Nordwand Advisors LLC Boosts Stock Position in Amazon.com, Inc. $AMZN

Nordwand Advisors LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 126.7% in the third quarter, Holdings Channel reports. The firm owned 5,884 shares of the e-commerce giant’s stock after purchasing an additional 3,289 shares during the period. Nordwand Advisors LLC’s holdings in Amazon.com were worth $1,292,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in AMZN. Cooksen Wealth LLC increased its position in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares during the last quarter. PayPay Securities Corp lifted its position in shares of Amazon.com by 62.3% during the 3rd 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 during the last quarter. Access Investment Management LLC bought a new position in shares of Amazon.com during the 2nd quarter worth $74,000. Sagard Holdings Management Inc. purchased a new stake in Amazon.com in the 2nd quarter worth about $79,000. Finally, MJT & Associates Financial Advisory Group Inc. raised its stake in Amazon.com by 17.1% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 363 shares of the e-commerce giant’s stock valued at $80,000 after acquiring an additional 53 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

More Amazon.com News

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

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

Insiders Place Their Bets

In other news, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director owned 26,148 shares in the company, valued at approximately $5,925,398.28. This trade represents a 4.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.94, for a total transaction of $4,311,031.68. Following the sale, the chief executive officer directly owned 2,208,310 shares of the company’s stock, valued at $479,070,771.40. This represents a 0.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 47,061 shares of company stock valued at $10,351,262 over the last three months. Corporate insiders own 9.70% of the company’s stock.

Amazon.com Price Performance

NASDAQ:AMZN opened at $210.27 on Friday. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The stock has a fifty day moving average of $233.50 and a 200 day moving average of $229.78. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. The firm has a market capitalization of $2.25 trillion, a price-to-earnings ratio of 29.33, a P/E/G ratio of 1.39 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last released its quarterly 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). The business had revenue of $213.39 billion during 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 23.09%. The business’s revenue was up 13.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.86 EPS. On average, research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AMZN. Roth Mkm reiterated a “buy” rating and set a $295.00 target price (up previously from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a report on Monday, December 29th. Bank of America lowered their target price on shares of Amazon.com from $303.00 to $286.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Wall Street Zen lowered Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Finally, Daiwa Securities Group lifted their price target on Amazon.com from $254.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, November 11th. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $290.28.

About Amazon.com

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.