Lyell Wealth Management LP Has $37.16 Million Stock Holdings in Amazon.com, Inc. $AMZN

Lyell Wealth Management LP grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 169,355 shares of the e-commerce giant’s stock after purchasing an additional 3,450 shares during the quarter. Amazon.com comprises 2.9% of Lyell Wealth Management LP’s portfolio, making the stock its 5th biggest holding. Lyell Wealth Management LP’s holdings in Amazon.com were worth $37,155,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in AMZN. Barlow Wealth Partners Inc. boosted its position in shares of Amazon.com by 0.4% in the second quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after acquiring an additional 44 shares during the period. Ridgecrest Wealth Partners LLC raised its stake in Amazon.com by 0.5% during the 2nd quarter. Ridgecrest Wealth Partners LLC now owns 8,399 shares of the e-commerce giant’s stock valued at $1,843,000 after purchasing an additional 45 shares during the last quarter. Bare Financial Services Inc boosted its holdings in Amazon.com by 5.4% in the 1st quarter. Bare Financial Services Inc now owns 930 shares of the e-commerce giant’s stock valued at $177,000 after purchasing an additional 48 shares during the period. Heritage Oak Wealth Advisors LLC boosted its holdings in Amazon.com by 1.2% in the 2nd quarter. Heritage Oak Wealth Advisors LLC now owns 3,927 shares of the e-commerce giant’s stock valued at $862,000 after purchasing an additional 48 shares during the period. Finally, Cobblestone Asset Management LLC grew its position in Amazon.com by 3.1% in the 2nd quarter. Cobblestone Asset Management LLC now owns 1,673 shares of the e-commerce giant’s stock worth $367,000 after purchasing an additional 50 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insider Activity

In other Amazon.com news, CEO Douglas J. Herrington sold 22,000 shares of the business’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total value of $5,500,660.00. Following the transaction, the chief executive officer directly owned 493,507 shares in the company, valued at $123,391,555.21. The trade was a 4.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Matthew S. Garman sold 17,785 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $221.57, for a total transaction of $3,940,622.45. Following the sale, the chief executive officer directly owned 3,138 shares of the company’s stock, valued at approximately $695,286.66. The trade was a 85.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 128,084 shares of company stock worth $29,405,457 over the last ninety days. Corporate insiders own 9.70% of the company’s stock.

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $249.10 on Wednesday. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.02 and a quick ratio of 0.81. The business’s fifty day moving average price is $228.25 and its two-hundred day moving average price is $219.87. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The stock has a market capitalization of $2.66 trillion, a price-to-earnings ratio of 37.97, a price-to-earnings-growth ratio of 1.52 and a beta of 1.29.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.38. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The company had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. During the same period last year, the business earned $1.43 earnings per share. The business’s revenue was up 13.4% on a year-over-year basis. Amazon.com has set its Q4 2025 guidance at EPS. As a group, analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on AMZN. China Renaissance upped their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Benchmark boosted their price target on Amazon.com from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Friday, October 31st. BMO Capital Markets reaffirmed an “outperform” rating and issued a $300.00 price target on shares of Amazon.com in a report on Friday, October 31st. Royal Bank Of Canada reissued an “outperform” rating on shares of Amazon.com in a report on Friday, October 31st. Finally, JMP Securities set a $300.00 price objective on Amazon.com in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-seven have given a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $294.15.

Amazon.com Company Profile

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.