TD Waterhouse Canada Inc. Boosts Stock Holdings in Amazon.com, Inc. $AMZN

TD Waterhouse Canada Inc. raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,137,359 shares of the e-commerce giant’s stock after purchasing an additional 48,040 shares during the quarter. Amazon.com comprises approximately 1.6% of TD Waterhouse Canada Inc.’s holdings, making the stock its 13th biggest holding. TD Waterhouse Canada Inc.’s holdings in Amazon.com were worth $251,160,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Amazon.com in the 2nd quarter worth about $27,438,011,000. Nuveen LLC purchased a new position in Amazon.com in the first quarter valued at approximately $11,674,091,000. Vanguard Group Inc. lifted its position in 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 valued at $186,420,422,000 after buying an additional 17,447,045 shares in the last quarter. Laurel Wealth Advisors LLC grew its stake in Amazon.com by 22,085.8% during the second 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. increased its position in shares of Amazon.com by 21.3% in the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock worth $11,017,657,000 after acquiring an additional 10,176,835 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

AMZN has been the topic of several recent research reports. Robert W. Baird set a $285.00 target price on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, October 31st. HSBC raised their target price on Amazon.com from $260.00 to $285.00 and gave the company a “buy” rating in a report on Friday, October 31st. Zacks Research cut Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Desjardins lifted their price objective on shares of Amazon.com to $218.00 in a research note on Monday, December 8th. Finally, Susquehanna set a $300.00 target price on shares of Amazon.com and gave the stock a “positive” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $287.30.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Technicals & analyst support suggest a rebound opportunity — a MarketBeat piece argues AMZN is extremely oversold (RSI at multi‑year lows) while many analysts remain bullish on AWS and name large upside targets, which can attract bargain hunters and cover shorts. Amazon Erases a Year of Gains—2 Reasons the Market’s Wrong
• Positive Sentiment: AWS ecosystem momentum: Tealium earned an AWS Generative AI competency, reinforcing demand for AWS GenAI services and partner integrations — a tailwind for AWS revenue and enterprise credibility. PurpleRidge Launches Automated AWS Account Audit to Stop “8-Minute” AI-Assisted Cloud Attacks
• Positive Sentiment: Retail expansion: Amazon proposed a second big‑box store in the Chicago suburbs — incremental retail footprint growth that supports longer‑term retail/OMO strategy. Amazon Plans Second Big-Box Store Near Chicago
• Neutral Sentiment: Derivatives & income strategies: One‑month puts at strikes below current levels are showing high yields after the pullback — this can encourage income buyers or put sellers who may provide price support. Amazon Put Options at Lower Strike Prices Have High Yields
• Neutral Sentiment: Analyst consensus remains constructive: aggregated ratings show a “Moderate Buy” consensus, which helps underpin investor confidence even amid volatility. Amazon.com, Inc. (NASDAQ:AMZN) Given Consensus Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Large institutional selling: Berkshire’s 13F shows a steep reduction in AMZN (sold ~77% of its stake), a high‑profile exit that increases headline risk and may pressure sentiment. Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
• Negative Sentiment: Hedge fund trimming: David Tepper’s Appaloosa trimmed Amazon while rotating into other names (a sign some funds are taking profits), adding to selling pressure. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon
• Negative Sentiment: Project cancellation & AI‑spend scrutiny: Amazon halted the “Blue Jay” warehouse robot project (cost/complexity cited) and the broader market remains worried about Amazon’s $200B AI/CapEx plan — both factors have pressured the stock amid a sector‑wide AI‑spend valuation reset. Amazon pulls the plug on ‘Blue Jay’ warehouse robot after only a few months

Insider Transactions at Amazon.com

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the business’s stock in a transaction dated 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 directly 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 filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.94, for a total value of $4,311,031.68. Following the transaction, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,377 shares of company stock valued at $9,236,277 over the last ninety days. 10.80% of the stock is currently owned by company insiders.

Amazon.com Stock Up 1.2%

Shares of NASDAQ:AMZN opened at $201.15 on Wednesday. The firm has a market cap of $2.16 trillion, a PE ratio of 28.05, a price-to-earnings-growth ratio of 1.27 and a beta of 1.37. The company has a fifty day simple moving average of $229.59 and a 200 day simple moving average of $228.48. 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, 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 data 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). The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company’s revenue was up 13.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.86 earnings per share. On average, equities research analysts anticipate 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.