Mizuho Markets Americas LLC Purchases New Position in Amazon.com, Inc. $AMZN

Mizuho Markets Americas LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 176,000 shares of the e-commerce giant’s stock, valued at approximately $38,644,000.

Several other institutional investors have also made changes to their positions in AMZN. Vanguard Group Inc. lifted its holdings in shares of 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 period. State Street Corp boosted its holdings in Amazon.com by 1.4% in the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock worth $82,073,203,000 after acquiring an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Amazon.com by 1.7% in 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 purchasing an additional 3,721,658 shares in the last quarter. Norges Bank acquired a new position in shares of Amazon.com during the second quarter valued at about $27,438,011,000. Finally, Northern Trust Corp increased its position in shares of Amazon.com by 0.3% during the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock worth $18,527,354,000 after acquiring an additional 302,858 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

Analysts Set New Price Targets

AMZN has been the topic of several research reports. KeyCorp set a $285.00 price objective on shares of Amazon.com in a research report on Friday. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research note on Monday, February 2nd. The Goldman Sachs Group lifted their price target on Amazon.com from $290.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Daiwa Securities Group upped their price objective on Amazon.com from $254.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, November 11th. Finally, Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the company a “buy” rating in a report on Tuesday, January 27th. Fifty-five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $290.28.

Insider Transactions at Amazon.com

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the sale, the director owned 26,148 shares of the company’s stock, valued at $5,925,398.28. The trade was a 4.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the sale, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 47,061 shares of company stock valued at $10,351,262. Insiders own 9.70% of the company’s stock.

Amazon.com Price Performance

AMZN opened at $210.27 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 29.33, a price-to-earnings-growth ratio of 1.39 and a beta of 1.37. The stock has a fifty day simple moving average of $233.50 and a two-hundred day simple moving average of $229.78. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 23.09% and a net margin of 10.83%.The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the previous year, the company earned $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis. Research analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.