Swiss Life Asset Management Ltd boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,311,501 shares of the e-commerce giant’s stock after acquiring an additional 75,703 shares during the period. Amazon.com accounts for approximately 2.6% of Swiss Life Asset Management Ltd’s investment portfolio, making the stock its 6th biggest position. Swiss Life Asset Management Ltd’s holdings in Amazon.com were worth $507,536,000 as of its most recent SEC filing.
A number of other hedge funds also recently bought and sold shares of AMZN. Vanguard Group Inc. boosted its stake in 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 worth $186,420,422,000 after buying an additional 17,447,045 shares during the last quarter. State Street Corp grew its holdings in Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock valued at $83,805,794,000 after buying an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after acquiring an additional 3,721,658 shares during the last quarter. Norges Bank acquired a new stake in shares of Amazon.com in the 2nd quarter worth $27,438,011,000. Finally, Northern Trust Corp raised its holdings in shares of 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 acquiring an additional 302,858 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: AWS AI demand and bank price‑target lifts — Citi and JPMorgan raised price targets and highlighted surging demand for AWS AI capacity, which supports Amazon’s high-margin cloud growth thesis. As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets
- Positive Sentiment: Bull case from sell‑side: Bernstein and other analysts point to Amazon as an AI/cloud winner alongside Nvidia, reinforcing longer‑term AI revenue upside for AWS and custom silicon. Bernstein Says Qualcomm Isn’t an AI Winner…
- Positive Sentiment: Robotics/automation expansion — Amazon’s acquisition of Fauna Robotics (humanoid/consumer robotics) and continued investment in delivery/warehouse automation support cost savings and longer‑term efficiency gains for logistics. Deal Dispatch: Amazon Acquires Fauna Robotics
- Neutral Sentiment: Analyst upgrades and mixed estimates — Several analysts and firms have reiterated buy ratings or nudged targets higher (including JPMorgan, Citigroup, Tigress), while small estimate tweaks from the likes of Erste show modest model revisions rather than a major shift. Amazon.com Stock Price Expected to Rise, Tigress Financial Analyst Says
- Neutral Sentiment: Prime/fulfillment pilots could broaden reach — Tests that let merchants offer Prime shipping externally (multi‑channel fulfillment) may expand Prime’s ecosystem, but benefits will be gradual. Amazon testing Prime benefits on third‑party sites
- Negative Sentiment: Executive departures at Annapurna Labs / Trainium chip team — Reports of a senior AI‑chip product leader leaving (a second notable exit in months) raise execution and timeline concerns for Amazon’s custom silicon initiatives. Amazon AI chip product leader leaves Annapurna Labs faces second executive exit
- Negative Sentiment: Macro and market risk — Rising crude oil and Middle East uncertainty have dragged markets lower and hit tech stocks broadly this week, amplifying downside pressure on AMZN despite company‑specific positives. US Equity Markets End Lower After Crude Oil Climbs Tech stocks suffer worst week in nearly a year
- Negative Sentiment: AI capex / credit concerns — Coverage highlighting a large AI‑related debt build and investor unease about heavy AI capex can pressure sentiment while Amazon invests aggressively in GPUs, data centers, and custom chips. AI debt tsunami and JPMorgan risk tools
- Negative Sentiment: Sentiment risks from capex/guidance and insider sales — Articles flag higher capex guidance as a near‑term headwind, and visible insider selling activity can add to short‑term downside pressure. Key Risks To Watch Insider selling and market impact data
Insider Activity
Analyst Ratings Changes
Several research analysts have recently weighed in on AMZN shares. Wall Street Zen cut shares of Amazon.com from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Citizens Jmp lifted their target price on shares of Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Scotiabank reiterated an “outperform” rating and issued a $275.00 target price (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. Tigress Financial increased their price target on shares of Amazon.com from $305.00 to $315.00 and gave the company a “buy” rating in a research note on Wednesday, March 25th. Finally, Monness Crespi & Hardt cut their price target on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $286.66.
Get Our Latest Stock Analysis on Amazon.com
Amazon.com Stock Performance
Shares of AMZN stock opened at $199.34 on Monday. 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 firm has a market cap of $2.14 trillion, a PE ratio of 27.80, a price-to-earnings-growth ratio of 1.49 and a beta of 1.40. The company has a 50-day moving average of $216.42 and a two-hundred day moving average of $225.07. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60.
Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly 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 for 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 in the prior year, the business earned $1.86 earnings per share. On average, analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.
About Amazon.com
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.
See Also
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