Wright Investors Service Inc. Reduces Position in Amazon.com, Inc. $AMZN

Wright Investors Service Inc. decreased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 17.7% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 53,414 shares of the e-commerce giant’s stock after selling 11,462 shares during the quarter. Amazon.com accounts for about 3.7% of Wright Investors Service Inc.’s holdings, making the stock its 6th biggest position. Wright Investors Service Inc.’s holdings in Amazon.com were worth $12,329,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of AMZN. Fairway Wealth LLC grew its position in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com in the third quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC grew its position in shares of Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 233 shares during the last quarter. Cooksen Wealth LLC grew its position in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the last quarter. Finally, PayPay Securities Corp grew its position in shares of Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon launched “Amazon Supply Chain Services” (ASCS), opening its freight, fulfillment and parcel network to outside businesses — investors see a potential new high?margin monetization path similar to AWS, and the announcement re?priced incumbents like UPS/FDX. Amazon opens up its logistics network to other businesses
• Positive Sentiment: Analysts and commentators are boosting targets and bullish takes on AWS/AI momentum — BNP Paribas cited a large (reported ~50%) AWS backlog surge and raised its outlook, and other shops (New Street, DZ Bank, Morgan Stanley moves noted) followed with higher targets or buy reiterations. BNP Paribas lifts outlook on AWS backlog
• Positive Sentiment: Management and earnings support the bear?to?bull shift: Amazon beat Q1 estimates and CEO Andy Jassy defended the ~$200B AI infrastructure program as a long?term growth driver, reinforcing the narrative that capex will convert to higher-margin revenue over time. Andy Jassy defends AI spending
• Neutral Sentiment: Insider activity: Director Jonathan Rubinstein sold ~3,700 shares under a pre?arranged 10b5?1 plan — disclosure removes much informational significance but may attract short?term attention. Director sale disclosed
• Neutral Sentiment: Operational moves: Amazon is rolling internal AI tools (Claude Code, Codex) company?wide — should boost productivity and product development, but the near?term revenue impact is uncertain. Amazon adopts Claude Code and Codex internally
• Negative Sentiment: CapEx and free?cash?flow strain: heavy AI/data?center investment has materially reduced near?term FCF (reports highlight a sharp drop), which could pressure valuation if revenue conversion or margin expansion takes longer than expected. CapEx reduces FCF
• Negative Sentiment: ROI and macro concerns: commentators ask whether concentrated AI spending will deliver sufficient returns and warn the hyperscaler capex wave could add to inflationary/energy cost risks — a potential headwind for multiples if realized. Is Amazon generating sufficient ROI on AI spending?

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $313.00 target price (up from $307.00) on shares of Amazon.com in a research report on Thursday. HSBC increased their target price on shares of Amazon.com from $280.00 to $310.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn set a $230.00 target price on shares of Amazon.com in a report on Wednesday, January 21st. JPMorgan Chase & Co. raised their target price on shares of Amazon.com from $280.00 to $330.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Finally, Susquehanna reaffirmed a “positive” rating and set a $325.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $311.65.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 20,500 shares of the firm’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $245.00, for a total value of $5,022,500.00. Following the sale, the chief executive officer owned 499,861 shares of the company’s stock, valued at approximately $122,465,945. This trade represents a 3.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,706 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $273.02, for a total value of $1,011,812.12. Following the completion of the sale, the director directly owned 74,948 shares in the company, valued at approximately $20,462,302.96. This represents a 4.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 131,741 shares of company stock worth $29,839,291. 8.90% of the stock is owned by insiders.

Amazon.com Trading Up 1.4%

Shares of AMZN stock opened at $271.90 on Tuesday. The stock’s fifty day moving average price is $223.63 and its two-hundred day moving average price is $227.48. The company has a market cap of $2.92 trillion, a PE ratio of 32.52, a P/E/G ratio of 2.01 and a beta of 1.46. Amazon.com, Inc. has a fifty-two week low of $183.85 and a fifty-two week high of $276.10. 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) last issued its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The company’s revenue was up 16.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.59 EPS. Equities analysts predict that Amazon.com, Inc. will post 7.71 EPS for the current fiscal year.

Amazon.com Company 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.