KLP Kapitalforvaltning AS Boosts Stock Holdings in Amazon.com, Inc. $AMZN

KLP Kapitalforvaltning AS increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 0.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,422,300 shares of the e-commerce giant’s stock after purchasing an additional 12,300 shares during the period. Amazon.com makes up 3.0% of KLP Kapitalforvaltning AS’s holdings, making the stock its 4th largest position. KLP Kapitalforvaltning AS’s holdings in Amazon.com were worth $751,434,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Amazon.com by 2.1% during 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 purchasing an additional 17,447,045 shares during the last quarter. State Street Corp lifted its position in Amazon.com by 1.4% during the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock worth $82,073,203,000 after buying an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after buying an additional 3,721,658 shares during the last quarter. Kingstone Capital Partners Texas LLC grew its holdings in shares of Amazon.com by 542,733.6% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 132,641,388 shares of the e-commerce giant’s stock valued at $29,100,194,000 after acquiring an additional 132,616,953 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Amazon.com in the 2nd quarter valued at about $27,438,011,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: Amazon rolled out a new AI healthcare assistant for One Medical members (uses LLMs, access to medical records for Q&A, scheduling and med management), reinforcing Amazon’s push to monetize AI across services and drive AWS/healthcare revenue. Amazon launches AI health-care tool for One Medical members
• Positive Sentiment: Analysts continue to lift price targets and reiterate buy calls (examples include Arete and Scotiabank raises), signaling Wall Street confidence in AWS/AI-driven margin expansion and supporting upside expectations. Arete adjusts price target on Amazon.com to $283
• Positive Sentiment: BNP Paribas and other shops name AMZN a top pick ahead of Q4 earnings, reflecting confidence that AWS growth and AI tailwinds can re-accelerate profitability. BNP Paribas Names Amazon a Top Pick ahead of Q4 Earnings
• Neutral Sentiment: Investors are positioning ahead of early-February earnings: high put yields and option activity suggest the market expects volatility and leave room for both a rally (if AWS/AI beats) or a sell-the-news reaction. Is Amazon Too Cheap Ahead of Earnings? Put Yields Are High
• Neutral Sentiment: Coverage highlights longer-term growth drivers (emerging markets, logistics scale, AWS AI workloads) that support the bull case but are unlikely to move the stock immediately without earnings confirmation. Emerging Markets Show Strong Growth: Will AMZN Stock Benefit?
• Negative Sentiment: CEO Andy Jassy warned tariffs are beginning to “creep” into product prices as seller inventory buffers run out — a near-term margin/volume headwind for retail and a catalyst for investor concern. Amazon CEO Jassy says Trump’s tariffs have started to ‘creep’ into prices
• Negative Sentiment: Competition risk: Jeff Bezos’ Blue Origin announced a TeraWave satellite internet push targeting enterprise/government customers — a potential competitor to Amazon’s Project Kuiper and an incremental capex/market-share consideration for cloud/edge services. Jeff Bezos’ Blue Origin launches satellite internet service to rival SpaceX, Amazon
• Negative Sentiment: Raymond James trimmed its target and warned of “agentic commerce” headwinds; Rothschild & Co Redburn cut its PT to $230 — mixed analyst moves add near-term uncertainty and may cap upside until Q4 results. Raymond James Trims Amazon Target, Flags Agentic Commerce Headwinds

Amazon.com Trading Up 0.2%

Shares of NASDAQ:AMZN opened at $231.37 on Thursday. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The business has a 50 day moving average of $231.66 and a 200-day moving average of $228.86. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The stock has a market cap of $2.47 trillion, a PE ratio of 32.68, a P/E/G ratio of 1.45 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. During the same period last year, the firm posted $1.43 EPS. The firm’s revenue for the quarter was up 13.4% compared to the same quarter last year. As a group, equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insiders Place Their Bets

In other Amazon.com news, Director Jonathan Rubinstein sold 8,173 shares of the stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the transaction, the director owned 80,030 shares in the company, valued at $20,009,900.90. This represents a 9.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $216.94, for a total transaction of $4,311,031.68. Following the completion of the sale, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at approximately $479,070,771.40. The trade was a 0.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 79,734 shares of company stock valued at $18,534,017 in the last three months. Insiders own 9.70% of the company’s stock.

Analysts Set New Price Targets

AMZN has been the topic of several analyst reports. Truist Financial set a $290.00 target price on Amazon.com in a report on Friday, October 31st. Redburn Partners set a $230.00 price objective on Amazon.com in a research note on Wednesday. JMP Securities set a $300.00 price objective on Amazon.com in a report on Friday, October 31st. Wall Street Zen downgraded shares of Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Finally, New Street Research increased their price target on shares of Amazon.com from $340.00 to $350.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $295.42.

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.