Waycross Partners LLC Acquires 10,459 Shares of Amazon.com, Inc. $AMZN

Waycross Partners LLC boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.1% in the 4th quarter, HoldingsChannel reports. The fund owned 267,346 shares of the e-commerce giant’s stock after acquiring an additional 10,459 shares during the quarter. Amazon.com comprises about 5.0% of Waycross Partners LLC’s investment portfolio, making the stock its 5th biggest holding. Waycross Partners LLC’s holdings in Amazon.com were worth $61,709,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fairway Wealth LLC lifted its stake in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new position in Amazon.com during the third quarter worth about $27,000. Bridge Generations Wealth Management LLC grew its position in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares in the last quarter. Finally, PayPay Securities Corp increased its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after buying an additional 96 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $209.77 on Friday. The stock has a fifty day moving average price of $213.70 and a 200 day moving average price of $224.31. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company has a market cap of $2.25 trillion, a P/E ratio of 29.26, a P/E/G ratio of 1.57 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN) last issued its 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). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same period in the previous year, the company earned $1.86 EPS. Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

More Amazon.com News

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

• Positive Sentiment: Reports say Amazon is in advanced talks to acquire satellite operator Globalstar to accelerate Project Kuiper and better compete with SpaceX’s Starlink — a strategic, long‑term growth move into connectivity that investors view as expansionary for AWS/IoT opportunities. Amazon in talks to buy $9bn Globalstar (Reuters)
• Positive Sentiment: Wells Fargo reiterated Overweight and nudged its price target higher, naming Amazon a top internet pick on improving AWS momentum and free‑cash‑flow inflection — supportive for sentiment and analyst‑driven buying. Wells Fargo names Amazon top internet pick (247WallSt)
• Positive Sentiment: Billionaire Steve Cohen/Point72 has been a long‑time holder and recent coverage highlights continued institutional interest — a bullish signal for conviction among large investors. Steve Cohen buying AMZN (InsiderMonkey)
• Neutral Sentiment: Amazon and AWS continue to show ecosystem momentum (partner certifications, new standards work such as the Linux‑backed x402 Foundation for agentic AI payments), which underpins long‑term cloud/AI positioning but has limited immediate EPS impact. x402 Foundation founding members include AWS (Cointelegraph)
• Negative Sentiment: Amazon will charge a temporary 3.5% fuel & logistics surcharge to third‑party sellers in the U.S. and Canada effective April 17 to offset rising transport costs — helps Amazon cover costs but risks seller pushback and could pressure marketplace GMV and growth metrics. Amazon adds 3.5% surcharge (CNBC)
• Negative Sentiment: NLRB ruled Amazon must bargain with a Staten Island warehouse union representing ~5,000 workers — an operational and cost risk that raises labor and reputational uncertainty for investors. NLRB orders Amazon to negotiate (Reuters)
• Negative Sentiment: Geopolitical fallout from the Iran conflict remains a live headwind — higher oil drove the seller surcharge and reports of an Iranian strike on an AWS Bahrain data center increase perceived geopolitical/operational risk. These macro forces can pressure valuation multiples and consumer demand. AWS Bahrain data center hit (Blockonomi)
• Negative Sentiment: Amazon’s new chatbot ad tests reportedly show weak early results — a potential near‑term headwind for advertising upside if the format doesn’t scale. Chatbot ad tests weak (TipRanks)
• Negative Sentiment: Heavy insider selling has been flagged in recent data — not proof of trouble but a signaling factor some investors watch for near‑term sentiment pressure. Insider selling and discussion (QuiverQuant)

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Truist Financial decreased their price target on Amazon.com from $290.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Wells Fargo & Company lifted their price objective on Amazon.com from $304.00 to $305.00 and gave the stock an “overweight” rating in a report on Thursday. Benchmark reiterated a “buy” rating on shares of Amazon.com in a research report on Thursday, January 29th. President Capital lowered their target price on Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a report on Tuesday, February 10th. Finally, DA Davidson restated a “neutral” rating and issued a $175.00 price target (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. One equities research 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. Based on data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $286.59.

Insider Transactions at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the sale, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. This trade represents a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the sale, the chief executive officer owned 522,361 shares in the company, valued at $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 have sold 72,686 shares of company stock worth $14,899,239 over the last 90 days. 9.70% of the stock is owned by corporate insiders.

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.