Whelan Financial Has $2.97 Million Stake in Amazon.com, Inc. $AMZN

Whelan Financial lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 31.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,506 shares of the e-commerce giant’s stock after buying an additional 3,254 shares during the period. Amazon.com comprises about 0.9% of Whelan Financial’s investment portfolio, making the stock its 14th largest holding. Whelan Financial’s holdings in Amazon.com were worth $2,966,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE lifted its position in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com during the 4th quarter worth about $2,153,000. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $210.27 on Friday. The firm has a market capitalization of $2.25 trillion, a PE ratio of 29.33, a PEG ratio of 1.39 and a beta of 1.37. The company’s 50-day moving average is $233.50 and its 200-day moving average is $229.78. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80.

Amazon.com (NASDAQ:AMZN) last announced 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 return on equity of 23.09% and a net margin of 10.83%.The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the previous year, the firm posted $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis. Equities analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on AMZN shares. Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 target price on shares of Amazon.com in a research report on Friday. KeyCorp set a $285.00 price target on Amazon.com in a research report on Friday. Wells Fargo & Company increased their price objective on Amazon.com from $301.00 to $305.00 and gave the company an “overweight” rating in a report on Friday. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. Finally, Guggenheim reaffirmed a “buy” rating and set a $300.00 price target on shares of Amazon.com in a research report on Friday. Fifty-five investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $290.28.

Insider Activity at Amazon.com

In other news, CEO Douglas J. Herrington sold 2,500 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $233.22, for a total value of $583,050.00. Following the transaction, the chief executive officer owned 505,934 shares of the company’s stock, valued at approximately $117,993,927.48. This represents a 0.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the business’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the sale, the director owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 47,061 shares of company stock valued at $10,351,262. Insiders own 9.70% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

Amazon.com 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.