Wilmington Savings Fund Society FSB Has $33.72 Million Stock Position in Amazon.com, Inc. $AMZN

Wilmington Savings Fund Society FSB lowered its position in Amazon.com, Inc. (NASDAQ:AMZN) by 51.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,581 shares of the e-commerce giant’s stock after selling 163,042 shares during the quarter. Amazon.com accounts for about 0.8% of Wilmington Savings Fund Society FSB’s holdings, making the stock its 27th largest position. Wilmington Savings Fund Society FSB’s holdings in Amazon.com were worth $33,722,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Mayport LLC increased its position in shares of Amazon.com by 3.2% during the third quarter. Mayport LLC now owns 10,408 shares of the e-commerce giant’s stock valued at $2,285,000 after purchasing an additional 323 shares during the period. Caerus Investment Advisors LLC increased its holdings in Amazon.com by 103.4% in the 3rd quarter. Caerus Investment Advisors LLC now owns 9,797 shares of the e-commerce giant’s stock valued at $2,151,000 after buying an additional 4,981 shares during the period. Auxier Asset Management LLC increased its stake in Amazon.com by 25.4% in the third quarter. Auxier Asset Management LLC now owns 10,756 shares of the e-commerce giant’s stock valued at $2,362,000 after acquiring an additional 2,181 shares during the period. Campbell Capital Management Inc. lifted its stake in Amazon.com by 13.5% during the third quarter. Campbell Capital Management Inc. now owns 41,690 shares of the e-commerce giant’s stock worth $9,154,000 after purchasing an additional 4,950 shares during the period. Finally, Captrust Financial Advisors boosted its stake in Amazon.com by 2.2% in the 3rd quarter. Captrust Financial Advisors now owns 2,402,486 shares of the e-commerce giant’s stock valued at $527,514,000 after buying an additional 50,924 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: CEO Andy Jassy said AI could double prior AWS revenue expectations to roughly $600B by 2036 — a framing that boosts long-term growth expectations for Amazon’s highest-margin business and supports upside for the stock. Reuters: Amazon CEO sees AI doubling AWS sales projections
• Positive Sentiment: OpenAI will distribute AI to U.S. federal agencies via AWS (including classified work), strengthening AWS’s government pipeline and recurring contract revenue. This concretely ties AWS to fast-growing, high-value AI workloads. Reuters: OpenAI to sell AI to US agencies through Amazon cloud unit
• Positive Sentiment: Wall Street momentum: Wolfe Research raised its price target and Needham reaffirmed Buy — analyst actions point to renewed confidence in AWS/AI tailwinds and help underpin the rally. Yahoo Finance: Wolfe Research Raises Amazon Price Target
• Neutral Sentiment: Amazon moved Prime Day into June — a strategic timing shift that can pull forward revenue into Q2 and help near-term results, but it creates tougher later comps and could pressure margins if discounts are deep. MarketBeat: Amazon’s Prime Day Shift
• Neutral Sentiment: Amazon expanded 1-hour and 3-hour delivery in many U.S. cities — potential upside for market share and fee revenue, though it increases fulfillment complexity and costs. Yahoo Finance: Amazon launches 1-hour shipping
• Negative Sentiment: Amazon plans to sharply cut packages routed via the USPS (target: two-thirds reduction) — this could raise fulfillment costs, disrupt volumes during a transition and draw regulatory/political scrutiny. Reports also say USPS “walked away” in talks, adding short-term uncertainty. Reuters: Amazon plans drastic cut in packages it sends through post office
• Negative Sentiment: Microsoft is reportedly weighing legal action over a reported $50B Amazon–OpenAI cloud deal — a potential regulatory/legal overhang that could complicate that partnership or slow enterprise adoption in the near term. Reuters: Microsoft weighs legal action over $50B Amazon-OpenAI cloud deal
• Negative Sentiment: Amazon’s near-record bond sale (~$54B) prompted analysts to lift hyperscaler debt forecasts — higher borrowing to fund massive AI/data-center capex raises leverage and margin concerns, which could temper sentiment if spending outpaces returns. Reuters: Analysts revise AI hyperscaler debt forecasts after Amazon bond sale

Insider Activity at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,686 shares of company stock worth $14,688,739 over the last ninety days. Company insiders own 9.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on AMZN. President Capital cut their price target on Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. KeyCorp set a $285.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. Cantor Fitzgerald set a $250.00 target price on shares of Amazon.com and gave the stock an “overweight” rating in a research report on Friday, February 6th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $286.93.

Amazon.com Trading Down 2.5%

NASDAQ:AMZN opened at $209.87 on Thursday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The business has a 50 day moving average price of $221.35 and a two-hundred day moving average price of $226.32. The company has a market cap of $2.25 trillion, a P/E ratio of 29.27, a price-to-earnings-growth ratio of 1.61 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 return on equity of 21.87% and a net margin of 10.83%.The business’s revenue was up 13.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.86 EPS. As a group, analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

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.