Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Acquires Shares of 21,404 Amazon.com, Inc. $AMZN

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, Holdings Channel.com reports. The fund bought 21,404 shares of the e-commerce giant’s stock, valued at approximately $4,940,000. Amazon.com comprises 4.0% of Pekao Towarzystwo Funduszy Inwestycyjnych S.A.’s holdings, making the stock its 4th largest holding.

Other institutional investors have also recently modified their holdings of the company. Fairway Wealth LLC grew its position in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the 3rd quarter valued at about $27,000. Bridge Generations Wealth Management LLC grew its position 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 valued at $53,000 after acquiring an additional 233 shares during the period. 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, PayPay Securities Corp grew its position in shares of Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Monness Crespi & Hardt raised their target price on Amazon.com from $280.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Evercore raised their target price on Amazon.com from $285.00 to $315.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Truist Financial raised their target price on Amazon.com from $285.00 to $310.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. William Blair restated an “outperform” rating on shares of Amazon.com in a research report on Thursday, April 9th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $313.00 price objective (up from $307.00) on shares of Amazon.com in a report on Thursday, April 30th. Fifty-six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $313.09.

Amazon.com News Roundup

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

• Positive Sentiment: Q1 beat and AWS reacceleration — Amazon reported stronger‑than‑expected Q1 revenue and EPS with AWS growth reaccelerating, reinforcing the thesis that AI demand is lifting cloud backlog and revenue prospects. Read More.
• Positive Sentiment: Launch of Amazon Supply Chain Services — AMZN opened its freight/fulfillment/parcel network to third parties, creating a potential high‑margin, scalable business (markets are comparing the opportunity to the early AWS monetization path). Read More.
• Positive Sentiment: Wall Street momentum — multiple firms raised price targets (example: BNP Paribas lift), adding analyst validation and buyer interest. Read More.
• Positive Sentiment: Product / commercial expansion — same‑day fresh grocery deliveries and other Business offerings widen TAM and recurring order flows for Amazon Business. Read More.
• Neutral Sentiment: Insider sales disclosed — several pre‑arranged 10b5‑1 filings (CEO, directors) show planned selling; typical for tax/planning but worth monitoring for timing/scale. Read More.
• Neutral Sentiment: Operational AI moves with unclear near‑term monetization — Amazon is expanding internal AI tooling and exploring merging AI chat into search; improves UX/productivity but revenue timing is uncertain. Read More.
• Negative Sentiment: CapEx and free‑cash‑flow pressure — the $200B+ AI/infra buildout and ramped capex have compressed FCF (reported drop from prior levels), creating execution and timing risk if AWS/AI monetization lags. Read More.
• Negative Sentiment: Analyst caveats on earnings quality — some analysts warn the current cloud/AI backlog may be partly cyclical or concentrated (OpenAI/Anthropic exposure), which could make near‑term results look stronger than sustainable growth. Read More.

Insider Buying and Selling

In other news, CEO Matthew S. Garman sold 17,751 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction 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. The trade was a 65.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 191,593 shares of company stock valued at $46,289,241. 8.90% of the stock is currently owned by company insiders.

Amazon.com Trading Up 0.6%

AMZN stock opened at $275.06 on Thursday. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12-month low of $185.01 and a 12-month high of $278.56. The stock has a market cap of $2.96 trillion, a price-to-earnings ratio of 32.90, a PEG ratio of 1.97 and a beta of 1.46. The business’s 50-day moving average is $226.29 and its 200 day moving average is $228.31.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion for the quarter, compared to analysts’ expectations of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.Amazon.com’s revenue was up 16.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.59 EPS. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 8 EPS for the current fiscal year.

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.