Amazon.com, Inc. $AMZN Shares Acquired by National Pension Service

National Pension Service lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,939,183 shares of the e-commerce giant’s stock after acquiring an additional 586,297 shares during the quarter. Amazon.com accounts for about 3.2% of National Pension Service’s portfolio, making the stock its 4th largest position. National Pension Service owned 0.18% of Amazon.com worth $4,158,476,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Searle & CO. increased its holdings in Amazon.com by 4.3% during the 3rd quarter. Searle & CO. now owns 4,900 shares of the e-commerce giant’s stock worth $1,076,000 after purchasing an additional 200 shares during the period. Welch & Forbes LLC lifted its position in shares of Amazon.com by 0.4% during the 3rd quarter. Welch & Forbes LLC now owns 550,124 shares of the e-commerce giant’s stock worth $120,791,000 after purchasing an additional 2,252 shares during the last quarter. Twin City Private Wealth LLC grew its stake in shares of Amazon.com by 29.7% during the third quarter. Twin City Private Wealth LLC now owns 14,106 shares of the e-commerce giant’s stock worth $3,097,000 after purchasing an additional 3,234 shares in the last quarter. Hoge Financial Services LLC grew its stake in shares of Amazon.com by 2.0% during the third quarter. Hoge Financial Services LLC now owns 4,561 shares of the e-commerce giant’s stock worth $1,001,000 after purchasing an additional 91 shares in the last quarter. Finally, Cornerstone Wealth Management LLC increased its holdings in Amazon.com by 3.4% in the third quarter. Cornerstone Wealth Management LLC now owns 94,117 shares of the e-commerce giant’s stock valued at $20,665,000 after buying an additional 3,052 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

More Amazon.com News

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

• Positive Sentiment: Supreme Court tariff ruling lifts e‑commerce peers and helps Amazon by removing a policy headwind to cross‑border goods and pricing, supporting retail sales momentum. Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump’s tariffs
• Positive Sentiment: Large cloud demand signal — analysis that Anthropic and other AI firms will pay tens of billions to cloud partners through 2029 boosts the AWS revenue outlook and supports upside for AMZN’s higher‑margin AWS segment. Anthropic to pay cloud partners $80B
• Positive Sentiment: Retail distribution wins — brands like Bath & Body Works launching official Amazon storefronts underscore continued marketplace monetization and third‑party logistics/fulfillment traction. Bath & Body Works launches on Amazon / related marketplace integrations
• Neutral Sentiment: Notable institutional flows are mixed — some prominent investors (Klarman, Pershing Square, others) have added positions while others trimmed; these large moves create headline volatility but are not a clear directional signal. Pershing Square boosts Amazon stake
• Neutral Sentiment: Insider disclosure — CEO Douglas Herrington sold a small block of shares; disclosure matters for transparency but the size is immaterial to overall insider ownership. SEC Form 4
• Negative Sentiment: AWS reliability concerns — multiple reports (FT/Reuters/Guardian) say at least two outages last year were linked to Amazon’s internal AI tools (Kiro), raising questions about operational risk as Amazon scales autonomous tooling. Amazon’s cloud unit hit by at least two outages involving AI tools, FT says
• Negative Sentiment: CapEx and valuation pressure — analyst notes and price‑target cuts are tied to Amazon’s planned ~$200B CapEx push for AI/data centers in 2026; the spending plan supports long‑term AWS growth but depresses near‑term free cash flow and multiples. Price targets cut as $200B CapEx plan weighs on sentiment
• Negative Sentiment: Legal risk — Washington Supreme Court ruled families can sue Amazon over sodium nitrite sales, creating litigation exposure and headline risk that can hit sentiment. Amazon can be sued over suicides linked to sodium nitrite, court rules

Insiders Place Their Bets

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $198.37, for a total transaction of $949,002.08. Following the transaction, the chief executive officer owned 512,109 shares in the company, valued at approximately $101,587,062.33. The trade was a 0.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Over the last 90 days, insiders sold 8,284 shares of company stock valued at $1,740,052. 9.70% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

AMZN has been the subject of several analyst reports. Daiwa Securities Group lowered their price objective on Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Scotiabank restated an “outperform” rating and set a $275.00 target price (down previously from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. BMO Capital Markets reissued an “outperform” rating and set a $310.00 price objective (up previously from $304.00) on shares of Amazon.com in a report on Tuesday, February 3rd. Finally, Needham & Company LLC restated a “buy” rating and issued a $265.00 target price on shares of Amazon.com in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $287.30.

Amazon.com Trading Up 2.6%

NASDAQ AMZN opened at $210.11 on Friday. The firm’s fifty day moving average is $228.22 and its two-hundred day moving average is $228.14. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The firm has a market cap of $2.26 trillion, a PE ratio of 29.30, a P/E/G ratio of 1.31 and a beta of 1.37.

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 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 company 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 earnings per share. The firm’s revenue was up 13.6% compared to the same quarter last year. Analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Amazon.com Company 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.