Healthcare of Ontario Pension Plan Trust Fund Has $340.65 Million Position in Amazon.com, Inc. $AMZN

Healthcare of Ontario Pension Plan Trust Fund boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 3.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,635,609 shares of the e-commerce giant’s stock after purchasing an additional 48,857 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Amazon.com were worth $340,648,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AMZN. Gryphon Financial Partners LLC lifted its holdings in shares of Amazon.com by 7.5% during the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after acquiring an additional 5,125 shares during the period. First Citizens Bank & Trust Co. boosted its position in shares of Amazon.com by 1.7% during the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock worth $63,285,000 after acquiring an additional 5,104 shares in the last quarter. Narwhal Capital Management increased its stake in Amazon.com by 2.3% in the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after acquiring an additional 4,854 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in Amazon.com by 21.0% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after acquiring an additional 4,275,942 shares during the last quarter. Finally, Weaver Capital Management LLC raised its position in Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after purchasing an additional 4,713 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com News Summary

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

• Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio
• Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs
• Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion
• Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock

Analysts Set New Price Targets

Several research firms have weighed in on AMZN. Citizens Jmp restated a “market outperform” rating and set a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Morgan Stanley reissued an “overweight” rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Scotiabank restated an “outperform” rating and set a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research report on Thursday, April 30th. Susquehanna reaffirmed a “positive” rating and issued a $325.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, Maxim Group lifted their target price on Amazon.com from $290.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $322.56.

Insider Activity

In related news, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the transaction, the chief executive officer owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the sale, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 77,867 shares of company stock valued at $20,532,092. 8.90% of the stock is currently owned by company insiders.

Amazon.com Trading Up 0.8%

NASDAQ AMZN opened at $274.48 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 1.81 and a beta of 1.45. The business’s fifty day moving average is $246.35 and its 200 day moving average is $237.46.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter in the prior year, the firm earned $1.68 EPS. The business’s revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, sell-side analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal 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.