Amazon.com, Inc. $AMZN Shares Bought by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 209,865 shares of the e-commerce giant’s stock after acquiring an additional 9,056 shares during the quarter. Amazon.com makes up about 2.0% of Caisse Des Depots ET Consignations’ holdings, making the stock its 11th biggest holding. Caisse Des Depots ET Consignations’ holdings in Amazon.com were worth $46,080,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of AMZN. Brighton Jones LLC increased its stake in Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after buying an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in shares of Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after buying an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its stake in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after acquiring an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in Amazon.com in the fourth quarter valued at $2,153,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president owned 119,780 shares of the company’s stock, valued at $24,662,702. The trade was a 2.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the sale, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. This represents a 1.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,686 shares of company stock valued at $14,688,739 in the last ninety days. Company insiders own 9.70% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on AMZN shares. Evercore cut their target price on Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research report on Friday, February 27th. Zacks Research lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 1st. Piper Sandler reiterated an “overweight” rating and issued a $260.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Citigroup lowered their target price on shares of Amazon.com from $320.00 to $265.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Finally, Arete Research upped their price target on shares of Amazon.com from $283.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. One research 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. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $287.29.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS launched an AI‑enabled platform for healthcare (Amazon Connect Health), expanding addressable market and recurring cloud workloads for higher‑margin AWS services. Amazon launches AI-enabled platform to automate healthcare administrative tasks
• Positive Sentiment: Bank of America, TD Cowen and other analysts are reiterating bullish views tied to AWS’s AI positioning (Anthropic/OpenAI relationships), lifting medium‑term revenue expectations and price targets. ‘This Could Change the AWS Story,’ Says BofA about Amazon Stock
• Positive Sentiment: Active managers are adding exposure (ARK/other funds bought AMZN), signaling conviction that AI capex will sustain AWS growth. Institutional buys can support multiple‑month momentum. ARK Invest’s Latest Moves: Amazon (AMZN) In, Roku (ROKU) Out – March 2026 Trades
• Positive Sentiment: Tangible AWS capacity build: Amazon Data Services bought George Washington University’s Virginia campus for $427M, underscoring long‑term infrastructure expansion to support cloud/AI demand. Amazon (AMZN) Buys George Washington University’s Virginia Campus for $427 Million
• Neutral Sentiment: Amazon joined other tech firms in a White House “Ratepayer Protection Pledge” to cover AI data‑center power costs — clears a PR/political concern but is non‑binding and unlikely to change near‑term economics. Tech Giants Sign Ratepayer Protection Pledge On Power For Data Centers
• Negative Sentiment: Security & operational risk: AWS facilities in the UAE/Bahrain were hit or affected by drone strikes, causing structural damage and regional outages and highlighting geopolitical exposure for key cloud infrastructure. AWS Drone Strikes Test Amazon Cloud Resilience And Investor Risk Views
• Negative Sentiment: Customer‑facing outage: Amazon’s online store and app experienced outages for tens of thousands of users, raising concerns about reliability and potential short‑term revenue/PR impact. Amazon online store suffers outage for some users
• Negative Sentiment: Cost‑cutting signals: Amazon confirmed layoffs (~100 white‑collar roles) in its robotics unit — consistent with prior cuts and may slow product roadmaps or near‑term robotics revenue. Amazon cuts more jobs; this time in robotics unit
• Negative Sentiment: Insider selling (small CEO sale disclosed) continues to show up in filings; while amounts are modest relative to market cap, persistent sales can weigh on sentiment. SEC Form 4 — insider sale disclosure

Amazon.com Trading Up 1.0%

Shares of AMZN stock opened at $218.94 on Friday. The business’s fifty day moving average price is $225.21 and its 200 day moving average price is $227.33. The firm has a market capitalization of $2.35 trillion, a PE ratio of 30.54, a P/E/G ratio of 1.63 and a beta of 1.40. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its earnings results 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 company had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter in the previous year, the firm posted $1.86 earnings per share. Amazon.com’s revenue for the quarter was up 13.6% on a year-over-year basis. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

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.