Well Done LLC Acquires 4,236 Shares of Amazon.com, Inc. $AMZN

Well Done LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 27.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 19,596 shares of the e-commerce giant’s stock after acquiring an additional 4,236 shares during the quarter. Well Done LLC’s holdings in Amazon.com were worth $4,523,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of 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 purchasing an additional 17,447,045 shares during the last quarter. State Street Corp boosted its holdings in shares of Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock worth $83,805,794,000 after purchasing an additional 7,584,156 shares during the period. Geode Capital Management LLC increased its position in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock valued at $47,332,625,000 after purchasing an additional 3,721,658 shares during the last quarter. Norges Bank purchased a new stake in Amazon.com during the 2nd quarter valued at $27,438,011,000. Finally, Northern Trust Corp raised its holdings in Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after buying an additional 302,858 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com Price Performance

Shares of AMZN stock opened at $210.57 on Thursday. The company has a market capitalization of $2.26 trillion, a P/E ratio of 29.37, a P/E/G ratio of 1.56 and a beta of 1.38. The company’s 50-day simple moving average is $214.78 and its two-hundred day simple moving average is $224.63. Amazon.com, Inc. has a one year low of $161.38 and a one 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.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business’s revenue was up 13.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.86 EPS. As a group, equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Wall Street Zen lowered shares of Amazon.com from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. The Goldman Sachs Group increased their target price on shares of Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Cantor Fitzgerald set a $250.00 target price on shares of Amazon.com and gave the stock an “overweight” rating in a report on Friday, February 6th. DA Davidson reaffirmed a “neutral” rating and set a $175.00 price target (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, Scotiabank reiterated an “outperform” rating and set a $275.00 price target (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $286.57.

Key Amazon.com News

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

• Positive Sentiment: Amazon is reportedly in talks to acquire satellite operator Globalstar for about $9B, a deal that would accelerate its LEO “Amazon Leo” rollout and position AMZN to better compete with SpaceX’s Starlink — markets lifted on the strategic upside despite deal complexity. Amazon in talks to buy $9 billion Globalstar (Reuters)
• Positive Sentiment: Delta Air Lines agreed to use Amazon Leo on hundreds of planes starting in 2028 — a major commercial customer that validates Leo’s market path and could create recurring revenue as the service scales. Amazon, Delta team up for in?flight Wi?Fi (Reuters)
• Positive Sentiment: Amazon participated in or backed OpenAI’s massive $122B funding round, reinforcing AMZN’s strategic ties to the leading AI ecosystem and supporting AWS’s role in AI infrastructure demand. Amazon goes big on OpenAI’s fund raise (Barron’s)
• Positive Sentiment: Analysts and large funds remain overweight Amazon on AI/cloud growth (upgrades and institutional buying cited), supporting a bullish medium?term narrative for AWS monetization. Amazon upgraded on AI-driven growth (Yahoo Finance)
• Neutral Sentiment: SpaceX has filed an FCC complaint accusing Amazon of violating orbital?debris mitigation plans for LEO satellites — a regulatory/legal spat that raises program uncertainty but is not an immediate financial hit. SpaceX files FCC complaint against Amazon (Benzinga)
• Negative Sentiment: Reports say an Iranian strike damaged an AWS data center in Bahrain — a direct operational and geopolitical risk to cloud availability and potential remediation costs that could weigh on sentiment. AWS Bahrain data center damaged by Iran strike (Reuters)
• Negative Sentiment: Commentary and analysis highlight that heavy AI capex is pressuring Amazon’s free cash flow; some investors view current spending as a near?term drag on profitability even if it supports long?term share gains. AI spending is draining free cash flow (The Motley Fool)
• Negative Sentiment: Early tests of Amazon’s chatbot?integrated ads showed weak results and the company also reported some AI leadership departures — execution hiccups that could slow ad monetization and product rollouts. Chatbot ads testing shows weak results (TipRanks)

Insider Activity at Amazon.com

In other news, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on 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 transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 transaction, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,686 shares of company stock worth $14,688,739 over the last three months. Corporate insiders own 9.70% of the company’s stock.

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.