Danske Bank A S Invests $1.73 Billion in Amazon.com, Inc. $AMZN

Danske Bank A S bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 7,896,474 shares of the e-commerce giant’s stock, valued at approximately $1,733,829,000. Amazon.com accounts for approximately 4.3% of Danske Bank A S’s holdings, making the stock its 4th largest position. Danske Bank A S owned about 0.07% of Amazon.com at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG raised its stake in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its stake in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after purchasing an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new position in Amazon.com in the fourth quarter worth $2,153,000. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com News Summary

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

• Positive Sentiment: OpenAI–AWS government deal expands AWS addressable market — reports say OpenAI will sell access to its models to U.S. federal agencies via AWS (covers classified and unclassified work), which could accelerate high‑margin cloud revenue and strengthen AWS’s government pipeline. OpenAI to sell AI to US agencies through Amazon cloud unit, the Information reports
• Positive Sentiment: CEO says AI could double AWS revenue to $600B by 2036 — Andy Jassy’s projection positions AWS as a multi‑hundred‑billion‑dollar growth engine driven by AI workloads, supporting investor expectations for aggressive capex and monetization of AI services. Exclusive: Amazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036
• Positive Sentiment: 1‑hour and 3‑hour delivery rollout targets faster same‑day commerce and fee revenue — Amazon expanded ultrafast paid delivery into many U.S. cities to compete with Walmart and quick‑commerce players; this can drive higher-frequency orders and new margin via fees. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Positive Sentiment: Analysts stay constructive — recent analyst commentary and target increases (Needham, Wolfe Research and others) highlight upside based on AWS/AI momentum and retail recovery, supporting buyside interest. This Is The Cheapest Magnificent 7 Stock and the Best One to Buy Now, Says Top Analyst
• Neutral Sentiment: Appeals court pauses lower‑court order blocking Perplexity AI agents from visiting Amazon — legal uncertainty around AI scraping/agents is temporarily resolved, but the longer‑term policy and business impact for AMZN’s marketplace and traffic is unclear. Court Blocks Amazon Ban on Perplexity AI Agents
• Neutral Sentiment: Large bond issuance and revised hyperscaler debt forecasts — Amazon’s recent multi‑tranche bond activity and analysts’ revised expectations signal heavy capex funding for AI/data centers; seen as growth investment but increases leverage in the sector. Analysts revise AI hyperscaler debt forecasts after Amazon bond sale
• Negative Sentiment: Report: Amazon plans a drastic cut in packages sent through the U.S. Postal Service — a move to reallocate volume could lower logistics costs long‑term but risks transitional expense, regulatory scrutiny and vendor relations that could create near‑term volatility. Amazon plans drastic cut in packages it sends through post office, WSJ reports
• Negative Sentiment: Operational headwinds — articles report internal AI tools that are underperforming and a string of outages; those issues raise execution risk for productivity initiatives and could weigh on near‑term margins or customer experience. Inside Amazon: AI That’s Supposed to Boost Productivity Is Backfiring

Amazon.com Trading Up 1.6%

Shares of AMZN stock opened at $215.20 on Wednesday. The company has a market capitalization of $2.31 trillion, a P/E ratio of 30.01, a P/E/G ratio of 1.59 and a beta of 1.40. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The firm has a 50-day moving average price of $221.99 and a 200 day moving average price of $226.43.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data 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 firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same period in the previous year, the business posted $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis. Research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. BMO Capital Markets reiterated an “outperform” rating and set a $310.00 price target (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. Desjardins increased their price objective on shares of Amazon.com to $218.00 in a research note on Monday, December 8th. Citizens Jmp raised their price objective on shares of Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a report on Monday, February 2nd. Telsey Advisory Group reiterated an “outperform” rating and set a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Finally, Argus reissued a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $286.93.

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $204.25, for a total value of $204,250.00. Following the sale, the chief executive officer owned 521,361 shares in the company, valued at $106,487,984.25. The trade was a 0.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,686 shares of company stock worth $14,688,739. 10.80% of the stock is currently owned by insiders.

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.