LVM Capital Management Ltd. MI Buys 59,010 Shares of Amazon.com, Inc. $AMZN

LVM Capital Management Ltd. MI raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1,074.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 64,503 shares of the e-commerce giant’s stock after buying an additional 59,010 shares during the quarter. Amazon.com comprises 1.4% of LVM Capital Management Ltd. MI’s portfolio, making the stock its 22nd largest holding. LVM Capital Management Ltd. MI’s holdings in Amazon.com were worth $14,889,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of AMZN. American Capital Advisory LLC grew its position in Amazon.com by 63.9% during 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. Compagnie Lombard Odier SCmA purchased a new stake in shares of Amazon.com in the 3rd quarter valued at about $451,642,000. DJE Kapital AG raised its holdings in shares of Amazon.com by 12.3% in the 2nd quarter. DJE Kapital AG now owns 1,037,443 shares of the e-commerce giant’s stock valued at $229,890,000 after acquiring an additional 113,345 shares in the last quarter. Baltimore Washington Financial Advisors Inc. boosted its position in shares of Amazon.com by 1.9% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant’s stock valued at $52,667,000 after acquiring an additional 4,558 shares during the last quarter. Finally, Wealthfront Advisers LLC boosted its position in shares of Amazon.com by 3.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 1,145,151 shares of the e-commerce giant’s stock valued at $251,441,000 after acquiring an additional 42,707 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: Delta selects Amazon Leo to provide faster in‑flight Wi‑Fi on 500 aircraft starting in 2028 — a material commercial win for Amazon’s nascent LEO satellite unit that strengthens its challenge to SpaceX/Starlink and helps monetize Leo hardware and connectivity services. Amazon, Delta team up for in-flight Wi-Fi (Reuters)
• Positive Sentiment: “Project Hail Mary” becomes Amazon MGM’s biggest box‑office hit, signaling stronger content returns for Prime Video/studio investments and supporting long‑term media monetization. ‘Project Hail Mary’ is the box office proof point Amazon MGM (CNBC)
• Positive Sentiment: Amazon announced new Prime Business and Amazon Business credit cards (issued by U.S. Bank/Mastercard) aimed at SMBs — a recurring‑revenue fintech push that can increase payments volume, data insights and margins over time. New Prime Business & Amazon Business credit cards (Business Wire)
• Positive Sentiment: Analyst bullishness picked up: Tigress reiterated Buy and lifted its $315 target citing AI‑driven margin upside; Citi also raised its target (to $285). Upgrades boost sentiment and set upside references for investors. AMZN upgraded on AI-driven growth (InsiderMonkey) Citi raises target for AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon secured a court order limiting Perplexity’s scraping of its site — this protects Amazon’s shopping data and ad ecosystem but may spur further legal and policy battles with AI search firms. Amazon court win vs Perplexity (Yahoo Finance)
• Neutral Sentiment: Amazon reached a settlement tied to Teamsters’ charges alleging retaliation during strikes — removes an immediate legal overhang but keeps labor relations and unionization risks visible to investors. Amazon settles Teamsters case (CNBC)
• Neutral Sentiment: AWS momentum continues with TGS choosing AWS and Amazon buying 1,300 acres near the Columbia River for potential data‑center expansion — supports long‑term cloud demand, but implies ongoing heavy capex. TGS selects AWS (Yahoo Finance) Amazon buys land for possible data center (GeekWire)
• Negative Sentiment: Fresh senior exits from Amazon’s AI/chip group raise operational risk for its in‑house silicon roadmap and could slow time‑to‑market for custom accelerators — a near‑term negative for AI cost structure expectations. Amazon chip division exec exit (Yahoo Finance)
• Negative Sentiment: Market worries persist around AI capex and valuation (AMZN down YTD vs analyst upside scenarios), keeping downside risk if macro/energy pressures force slower spending or guidance revisions. AMZN stock down YTD; analyst outlook (Blockonomi)

Amazon.com Stock Up 3.5%

Shares of NASDAQ AMZN opened at $208.04 on Wednesday. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The firm’s 50 day simple moving average is $215.20 and its two-hundred day simple moving average is $224.73. The stock has a market capitalization of $2.23 trillion, a P/E ratio of 29.02, a PEG ratio of 1.51 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company’s revenue was up 13.6% compared to the same quarter last year. During the same period last year, the business posted $1.86 earnings per share. As a group, analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 6,835 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the sale, the chief executive officer directly owned 522,361 shares in the company, valued at $107,512,341.02. This represents a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 71,686 shares of company stock worth $14,688,739 in the last 90 days. Corporate insiders own 10.80% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on AMZN. Rosenblatt Securities decreased their price objective on shares of Amazon.com from $305.00 to $296.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Desjardins lifted their target price on shares of Amazon.com to $218.00 in a research report on Monday, December 8th. Benchmark reissued a “buy” rating on shares of Amazon.com in a research note on Thursday, January 29th. The Goldman Sachs Group increased 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. Finally, Stifel Nicolaus set a $300.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a research report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $286.57.

Amazon.com Company 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.