Amazon.com, Inc. $AMZN Shares Sold by Alecta Tjanstepension Omsesidigt

Alecta Tjanstepension Omsesidigt lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.5% during the third quarter, Holdings Channel reports. The fund owned 4,949,800 shares of the e-commerce giant’s stock after selling 235,300 shares during the quarter. Amazon.com makes up 4.8% of Alecta Tjanstepension Omsesidigt’s holdings, making the stock its 4th largest holding. Alecta Tjanstepension Omsesidigt’s holdings in Amazon.com were worth $1,086,630,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. American Capital Advisory LLC increased its stake in shares of Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after buying an additional 3,152 shares during the last quarter. Buckhead Capital Management LLC lifted its holdings in Amazon.com by 16.1% during the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after buying an additional 3,948 shares during the last quarter. Compagnie Lombard Odier SCmA bought a new position in Amazon.com during the third quarter worth $451,642,000. DJE Kapital AG boosted its holdings in shares of Amazon.com by 12.3% in the 2nd quarter. DJE Kapital AG now owns 1,037,443 shares of the e-commerce giant’s stock valued at $229,890,000 after buying an additional 113,345 shares during the period. Finally, Banco Santander S.A. boosted its stake in Amazon.com by 8.7% in the second quarter. Banco Santander S.A. now owns 1,164,777 shares of the e-commerce giant’s stock valued at $255,540,000 after acquiring an additional 93,245 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on AMZN. Morgan Stanley reiterated an “overweight” rating and issued a $300.00 price objective (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. DZ Bank upgraded shares of Amazon.com to a “strong-buy” rating in a research note on Friday, February 6th. BMO Capital Markets restated an “outperform” rating and set a $310.00 price target (up from $304.00) on shares of Amazon.com in a research report on Tuesday, February 3rd. Citigroup reaffirmed a “buy” rating on shares of Amazon.com in a research note on Tuesday. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Amazon.com in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $286.84.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS doubles down on AI infrastructure — Amazon has agreed to buy 1 million Nvidia GPUs through 2027, signaling massive AWS demand for AI inference and reinforcing AWS’s revenue runway. Read More.
• Positive Sentiment: Delivery automation push — Amazon acquired Rivr, a stair‑climbing delivery‑robot startup, which can reduce last‑mile costs and support scaling of doorstep delivery pilots. This is a strategic operational bet that could lower long‑term delivery costs. Read More.
• Positive Sentiment: Prime Day moved to June — Pulling Prime Day earlier can front‑load sales into Q2, helping near‑term revenue and advertising trends at a time when quarterly momentum matters to investors. That timing shift is being viewed as a tactical way to support quarterly results. Read More.
• Neutral Sentiment: New consumer device strategy — Multiple outlets report Amazon is developing an AI‑centric smartphone codenamed “Transformer” built around Alexa and personalization; the project highlights Amazon’s push to embed services but brings execution risk vs. incumbents. Read More.
• Neutral Sentiment: Alexa+ Europe rollout — Amazon is broadening Alexa+ in the U.K., expanding its AI voice footprint which supports services/retention but is incremental to revenue for now. Read More.
• Negative Sentiment: CapEx and valuation concerns persist — Large AI infrastructure orders and Bezos‑linked fundraising chatter underline heavy spending plans; investors remain worried about margin impact and large capital commitments despite long‑term upside. See ongoing debate over Amazon’s aggressive AI spend. Read More.
• Negative Sentiment: Analyst and insider signals — Wolfe Research trimmed a price target recently and there’s visible insider selling noted in market summaries, which can weigh on near‑term sentiment even amid bullish long‑term analyst views. Read More.

Amazon.com Stock Performance

NASDAQ AMZN opened at $205.37 on Friday. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The firm has a market capitalization of $2.20 trillion, a P/E ratio of 28.64, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40. The firm’s fifty day moving average price is $219.76 and its two-hundred day moving average price is $226.03. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

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 analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the prior year, the business posted $1.86 earnings per share. Amazon.com’s revenue was up 13.6% compared to the same quarter last year. As a group, research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Transactions at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the sale, the chief executive officer owned 521,361 shares in the company, valued at $106,487,984.25. This represents a 0.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Matthew S. Garman sold 17,751 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the transaction, the chief executive officer owned 9,405 shares in the company, valued at $1,930,094.10. The trade was a 65.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 71,686 shares of company stock worth $14,688,739. 9.70% of the stock is currently owned by insiders.

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.