Meiji Yasuda America Inc Purchases New Position in Amazon.com, Inc. $AMZN

Meiji Yasuda America Inc purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 92,168 shares of the e-commerce giant’s stock, valued at approximately $21,274,000. Amazon.com comprises 4.9% of Meiji Yasuda America Inc’s holdings, making the stock its 5th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. grew its position in shares of Amazon.com by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp grew its position in shares of Amazon.com by 2.0% during the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock worth $83,805,794,000 after purchasing an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Amazon.com by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after purchasing an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in shares of Amazon.com during the 4th quarter worth approximately $32,868,735,000. Finally, Northern Trust Corp grew its position in shares of Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock worth $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on AMZN shares. DZ Bank increased their target price on shares of Amazon.com from $295.00 to $320.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Citigroup restated a “market outperform” rating on shares of Amazon.com in a research report on Monday, June 1st. Royal Bank Of Canada set a $320.00 target price on shares of Amazon.com and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Sanford C. Bernstein restated an “outperform” rating and set a $315.00 target price (up from $300.00) on shares of Amazon.com in a research report on Thursday, April 30th. Finally, Phillip Securities upgraded shares of Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 target price on the stock in a research report on Wednesday, May 13th. Fifty-seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $312.78.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $241.51 on Friday. The company has a 50 day moving average of $252.93 and a 200-day moving average of $233.59. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The company has a market cap of $2.60 trillion, a PE ratio of 28.89, a price-to-earnings-growth ratio of 1.78 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the prior year, the firm posted $1.59 EPS. The firm’s quarterly revenue was up 16.6% on a year-over-year basis. As a group, equities research analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon launched AI image search in its Shopping app, adding a more intuitive product-discovery tool that could improve conversion rates and engagement. Amazon Adds AI Image Search to Its Shopping App
• Positive Sentiment: Amazon officially expanded its less-than-truckload freight service to all U.S. businesses, signaling a bigger push into logistics and a potential new revenue stream. Amazon Positions Logistics as AI Shopping’s Ultimate Moat
• Positive Sentiment: Amazon added another $17.5 billion credit facility, giving it more flexibility to keep funding AI infrastructure, cloud capacity, and other strategic investments. Amazon secures $17.5 billion loan facility amid AI-driven capex ramp
• Positive Sentiment: Analysts remain constructive, with one report lifting FY2027 EPS estimates and BMO naming Amazon one of its top AI picks, supporting the bull case on earnings power. Amazon (AMZN) Ascends But Remains Behind Market: Some Facts to Note
• Neutral Sentiment: Amazon and InterDigital reached a patent license agreement covering Amazon’s services and devices, resolving litigation; this removes some legal uncertainty, but the financial impact appears limited. InterDigital Enters Patent License Agreement with Amazon for Video Services and Devices
• Neutral Sentiment: Recent commentary also points to a stock pullback over the past month, but argues the valuation is becoming more attractive for long-term investors. Amazon Stock Is Down Over 10% in a Month. Start Small and Buy AMZN on the Dip Here.
• Negative Sentiment: Some articles highlighted concerns that Amazon’s heavy AI spending and broader hyperscaler capex race could pressure margins and raise questions about returns on investment. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Insider Activity at Amazon.com

In other news, CEO Andrew R. Jassy sold 20,000 shares of the company’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 transaction of $5,268,400.00. Following the completion of the sale, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $266.19, for a total transaction of $266,190.00. Following the completion of the transaction, the chief executive officer directly owned 485,527 shares of the company’s stock, valued at approximately $129,242,432.13. The trade was a 0.21% decrease in their position. 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. Insiders have sold a total of 195,774 shares of company stock worth $51,614,434 in the last 90 days. Corporate insiders own 8.90% of the company’s stock.

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.