Orleans Capital Management Corp LA trimmed its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 25.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,399 shares of the e-commerce giant’s stock after selling 3,260 shares during the quarter. Amazon.com makes up about 1.3% of Orleans Capital Management Corp LA’s portfolio, making the stock its 26th largest holding. Orleans Capital Management Corp LA’s holdings in Amazon.com were worth $2,064,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Fairway Wealth LLC increased its holdings in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the 3rd quarter valued at $27,000. Bridge Generations Wealth Management LLC grew its position in Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares during the last quarter. Cooksen Wealth LLC grew its position in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the last quarter. Finally, PayPay Securities Corp increased its holdings in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.
Insider Buying and Selling at Amazon.com
In related news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the transaction, the vice president owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the sale, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. This trade represents a 0.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 71,686 shares of company stock valued at $14,688,739 over the last three months. 9.70% of the stock is currently owned by corporate insiders.
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 firm had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the previous year, the business posted $1.86 EPS. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Wolfe Research raised its price target to $255 and analysts broadly remain constructive, supporting sentiment that Amazon’s AI/cloud investments can pay off long-term. Wolfe Research Raises Price Target
- Positive Sentiment: Amazon plans to move its Prime Day event to late June from July — an earlier Prime Day can shift meaningful revenues into Q2, affecting seasonality and logistics planning for the quarter. Reuters: Prime Day Move
- Positive Sentiment: Amazon won a federal injunction against an AI shopping agent (Perplexity/Comet), preserving control of its buying flow and protecting its commerce moat for now. PYMNTS: Injunction vs Perplexity
- Positive Sentiment: Zoox (Amazon’s autonomous unit) struck a deal with Uber to deploy robotaxis on Uber’s app — a commercial pathway for Zoox that could accelerate revenue optionality for Amazon’s mobility investments. Reuters: Zoox-Uber Deal
- Positive Sentiment: AWS co-sponsored Physical AI fellowship (with Nvidia and MassRobotics) and Amazon is expanding Health AI on its site—both moves underline AWS and Amazon’s push to monetize AI across cloud, healthcare and robotics. PYMNTS: Physical AI Fellowship
- Neutral Sentiment: Amazon is targeting large bond sales / euro-bond issuance to fund AI capacity (debt-funded CapEx)—this secures funding but increases leverage and investor focus on returns from the spend. FinancialPost: Euro Bond Sale
- Neutral Sentiment: Amazon outlined a big multi-year investment in Poland (23 billion zlotys for 2026–2028), signaling continued geographic expansion but also more near-term capex. Reuters: Poland Investment
- Negative Sentiment: Milan prosecutors sought trial for Amazon’s European unit and four executives over alleged €1.2B tax evasion — a significant legal/regulatory overhang that could lead to fines and negative headlines. Reuters: Italian Tax Trial Request
- Negative Sentiment: Reports of retail-site outages and an AI agent giving inaccurate advice prompted Amazon to “put humans back in the loop,” raising operational and reputational risk around fast AI rollouts. Fortune: Site Outages and AI Errors
- Negative Sentiment: FCC chair publicly criticized Amazon over slow satellite launches after Amazon opposed SpaceX’s massive plan — regulatory scrutiny and public spat increase political/regulatory risk on Project Kuiper. CNBC: FCC Criticism
Analysts Set New Price Targets
Several research firms have commented on AMZN. Benchmark reissued a “buy” rating on shares of Amazon.com in a research note on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. Bank of America dropped their price objective on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a research report on Tuesday, January 27th. Finally, Maxim Group boosted their target price on shares of Amazon.com from $280.00 to $290.00 and gave the stock a “buy” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $286.93.
Check Out Our Latest Research Report on AMZN
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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