Universal Beteiligungs und Servicegesellschaft mbH Increases Stake in Amazon.com, Inc. $AMZN

Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,359,723 shares of the e-commerce giant’s stock after buying an additional 123,087 shares during the period. Amazon.com accounts for approximately 3.4% of Universal Beteiligungs und Servicegesellschaft mbH’s investment portfolio, making the stock its 4th largest holding. Universal Beteiligungs und Servicegesellschaft mbH owned 0.09% of Amazon.com worth $2,055,114,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Amazon.com during the 2nd quarter worth about $27,438,011,000. Nuveen LLC acquired a new position in shares of Amazon.com in the 1st quarter valued at $11,674,091,000. Vanguard Group Inc. raised its position in Amazon.com by 2.1% in 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 in the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of Amazon.com by 22,085.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock worth $2,671,634,000 after buying an additional 12,122,668 shares during the period. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Amazon.com by 21.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock valued at $11,017,657,000 after purchasing an additional 10,176,835 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Wall Street Zen cut Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Arete Research lifted their price objective on Amazon.com from $264.00 to $283.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Stifel Nicolaus set a $300.00 price target on Amazon.com and gave the company a “buy” rating in a report on Tuesday, January 27th. William Blair restated an “outperform” rating on shares of Amazon.com in a report on Monday, November 3rd. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $300.00 target price on shares of Amazon.com in a report on Friday. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $290.28.

Key Amazon.com News

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)

Insider Activity

In other news, Director Keith Brian Alexander sold 900 shares of the stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the transaction, the director owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. This represents a 11.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Matthew S. Garman sold 17,768 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the sale, the chief executive officer owned 6,273 shares in the company, valued at $1,360,613.70. The trade was a 73.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 47,061 shares of company stock valued at $10,351,262. 9.70% of the stock is owned by insiders.

Amazon.com Stock Down 5.6%

Amazon.com stock opened at $210.27 on Monday. The stock has a market cap of $2.25 trillion, a PE ratio of 29.33, a price-to-earnings-growth ratio of 1.32 and a beta of 1.37. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The firm’s 50-day simple moving average is $233.50 and its 200 day simple moving average is $229.80. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60.

Amazon.com (NASDAQ:AMZN) last released 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). 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 during the quarter, compared to the consensus estimate of $211.02 billion. During the same period last year, the business posted $1.86 earnings per share. The firm’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 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.