Amazon.com, Inc. $AMZN Stake Raised by Whittier Trust Co.

Whittier Trust Co. boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,327,458 shares of the e-commerce giant’s stock after buying an additional 31,984 shares during the period. Amazon.com makes up about 3.3% of Whittier Trust Co.’s portfolio, making the stock its 5th biggest holding. Whittier Trust Co.’s holdings in Amazon.com were worth $291,390,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Quilter Plc grew its stake in shares of Amazon.com by 1.8% in the 3rd quarter. Quilter Plc now owns 1,662,226 shares of the e-commerce giant’s stock worth $364,975,000 after buying an additional 29,305 shares in the last quarter. Cheviot Value Management LLC lifted its stake in Amazon.com by 0.3% in the third quarter. Cheviot Value Management LLC now owns 69,114 shares of the e-commerce giant’s stock worth $15,844,000 after purchasing an additional 199 shares during the last quarter. CIBC Asset Management Inc grew its position in Amazon.com by 1.7% in the 3rd quarter. CIBC Asset Management Inc now owns 2,751,154 shares of the e-commerce giant’s stock valued at $603,885,000 after acquiring an additional 45,409 shares during the last quarter. Heritage Investment Group Inc. grew its holdings in shares of Amazon.com by 14.8% in the third quarter. Heritage Investment Group Inc. now owns 3,859 shares of the e-commerce giant’s stock worth $847,000 after purchasing an additional 498 shares during the last quarter. Finally, TFR Capital LLC. lifted its holdings in shares of Amazon.com by 0.4% in the 3rd quarter. TFR Capital LLC. now owns 39,356 shares of the e-commerce giant’s stock worth $8,641,000 after buying an additional 159 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: AWS momentum and cloud demand remain a structural support for AMZN; analysts point to expanding AI and cloud revenues that underpin long‑term growth. AWS Momentum Supports Amazon.com
• Positive Sentiment: Amazon’s minority stake in BETA Technologies and other strategic bets could boost logistics/sustainability optionality and have drawn analyst interest as long‑term strategic wins. Amazon Bets Big on BETA
• Positive Sentiment: Amazon‑backed X‑Energy secured a U.S. nuclear fuel license — a long‑dated infrastructure win that could help power data centers and reduce energy costs for AWS over time. X‑Energy Secures Nuclear Fuel License
• Positive Sentiment: Amazon Pharmacy continues to expand same‑day delivery to thousands more cities — a near‑term revenue/market‑share positive for the retail segment. Amazon Pharmacy Same‑Day Expansion
• Positive Sentiment: Large institutional activity: several managers (e.g., PRIMECAP, Egerton) have recently increased stakes, signaling conviction from long‑term holders. PRIMECAP Boosts Amazon Stake
• Neutral Sentiment: Amazon’s satellite/LEO program advanced with a multi‑satellite Ariane 6 launch — a strategic long‑term investment but cash‑intensive today. Ariane 6 Launches Amazon LEO Satellites
• Neutral Sentiment: Some analysts trimmed price targets (New Street cut its target but left a buy rating), reflecting mixed near‑term views while maintaining longer‑term upside. New Street Lowers Price Target
• Negative Sentiment: Technical and sentiment pressure: multiple outlets report AMZN entered a bear market and just hit its worst multi‑day losing streak in nearly 20 years as investors punish heavy capex and rotate out of big tech. Worst Losing Streak / Bear Market
• Negative Sentiment: Investors are explicitly worried about the ~$200B AI capex plan (and the broader $700B hyperscaler capex wave) — concerns center on cash flow, near‑term returns and multiple compression. Mag 7 CapEx Wave
• Negative Sentiment: Reputational and regulatory noise: Ring’s Super Bowl ad backlash led Amazon’s Ring to cancel a Flock Safety partnership, and Italian tax authorities conducted searches in a new probe — both add short‑term headline risk. Ring Ad Backlash / Flock Cancellation Italian Tax Probe

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $198.79 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The business’s 50 day moving average price is $230.69 and its 200 day moving average price is $228.85. The company has a market cap of $2.13 trillion, a price-to-earnings ratio of 27.73, a PEG ratio of 1.28 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same period last year, the firm earned $1.86 earnings per share. On average, research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Activity at Amazon.com

In other news, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares in the company, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Matthew S. Garman sold 17,768 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the sale, the chief executive officer owned 6,273 shares in the company, valued at $1,360,613.70. This trade represents a 73.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 48,061 shares of company stock valued at $10,559,262 over the last quarter. 9.70% of the stock is owned by insiders.

Analyst Ratings Changes

AMZN has been the subject of a number of analyst reports. JPMorgan Chase & Co. restated a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $300.00 price target on shares of Amazon.com in a research report on Friday, February 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research report on Monday, December 29th. Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a report on Tuesday, January 27th. Finally, Benchmark reiterated a “buy” rating on shares of Amazon.com in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $287.48.

Amazon.com Profile

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.