O Dell Group LLC increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 16.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,560 shares of the e-commerce giant’s stock after purchasing an additional 2,425 shares during the period. Amazon.com accounts for about 0.8% of O Dell Group LLC’s holdings, making the stock its 19th biggest holding. O Dell Group LLC’s holdings in Amazon.com were worth $3,856,000 at the end of the most recent reporting period.
A number of other institutional investors also recently bought and sold shares of AMZN. Cooksen Wealth LLC raised its holdings in Amazon.com by 23.5% in the 2nd 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 period. PayPay Securities Corp boosted its stake in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after buying an additional 96 shares during the period. Access Investment Management LLC acquired a new stake in shares of Amazon.com during the second quarter valued at about $74,000. Sagard Holdings Management Inc. purchased a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $79,000. Finally, MJT & Associates Financial Advisory Group Inc. raised its stake in shares of Amazon.com by 17.1% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 363 shares of the e-commerce giant’s stock valued at $80,000 after acquiring an additional 53 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon is reportedly in talks to invest up to $50 billion in OpenAI — a deal that would deepen Amazon’s AI relationships, drive AWS capacity demand and signal leadership in the AI era; this is being read as a long‑term growth catalyst. Amazon in Talks to Invest Up to $50 Billion in OpenAI
- Positive Sentiment: Analysts and big managers remain supportive — Telsey Advisory reiterated an “outperform” rating with a $300 price target and Tsai Capital highlighted AMZN as a high‑conviction idea, both underpinning bullish investor sentiment. Telsey Reaffirms Outperform on Amazon
- Positive Sentiment: AWS continues to land enterprise deals and collaborations (example: NTT DATA strategic agreement), which supports recurring cloud revenue growth independent of retail cycles. NTT DATA Signs Strategic Collaboration Agreement with AWS
- Neutral Sentiment: Amazon is closing its Go and Fresh physical stores and refocusing grocery around online/Whole Foods — a strategic retrenchment that cuts cash burn but reduces brick‑and‑mortar exposure. Amazon is closing its futuristic Go and Fresh stores
- Neutral Sentiment: Macro/sector context: Microsoft’s post‑earnings pullback highlights hyperscaler valuation sensitivity — investors may reprice capital‑intensive AI buildouts, a theme that affects AMZN too. Microsoft Drops After Earnings—Why the Bull Case Holds
- Negative Sentiment: Amazon announced further mass layoffs (about 16,000 corporate roles total; ~1,400 in Seattle, 700 in Bellevue) — cost savings can boost margins but large cuts raise execution, morale and public‑relations risks. Amazon Job Cuts Deliver Another Blow to Seattle Area’s Tech Workforce
- Negative Sentiment: Reputational/regulatory risk: reports that Amazon’s AI training datasets contained high volumes of illegal/abusive content could prompt compliance costs, scrutiny, or slower AI rollouts. Amazon Stock Falls as AI Training Data Reveals “High Volume” of Child Abuse Content
- Negative Sentiment: Some large investors have trimmed AMZN positions (reports of Viking/other manager selling), and Bank of America recently lowered its price target — signals that institutional positioning may be shifting and could pressure near‑term sentiment. Billionaire Ole Andreas Halvorsen Dumped His Stakes in Nvidia and Amazon Bank of America Lowers Amazon Price Target
Wall Street Analysts Forecast Growth
Read Our Latest Research Report on Amazon.com
Insider Transactions at Amazon.com
In other news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $232.71, for a total value of $1,113,284.64. Following the completion of the transaction, the chief executive officer owned 498,182 shares in the company, valued at approximately $115,931,933.22. This represents a 0.95% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Keith Brian Alexander sold 900 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the completion of the transaction, the director directly owned 7,170 shares in the company, valued at $1,670,610. This trade represents a 11.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 49,561 shares of company stock valued at $10,989,862 over the last three months. 9.70% of the stock is owned by corporate insiders.
Amazon.com Stock Down 1.0%
Amazon.com stock opened at $239.30 on Friday. The stock has a market cap of $2.56 trillion, a PE ratio of 33.80, a P/E/G ratio of 1.51 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The stock’s fifty day moving average is $233.50 and its two-hundred day moving average is $229.64. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. During the same quarter in the prior year, the business posted $1.43 EPS. The business’s revenue for the quarter was up 13.4% on a year-over-year basis. On average, sell-side analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
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.
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