Cadinha & Co. LLC Sells 36,944 Shares of Amazon.com, Inc. $AMZN

Key Points

• Cadinha & Co. LLC cut its Amazon position by 31.9% in the fourth quarter, selling 36,944 shares and leaving it with 78,783 shares valued at about $18.2 million.
• Amazon’s latest quarterly results were strong, with EPS of $2.78 beating estimates by $1.15 and revenue of $181.52 billion topping expectations, while sales rose 16.6% year over year.
• Despite some insider selling, Wall Street remains upbeat: analysts have a consensus rating of Moderate Buy and an average price target of $312.52, with several firms recently raising their targets.

Cadinha & Co. LLC lowered its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 31.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 78,783 shares of the e-commerce giant's stock after selling 36,944 shares during the period. Amazon.com accounts for about 2.8% of Cadinha & Co. LLC's holdings, making the stock its 14th biggest position. Cadinha & Co. LLC's holdings in Amazon.com were worth $18,185,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. American Capital Advisory LLC increased its position in shares of Amazon.com by 63.9% during the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant's stock valued at $1,774,000 after acquiring an additional 3,152 shares during the last quarter. Compagnie Lombard Odier SCmA purchased a new stake in shares of Amazon.com during the third quarter valued at approximately $451,642,000. Weaver Capital Management LLC increased its position in shares of Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant's stock valued at $9,063,000 after acquiring an additional 4,713 shares during the last quarter. Ethos Financial Group LLC increased its position in shares of Amazon.com by 9.6% during the fourth quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant's stock valued at $8,421,000 after acquiring an additional 3,196 shares during the last quarter. Finally, Baltimore Washington Financial Advisors Inc. increased its position in shares of Amazon.com by 1.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant's stock valued at $52,667,000 after acquiring an additional 4,558 shares during the last quarter. Institutional investors own 72.20% of the company's stock.

Amazon.com Price Performance

NASDAQ:AMZN opened at $264.14 on Friday. The firm has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 31.60, a P/E/G ratio of 2.00 and a beta of 1.46. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The stock has a fifty day moving average of $234.47 and a 200 day moving average of $230.67. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. During the same quarter last year, the company earned $1.59 earnings per share. The firm's quarterly revenue was up 16.6% on a year-over-year basis. On average, research analysts expect that Amazon.com, Inc. will post 7.71 EPS for the current fiscal year.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Wall Street analysts raised earnings expectations and price targets, citing strong grocery delivery and AWS/cloud growth. Amazon (AMZN) Stock: Wall Street Analysts Raise Targets on Grocery Delivery and Cloud Expansion
• Positive Sentiment: Amazon continues to lean into AI, including a shift toward an AI-powered Alexa shopping assistant and broader agentic commerce ambitions, which supports the growth narrative. Amazon Unveils AI Search Overhaul To Defend Online Shopping Dominance
• Positive Sentiment: Technical coverage noted Amazon remains above a key breakout level, suggesting the stock’s chart trend is still constructive. Amazon Holds Breakout Above $252
• Positive Sentiment: Investor interest remains strong, with reports highlighting bullish commentary from prominent funds and analysts, plus added attention from high-profile holders. Trump went big on tech stocks in first quarter of 2026, new filings show
• Neutral Sentiment: Amazon remains a major focus of market commentary because of its AI spending, cloud expansion, and growing role in digital advertising, but these articles are mostly thematic rather than immediate stock-moving catalysts.

Insider Transactions at Amazon.com

In other Amazon.com news, Director Jonathan Rubinstein sold 3,706 shares of Amazon.com stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $273.02, for a total transaction of $1,011,812.12. Following the completion of the sale, the director owned 74,948 shares of the company's stock, valued at $20,462,302.96. The trade was a 4.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of Amazon.com stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $8,621,800.00. Following the sale, the chief executive officer directly owned 2,175,766 shares of the company's stock, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 190,593 shares of company stock worth $46,081,241. 8.90% of the stock is currently owned by company insiders.

Analyst Ratings Changes

AMZN has been the subject of a number of research analyst reports. Tigress Financial increased their price target on Amazon.com from $305.00 to $315.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. The Goldman Sachs Group reissued a "buy" rating and issued a $325.00 target price (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. Rosenblatt Securities raised their target price on Amazon.com from $296.00 to $332.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Sanford C. Bernstein reissued an "outperform" rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research report on Thursday, April 30th. Finally, Truist Financial raised their target price on Amazon.com from $285.00 to $310.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Fifty-seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $312.52.

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.

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