Amazon.com, Inc. $AMZN is Mawer Investment Management Ltd.’s 3rd Largest Position

Mawer Investment Management Ltd. increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 13.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,485,987 shares of the e-commerce giant’s stock after purchasing an additional 516,207 shares during the quarter. Amazon.com makes up approximately 5.1% of Mawer Investment Management Ltd.’s portfolio, making the stock its 3rd biggest holding. Mawer Investment Management Ltd.’s holdings in Amazon.com were worth $984,988,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the company. Howard Bailey Securities LLC grew its stake in shares of Amazon.com by 17.8% during the 3rd quarter. Howard Bailey Securities LLC now owns 7,845 shares of the e-commerce giant’s stock worth $1,722,000 after acquiring an additional 1,183 shares during the period. A4 Wealth Advisors LLC purchased a new stake in Amazon.com during the third quarter valued at about $1,740,000. Oak Harbor Wealth Partners LLC boosted its position in Amazon.com by 0.5% during the third quarter. Oak Harbor Wealth Partners LLC now owns 23,168 shares of the e-commerce giant’s stock worth $5,087,000 after purchasing an additional 117 shares during the period. Atlatl Advisers LLC increased its stake in shares of Amazon.com by 4.4% in the third quarter. Atlatl Advisers LLC now owns 16,681 shares of the e-commerce giant’s stock worth $3,663,000 after purchasing an additional 703 shares in the last quarter. Finally, Prostatis Group LLC increased its stake in shares of Amazon.com by 9.7% in the third quarter. Prostatis Group LLC now owns 11,519 shares of the e-commerce giant’s stock worth $2,529,000 after purchasing an additional 1,023 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on AMZN. New Street Research dropped their price target on shares of Amazon.com from $350.00 to $285.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Benchmark reissued a “buy” rating on shares of Amazon.com in a report on Thursday, January 29th. Maxim Group raised their price target on Amazon.com from $280.00 to $290.00 and gave the stock a “buy” rating in a report on Friday, February 6th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Amazon.com in a research report on Friday, February 6th. Finally, Mizuho lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $287.30.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $210.11 on Monday. The stock’s 50-day simple moving average is $228.22 and its two-hundred day simple moving average is $228.28. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The firm has a market capitalization of $2.26 trillion, a P/E ratio of 29.30, a P/E/G ratio of 1.34 and a beta of 1.37. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.86 EPS. As a group, equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $198.37, for a total value of $949,002.08. Following the completion of the transaction, the chief executive officer owned 512,109 shares of the company’s stock, valued at $101,587,062.33. The trade was a 0.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have sold 8,284 shares of company stock worth $1,740,052 in the last three months. Insiders own 10.80% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Supreme Court tariff ruling lifts e‑commerce peers and helps Amazon by removing a policy headwind to cross‑border goods and pricing, supporting retail sales momentum. Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump’s tariffs
• Positive Sentiment: Large cloud demand signal — analysis that Anthropic and other AI firms will pay tens of billions to cloud partners through 2029 boosts the AWS revenue outlook and supports upside for AMZN’s higher‑margin AWS segment. Anthropic to pay cloud partners $80B
• Positive Sentiment: Retail distribution wins — brands like Bath & Body Works launching official Amazon storefronts underscore continued marketplace monetization and third‑party logistics/fulfillment traction. Bath & Body Works launches on Amazon / related marketplace integrations
• Neutral Sentiment: Notable institutional flows are mixed — some prominent investors (Klarman, Pershing Square, others) have added positions while others trimmed; these large moves create headline volatility but are not a clear directional signal. Pershing Square boosts Amazon stake
• Neutral Sentiment: Insider disclosure — CEO Douglas Herrington sold a small block of shares; disclosure matters for transparency but the size is immaterial to overall insider ownership. SEC Form 4
• Negative Sentiment: AWS reliability concerns — multiple reports (FT/Reuters/Guardian) say at least two outages last year were linked to Amazon’s internal AI tools (Kiro), raising questions about operational risk as Amazon scales autonomous tooling. Amazon’s cloud unit hit by at least two outages involving AI tools, FT says
• Negative Sentiment: CapEx and valuation pressure — analyst notes and price‑target cuts are tied to Amazon’s planned ~$200B CapEx push for AI/data centers in 2026; the spending plan supports long‑term AWS growth but depresses near‑term free cash flow and multiples. Price targets cut as $200B CapEx plan weighs on sentiment
• Negative Sentiment: Legal risk — Washington Supreme Court ruled families can sue Amazon over sodium nitrite sales, creating litigation exposure and headline risk that can hit sentiment. Amazon can be sued over suicides linked to sodium nitrite, court rules

Amazon.com 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.