creep” into product prices as seller inventory buffers run out — a near-term margin/volume headwind for retail and a catalyst for investor concern. Amazon CEO Jassy says Trump’s tariffs have started to ‘creep’ into prices
• Negative Sentiment: Competition risk: Jeff Bezos’ Blue Origin announced a TeraWave satellite internet push targeting enterprise/government customers — a potential competitor to Amazon’s Project Kuiper and an incremental capex/market-share consideration for cloud/edge services. Jeff Bezos’ Blue Origin launches satellite internet service to rival SpaceX, Amazon
• Negative Sentiment: Raymond James trimmed its target and warned of “agentic commerce” headwinds; Rothschild & Co Redburn cut its PT to $230 — mixed analyst moves add near-term uncertainty and may cap upside until Q4 results. Raymond James Trims Amazon Target, Flags Agentic Commerce Headwinds

Amazon.com Price Performance

NASDAQ AMZN opened at $231.37 on Thursday. The company has a market cap of $2.47 trillion, a PE ratio of 32.68, a P/E/G ratio of 1.45 and a beta of 1.37. The firm’s 50 day moving average price is $231.66 and its 200-day moving average price is $228.86. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The company had revenue of $180.17 billion during the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. Amazon.com’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.43 earnings per share. Sell-side analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Matthew S. Garman sold 17,768 shares of Amazon.com stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the transaction, the chief executive officer owned 6,273 shares in the company, valued at $1,360,613.70. This trade represents a 73.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 79,734 shares of company stock worth $18,534,017 over the last ninety days. 9.70% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

AMZN has been the subject of a number of recent analyst reports. Wells Fargo & Company restated an “overweight” rating and set a $301.00 price objective (up previously from $295.00) on shares of Amazon.com in a report on Monday, January 12th. Desjardins boosted their target price on shares of Amazon.com to $218.00 in a research note on Monday, December 8th. The Goldman Sachs Group upped their price target on shares of Amazon.com from $290.00 to $300.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. JMP Securities set a $300.00 price objective on shares of Amazon.com in a report on Friday, October 31st. Finally, Citigroup restated a “market outperform” rating on shares of Amazon.com in a research note on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $295.42.

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.