71,096 Shares in Amazon.com, Inc. $AMZN Bought by Ironwood Investment Counsel LLC

Ironwood Investment Counsel LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 71,096 shares of the e-commerce giant’s stock, valued at approximately $15,611,000. Amazon.com makes up 2.3% of Ironwood Investment Counsel LLC’s holdings, making the stock its 5th biggest position.

Several other institutional investors and hedge funds have also recently modified their holdings of AMZN. Wilson Asset Management International PTY Ltd. purchased a new stake in Amazon.com during the second quarter valued at about $11,102,000. American Capital Advisory LLC increased its position in shares of Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock valued at $1,774,000 after purchasing an additional 3,152 shares during the last quarter. ARK Investment Management LLC raised its holdings in shares of Amazon.com by 8.3% during the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after buying an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC lifted its position in Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after buying an additional 3,948 shares during the last quarter. Finally, Alpha Wealth Funds LLC lifted its position in Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after buying an additional 1,908 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon committed to invest up to $50 billion in OpenAI and deepen a strategic partnership that expands cloud & chip relationships — a major long‑term accelerator for AWS revenue and product differentiation. Amazon to invest $50 billion in OpenAI
• Positive Sentiment: The OpenAI tie includes tighter commercial integration (AWS as a key cloud partner and OpenAI buying Amazon-made AI chips), which supports higher‑margin cloud exposure and possible cross‑sell into Amazon consumer products and services. How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses
• Positive Sentiment: Amazon is expanding data‑center capacity (announced $12B Louisiana investment) to support cloud growth and AI workloads — a direct investment in AWS scale that should underpin long‑term revenue. Amazon.com Data Center Push Continues with $12B Investment in Louisiana
• Positive Sentiment: Notable investors and funds (e.g., Stanley Druckenmiller, some ARK activity) have added to Amazon exposure this quarter, signaling continued institutional conviction in AMZN as an AI/cloud play. Druckenmiller buys Amazon
• Neutral Sentiment: Short‑interest reports in the feed are effectively zero (days‑to‑cover ~0) and appear non‑informative — no clear short squeeze signal from these data entries.
• Negative Sentiment: Market concerns about massive near‑term spending and capex — reports on a potential $200B capex surge and shrinking free cash flow expectations have pressured the stock and prompted investor caution. Will heavy capex spending weigh on Amazon’s AI ambitions?
• Negative Sentiment: Legal risk: a U.K. appeals court cleared the way for large collective suits from sellers/consumers alleging anticompetitive conduct (potentially ~£4bn), creating a headline legal overhang. Amazon refused permission to appeal go-ahead for UK lawsuits
• Negative Sentiment: Analyst / market signals: Evercore trimmed its price target (from $335 to $285), and there are reports of insider stock sales — both can weigh on sentiment even if strategic fundamentals remain intact. Evercore adjusts price target on Amazon Insider Selling: CEO sells $3.6M

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $210.00 on Friday. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The company has a 50-day moving average price of $226.66 and a 200-day moving average price of $227.72. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 29.29, a price-to-earnings-growth ratio of 1.56 and a beta of 1.37. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60.

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

Analysts Set New Price Targets

AMZN has been the topic of a number of recent research reports. Piper Sandler reiterated an “overweight” rating and set a $260.00 price target (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Guggenheim reaffirmed a “buy” rating and set a $300.00 target price on shares of Amazon.com in a report on Friday, February 6th. Wolfe Research reissued an “outperform” rating and issued a $275.00 price target on shares of Amazon.com in a research note on Monday, January 5th. Cantor Fitzgerald set a $250.00 price target on shares of Amazon.com and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. reiterated a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $287.29.

Insider Activity

In related news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer directly owned 9,405 shares of the company’s stock, valued at $1,930,094.10. The trade was a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 73,186 shares of company stock valued at $15,067,539. 9.70% of the stock is owned by insiders.

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.