Wulff Hansen & CO. Invests $4.48 Million in Amazon.com, Inc. $AMZN

Wulff Hansen & CO. bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, HoldingsChannel.com reports. The fund bought 19,420 shares of the e-commerce giant’s stock, valued at approximately $4,483,000. Amazon.com comprises about 3.8% of Wulff Hansen & CO.’s holdings, making the stock its 4th largest holding.

Other institutional investors have also recently modified their holdings of the company. Fairway Wealth LLC grew its stake 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 worth $25,000 after acquiring an additional 60 shares during the last quarter. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com during the third quarter valued at $27,000. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares in the last quarter. Bridge Generations Wealth Management LLC lifted its holdings in shares of Amazon.com by 2,330.0% during 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 in the last quarter. Finally, Cooksen Wealth LLC lifted its holdings in shares of Amazon.com by 23.5% during 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 in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon Web Services got a major lift from news that Snowflake signed a $6 billion multiyear deal with AWS, underscoring strong demand for Amazon’s cloud infrastructure and AI-related chips. Article Title
• Positive Sentiment: Multiple analysts and market commentators remain bullish on AMZN, citing AWS acceleration, AI backlog growth, and margin expansion potential; UBS and Bank of America both reiterated constructive views and high price targets. Article Title
• Positive Sentiment: Amazon is also broadening its AI moat by making its shopping AI tools and potentially even SpaceX’s Grok models available through AWS, which could attract more enterprise customers and deepen platform usage. Article Title
• Positive Sentiment: Investor sentiment was helped by coverage arguing Amazon’s AI strategy is differentiated and that its cloud and retail ecosystem could remain a long-term winner as AI spending scales. Article Title
• Neutral Sentiment: Walmart’s expansion of 30-minute delivery adds competitive pressure in fast delivery, but it also confirms Amazon’s fulfillment model is still setting the pace in retail logistics. Article Title
• Negative Sentiment: Amazon’s local unit is facing an Australian regulator lawsuit over alleged missing warning labels on children’s backpacks with button batteries, creating a small legal and reputational headwind. Article Title
• Negative Sentiment: Some articles also pointed to heavy AI capex and insider selling, which may remind investors to watch margins and execution even as the growth narrative stays intact. Article Title

Amazon.com Stock Up 0.8%

AMZN stock opened at $274.00 on Friday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $278.56. The business’s 50-day moving average is $244.17 and its two-hundred day moving average is $232.34. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The company has a market cap of $2.95 trillion, a price-to-earnings ratio of 32.78, a P/E/G ratio of 2.04 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN) last posted 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. 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 for the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the prior year, the company earned $1.59 earnings per share. Amazon.com’s revenue was up 16.6% on a year-over-year basis. As a group, analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 31,352 shares of the 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 transaction, the chief executive officer owned 2,175,766 shares of the company’s stock, valued at approximately $598,335,650. This represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their position. 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. Insiders sold a total of 195,774 shares of company stock worth $51,552,494 in the last ninety days. Insiders own 8.90% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Mizuho upped their price target on Amazon.com from $315.00 to $325.00 and gave the company an “outperform” rating in a report on Tuesday, April 28th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $315.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $325.00 price target (up from $275.00) on shares of Amazon.com in a report on Thursday, April 30th. Raymond James Financial reaffirmed an “outperform” rating and set a $280.00 price target on shares of Amazon.com in a report on Friday, May 1st. Finally, Bank of America upped their price target on Amazon.com from $298.00 to $310.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.66.

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.