Chesley Taft & Associates LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 3.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 315,372 shares of the e-commerce giant’s stock after buying an additional 10,163 shares during the period. Amazon.com makes up 2.9% of Chesley Taft & Associates LLC’s holdings, making the stock its 6th largest position. Chesley Taft & Associates LLC’s holdings in Amazon.com were worth $72,794,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Fairway Wealth LLC lifted its holdings in Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after acquiring an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com in the 3rd quarter worth approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in shares of Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 233 shares during the last quarter. Cooksen Wealth LLC raised its holdings in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp raised its holdings in shares of Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Institutional investors 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: 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 Analyst Weigh In

A number of analysts recently weighed in on the stock. 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. Daiwa Securities Group dropped their price target on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. Wolfe Research cut their price objective on Amazon.com from $255.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, March 19th. Royal Bank Of Canada reissued an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a research note on Friday, February 6th. Finally, Guggenheim restated a “buy” rating and issued a $300.00 target price on shares of Amazon.com in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $286.59.

Read Our Latest Stock Analysis on AMZN

Insider Activity

In other 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 directly owned 119,780 shares of the company’s stock, valued at $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $210.50, for a total transaction of $210,500.00. Following the sale, the chief executive officer owned 520,361 shares of the company’s stock, valued at approximately $109,535,990.50. This represents a 0.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 72,686 shares of company stock worth $14,899,239. Corporate insiders own 9.70% of the company’s stock.

Amazon.com Price Performance

AMZN opened at $209.77 on Monday. The firm has a market capitalization of $2.25 trillion, a P/E ratio of 29.26, a PEG ratio of 1.57 and a beta of 1.38. The stock has a fifty day moving average of $213.70 and a 200-day moving average of $224.26. 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 12-month low of $161.38 and a 12-month high of $258.60.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.86 EPS. Equities analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

About Amazon.com

(Free Report)

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.

Further Reading

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