Enterprise Financial Services Corp Raises Holdings in Amazon.com, Inc. $AMZN

Enterprise Financial Services Corp boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 26,130 shares of the e-commerce giant’s stock after purchasing an additional 2,416 shares during the period. Amazon.com comprises 3.1% of Enterprise Financial Services Corp’s holdings, making the stock its 8th largest position. Enterprise Financial Services Corp’s holdings in Amazon.com were worth $6,031,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AMZN. Vanguard Group Inc. increased its holdings in shares of Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after acquiring an additional 17,447,045 shares during the last quarter. State Street Corp lifted its holdings in Amazon.com by 2.0% during the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock valued at $83,805,794,000 after purchasing an additional 7,584,156 shares during the last quarter. Geode Capital Management LLC boosted its position in Amazon.com by 1.7% during the second 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 during the period. Norges Bank bought a new position in Amazon.com during the second quarter worth $27,438,011,000. Finally, Northern Trust Corp increased its holdings in shares of Amazon.com by 0.3% in 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 during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Amazon.com News

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Wall Street Analyst Weigh In

AMZN has been the subject of a number of research reports. TD Cowen restated a “buy” rating and set a $300.00 target price on shares of Amazon.com in a research note on Monday, March 23rd. Sanford C. Bernstein reissued an “outperform” rating on shares of Amazon.com in a report on Friday, February 6th. Benchmark restated a “buy” rating on shares of Amazon.com in a report on Thursday, January 29th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $310.00 target price (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Finally, DA Davidson reiterated a “neutral” rating and set a $175.00 target price (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $286.59.

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $209.77 on Monday. The business’s 50 day simple moving average is $213.70 and its 200 day simple moving average is $224.26. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The company has a market capitalization of $2.25 trillion, a P/E ratio of 29.26, a P/E/G ratio of 1.57 and a beta of 1.38.

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

Insiders Place Their Bets

In related news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. The trade was 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 through this link. Also, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 72,686 shares of company stock valued at $14,899,239 over the last 90 days. 9.70% of the stock is owned by company 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.