Nordea Investment Management AB Buys 1,060,428 Shares of Amazon.com, Inc. $AMZN

Nordea Investment Management AB increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,892,942 shares of the e-commerce giant’s stock after acquiring an additional 1,060,428 shares during the quarter. Amazon.com comprises approximately 2.8% of Nordea Investment Management AB’s holdings, making the stock its 5th largest holding. Nordea Investment Management AB’s holdings in Amazon.com were worth $3,208,992,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of AMZN. Fairway Wealth LLC increased its holdings in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC bought a new stake in shares of Amazon.com in the third quarter valued at about $27,000. Bridge Generations Wealth Management LLC lifted its stake in shares of Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC grew 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 worth $54,000 after buying an additional 47 shares in the last quarter. Finally, PayPay Securities Corp increased its stake in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Analysts raise targets and reiterate buys. Citi and JPMorgan raised price targets (Citi to $285, JPMorgan to $280) and other shops (Tigress) boosted targets, signaling renewed confidence in AWS AI tailwinds and margin leverage. Analyst Price Target Raises
• Positive Sentiment: Acquisition of Fauna Robotics — Amazon confirmed it bought Fauna Robotics (kid‑size humanoid robots), expanding its push into consumer robotics and signaling longer‑term product growth beyond logistics and cloud. Fauna Robotics Acquisition
• Positive Sentiment: AWS AI demand is accelerating — Reports and analyst commentary point to stronger AI‑related commitments (large partnerships and GPU deployments), which boost higher‑margin AWS revenue expectations and are a core reason for the recent upgrades. AWS AI Demand
• Positive Sentiment: Logistics/returns partnership expands customer convenience. Amazon’s expanded free returns program with FedEx adds 10,000+ U.S. drop‑off points (improves customer experience and may lower returns friction/costs). FedEx Returns Expansion
• Neutral Sentiment: Zoox expands robotaxi footprint. Amazon’s autonomous‑vehicle arm is broadening service areas (Austin, Miami, SF, Las Vegas), reinforcing long‑term mobility upside but with near‑term regulatory/operational work. Zoox Expansion
• Neutral Sentiment: Investor positioning mixed. High‑profile funds moved in opposite directions (Ackman added materially while Buffett trimmed in past filings), which can increase trading volume and headline volatility without changing fundamentals. Buffett vs Ackman
• Negative Sentiment: AWS disruptions in Bahrain raise resiliency questions. Repeated service disruptions tied to regional drone activity have triggered customer migrations and highlight geopolitical operational risk for AWS in certain geographies. AWS Bahrain Outage
• Negative Sentiment: Regulatory/antitrust scrutiny persists. New U.S. antitrust proposals and EU-level scrutiny of Big Tech could complicate future M&A and lead to longer, more intrusive reviews. Antitrust Bill

Analyst Ratings Changes

AMZN has been the subject of several recent research reports. Wedbush cut their price target on Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a report on Friday, February 6th. Raymond James Financial decreased their price objective on Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. The Goldman Sachs Group upped their target price on Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Argus reaffirmed a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $286.66.

Amazon.com Stock Up 2.2%

Shares of NASDAQ:AMZN opened at $211.71 on Thursday. The company’s fifty day moving average is $217.83 and its 200-day moving average is $225.58. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The company has a market capitalization of $2.27 trillion, a PE ratio of 29.53, a P/E/G ratio of 1.55 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 quarter last year, the business earned $1.86 EPS. The company’s revenue for the quarter was up 13.6% compared to the same quarter last year. Equities research analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP David Zapolsky sold 10,649 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. This trade represents a 2.20% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 71,686 shares of company stock valued at $14,688,739. Corporate insiders own 9.70% of the company’s stock.

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.