Amazon.com, Inc. $AMZN Position Boosted by Ameriflex Group Inc.

Ameriflex Group Inc. increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 119.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,662 shares of the e-commerce giant’s stock after acquiring an additional 12,884 shares during the quarter. Amazon.com comprises about 1.9% of Ameriflex Group Inc.’s portfolio, making the stock its 8th largest holding. Ameriflex Group Inc.’s holdings in Amazon.com were worth $5,195,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of AMZN. Vanguard Group Inc. grew its position in shares of 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 purchasing an additional 17,447,045 shares in the last quarter. State Street Corp increased its holdings in shares of Amazon.com by 1.4% in the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock worth $82,073,203,000 after purchasing an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Amazon.com by 1.7% in the second quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after buying an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new stake in shares of Amazon.com in the second quarter worth about $27,438,011,000. Finally, Northern Trust Corp boosted its stake in Amazon.com by 0.3% during the first quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after buying an additional 302,858 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Trading Down 1.5%

NASDAQ AMZN opened at $209.53 on Friday. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The company has a 50 day moving average price of $223.30 and a 200 day moving average price of $226.84. 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 firm has a market cap of $2.25 trillion, a PE ratio of 29.22, a price-to-earnings-growth ratio of 1.59 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. Amazon.com’s revenue was up 13.6% on a year-over-year basis. During the same quarter last year, the business earned $1.86 earnings per share. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity

In related news, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at $24,662,702. This trade represents a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the sale, the chief executive officer owned 522,361 shares of the company’s stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,686 shares of company stock worth $14,688,739 over the last quarter. Company insiders own 9.70% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Wolfe Research raised its price target to $255 and analysts broadly remain constructive, supporting sentiment that Amazon’s AI/cloud investments can pay off long-term. Wolfe Research Raises Price Target
• Positive Sentiment: Amazon plans to move its Prime Day event to late June from July — an earlier Prime Day can shift meaningful revenues into Q2, affecting seasonality and logistics planning for the quarter. Reuters: Prime Day Move
• Positive Sentiment: Amazon won a federal injunction against an AI shopping agent (Perplexity/Comet), preserving control of its buying flow and protecting its commerce moat for now. PYMNTS: Injunction vs Perplexity
• Positive Sentiment: Zoox (Amazon’s autonomous unit) struck a deal with Uber to deploy robotaxis on Uber’s app — a commercial pathway for Zoox that could accelerate revenue optionality for Amazon’s mobility investments. Reuters: Zoox-Uber Deal
• Positive Sentiment: AWS co-sponsored Physical AI fellowship (with Nvidia and MassRobotics) and Amazon is expanding Health AI on its site—both moves underline AWS and Amazon’s push to monetize AI across cloud, healthcare and robotics. PYMNTS: Physical AI Fellowship
• Neutral Sentiment: Amazon is targeting large bond sales / euro-bond issuance to fund AI capacity (debt-funded CapEx)—this secures funding but increases leverage and investor focus on returns from the spend. FinancialPost: Euro Bond Sale
• Neutral Sentiment: Amazon outlined a big multi-year investment in Poland (23 billion zlotys for 2026–2028), signaling continued geographic expansion but also more near-term capex. Reuters: Poland Investment
• Negative Sentiment: Milan prosecutors sought trial for Amazon’s European unit and four executives over alleged €1.2B tax evasion — a significant legal/regulatory overhang that could lead to fines and negative headlines. Reuters: Italian Tax Trial Request
• Negative Sentiment: Reports of retail-site outages and an AI agent giving inaccurate advice prompted Amazon to “put humans back in the loop,” raising operational and reputational risk around fast AI rollouts. Fortune: Site Outages and AI Errors
• Negative Sentiment: FCC chair publicly criticized Amazon over slow satellite launches after Amazon opposed SpaceX’s massive plan — regulatory scrutiny and public spat increase political/regulatory risk on Project Kuiper. CNBC: FCC Criticism

Wall Street Analyst Weigh In

AMZN has been the topic of several research reports. Needham & Company LLC restated a “buy” rating and issued a $265.00 price target on shares of Amazon.com in a research report on Friday, February 6th. DA Davidson reissued a “neutral” rating and set a $175.00 target price (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Citizens Jmp increased their price target on Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a report on Monday, February 2nd. Wedbush cut their price objective on shares of Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Finally, Benchmark reissued a “buy” rating on shares of Amazon.com in a research note on Thursday, January 29th. One research 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. Based on data from MarketBeat, Amazon.com has an average rating of “Moderate Buy” and an average price target of $286.93.

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.