Amazon.com, Inc. $AMZN Holdings Raised by Principal Financial Group Inc.

Principal Financial Group Inc. raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,760,413 shares of the e-commerce giant’s stock after purchasing an additional 508,755 shares during the period. Amazon.com comprises 2.3% of Principal Financial Group Inc.’s investment portfolio, making the stock its 4th biggest position. Principal Financial Group Inc. owned approximately 0.19% of Amazon.com worth $4,558,367,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in AMZN. Barlow Wealth Partners Inc. raised its holdings in shares of Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after purchasing an additional 44 shares in the last quarter. Probity Advisors Inc. increased its holdings in Amazon.com by 0.4% in the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock valued at $2,667,000 after buying an additional 45 shares during the last quarter. IMPACTfolio LLC raised its stake in Amazon.com by 3.8% in the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock valued at $269,000 after buying an additional 45 shares in the last quarter. Cadence Wealth Management LLC raised its stake in 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 buying an additional 45 shares in the last quarter. Finally, Union Savings Bank lifted its holdings in Amazon.com by 0.4% during the 2nd 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 during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Stock Up 2.6%

Shares of NASDAQ:AMZN opened at $210.11 on Friday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The stock has a market cap of $2.26 trillion, a P/E ratio of 29.30, a P/E/G ratio of 1.34 and a beta of 1.37. The firm has a fifty day moving average price of $228.22 and a 200 day moving average price of $228.24.

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

Amazon.com News Summary

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

• Positive Sentiment: Supreme Court tariff ruling lifts e‑commerce peers and helps Amazon by removing a policy headwind to cross‑border goods and pricing, supporting retail sales momentum. Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump’s tariffs
• Positive Sentiment: Large cloud demand signal — analysis that Anthropic and other AI firms will pay tens of billions to cloud partners through 2029 boosts the AWS revenue outlook and supports upside for AMZN’s higher‑margin AWS segment. Anthropic to pay cloud partners $80B
• Positive Sentiment: Retail distribution wins — brands like Bath & Body Works launching official Amazon storefronts underscore continued marketplace monetization and third‑party logistics/fulfillment traction. Bath & Body Works launches on Amazon / related marketplace integrations
• Neutral Sentiment: Notable institutional flows are mixed — some prominent investors (Klarman, Pershing Square, others) have added positions while others trimmed; these large moves create headline volatility but are not a clear directional signal. Pershing Square boosts Amazon stake
• Neutral Sentiment: Insider disclosure — CEO Douglas Herrington sold a small block of shares; disclosure matters for transparency but the size is immaterial to overall insider ownership. SEC Form 4
• Negative Sentiment: AWS reliability concerns — multiple reports (FT/Reuters/Guardian) say at least two outages last year were linked to Amazon’s internal AI tools (Kiro), raising questions about operational risk as Amazon scales autonomous tooling. Amazon’s cloud unit hit by at least two outages involving AI tools, FT says
• Negative Sentiment: CapEx and valuation pressure — analyst notes and price‑target cuts are tied to Amazon’s planned ~$200B CapEx push for AI/data centers in 2026; the spending plan supports long‑term AWS growth but depresses near‑term free cash flow and multiples. Price targets cut as $200B CapEx plan weighs on sentiment
• Negative Sentiment: Legal risk — Washington Supreme Court ruled families can sue Amazon over sodium nitrite sales, creating litigation exposure and headline risk that can hit sentiment. Amazon can be sued over suicides linked to sodium nitrite, court rules

Insider Buying and Selling

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $198.37, for a total transaction of $949,002.08. Following the completion of the sale, the chief executive officer directly owned 512,109 shares of the company’s stock, valued at approximately $101,587,062.33. This trade represents a 0.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last ninety days, insiders sold 8,284 shares of company stock worth $1,740,052. 9.70% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on AMZN shares. Monness Crespi & Hardt dropped their price objective on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Truist Financial cut their price objective on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Desjardins boosted their price objective on shares of Amazon.com to $218.00 in a research report on Monday, December 8th. Wells Fargo & Company increased their target price on shares of Amazon.com from $301.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, Pivotal Research lifted their price target on shares of Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $287.30.

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.