Banco Bilbao Vizcaya Argentaria S.A. Raises Holdings in Amazon.com, Inc. $AMZN

Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,326,563 shares of the e-commerce giant’s stock after acquiring an additional 150,239 shares during the period. Amazon.com accounts for approximately 2.2% of Banco Bilbao Vizcaya Argentaria S.A.’s investment portfolio, making the stock its 7th biggest holding. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Amazon.com were worth $291,074,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. IMPACTfolio LLC increased its holdings in Amazon.com by 3.8% in the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after purchasing an additional 45 shares in the last quarter. Cadence Wealth Management LLC boosted its holdings in shares of Amazon.com by 3.5% during the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock worth $292,000 after buying an additional 45 shares in the last quarter. Union Savings Bank grew its position in shares of Amazon.com by 0.4% during the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after buying an additional 45 shares during the period. Doheny Asset Management CA increased its stake in shares of Amazon.com by 0.3% in the 2nd quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant’s stock valued at $3,910,000 after acquiring an additional 45 shares in the last quarter. Finally, Banco de Sabadell S.A increased its stake in shares of Amazon.com by 0.3% in the 2nd quarter. Banco de Sabadell S.A now owns 13,409 shares of the e-commerce giant’s stock valued at $2,946,000 after acquiring an additional 46 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 6,835 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the transaction, the chief executive officer owned 522,361 shares in the company, valued at $107,512,341.02. This trade represents a 1.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total value of $4,077,336.96. Following the completion of the sale, the chief executive officer directly owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is owned by insiders.

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

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. BMO Capital Markets reiterated an “outperform” rating and set a $310.00 price objective (up from $304.00) on shares of Amazon.com in a report on Tuesday, February 3rd. Monness Crespi & Hardt cut their price objective on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Mizuho downgraded Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Wells Fargo & Company set a $304.00 target price on Amazon.com and gave the company an “overweight” rating in a research report on Monday, February 23rd. One research 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 stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $286.93.

Amazon.com Stock Down 0.9%

Shares of Amazon.com stock opened at $207.67 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. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company 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. The company’s fifty day simple moving average is $222.93 and its two-hundred day simple moving average is $226.69.

Amazon.com (NASDAQ:AMZN) last announced its 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 company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the previous year, the firm posted $1.86 EPS. The company’s revenue for the quarter was up 13.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

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.