Amazon.com, Inc. $AMZN Shares Bought by O Dell Group LLC

O Dell Group LLC boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 16.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 17,560 shares of the e-commerce giant’s stock after acquiring an additional 2,425 shares during the quarter. Amazon.com comprises about 0.8% of O Dell Group LLC’s investment portfolio, making the stock its 19th biggest holding. O Dell Group LLC’s holdings in Amazon.com were worth $3,856,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. WealthPLAN Partners LLC increased its stake in shares of Amazon.com by 0.4% during the 3rd quarter. WealthPLAN Partners LLC now owns 60,669 shares of the e-commerce giant’s stock valued at $13,321,000 after acquiring an additional 235 shares during the last quarter. Hoxton Planning & Management LLC increased its stake in shares of Amazon.com by 1.4% in the third quarter. Hoxton Planning & Management LLC now owns 11,451 shares of the e-commerce giant’s stock worth $2,514,000 after buying an additional 159 shares during the last quarter. Kera Capital Partners Inc. increased its holdings in Amazon.com by 9.2% in the third quarter. Kera Capital Partners Inc. now owns 42,569 shares of the e-commerce giant’s stock valued at $9,347,000 after buying an additional 3,596 shares during the last quarter. Touchstone Capital Inc. acquired a new stake in Amazon.com during the third quarter worth about $6,526,000. Finally, Retirement Planning Group LLC grew its position in shares of Amazon.com by 88.2% during the third quarter. Retirement Planning Group LLC now owns 50,326 shares of the e-commerce giant’s stock worth $11,050,000 after acquiring an additional 23,585 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon is reportedly in talks to invest up to $50 billion in OpenAI — a deal that would deepen Amazon’s AI relationships, drive AWS capacity demand and signal leadership in the AI era; this is being read as a long‑term growth catalyst. Amazon in Talks to Invest Up to $50 Billion in OpenAI
• Positive Sentiment: Analysts and big managers remain supportive — Telsey Advisory reiterated an “outperform” rating with a $300 price target and Tsai Capital highlighted AMZN as a high‑conviction idea, both underpinning bullish investor sentiment. Telsey Reaffirms Outperform on Amazon
• Positive Sentiment: AWS continues to land enterprise deals and collaborations (example: NTT DATA strategic agreement), which supports recurring cloud revenue growth independent of retail cycles. NTT DATA Signs Strategic Collaboration Agreement with AWS
• Neutral Sentiment: Amazon is closing its Go and Fresh physical stores and refocusing grocery around online/Whole Foods — a strategic retrenchment that cuts cash burn but reduces brick‑and‑mortar exposure. Amazon is closing its futuristic Go and Fresh stores
• Neutral Sentiment: Macro/sector context: Microsoft’s post‑earnings pullback highlights hyperscaler valuation sensitivity — investors may reprice capital‑intensive AI buildouts, a theme that affects AMZN too. Microsoft Drops After Earnings—Why the Bull Case Holds
• Negative Sentiment: Amazon announced further mass layoffs (about 16,000 corporate roles total; ~1,400 in Seattle, 700 in Bellevue) — cost savings can boost margins but large cuts raise execution, morale and public‑relations risks. Amazon Job Cuts Deliver Another Blow to Seattle Area’s Tech Workforce
• Negative Sentiment: Reputational/regulatory risk: reports that Amazon’s AI training datasets contained high volumes of illegal/abusive content could prompt compliance costs, scrutiny, or slower AI rollouts. Amazon Stock Falls as AI Training Data Reveals “High Volume” of Child Abuse Content
• Negative Sentiment: Some large investors have trimmed AMZN positions (reports of Viking/other manager selling), and Bank of America recently lowered its price target — signals that institutional positioning may be shifting and could pressure near‑term sentiment. Billionaire Ole Andreas Halvorsen Dumped His Stakes in Nvidia and Amazon Bank of America Lowers Amazon Price Target

Wall Street Analyst Weigh In

A number of research firms have recently commented on AMZN. Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. Truist Financial set a $290.00 price target on Amazon.com in a research report on Friday, October 31st. Pivotal Research raised their price objective on shares of Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, October 31st. CIBC lifted their target price on shares of Amazon.com to $315.00 in a research report on Monday, October 20th. Finally, Evercore ISI reissued an “outperform” rating on shares of Amazon.com in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $295.91.

Insiders Place Their Bets

In other news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $232.71, for a total transaction of $1,113,284.64. Following the transaction, the chief executive officer directly owned 498,182 shares in the company, valued at approximately $115,931,933.22. This represents a 0.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the completion of the sale, the director directly owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. This represents a 11.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 49,561 shares of company stock valued at $10,989,862 over the last three months. Company insiders own 9.70% of the company’s stock.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $239.30 on Friday. The stock has a market capitalization of $2.56 trillion, a P/E ratio of 33.80, a price-to-earnings-growth ratio of 1.51 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The firm has a 50 day moving average of $233.50 and a 200-day moving average of $229.64.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.Amazon.com’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same period in the prior year, the company earned $1.43 EPS. As a group, sell-side analysts anticipate 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.