Amazon.com, Inc. $AMZN is UniSuper Management Pty Ltd’s 4th Largest Position

UniSuper Management Pty Ltd lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,807,112 shares of the e-commerce giant’s stock after purchasing an additional 126,372 shares during the quarter. Amazon.com comprises approximately 3.8% of UniSuper Management Pty Ltd’s portfolio, making the stock its 4th largest holding. UniSuper Management Pty Ltd’s holdings in Amazon.com were worth $616,358,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Fairway Wealth LLC grew its holdings in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new stake in Amazon.com during the third quarter valued at approximately $27,000. Cooksen Wealth LLC lifted its position in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the last quarter. PayPay Securities Corp grew its stake in 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 buying an additional 96 shares in the last quarter. Finally, Access Investment Management LLC bought a new position in shares of Amazon.com in the 2nd quarter worth $74,000. Institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Down 1.3%

AMZN opened at $204.25 on Thursday. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The business’s 50-day moving average price is $231.89 and its 200-day moving average price is $229.29. The company has a market cap of $2.19 trillion, a P/E ratio of 28.49, a P/E/G ratio of 1.33 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last posted its quarterly 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%.Amazon.com’s revenue was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.86 earnings per share. On average, equities analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have recently issued reports on AMZN. Evercore ISI set a $285.00 price objective on shares of Amazon.com in a report on Friday, February 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Amazon.com in a research note on Monday, December 29th. Wolfe Research reaffirmed an “outperform” rating and set a $275.00 price target on shares of Amazon.com in a research note on Monday, January 5th. TD Cowen reiterated a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. Finally, Canadian Imperial Bank of Commerce increased their price objective on Amazon.com to $315.00 in a research report on Monday, October 20th. One analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $288.60.

Insider Transactions at Amazon.com

In other Amazon.com news, Director Daniel P. Huttenlocher sold 1,237 shares of the 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 completion of the sale, the director owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This represents a 4.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Matthew S. Garman sold 17,768 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the sale, the chief executive officer directly owned 6,273 shares in the company, valued at approximately $1,360,613.70. This trade represents a 73.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 47,061 shares of company stock valued at $10,351,262. 9.70% of the stock is currently owned by insiders.

Amazon.com News Summary

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

• Positive Sentiment: Amazon Pharmacy will expand same‑day prescription delivery to nearly 4,500 U.S. cities by year‑end — a concrete revenue/market‑share expansion in health/commerce. Amazon Pharmacy Expansion
• Positive Sentiment: AWS and cloud demand remain strong, which supports long‑term revenue and margin upside even as Amazon repositions around AI workloads. Cloud Growth Comparison
• Positive Sentiment: Some analysts remain bullish and have raised/maintained buy ratings and price targets, signaling institutional belief in longer‑term upside. Arete Research Price Target Raise
• Neutral Sentiment: Amazon has disclosed a meaningful stake in electric aircraft maker Beta Technologies — a strategic, non‑core investment that diversifies exposure but is not yet material to Amazon’s core earnings. Amazon Stake in Beta Technologies
• Neutral Sentiment: Partner and ecosystem activity (e.g., Adastra joining AWS Partner Greenfield Program) indicates continued enterprise adoption of AWS tools and Gen‑AI enablement — supportive for AWS long term but modest near‑term impact. Adastra Joins AWS Program
• Neutral Sentiment: Analyst reactions are mixed — some trims to price targets and some reiterations/raises — reflecting disagreement about the timing/returns of Amazon’s large capex plan. Daiwa Lowers Target
• Negative Sentiment: The market is focused on Amazon’s announced ~$200 billion AI/infrastructure capex and related spending plans; that outlook spooked investors and triggered a steep post‑earnings selloff as traders price in near‑term cash‑flow risk. Why AI Spending Triggered Slide
• Negative Sentiment: Large LEO/satellite ambitions (Project Kuiper / planned launches and FCC approvals) are being framed as another capital drain, reinforcing fears that strategic bets could be near‑term profit diluters. Satellite Spending Concerns

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.