Cullen Frost Bankers Inc. Has $204.55 Million Stock Holdings in Amazon.com, Inc. $AMZN

Cullen Frost Bankers Inc. lowered its position in Amazon.com, Inc. (NASDAQ:AMZN) by 5.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 931,602 shares of the e-commerce giant’s stock after selling 53,992 shares during the period. Amazon.com comprises about 2.4% of Cullen Frost Bankers Inc.’s portfolio, making the stock its 6th largest position. Cullen Frost Bankers Inc.’s holdings in Amazon.com were worth $204,552,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AMZN. Vanguard Group Inc. grew its holdings 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 valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the period. State Street Corp lifted its position in shares of Amazon.com by 1.4% during 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 buying 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% 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 buying an additional 3,721,658 shares during the last quarter. Norges Bank bought a new position in shares of Amazon.com during the 2nd quarter worth $27,438,011,000. Finally, Northern Trust Corp increased its holdings in Amazon.com by 0.3% in 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 last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Amazon.com news, Director Keith Brian Alexander sold 900 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the completion of the sale, the director directly owned 7,170 shares in the company, valued at approximately $1,670,610. The trade was a 11.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the transaction, the director owned 26,148 shares in the company, valued at $5,925,398.28. This trade represents a 4.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 48,061 shares of company stock worth $10,559,262 in the last quarter. Insiders own 9.70% of the company’s stock.

Amazon.com Stock Performance

Amazon.com stock opened at $198.79 on Friday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The firm has a market cap of $2.13 trillion, a P/E ratio of 27.73, a P/E/G ratio of 1.27 and a beta of 1.37. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The firm has a 50-day moving average of $230.69 and a 200-day moving average of $228.83.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data 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 for 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 business’s revenue was up 13.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.86 earnings per share. Sell-side analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS momentum and cloud demand remain a structural support for AMZN; analysts point to expanding AI and cloud revenues that underpin long‑term growth. AWS Momentum Supports Amazon.com
• Positive Sentiment: Amazon’s minority stake in BETA Technologies and other strategic bets could boost logistics/sustainability optionality and have drawn analyst interest as long‑term strategic wins. Amazon Bets Big on BETA
• Positive Sentiment: Amazon‑backed X‑Energy secured a U.S. nuclear fuel license — a long‑dated infrastructure win that could help power data centers and reduce energy costs for AWS over time. X‑Energy Secures Nuclear Fuel License
• Positive Sentiment: Amazon Pharmacy continues to expand same‑day delivery to thousands more cities — a near‑term revenue/market‑share positive for the retail segment. Amazon Pharmacy Same‑Day Expansion
• Positive Sentiment: Large institutional activity: several managers (e.g., PRIMECAP, Egerton) have recently increased stakes, signaling conviction from long‑term holders. PRIMECAP Boosts Amazon Stake
• Neutral Sentiment: Amazon’s satellite/LEO program advanced with a multi‑satellite Ariane 6 launch — a strategic long‑term investment but cash‑intensive today. Ariane 6 Launches Amazon LEO Satellites
• Neutral Sentiment: Some analysts trimmed price targets (New Street cut its target but left a buy rating), reflecting mixed near‑term views while maintaining longer‑term upside. New Street Lowers Price Target
• Negative Sentiment: Technical and sentiment pressure: multiple outlets report AMZN entered a bear market and just hit its worst multi‑day losing streak in nearly 20 years as investors punish heavy capex and rotate out of big tech. Worst Losing Streak / Bear Market
• Negative Sentiment: Investors are explicitly worried about the ~$200B AI capex plan (and the broader $700B hyperscaler capex wave) — concerns center on cash flow, near‑term returns and multiple compression. Mag 7 CapEx Wave
• Negative Sentiment: Reputational and regulatory noise: Ring’s Super Bowl ad backlash led Amazon’s Ring to cancel a Flock Safety partnership, and Italian tax authorities conducted searches in a new probe — both add short‑term headline risk. Ring Ad Backlash / Flock Cancellation Italian Tax Probe

Analysts Set New Price Targets

A number of research firms recently issued reports on AMZN. President Capital decreased their price objective on Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. William Blair reiterated an “outperform” rating on shares of Amazon.com in a research report on Monday, November 3rd. CICC Research increased their price target on shares of Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, November 5th. Truist Financial reduced their price objective on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Finally, Zacks Research lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. One research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $287.48.

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.