Amazon.com, Inc. $AMZN Shares Purchased by BlueSpruce Investments LP

BlueSpruce Investments LP grew its position in Amazon.com, Inc. (NASDAQ:AMZN) by 35.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,862,870 shares of the e-commerce giant’s stock after purchasing an additional 742,701 shares during the period. Amazon.com makes up approximately 14.4% of BlueSpruce Investments LP’s holdings, making the stock its 3rd biggest position. BlueSpruce Investments LP’s holdings in Amazon.com were worth $628,600,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in AMZN. Bollard Group LLC raised its holdings in shares of Amazon.com by 0.8% during the third quarter. Bollard Group LLC now owns 785,989 shares of the e-commerce giant’s stock valued at $172,580,000 after buying an additional 6,074 shares during the last quarter. CLG LLC grew its holdings in Amazon.com by 2.3% in the 3rd quarter. CLG LLC now owns 14,807 shares of the e-commerce giant’s stock worth $3,251,000 after buying an additional 338 shares in the last quarter. Crawford Investment Counsel Inc. increased its position in Amazon.com by 14.1% in the 3rd quarter. Crawford Investment Counsel Inc. now owns 16,072 shares of the e-commerce giant’s stock valued at $3,529,000 after acquiring an additional 1,984 shares during the period. Campion Asset Management increased its position in Amazon.com by 9.1% in the 3rd quarter. Campion Asset Management now owns 2,401 shares of the e-commerce giant’s stock valued at $527,000 after acquiring an additional 200 shares during the period. Finally, Cannell & Spears LLC raised its stake in Amazon.com by 2.6% during the 3rd quarter. Cannell & Spears LLC now owns 650,433 shares of the e-commerce giant’s stock valued at $142,816,000 after acquiring an additional 16,568 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insider Activity

In other Amazon.com news, 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 value of $554,900.50. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the completion of the transaction, the chief executive officer directly owned 521,361 shares in the company, valued at $106,487,984.25. This represents a 0.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,686 shares of company stock valued at $14,688,739 in the last ninety days. 10.80% of the stock is owned by company insiders.

Analysts Set New Price Targets

AMZN has been the subject of a number of analyst reports. Wall Street Zen lowered Amazon.com from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Citigroup cut their price objective on shares of Amazon.com from $320.00 to $265.00 and set a “buy” rating on the stock in a research note on Monday, February 9th. Mizuho downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Argus reiterated a “buy” rating and issued a $325.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Finally, DZ Bank raised shares of Amazon.com to a “strong-buy” rating in a research note on Friday, February 6th. One 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. According to MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and a consensus target price of $286.93.

Amazon.com Price Performance

NASDAQ:AMZN opened at $207.67 on Monday. 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 business’s 50-day moving average price is $222.93 and its 200 day moving average price is $226.67. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The firm has a market cap of $2.23 trillion, a P/E ratio of 28.96, a PEG ratio of 1.56 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results 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 net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same period in the previous year, the company posted $1.86 earnings per share. Amazon.com’s revenue was up 13.6% compared to the same quarter last year. As a group, sell-side analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon’s cloud
• Positive Sentiment: Amazon splits out a paid “Ultra” Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand (reported ~4:1 bids) eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon’s European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

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.