Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 93.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 93,000 shares of the e-commerce giant’s stock after acquiring an additional 45,000 shares during the period. Amazon.com makes up about 7.4% of Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group’s portfolio, making the stock its 2nd biggest position. Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group’s holdings in Amazon.com were worth $19,369,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Narwhal Capital Management grew its position in shares of Amazon.com by 2.3% during the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after acquiring an additional 4,854 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Amazon.com by 21.0% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after purchasing an additional 4,275,942 shares in the last quarter. Weaver Capital Management LLC raised its holdings in Amazon.com by 13.6% in the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after purchasing an additional 4,713 shares during the period. Ethos Financial Group LLC boosted its position in Amazon.com by 9.6% during the fourth quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock worth $8,421,000 after purchasing an additional 3,196 shares in the last quarter. Finally, Culbertson A N & Co. Inc. grew its holdings in Amazon.com by 8.6% in the fourth quarter. Culbertson A N & Co. Inc. now owns 30,444 shares of the e-commerce giant’s stock valued at $7,027,000 after purchasing an additional 2,412 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon filed with the FCC to deploy up to 5,105 low-Earth-orbit satellites for direct-to-device messaging, voice, data and emergency services, targeting service launch in 2028. The initiative would expand Project Leo beyond broadband, leverage assets associated with Amazon’s planned $11.6 billion Globalstar acquisition and challenge SpaceX’s Starlink in the mobile-connectivity market. Amazon seeks federal approval to launch 5,105 satellites for direct-to-device network
- Positive Sentiment: Analyst Brian White reaffirmed a Buy rating and $315 price target, citing momentum at Amazon Web Services (AWS). The target implies considerable upside from current trading levels, although it remains dependent on execution and earnings results. Amazon Buy Rating Reaffirmed as AWS Momentum Drives Outlook
- Neutral Sentiment: Amazon reports second-quarter results on July 30, making AWS growth, operating margins, free cash flow and its AI investment outlook key catalysts. Analysts remain broadly optimistic, with the average price target reportedly near $313, but the results could produce significant volatility. Amazon’s Next Earnings Report Could Sink the Stock
- Negative Sentiment: Investors are increasingly concerned that Amazon’s roughly $200 billion 2026 capital-expenditure plan, much of it tied to AI infrastructure, could weigh on free cash flow. Strong earnings beats across technology have not consistently translated into stock gains, raising the bar for Amazon to demonstrate that AI spending will generate sufficient returns. Amazon and Microsoft Are Spending $400 Billion on AI
- Negative Sentiment: Warner Bros. Discovery sued Amazon over the hiring of an HBO Max executive, alleging that Amazon induced a contract breach and seeking restrictions on future employee poaching. The litigation adds a legal overhang, though its financial impact is currently unclear. Warner Bros. Discovery sues Amazon over HBO Max executive hire
Insiders Place Their Bets
Amazon.com Price Performance
Shares of AMZN stock opened at $231.39 on Tuesday. The company has a market capitalization of $2.49 trillion, a PE ratio of 27.68, a price-to-earnings-growth ratio of 1.74 and a beta of 1.46. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The firm’s 50-day moving average is $247.59 and its two-hundred day moving average is $236.27. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm’s revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.59 earnings per share. Analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current year.
Wall Street Analyst Weigh In
AMZN has been the subject of several research analyst reports. DZ Bank upped their target price on Amazon.com from $295.00 to $320.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Sanford C. Bernstein reissued an “outperform” rating and issued a $315.00 price target (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Canaccord Genuity Group boosted their price target on shares of Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Susquehanna reaffirmed a “positive” rating and set a $325.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Arete Research lifted their target price on shares of Amazon.com from $301.00 to $310.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $312.91.
Check Out Our Latest Stock Report on Amazon.com
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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