Amazon.com, Inc. $AMZN Stake Increased by S&CO Inc.

S&CO Inc. increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.5% during the first quarter, HoldingsChannel reports. The fund owned 197,153 shares of the e-commerce giant’s stock after buying an additional 6,580 shares during the period. Amazon.com comprises approximately 2.5% of S&CO Inc.’s investment portfolio, making the stock its 9th biggest holding. S&CO Inc.’s holdings in Amazon.com were worth $41,061,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in shares of Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp boosted its holdings in Amazon.com by 1.8% during the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after buying an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Amazon.com by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after buying an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in Amazon.com during the fourth quarter worth about $32,868,735,000. Finally, Auto Owners Insurance Co grew its position in Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock worth $2,272,397,000 after buying an additional 98,090,585 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Activity at Amazon.com

In other news, CEO Douglas J. Herrington sold 27,500 shares of the business’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $7,562,500.00. Following the completion of the transaction, the chief executive officer directly owned 471,361 shares of the company’s stock, valued at $129,624,275. The trade was a 5.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares in the company, valued at $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. Insiders have sold a total of 135,719 shares of company stock valued at $36,438,002 in the last ninety days. 8.90% of the stock is owned by insiders.

Analysts Set New Price Targets

AMZN has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their target price on shares of Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a report on Friday. Benchmark upped their price target on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a report on Friday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $360.00 price objective (up from $355.00) on shares of Amazon.com in a research note on Tuesday. Moffett Nathanson lifted their price objective on Amazon.com from $283.00 to $288.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $375.00 target price (up from $335.00) on shares of Amazon.com in a research report on Friday. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $322.12.

More Amazon.com News

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

• Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results
• Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth
• Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat.
• Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets
• Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment
• Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny.
• Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter.
• Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit

Amazon.com Trading Up 15.3%

Shares of AMZN opened at $271.58 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. The firm has a 50 day simple moving average of $245.70 and a 200-day simple moving average of $236.22. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The stock has a market cap of $2.92 trillion, a price-to-earnings ratio of 21.85, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 19.59% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm posted $1.68 EPS. The company’s quarterly revenue was up 19.6% compared to the same quarter last year. Equities analysts forecast that Amazon.com, Inc. will post 7.84 EPS for the current fiscal 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.