Amazon.com, Inc. $AMZN is Villere ST Denis J & Co. LLC’s 6th Largest Position

Villere ST Denis J & Co. LLC lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,793 shares of the e-commerce giant’s stock after selling 9,110 shares during the quarter. Amazon.com comprises 3.6% of Villere ST Denis J & Co. LLC’s holdings, making the stock its 6th largest holding. Villere ST Denis J & Co. LLC’s holdings in Amazon.com were worth $32,655,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. MilWealth Group LLC increased its holdings in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. acquired a new stake in Amazon.com during the 4th quarter worth about $45,000. Elkhorn Partners Limited Partnership lifted its position in Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 180 shares during the period. Fairway Wealth LLC grew its stake in Amazon.com by 95.6% during the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after purchasing an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. increased its holdings in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Stock Performance

AMZN opened at $244.85 on Thursday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $278.56. The firm has a market capitalization of $2.63 trillion, a PE ratio of 29.29, a PEG ratio of 1.84 and a beta of 1.46. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The firm’s 50-day moving average price is $249.58 and its 200 day moving average price is $236.30.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. Amazon.com’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.59 EPS. As a group, sell-side analysts expect that Amazon.com, Inc. will post 7.75 EPS for the current fiscal year.

Key Amazon.com News

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

• Positive Sentiment: Analysts remain upbeat on Amazon’s core growth drivers, especially AWS, with Bank of America reiterating a Buy rating and saying cloud growth could exceed expectations on strong enterprise AI demand. Article Title
• Positive Sentiment: Wall Street is also leaning into a strong second quarter for Amazon, with forecasts calling for revenue and operating profit above consensus and expectations that AWS growth is accelerating. Article Title
• Positive Sentiment: Amazon Business crossed a $60 billion annualized sales run rate, reinforcing that the company’s higher-margin B2B and enterprise offerings are still expanding. Article Title
• Positive Sentiment: Several market-commentary pieces highlighted Amazon as a beneficiary of AI infrastructure spending and a potential earnings beat, which is helping support longer-term sentiment. Article Title
• Neutral Sentiment: Amazon confirmed layoffs in its artificial general intelligence group as it shifts resources toward customer-facing AI products. The move may improve focus and discipline, but it also underscores ongoing restructuring inside the company’s AI efforts. Article Title
• Neutral Sentiment: Amazon also announced a $400 million plan to rebuild two Florida warehouses, which supports logistics capacity but adds to the company’s already heavy capital-spending burden. Article Title
• Neutral Sentiment: AWS struck additional collaboration deals, including with Observe.AI and funding support for Myseum.AI, reinforcing Amazon Web Services’ role as a key AI platform partner. Article Title
• Negative Sentiment: Job cuts in the AGI unit and broader questions about the cost of Amazon’s AI buildout are weighing on sentiment, especially with investors already focused on the company’s massive 2026 capex plans. Article Title
• Negative Sentiment: Shares also appear pressured by a broader rotation out of mega-cap tech and renewed scrutiny on whether heavy AI spending will translate into returns quickly enough. Article Title

Insider Transactions at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $239.77, for a total transaction of $239,770.00. Following the transaction, the chief executive officer owned 484,527 shares in the company, valued at approximately $116,175,038.79. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total value of $5,268,400.00. Following the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 144,274 shares of company stock valued at $38,716,204. 8.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on AMZN shares. TD Securities raised Amazon.com to a “buy” rating in a report on Monday, April 13th. Royal Bank Of Canada reiterated a “buy” rating on shares of Amazon.com in a research note on Tuesday, June 16th. Bank of America boosted their target price on shares of Amazon.com from $298.00 to $310.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. The Goldman Sachs Group reissued a “buy” rating and set a $335.00 target price on shares of Amazon.com in a research note on Thursday, July 9th. Finally, HSBC upped their target price on Amazon.com from $280.00 to $310.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $312.91.

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.