Westfuller Advisors LLC Boosts Holdings in Amazon.com, Inc. $AMZN

Westfuller Advisors LLC grew its position in Amazon.com, Inc. (NASDAQ:AMZN) by 11.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,334 shares of the e-commerce giant’s stock after acquiring an additional 3,256 shares during the period. Amazon.com comprises about 3.1% of Westfuller Advisors LLC’s portfolio, making the stock its 5th largest holding. Westfuller Advisors LLC’s holdings in Amazon.com were worth $6,880,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Barlow Wealth Partners Inc. grew its holdings in Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after buying an additional 44 shares in the last quarter. Probity Advisors Inc. raised its holdings in Amazon.com by 0.4% in the 2nd quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock valued at $2,667,000 after acquiring an additional 45 shares in the last quarter. IMPACTfolio LLC grew its holdings in shares of Amazon.com by 3.8% during the 3rd quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after purchasing an additional 45 shares in the last quarter. Cadence Wealth Management LLC increased its position in shares of Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock worth $292,000 after purchasing an additional 45 shares during the period. Finally, Union Savings Bank lifted its position in Amazon.com by 0.4% during the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after purchasing an additional 45 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $204.25 on Thursday. The firm has a market capitalization of $2.19 trillion, a P/E ratio of 28.49, a P/E/G ratio of 1.33 and a beta of 1.37. The firm’s 50-day moving average price is $231.89 and its 200-day moving average price is $229.29. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.

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 the consensus estimate of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 earnings per share. The business’s quarterly revenue was up 13.6% on a year-over-year basis. Equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

More Amazon.com News

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

• Positive Sentiment: Amazon Pharmacy will expand same‑day prescription delivery to nearly 4,500 U.S. cities by year‑end — a concrete revenue/market‑share expansion in health/commerce. Amazon Pharmacy Expansion
• Positive Sentiment: AWS and cloud demand remain strong, which supports long‑term revenue and margin upside even as Amazon repositions around AI workloads. Cloud Growth Comparison
• Positive Sentiment: Some analysts remain bullish and have raised/maintained buy ratings and price targets, signaling institutional belief in longer‑term upside. Arete Research Price Target Raise
• Neutral Sentiment: Amazon has disclosed a meaningful stake in electric aircraft maker Beta Technologies — a strategic, non‑core investment that diversifies exposure but is not yet material to Amazon’s core earnings. Amazon Stake in Beta Technologies
• Neutral Sentiment: Partner and ecosystem activity (e.g., Adastra joining AWS Partner Greenfield Program) indicates continued enterprise adoption of AWS tools and Gen‑AI enablement — supportive for AWS long term but modest near‑term impact. Adastra Joins AWS Program
• Neutral Sentiment: Analyst reactions are mixed — some trims to price targets and some reiterations/raises — reflecting disagreement about the timing/returns of Amazon’s large capex plan. Daiwa Lowers Target
• Negative Sentiment: The market is focused on Amazon’s announced ~$200 billion AI/infrastructure capex and related spending plans; that outlook spooked investors and triggered a steep post‑earnings selloff as traders price in near‑term cash‑flow risk. Why AI Spending Triggered Slide
• Negative Sentiment: Large LEO/satellite ambitions (Project Kuiper / planned launches and FCC approvals) are being framed as another capital drain, reinforcing fears that strategic bets could be near‑term profit diluters. Satellite Spending Concerns

Insider Activity

In other news, CEO Douglas J. Herrington sold 4,784 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $232.71, for a total transaction of $1,113,284.64. Following the completion of the sale, the chief executive officer directly owned 498,182 shares of the company’s stock, valued at $115,931,933.22. The trade was a 0.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were 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 approximately $5,925,398.28. The trade was a 4.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 47,061 shares of company stock valued at $10,351,262. 9.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several brokerages have commented on AMZN. KeyCorp set a $285.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. Scotiabank reissued an “outperform” rating and issued a $275.00 target price (down previously from $300.00) on shares of Amazon.com in a report on Friday, February 6th. China Renaissance upped their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Canadian Imperial Bank of Commerce increased their target price on Amazon.com to $315.00 in a research report on Monday, October 20th. Finally, Robert W. Baird set a $285.00 price target on Amazon.com and gave the stock an “outperform” rating in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $288.60.

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.