SeaTown Holdings Pte. Ltd. lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 90.9% in the third quarter, HoldingsChannel.com reports. The fund owned 55,000 shares of the e-commerce giant’s stock after acquiring an additional 26,187 shares during the period. Amazon.com makes up 7.0% of SeaTown Holdings Pte. Ltd.’s investment portfolio, making the stock its 3rd largest position. SeaTown Holdings Pte. Ltd.’s holdings in Amazon.com were worth $12,076,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also bought and sold shares of the company. American Capital Advisory LLC raised its stake in Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after buying an additional 3,152 shares in the last quarter. ARK Investment Management LLC boosted its position in Amazon.com by 8.3% during the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after acquiring an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC grew its holdings in shares of Amazon.com by 16.1% during the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after acquiring an additional 3,948 shares during the period. Compagnie Lombard Odier SCmA purchased a new position in shares of Amazon.com during the 3rd quarter worth approximately $451,642,000. Finally, Alpha Wealth Funds LLC raised its position in shares of Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after acquiring an additional 1,908 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Insider Activity at Amazon.com
In related news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value of $4,077,336.96. Following the completion of the transaction, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. The trade was a 0.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the sale, the vice president owned 119,780 shares in the company, valued at approximately $24,662,702. This represents a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,686 shares of company stock valued at $14,688,739 over the last ninety days. Corporate insiders own 10.80% of the company’s stock.
Key Stories Impacting Amazon.com
- Positive Sentiment: Very strong demand for Amazon’s jumbo bond sale — investors piled into the offering (orders reportedly around $126B), signaling confidence from fixed‑income buyers in Amazon’s credit and its AI-capex plan. Demand for Amazon’s Bond Sale Is Off the Charts
- Positive Sentiment: Amazon is debuting in the euro bond market (seeking about €10B) and marketing a broader $37–$42B multi‑part bond program — the size and reception help fund its AI/data‑center expansion without equity dilution. Amazon Seeks €10 Billion From Debut Euro Bonds
- Positive Sentiment: Operational investments continue: Amazon plans a AU$750M robotics fulfillment center in Australia — a sign of continued logistics automation that can boost long‑term margin leverage. Amazon Bolsters AI Push With AU$750M Robotics Fulfillment Center
- Positive Sentiment: Product and platform AI rollouts: Amazon expanded its Health AI assistant to the website and app, increasing potential user engagement and monetization paths across Prime/AWS/Pharmacy. Amazon launches its healthcare AI assistant on its website and app
- Neutral Sentiment: Analyst support: Wolfe Research raised its price target on AMZN, reflecting bullish estimates on AWS and AI upside — a positive signal but not a direct operational catalyst. Wolfe Research Adjusts Price Target on Amazon.com
- Negative Sentiment: Operational risk: Amazon is investigating recent outages tied to AI‑assisted coding and held an engineering “deep dive” — execution missteps or repeated outages could dent sales and customer trust. Amazon plans ‘deep dive’ internal meeting to address AI-related outages
- Negative Sentiment: Funding vs. cashflow tradeoff: the massive bond/capex program (reports of up to ~$42B now and a multi‑year ~$200B capex plan) funds AI scale but raises leverage and pressures near‑term free cash flow; some investors see valuation and FCF risk. Amazon targeting $37–$42B bond sale
- Negative Sentiment: Geopolitical/data‑center risk: recent drone attacks on regional data centers and related coverage highlight physical and geopolitical risks to AWS infrastructure expansion. Iran’s attacks on Amazon data centers signal new risk
Amazon.com Stock Performance
Shares of Amazon.com stock opened at $214.33 on Wednesday. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The firm’s 50-day moving average is $224.09 and its 200 day moving average is $227.06. The stock has a market cap of $2.30 trillion, a price-to-earnings ratio of 29.89, a PEG ratio of 1.60 and a beta of 1.40. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm 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 for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.86 earnings per share. Sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
Several equities research analysts recently weighed in on AMZN shares. Royal Bank Of Canada restated an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a research report on Friday, February 6th. Cantor Fitzgerald set a $250.00 price objective on Amazon.com and gave the company an “overweight” rating in a research report on Friday, February 6th. DA Davidson reaffirmed a “neutral” rating and issued a $175.00 target price (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. BNP Paribas Exane assumed coverage on shares of Amazon.com in a research note on Monday, November 24th. They issued an “outperform” rating for the company. Finally, Raymond James Financial dropped their price objective on shares of Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $286.93.
Check Out Our Latest Stock Analysis on Amazon.com
About Amazon.com
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.
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