Mirabella Financial Services LLP Boosts Holdings in Amazon.com, Inc. $AMZN

Mirabella Financial Services LLP grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 68.2% during the third quarter, HoldingsChannel reports. The firm owned 95,726 shares of the e-commerce giant’s stock after purchasing an additional 38,827 shares during the quarter. Amazon.com accounts for approximately 1.8% of Mirabella Financial Services LLP’s holdings, making the stock its 12th biggest position. Mirabella Financial Services LLP’s holdings in Amazon.com were worth $20,984,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of AMZN. Brighton Jones LLC grew its holdings 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 acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG lifted its stake in shares of Amazon.com by 2.8% in the 4th 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 purchasing an additional 54,987 shares during the period. Highview Capital Management LLC DE boosted its position 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 purchasing an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new stake in shares of Amazon.com during the fourth quarter valued at approximately $2,153,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: AWS doubles down on AI infrastructure — Amazon has agreed to buy 1 million Nvidia GPUs through 2027, signaling massive AWS demand for AI inference and reinforcing AWS’s revenue runway. Read More.
• Positive Sentiment: Delivery automation push — Amazon acquired Rivr, a stair‑climbing delivery‑robot startup, which can reduce last‑mile costs and support scaling of doorstep delivery pilots. This is a strategic operational bet that could lower long‑term delivery costs. Read More.
• Positive Sentiment: Prime Day moved to June — Pulling Prime Day earlier can front‑load sales into Q2, helping near‑term revenue and advertising trends at a time when quarterly momentum matters to investors. That timing shift is being viewed as a tactical way to support quarterly results. Read More.
• Neutral Sentiment: New consumer device strategy — Multiple outlets report Amazon is developing an AI‑centric smartphone codenamed “Transformer” built around Alexa and personalization; the project highlights Amazon’s push to embed services but brings execution risk vs. incumbents. Read More.
• Neutral Sentiment: Alexa+ Europe rollout — Amazon is broadening Alexa+ in the U.K., expanding its AI voice footprint which supports services/retention but is incremental to revenue for now. Read More.
• Negative Sentiment: CapEx and valuation concerns persist — Large AI infrastructure orders and Bezos‑linked fundraising chatter underline heavy spending plans; investors remain worried about margin impact and large capital commitments despite long‑term upside. See ongoing debate over Amazon’s aggressive AI spend. Read More.
• Negative Sentiment: Analyst and insider signals — Wolfe Research trimmed a price target recently and there’s visible insider selling noted in market summaries, which can weigh on near‑term sentiment even amid bullish long‑term analyst views. Read More.

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total transaction of $204,250.00. Following the completion of the transaction, the chief executive officer owned 521,361 shares in the company, valued at approximately $106,487,984.25. This represents a 0.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. The trade was a 20.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 71,686 shares of company stock worth $14,688,739. Insiders own 9.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on AMZN. Citizens Jmp increased their price objective on Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a report on Monday, February 2nd. Sanford C. Bernstein restated an “outperform” rating on shares of Amazon.com in a report on Friday, February 6th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Bank of America decreased their price target on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a research note on Tuesday, January 27th. Finally, Benchmark reissued a “buy” rating on shares of Amazon.com in a research report on Thursday, January 29th. 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’s stock. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average price target of $286.84.

Amazon.com Stock Performance

NASDAQ AMZN opened at $205.37 on Friday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The business has a 50-day moving average price of $219.76 and a 200-day moving average price of $226.03. The firm has a market cap of $2.20 trillion, a price-to-earnings ratio of 28.64, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40.

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

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.