FreeGulliver LLC grew its position in Amazon.com, Inc. (NASDAQ:AMZN) by 260.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 8,824 shares of the e-commerce giant’s stock after buying an additional 6,375 shares during the period. Amazon.com makes up about 0.9% of FreeGulliver LLC’s investment portfolio, making the stock its 18th largest holding. FreeGulliver LLC’s holdings in Amazon.com were worth $1,937,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after acquiring an additional 17,447,045 shares in the last quarter. State Street Corp increased its holdings in shares of Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new position in shares of Amazon.com in the second quarter worth $27,438,011,000. Finally, Northern Trust Corp lifted its holdings in shares of Amazon.com by 0.3% during the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon’s cloud
- Positive Sentiment: Amazon splits out a paid “Ultra” Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
- Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
- Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
- Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
- Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand (reported ~4:1 bids) eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
- Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon’s European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion
Insider Activity at Amazon.com
Amazon.com Trading Down 0.9%
Shares of NASDAQ:AMZN opened at $207.67 on Friday. The stock’s 50-day simple moving average is $222.93 and its two-hundred day simple moving average is $226.70. The stock has a market capitalization of $2.23 trillion, a price-to-earnings ratio of 28.96, a PEG ratio of 1.57 and a beta of 1.40. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly 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 business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same period in the previous year, the company earned $1.86 EPS. Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. Analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.
Analysts Set New Price Targets
Several equities research analysts recently commented on the company. Wolfe Research increased their price objective on Amazon.com from $250.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday. Mizuho lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. BMO Capital Markets restated an “outperform” rating and set a $310.00 target price (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. KeyCorp set a $285.00 price target on shares of Amazon.com in a report on Friday, February 6th. Finally, Stifel Nicolaus set a $300.00 price target on shares of Amazon.com and gave the stock a “buy” rating in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $286.93.
Get Our Latest Report on Amazon.com
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.
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