Donaldson Capital Management LLC Acquires 6,157 Shares of Amazon.com, Inc. $AMZN

Donaldson Capital Management LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 79,032 shares of the e-commerce giant’s stock after acquiring an additional 6,157 shares during the period. Donaldson Capital Management LLC’s holdings in Amazon.com were worth $17,353,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of AMZN. Vanguard Group Inc. grew 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 valued at $186,420,422,000 after acquiring an additional 17,447,045 shares during the last quarter. State Street Corp boosted its stake in shares of Amazon.com by 1.4% in the 2nd quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock valued at $82,073,203,000 after purchasing an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock valued at $47,332,625,000 after purchasing an additional 3,721,658 shares during the last quarter. Norges Bank acquired a new position in Amazon.com during the 2nd quarter worth approximately $27,438,011,000. Finally, Northern Trust Corp increased its position in Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock worth $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Performance

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 market cap of $2.26 trillion, a price-to-earnings ratio of 29.30, a PEG ratio of 1.34 and a beta of 1.37. The company’s fifty day moving average price is $228.22 and its two-hundred day moving average price is $228.24. 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 posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion during 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 firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.86 EPS. On average, analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 4,784 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $198.37, for a total value of $949,002.08. Following the sale, the chief executive officer owned 512,109 shares of the company’s stock, valued at $101,587,062.33. The trade was a 0.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders sold 8,284 shares of company stock valued at $1,740,052 over the last three months. Company insiders own 9.70% of the company’s stock.

Analyst Ratings Changes

AMZN has been the subject of a number of research reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $300.00 price target on shares of Amazon.com in a research note on Friday, February 6th. Daiwa Securities Group cut their price target on Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. BNP Paribas Exane started coverage on Amazon.com in a research note on Monday, November 24th. They issued an “outperform” rating for the company. TD Cowen reiterated a “buy” rating on shares of Amazon.com in a research report on Friday, February 6th. Finally, Guggenheim restated a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and a consensus price target of $287.30.

Trending Headlines about Amazon.com

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

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.