Amazon.com, Inc. $AMZN is Lbp Am Sa’s 3rd Largest Position

Lbp Am Sa increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 12.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,895,427 shares of the e-commerce giant’s stock after buying an additional 217,024 shares during the quarter. Amazon.com accounts for about 5.1% of Lbp Am Sa’s investment portfolio, making the stock its 3rd largest position. Lbp Am Sa’s holdings in Amazon.com were worth $416,179,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new position in Amazon.com during the second quarter valued at $27,438,011,000. Nuveen LLC bought a new position in shares of Amazon.com in the first quarter worth about $11,674,091,000. Vanguard Group Inc. raised its stake in shares of Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after buying an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC lifted its position in shares of Amazon.com by 22,085.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock valued at $11,017,657,000 after acquiring an additional 10,176,835 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Trading Down 0.4%

Shares of AMZN stock opened at $198.79 on Friday. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.13 trillion, a price-to-earnings ratio of 27.73, a price-to-earnings-growth ratio of 1.27 and a beta of 1.37. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The stock’s 50-day moving average price is $230.69 and its 200-day moving average price is $228.83.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share 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 for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 EPS. The business’s quarterly revenue was up 13.6% compared to the same quarter last year. Equities research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 4,784 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $232.71, for a total value of $1,113,284.64. Following the sale, the chief executive officer directly owned 498,182 shares in the company, valued at $115,931,933.22. The trade was a 0.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director owned 26,148 shares in the company, valued at $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 48,061 shares of company stock valued at $10,559,262 in the last 90 days. Company insiders own 9.70% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on AMZN shares. Rosenblatt Securities lowered their price target on shares of Amazon.com from $305.00 to $296.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Pivotal Research lifted their target price on shares of Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Guggenheim restated a “buy” rating and set a $300.00 target price on shares of Amazon.com in a research note on Friday, February 6th. Citizens Jmp increased their price target on Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Finally, Mizuho downgraded Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $287.48.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS momentum and cloud demand remain a structural support for AMZN; analysts point to expanding AI and cloud revenues that underpin long‑term growth. AWS Momentum Supports Amazon.com
• Positive Sentiment: Amazon’s minority stake in BETA Technologies and other strategic bets could boost logistics/sustainability optionality and have drawn analyst interest as long‑term strategic wins. Amazon Bets Big on BETA
• Positive Sentiment: Amazon‑backed X‑Energy secured a U.S. nuclear fuel license — a long‑dated infrastructure win that could help power data centers and reduce energy costs for AWS over time. X‑Energy Secures Nuclear Fuel License
• Positive Sentiment: Amazon Pharmacy continues to expand same‑day delivery to thousands more cities — a near‑term revenue/market‑share positive for the retail segment. Amazon Pharmacy Same‑Day Expansion
• Positive Sentiment: Large institutional activity: several managers (e.g., PRIMECAP, Egerton) have recently increased stakes, signaling conviction from long‑term holders. PRIMECAP Boosts Amazon Stake
• Neutral Sentiment: Amazon’s satellite/LEO program advanced with a multi‑satellite Ariane 6 launch — a strategic long‑term investment but cash‑intensive today. Ariane 6 Launches Amazon LEO Satellites
• Neutral Sentiment: Some analysts trimmed price targets (New Street cut its target but left a buy rating), reflecting mixed near‑term views while maintaining longer‑term upside. New Street Lowers Price Target
• Negative Sentiment: Technical and sentiment pressure: multiple outlets report AMZN entered a bear market and just hit its worst multi‑day losing streak in nearly 20 years as investors punish heavy capex and rotate out of big tech. Worst Losing Streak / Bear Market
• Negative Sentiment: Investors are explicitly worried about the ~$200B AI capex plan (and the broader $700B hyperscaler capex wave) — concerns center on cash flow, near‑term returns and multiple compression. Mag 7 CapEx Wave
• Negative Sentiment: Reputational and regulatory noise: Ring’s Super Bowl ad backlash led Amazon’s Ring to cancel a Flock Safety partnership, and Italian tax authorities conducted searches in a new probe — both add short‑term headline risk. Ring Ad Backlash / Flock Cancellation Italian Tax Probe

About Amazon.com

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.