Amazon.com, Inc. $AMZN Shares Bought by Milestone Resources Group Ltd

Milestone Resources Group Ltd lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,522,573 shares of the e-commerce giant’s stock after purchasing an additional 60,074 shares during the quarter. Amazon.com comprises 16.8% of Milestone Resources Group Ltd’s portfolio, making the stock its 3rd largest position. Milestone Resources Group Ltd’s holdings in Amazon.com were worth $334,311,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Wilson Asset Management International PTY Ltd. acquired a new stake in Amazon.com in the 2nd quarter valued at approximately $11,102,000. American Capital Advisory LLC increased its holdings in shares of Amazon.com by 63.9% during the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock valued at $1,774,000 after purchasing an additional 3,152 shares during the period. ARK Investment Management LLC raised its stake in shares of Amazon.com by 8.3% during the second quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after purchasing an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC grew its position in Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after buying an additional 3,948 shares in the last quarter. Finally, Alpha Wealth Funds LLC increased its stake in Amazon.com by 172.8% during the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock valued at $667,000 after buying an additional 1,908 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com News Roundup

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

Insider Activity at Amazon.com

In other news, CEO Douglas J. Herrington sold 4,784 shares of Amazon.com stock in a transaction 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold a total of 8,284 shares of company stock valued at $1,740,052 over the last ninety days. Company insiders own 9.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on AMZN shares. Piper Sandler reiterated an “overweight” rating and issued a $260.00 price objective (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Raymond James Financial lowered their price target on Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Pivotal Research upped their price objective on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. Loop Capital raised their target price on Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Finally, Cantor Fitzgerald set a $250.00 price target on shares of Amazon.com and gave the stock an “overweight” rating in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $287.30.

Amazon.com Price Performance

AMZN stock opened at $210.11 on Friday. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The firm has a 50-day moving average of $228.22 and a two-hundred day moving average of $228.14. The firm has a market capitalization of $2.26 trillion, a PE ratio of 29.30, a P/E/G ratio of 1.31 and a beta of 1.37. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter last year, the company posted $1.86 EPS. The firm’s revenue was up 13.6% compared to the same quarter last year. On average, analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

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.