Schaper Benz & Wise Investment Counsel Inc. WI raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 8.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 67,261 shares of the e-commerce giant’s stock after purchasing an additional 5,130 shares during the period. Schaper Benz & Wise Investment Counsel Inc. WI’s holdings in Amazon.com were worth $15,525,000 as of its most recent filing with the SEC.
A number of other large investors have also modified their holdings of AMZN. Norges Bank acquired a new position in Amazon.com in the 2nd quarter worth about $27,438,011,000. Nuveen LLC acquired a new stake in Amazon.com in the first quarter valued at approximately $11,674,091,000. Vanguard Group Inc. grew its holdings in Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC increased its position in shares of Amazon.com by 22,085.8% in the second quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its stake in shares of Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock worth $11,017,657,000 after buying an additional 10,176,835 shares during the period. 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: 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
Amazon.com Price Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data 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 company had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business’s quarterly revenue was up 13.6% on a year-over-year basis. During the same period last year, the firm posted $1.86 EPS. Equities research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
Analysts Set New Price Targets
A number of brokerages have recently issued reports on AMZN. Evercore decreased their target price on Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Arete Research upped their price objective on shares of Amazon.com from $283.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amazon.com in a research report on Friday. Finally, Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a research note on Tuesday, January 27th. One investment 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $286.57.
View Our Latest Research Report on AMZN
Insider Activity
In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $204.25, for a total transaction of $204,250.00. Following the transaction, the chief executive officer directly owned 521,361 shares of the company’s stock, valued at $106,487,984.25. The trade was a 0.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares in the company, valued at $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,686 shares of company stock valued at $14,688,739 in the last quarter. Insiders own 10.80% of the company’s stock.
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.
See Also
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