E. Ohman J:or Asset Management 13F: Adds $3.2M to AMZN Stake
Key Points
- E. Ohman J:or Asset Management grew its Amazon.com, Inc. (NasdaqGS: AMZN) stake by 1.6% during the quarter, bringing its total holding to 828,960 shares valued at approximately $206.5 million.
- Amazon.com, Inc. shares recently traded around $253.54, sitting below their 50-day moving average but higher than their 200-day moving average.
- The e-commerce and cloud computing giant does not pay a dividend, keeping its payout ratio at 0.0% as it reinvests capital.
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E. Ohman J:or Asset Management increased its stake in Amazon.com, Inc. (NasdaqGS: AMZN) by 12,894 shares during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The fund disclosed details of the portfolio adjustment in its latest regulatory filing.
AMZN
Amazon.com, Inc.
What Changed in E. Ohman J:or Asset Management's Amazon.com, Inc. Position
The institutional investor raised its holdings by 1.58% to reach a total of 828,960 shares. The updated stake was worth about $206.5 million at the close of the period, up from its prior position of 816,066 shares.
Other Institutional Activity in Amazon.com, Inc.
Y-Intercept cut its holdings by 195,242 shares to end with 71,237 shares worth about $17.7 million. Concurrent Investment Advisors grew its holdings by 252,417 shares, ending with 973,401 shares worth about $242.5 million. Root Financial Partners grew its holdings by 5,610 shares, ending with 47,577 shares worth about $11.9 million. Smith Chas P & Associates Pa Cpas grew its holdings by 2,748 shares, ending with 197,786 shares worth about $49.4 million. Bell Bank grew its holdings by 4,582 shares, ending with 71,599 shares worth about $17.8 million.
Amazon.com, Inc. Stock Down 3.5%
Amazon.com, Inc. shares recently traded around $253.54 on October 22, 2026, compared to an event-day closing price of $248.79. The stock trades below its 50-day moving average of $256.33 but sits above its 200-day moving average of $243.21.
Recent Earnings
The online retail and cloud computing company reported $775.68 billion in trailing-twelve-month revenue alongside earnings of $12.43 per share. Its net profit margin stood at 17.4% with a return on equity of 30.6%. The company scheduled its next earnings release for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
23 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 3.6%. Revenue met estimates.
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Profit surprise
EBITDA beat by 31 percent. Operating income beat by 90 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
23 target raises.
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Earnings quality
Gross margin up 1.3 points. Operating margin up 1.3 points. Positive free cash flow.
Earnings Call Summary
Amazon had a strong first quarter with $181.5 billion in revenue and record 13.1 percent operating margin. Cloud computing services grew 28 percent year over year, the fastest pace in 15 quarters, driven by artificial intelligence demand. The company is investing tens of billions in data centers and chips, expecting these upfront costs to deliver strong returns in future years as customers pay for the capacity.
Guidance Amazon expects second quarter sales between $194 billion and $199 billion, up from first quarter's $181.5 billion. Operating income should reach $20 billion to $24 billion as the company invests heavily in artificial intelligence and new satellites for the Amazon LEO business.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
Amazon.com, Inc. does not pay a dividend to shareholders, holding its dividend yield at 0.0% and payout ratio at 0.0% as cash is directed toward business growth.
Insider Buying and Selling at Amazon.com, Inc.
Officer Matthew S Garman sold 14,541 shares on August 21, 2026, valued at about $3.8 million. Officer David A. Zapolsky sold 15,430 shares on August 24, 2026, for about $4.0 million. Officer Douglas J Herrington sold 1,000 shares on September 1, 2026, at an average price of $254.77 for a total of $254,770, and another 1,000 shares on October 1, 2026, at $251.50 for $251,500.
Analysts Set New Price Targets
On October 5, 2026, TD Cowen reiterated its Buy rating on the stock with a $350.00 price target. Tigress Financial maintained a Buy rating on October 6, 2026, raising its target from $315.00 to $385.00. Wells Fargo maintained an Overweight rating on October 12, 2026, lowering its target from $338.00 to $329.00. Cantor Fitzgerald maintained an Overweight rating on the same day, adjusting its target from $320.00 to $310.00. Morgan Stanley maintained an Overweight rating on October 19, 2026, lifting its target from $335.00 to $350.00. Wall Street analysts maintain a consensus Strong Buy rating on the company with a mean price target of $331.72 across 58 opinions.
About Amazon.com, Inc.
Amazon.com, Inc. operates global retail stores, cloud services via Amazon Web Services, digital advertising, and consumer electronics. The company reaches customers through online and physical outlets while developing streaming media and smart devices.
Bottom Line
Investors are watching for the upcoming earnings report on October 29, 2026, to gauge ongoing revenue trends across the retail and cloud segments. Regulatory filings continue to reveal shifting institutional allocations in the stock.
Related Filing Alerts
Source: E. Ohman J:or Asset Management's 13F filing on $AMZN (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts