Cullen Investment Group LTD. Boosts Holdings in Amazon.com, Inc. $AMZN

Cullen Investment Group LTD. raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 6.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 62,056 shares of the e-commerce giant’s stock after acquiring an additional 3,926 shares during the quarter. Amazon.com makes up about 2.0% of Cullen Investment Group LTD.’s investment portfolio, making the stock its 10th largest holding. Cullen Investment Group LTD.’s holdings in Amazon.com were worth $15,351,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fairway Wealth LLC grew its holdings in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new position in Amazon.com during the third quarter worth approximately $27,000. Bridge Generations Wealth Management LLC raised its stake in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC lifted its position in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares during the last quarter. Finally, PayPay Securities Corp lifted its position in shares of Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.

Amazon.com Price Performance

AMZN stock opened at $200.95 on Tuesday. The company’s 50-day moving average price is $215.66 and its two-hundred day moving average price is $224.87. The firm has a market cap of $2.16 trillion, a P/E ratio of 28.03, a P/E/G ratio of 1.49 and a beta of 1.40. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on AMZN shares. Daiwa Securities Group decreased their target price on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. Bank of America cut their price target on Amazon.com from $303.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Argus reaffirmed a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. Barclays reiterated a “buy” rating on shares of Amazon.com in a report on Monday, March 23rd. Finally, Wolfe Research cut their target price on shares of Amazon.com from $255.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, March 19th. One analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $286.57.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction 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 sale, the vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the sale, the chief executive officer directly owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 71,686 shares of company stock valued at $14,688,739. 10.80% of the stock is currently owned by insiders.

Amazon.com News Summary

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

• Positive Sentiment: TGS selects AWS as preferred cloud provider — a multi‑year HPC/AI deal underscores strong enterprise demand for AWS compute and generative AI services, supporting revenue and margin leverage in the cloud business. TGS Announces AWS as its Preferred Cloud Provider
• Positive Sentiment: Amazon bought 1,300 acres near the Columbia River that could host a large data‑center campus — a long‑term bet to expand AWS capacity and regional resiliency for growing cloud and AI workloads. Report: Amazon buys 1,300 acres near Columbia River that could become a giant data center
• Positive Sentiment: Court order bars AI startup Perplexity from scraping Amazon — protects Amazon’s retail data, ad model and control over shopping traffic, limiting competitive threats from AI shopping agents. Amazon Court Win Puts Focus On Control Of AI Shopping Traffic
• Positive Sentiment: Improvements to delivery convenience (new options/features) bolster e‑commerce defensibility and repeat buying, supporting retail revenue stability. Amazon takes delivery convenience to next level
• Neutral Sentiment: Analyst notes and coverage remain mixed but constructive — New Street trimmed its price target slightly ($285→$280) while keeping a Buy, reflecting continued upside expectations despite near‑term noise. New Street adjusts price target on Amazon.com to $280 from $285; maintains Buy rating
• Neutral Sentiment: Zacks and other outlets highlight online store strength (essentials/grocery repeat buying) — supports steady retail revenues but is less likely to move the stock than AWS/AI developments. Can Amazon’s Online Store Strength Drive Upside in Retail Revenues?
• Negative Sentiment: Key AI chip executive departure raises questions about Amazon’s internal AI/hardware roadmap and could slow specialized silicon progress — a concern given the cloud AI arms race. Amazon Just Lost a Key AI Chip Executive. Is That Bad News for AMZN Stock?
• Negative Sentiment: Bearish takes and macro/AI capex worries persist — several opinion pieces warn that elevated AI spending and margin pressure could keep near‑term share performance under pressure despite long‑term AWS upside. Amazon: This Is Worse Than You Think

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.