Amazon.com, Inc. $AMZN Shares Sold by Achmea Investment Management B.V.

Achmea Investment Management B.V. reduced its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,149,604 shares of the e-commerce giant’s stock after selling 47,317 shares during the period. Amazon.com makes up 3.1% of Achmea Investment Management B.V.’s holdings, making the stock its 4th biggest position. Achmea Investment Management B.V.’s holdings in Amazon.com were worth $252,418,000 as of its most recent SEC filing.

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

Key Amazon.com News

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

• Positive Sentiment: Big long-term upside from AWS: CEO Andy Jassy told staff he expects AI could drive AWS to roughly $600B in annual revenue by 2036 — a reiteration of AWS as the core growth/profit engine. Reuters: AWS $600B
• Positive Sentiment: Analyst support: Wolfe Research recently raised its price target citing stronger AWS AI and data-center demand, which underpins upside for shares. Yahoo Finance: Wolfe Research
• Positive Sentiment: Product and cloud partnerships accelerating AI offerings — AWS announced deals (including a Cerebras collaboration for fast inference) and OpenAI/AWS commercial/government arrangements that expand addressable market for cloud and AI services. InsiderMonkey: Cerebras partnership
  Reuters: OpenAI-AWS gov deal
• Positive Sentiment: Faster delivery push and Prime Day timing: Amazon expanded 1‑hour/3‑hour delivery and reportedly moved Prime Day into June — both moves aim to pull demand forward, boost Q2 revenue and defend share in quick-commerce. Reuters: 1-hour delivery
  MarketBeat: Prime Day shift
• Neutral Sentiment: Capital spending and debt context: Amazon’s large bond sale and planned AI capex have analysts revising hyperscaler debt forecasts higher — supports growth but keeps focus on near-term margin/cash use. Reuters: debt forecasts
• Negative Sentiment: Legal/cloud competition risk: Reports say Microsoft is weighing legal action over a large Amazon–OpenAI cloud arrangement, creating regulatory / contract uncertainty for AWS/OpenAI deals. Reuters: Microsoft legal threat
• Negative Sentiment: Operational & headlines risk from logistics shuffle: Multiple reports that Amazon plans to sharply cut USPS volume (potentially two‑thirds) have pressured the stock amid concerns over transition costs and negative press; CNBC/WSJ coverage also shows negotiation frictions. WSJ: USPS volume cut
  CNBC: USPS talks

Analyst Ratings Changes

AMZN has been the subject of a number of recent research reports. Evercore cut their target price on Amazon.com from $335.00 to $285.00 and set an “outperform” rating for the company in a research note on Friday, February 27th. Wolfe Research boosted their price target on shares of Amazon.com from $250.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday, March 10th. Telsey Advisory Group reissued an “outperform” rating and issued a $300.00 price objective on shares of Amazon.com in a report on Friday, February 6th. President Capital cut their price objective on shares of Amazon.com from $320.00 to $296.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $286.93.

Amazon.com Stock Down 2.5%

Shares of NASDAQ AMZN opened at $209.87 on Thursday. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The business’s 50 day moving average is $221.35 and its two-hundred day moving average is $226.32. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The firm has a market cap of $2.25 trillion, a price-to-earnings ratio of 29.27, a PEG ratio of 1.61 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results 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). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 earnings per share. The company’s quarterly revenue was up 13.6% on a year-over-year basis. Research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Activity at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $8,461,661.70. This trade represents a 20.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 71,686 shares of company stock worth $14,688,739 over the last ninety days. Company insiders own 9.70% 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.