Westfuller Advisors LLC cut its position in Amazon.com, Inc. (NASDAQ:AMZN) by 7.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,152 shares of the e-commerce giant's stock after selling 2,182 shares during the quarter. Amazon.com comprises about 2.7% of Westfuller Advisors LLC's portfolio, making the stock its 6th biggest holding. Westfuller Advisors LLC's holdings in Amazon.com were worth $6,729,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock valued at $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp boosted its stake in Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant's stock valued at $83,805,794,000 after purchasing an additional 7,584,156 shares during the period. Geode Capital Management LLC boosted its stake in Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock valued at $47,332,625,000 after purchasing an additional 3,721,658 shares during the period. Norges Bank bought a new stake in Amazon.com in the 2nd quarter valued at $27,438,011,000. Finally, Northern Trust Corp boosted its stake in Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after purchasing an additional 302,858 shares during the period. 72.20% of the stock is currently owned by institutional investors.
Insider Transactions at Amazon.com
In related news, CEO Andrew R. Jassy sold 31,000 shares of the firm's stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $255.00, for a total value of $7,905,000.00. Following the completion of the transaction, the chief executive officer owned 2,207,118 shares in the company, valued at $562,815,090. This trade represents a 1.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 20,500 shares of Amazon.com stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $245.00, for a total transaction of $5,022,500.00. Following the sale, the chief executive officer owned 499,861 shares in the company, valued at approximately $122,465,945. This represents a 3.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 124,186 shares of company stock valued at $27,826,739. 9.70% of the stock is currently owned by corporate insiders.
Amazon.com Price Performance
Shares of AMZN stock opened at $255.36 on Thursday. 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 $178.85 and a twelve month high of $258.60. The company has a market cap of $2.75 trillion, a P/E ratio of 35.62, a P/E/G ratio of 1.87 and a beta of 1.38. The business has a fifty day simple moving average of $216.43 and a 200 day simple moving average of $225.75.
Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the prior year, the company earned $1.86 earnings per share. Amazon.com's quarterly revenue was up 13.6% compared to the same quarter last year. On average, sell-side analysts forecast that Amazon.com, Inc. will post 7.72 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
A number of analysts have recently weighed in on AMZN shares. Maxim Group upped their target price on Amazon.com from $280.00 to $290.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Wedbush cut their target price on Amazon.com from $340.00 to $300.00 and set an "outperform" rating for the company in a research report on Friday, February 6th. Rothschild & Co Redburn set a $230.00 target price on Amazon.com in a research report on Wednesday, January 21st. Weiss Ratings reiterated a "buy (b)" rating on shares of Amazon.com in a research report on Friday, March 27th. Finally, Guggenheim reiterated a "buy" rating and set a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $288.66.
Read Our Latest Report on AMZN
Key Headlines Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Big AI/AWS headline — Amazon agreed to deepen its Anthropic partnership (another $5B now; up to $25B possible) and Anthropic committed to more than $100B of AWS spend over the next decade, which materially lifts long‑term demand for AWS, Trainium chips and AI infrastructure. Investopedia: Amazon Anthropic deal
- Positive Sentiment: Analyst momentum — Multiple firms (KeyBanc, BofA, Cantor Fitzgerald and others) raised price targets and reiterated Buy/Overweight calls citing accelerating AWS/AI monetization and Amazon’s product roadmap, supporting near‑term upside into earnings. Blockonomi: KeyBanc price target
- Positive Sentiment: Healthcare expansion — Amazon launched a nationwide GLP‑1 weight‑loss program through One Medical and Amazon Pharmacy, which could create recurring prescription and pharmacy revenue, broaden services and pressure incumbents’ pricing. This diversification is viewed positively by investors. CNBC: Amazon GLP-1 program
- Neutral Sentiment: Insider activity — CEO Andy Jassy sold 31,000 shares under a pre‑arranged Rule 10b5‑1 plan (disclosed filing); size is small versus his holdings and consistent with routine diversification rather than a warning on fundamentals. SEC Form 4: Jassy sale
- Neutral Sentiment: Sustainability/ops note — Amazon will deploy 75 electric heavy‑duty trucks with Einride for U.S. freight routes; modest operational and ESG benefit but limited near‑term revenue impact. Reuters: Einride electric trucks
- Negative Sentiment: Antitrust/legal risk — California’s Attorney General released filings alleging Amazon pressured vendors to raise prices at rivals, renewing scrutiny that could lead to fines, remedies or operational constraints if cases advance. This raises regulatory uncertainty for retail operations. Reuters: California price‑fixing allegations
- Negative Sentiment: Profitability/capex concerns — Analysts praise revenue visibility from Anthropic but warn the huge AI investment cycle (chips, data centers, Trainium scale) increases capital and operating intensity and could pressure margins and free cash flow in the near term. Proactive Investors: AI capex and profitability debate
About Amazon.com
(
Free Report)
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.
See Also
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