Flossbach Von Storch SE Has $1.50 Billion Holdings in Amazon.com, Inc. $AMZN

Flossbach Von Storch SE lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,505,958 shares of the e-commerce giant’s stock after selling 297,999 shares during the quarter. Amazon.com makes up approximately 6.0% of Flossbach Von Storch SE’s holdings, making the stock its 3rd biggest position. Flossbach Von Storch SE’s holdings in Amazon.com were worth $1,501,705,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in AMZN. Fairway Wealth LLC raised its position in Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new position in shares of Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC boosted its stake in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares during the last quarter. Cooksen Wealth LLC grew 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 acquiring an additional 47 shares during the period. Finally, Harbor Investment Advisory LLC increased its stake in shares of Amazon.com by 2.4% in the 4th quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant’s stock worth $71,000 after purchasing an additional 7,329 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on AMZN. Citigroup reiterated a “buy” rating and set a $325.00 target price (up from $285.00) on shares of Amazon.com in a research report on Thursday, April 30th. Monness Crespi & Hardt upped their price target on Amazon.com from $280.00 to $315.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Oppenheimer boosted their price objective on Amazon.com from $275.00 to $320.00 and gave the company an “outperform” rating in a research note on Thursday, April 30th. Finally, DZ Bank raised their target price on shares of Amazon.com from $295.00 to $320.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Fifty-seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $312.66.

Amazon.com Trading Up 2.2%

AMZN stock opened at $265.01 on Thursday. The firm has a fifty day moving average price of $237.34 and a 200 day moving average price of $231.45. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $278.56. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The firm has a market cap of $2.85 trillion, a PE ratio of 31.70, a price-to-earnings-growth ratio of 1.94 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the prior year, the firm earned $1.59 earnings per share. Amazon.com’s revenue was up 16.6% on a year-over-year basis. Sell-side analysts anticipate that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Evercore ISI’s Mark Mahaney reiterated a Buy rating on Amazon and raised his outlook tied to the company’s growing spectrum and “Leo” connectivity opportunities, signaling more upside potential. Article: Mark Mahaney Reiterates Buy on Amazon
• Positive Sentiment: Multiple articles pointed to AWS strength, with recent commentary saying Amazon’s cloud business is benefiting from AI demand and stronger-than-expected growth, helping reinforce the bullish valuation case. Article: Is Amazon.com One Of The Best Cloud Stocks To Buy As Azure Growth Hits 40%?
• Positive Sentiment: Analysts continue to frame Amazon as an underappreciated AI winner, with bullish notes on AWS, Trainium chips, and enterprise partnerships suggesting durable upside from cloud monetization. Article: Amazon Stock Falls despite Surge in Trainium AI Chip Demand
• Neutral Sentiment: CEO Douglas Herrington sold shares in a pre-arranged 10b5-1 plan, and another executive sale from Matthew Garman also drew attention, but these transactions do not appear to signal a change in Amazon’s operating outlook. SEC filing for Douglas J. Herrington sale
• Neutral Sentiment: Amazon also won an appeals-court case over allegations it helped with tariff evasion, removing a legal overhang and reducing near-term uncertainty. Article: Amazon.com defeats appeal claiming it aided tariff evasion
• Negative Sentiment: Offsetting the positive headlines, Amazon is still facing a class-action lawsuit tied to tariff-related pricing, which could create legal and reputational noise for investors. Article: Amazon Lawsuit Adds New Risk Layer To Valuation And Share Momentum

Insider Buying and Selling at Amazon.com

In other news, CEO Andrew R. Jassy sold 31,352 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the sale, the chief executive officer directly owned 2,175,766 shares in the company, valued at approximately $598,335,650. This represents a 1.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,706 shares of the stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the completion of the transaction, the director directly owned 74,948 shares of the company’s stock, valued at approximately $20,462,302.96. The trade was a 4.71% 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 90 days, insiders have sold 201,026 shares of company stock valued at $49,128,874. Corporate insiders own 8.90% of the company’s stock.

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.