Public Sector Pension Investment Board Boosts Position in Amazon.com, Inc. $AMZN

Public Sector Pension Investment Board increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 28.6% in the third quarter, Holdings Channel.com reports. The firm owned 3,206,173 shares of the e-commerce giant’s stock after acquiring an additional 713,552 shares during the period. Amazon.com comprises approximately 2.6% of Public Sector Pension Investment Board’s portfolio, making the stock its 5th largest holding. Public Sector Pension Investment Board’s holdings in Amazon.com were worth $703,979,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Fairway Wealth LLC grew its holdings in 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 acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com during the third quarter worth $27,000. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in 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 increased its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares during the last quarter. Finally, Access Investment Management LLC acquired a new position in Amazon.com in the second quarter valued at about $74,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.18, for a total value of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $8,461,661.70. The trade was a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,686 shares of company stock valued at $14,688,739 over the last ninety days. Insiders own 9.70% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $300.00 target price (down from $315.00) on shares of Amazon.com in a research note on Friday, February 6th. TD Cowen reissued a “buy” rating on shares of Amazon.com in a research report on Friday, February 6th. Benchmark restated a “buy” rating on shares of Amazon.com in a research report on Thursday, January 29th. Finally, Zacks Research downgraded Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $287.29.

Amazon.com Stock Up 1.0%

AMZN stock opened at $218.94 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The stock has a market capitalization of $2.35 trillion, a P/E ratio of 30.54, a P/E/G ratio of 1.63 and a beta of 1.40. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The business has a 50-day moving average of $225.21 and a 200-day moving average of $227.33.

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 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 analyst estimates of $211.02 billion. During the same period in the prior year, the business posted $1.86 EPS. The firm’s quarterly revenue was up 13.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

More Amazon.com News

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

• Positive Sentiment: AWS launched an AI‑enabled platform for healthcare (Amazon Connect Health), expanding addressable market and recurring cloud workloads for higher‑margin AWS services. Amazon launches AI-enabled platform to automate healthcare administrative tasks
• Positive Sentiment: Bank of America, TD Cowen and other analysts are reiterating bullish views tied to AWS’s AI positioning (Anthropic/OpenAI relationships), lifting medium‑term revenue expectations and price targets. ‘This Could Change the AWS Story,’ Says BofA about Amazon Stock
• Positive Sentiment: Active managers are adding exposure (ARK/other funds bought AMZN), signaling conviction that AI capex will sustain AWS growth. Institutional buys can support multiple‑month momentum. ARK Invest’s Latest Moves: Amazon (AMZN) In, Roku (ROKU) Out – March 2026 Trades
• Positive Sentiment: Tangible AWS capacity build: Amazon Data Services bought George Washington University’s Virginia campus for $427M, underscoring long‑term infrastructure expansion to support cloud/AI demand. Amazon (AMZN) Buys George Washington University’s Virginia Campus for $427 Million
• Neutral Sentiment: Amazon joined other tech firms in a White House “Ratepayer Protection Pledge” to cover AI data‑center power costs — clears a PR/political concern but is non‑binding and unlikely to change near‑term economics. Tech Giants Sign Ratepayer Protection Pledge On Power For Data Centers
• Negative Sentiment: Security & operational risk: AWS facilities in the UAE/Bahrain were hit or affected by drone strikes, causing structural damage and regional outages and highlighting geopolitical exposure for key cloud infrastructure. AWS Drone Strikes Test Amazon Cloud Resilience And Investor Risk Views
• Negative Sentiment: Customer‑facing outage: Amazon’s online store and app experienced outages for tens of thousands of users, raising concerns about reliability and potential short‑term revenue/PR impact. Amazon online store suffers outage for some users
• Negative Sentiment: Cost‑cutting signals: Amazon confirmed layoffs (~100 white‑collar roles) in its robotics unit — consistent with prior cuts and may slow product roadmaps or near‑term robotics revenue. Amazon cuts more jobs; this time in robotics unit
• Negative Sentiment: Insider selling (small CEO sale disclosed) continues to show up in filings; while amounts are modest relative to market cap, persistent sales can weigh on sentiment. SEC Form 4 — insider sale disclosure

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.