Amazon Ownership
| AMZN Stock | USD 198.38 4.50 2.22% |
Shares in Circulation | First Issued 1995-12-31 | Previous Quarter 10.7 B | Current Value 10.7 B | Avarage Shares Outstanding 8.6 B | Quarterly Volatility 1.8 B |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Amazon |
Amazon Stock Ownership Analysis
About 64.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.69. Amazon Inc had not issued any dividends in recent years. The entity had 20:1 split on the 6th of June 2022. Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions in North America and internationally. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington. Amazon operates under Internet Retail classification in the United States and is traded on NASDAQ Exchange. It employs 1544000 people. For more info on Amazon Inc please contact Jeffrey Bezos at 206 266 1000 or go to https://www.aboutamazon.com.Besides selling stocks to institutional investors, Amazon also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Amazon's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Amazon's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Amazon Quarterly Liabilities And Stockholders Equity |
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Amazon Insider Trades History
About 10.0% of Amazon Inc are currently held by insiders. Unlike Amazon's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Amazon's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Amazon's insider trades
Amazon Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Amazon is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Amazon Inc backward and forwards among themselves. Amazon's institutional investor refers to the entity that pools money to purchase Amazon's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of America Corp | 2024-06-30 | 83.6 M | Wellington Management Company Llp | 2024-06-30 | 71.1 M | Legal & General Group Plc | 2024-06-30 | 69.7 M | Bank Of New York Mellon Corp | 2024-06-30 | 67.7 M | Nuveen Asset Management, Llc | 2024-06-30 | 65.7 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 57.8 M | Charles Schwab Investment Management Inc | 2024-09-30 | 57.3 M | Alliancebernstein L.p. | 2024-06-30 | 53.7 M | Jennison Associates Llc | 2024-09-30 | 53.6 M | Vanguard Group Inc | 2024-09-30 | 805.7 M | Blackrock Inc | 2024-06-30 | 648.7 M |
Amazon Inc Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Amazon insiders, such as employees or executives, is commonly permitted as long as it does not rely on Amazon's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Amazon insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jeffrey Bezos over three months ago Disposition of 431426 shares by Jeffrey Bezos of Amazon subject to Rule 16b-3 | ||
David Zapolsky over a year ago Bona fide gift to David Zapolsky of 2800 shares of Amazon subject to Section 16 | ||
David Zapolsky over a year ago Sale by David Zapolsky of 42816 shares of Amazon |
Amazon's latest congressional trading
Congressional trading in companies like Amazon Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Amazon by those in governmental positions are based on the same information available to the general public.
| 2024-11-15 | Representative Greg Landsman | Acquired $15K to $50K | Verify | ||
| 2024-11-06 | Representative William R Keating | Acquired Under $15K | Verify | ||
| 2024-10-08 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-09-24 | Representative Greg Landsman | Acquired $15K to $50K | Verify | ||
| 2024-09-23 | Representative Greg Landsman | Acquired $15K to $50K | Verify | ||
| 2024-09-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-04 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-08-22 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-08-19 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-14 | Representative Greg Landsman | Acquired Under $15K | Verify | ||
| 2024-08-06 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-07-22 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-07-08 | Representative Ro Khanna | Acquired $50K to $100K | Verify | ||
| 2024-05-22 | Representative William R Keating | Acquired $15K to $50K | Verify | ||
| 2024-05-15 | Representative Shri Thanedar | Acquired Under $15K | Verify | ||
| 2024-02-05 | Senator Richard Blumenthal | Acquired $250K to $500K | Verify | ||
| 2024-01-17 | Senator Jerry Moran | Acquired Under $15K | Verify | ||
| 2024-01-16 | Senator Jerry Moran | Acquired Under $15K | Verify | ||
| 2023-11-01 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-31 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-12 | Senator Markwayne Mullin | Acquired $50K to $100K | Verify | ||
