Mawer Investment Management Ltd. Has $984.99 Million Stock Position in Amazon.com, Inc. $AMZN

Mawer Investment Management Ltd. boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 13.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,485,987 shares of the e-commerce giant’s stock after buying an additional 516,207 shares during the period. Amazon.com makes up 5.1% of Mawer Investment Management Ltd.’s holdings, making the stock its 3rd biggest holding. Mawer Investment Management Ltd.’s holdings in Amazon.com were worth $984,988,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Norges Bank bought a new stake in Amazon.com in the second quarter worth approximately $27,438,011,000. Nuveen LLC bought a new position in shares of Amazon.com during the 1st quarter worth approximately $11,674,091,000. Vanguard Group Inc. grew its position in shares of Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after buying an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC grew 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. grew its position in shares of Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock worth $11,017,657,000 after buying an additional 10,176,835 shares during the period. 72.20% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

AMZN has been the topic of a number of research reports. Daiwa Securities Group dropped their target price on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a report on Monday, February 2nd. Roth Mkm restated a “buy” rating and issued a $295.00 target price (up from $270.00) on shares of Amazon.com in a research note on Monday, January 26th. Loop Capital upped their price target on Amazon.com from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Tuesday, November 18th. Finally, Piper Sandler reissued an “overweight” rating and issued a $260.00 price objective (down previously from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $287.30.

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

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $210.11 on Monday. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The business has a 50 day moving average price of $228.22 and a 200-day moving average price of $228.28. The company has a market cap of $2.26 trillion, a PE ratio of 29.30, a price-to-earnings-growth ratio of 1.34 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate 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 return on equity of 21.87% and a net margin of 10.83%.The company’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.86 EPS. Equities analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $198.37, for a total value 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 represents a 0.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders have sold 8,284 shares of company stock worth $1,740,052 in the last 90 days. 10.80% of the stock is currently owned by insiders.

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.