| 2023-01-27 | Representative Seth Moulton | Acquired Under $15K | Verify | ||
| 2022-08-05 | Representative Michael C Burgess | Acquired $15K to $50K | Verify | ||
| 2022-07-23 | Representative Anthony E Gonzalez | Acquired $250K to $500K | Verify | ||
| 2022-06-27 | Representative Michael C Burgess | Acquired $15K to $50K | Verify | ||
| 2021-10-17 | Representative David Madison Cawthorn | Acquired Under $15K | Verify | ||
| 2021-04-15 | Representative Garret Graves | Acquired Under $15K | Verify | ||
| 2020-02-11 | Representative Nancy Pelosi | Acquired $250K to $500K | Verify | ||
| 2019-10-08 | Representative K Michael Conaway | Acquired $15K to $50K | Verify | ||
| 2019-09-20 | Representative Joseph D Morelle | Acquired Under $15K | Verify | ||
| 2019-08-30 | Senator Pat Roberts | Acquired $15K to $50K | Verify | ||
| 2019-08-13 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2019-05-08 | Representative David P Joyce | Acquired Under $15K | Verify | ||
| 2019-02-22 | Representative Ed Perlmutter | Acquired Under $15K | Verify | ||
| 2018-12-19 | Representative Ed Perlmutter | Acquired Under $15K | Verify | ||
| 2018-11-12 | Representative K Michael Conaway | Acquired $15K to $50K | Verify | ||
| 2018-09-12 | Representative Barbara J Honorable Comstock | Acquired $15K to $50K | Verify | ||
| 2018-09-06 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2018-07-26 | Representative Barbara J Honorable Comstock | Acquired $15K to $50K | Verify | ||
| 2018-05-14 | Representative Thomas J Rooney | Acquired Under $15K | Verify |
Amazon Outstanding Bonds
Amazon issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Amazon Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Amazon bonds can be classified according to their maturity, which is the date when Amazon Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| AMAZON INC 38 Corp BondUS023135AN60 | View | |
| AMAZON INC 48 Corp BondUS023135AP19 | View | |
| AMAZON INC 495 Corp BondUS023135AQ91 | View | |
| AMAZONCOM INC Corp BondUS023135CB05 | View | |
| AMAZONCOM INC Corp BondUS023135CC87 | View | |
| AMZN 3 13 APR 25 Corp BondUS023135CE44 | View | |
| AMZN 33 13 APR 27 Corp BondUS023135CF19 | View | |
| AMZN 345 13 APR 29 Corp BondUS023135CG91 | View |
Amazon Corporate Filings
F4 | 20th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 7th of November 2024 Other Reports | ViewVerify | |
10Q | 1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Amazon
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Amazon position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Amazon will appreciate offsetting losses from the drop in the long position's value.Moving against Amazon Stock
| 0.8 | BGI | Birks Group | PairCorr |
| 0.77 | DIBS | 1StdibsCom | PairCorr |
| 0.69 | DKS | Dicks Sporting Goods | PairCorr |
| 0.66 | DBI | Designer Brands | PairCorr |
| 0.64 | YJ | Yunji Inc | PairCorr |
The ability to find closely correlated positions to Amazon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amazon when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Amazon - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Amazon Inc to buy it.
The correlation of Amazon is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Amazon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amazon Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Amazon can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Amazon Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Is Broadline Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Amazon. If investors know Amazon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Amazon listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.521 | Earnings Share 4.65 | Revenue Per Share 59.486 | Quarterly Revenue Growth 0.11 | Return On Assets 0.0707 |
The market value of Amazon Inc is measured differently than its book value, which is the value of Amazon that is recorded on the company's balance sheet. Investors also form their own opinion of Amazon's value that differs from its market value or its book value, called intrinsic value, which is Amazon's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Amazon's market value can be influenced by many factors that don't directly affect Amazon's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Amazon's value and its price as these two are different measures arrived at by different means. Investors typically determine if Amazon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amazon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.