Amazon.com, Inc. $AMZN Stock Holdings Lifted by Elefante Mark B

Elefante Mark B raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 27,492 shares of the e-commerce giant’s stock after purchasing an additional 3,322 shares during the quarter. Amazon.com accounts for approximately 3.9% of Elefante Mark B’s holdings, making the stock its 6th biggest position. Elefante Mark B’s holdings in Amazon.com were worth $6,036,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Fairway Wealth LLC boosted its stake in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after acquiring an additional 60 shares during the last quarter. Sellwood Investment Partners LLC purchased a new stake in shares of Amazon.com in the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC increased its stake in shares of Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC raised its holdings in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares during the period. Finally, PayPay Securities Corp raised its holdings in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: AWS launched an agentic healthcare AI product (Amazon Connect Health) that expands high‑margin cloud workloads into regulated healthcare, offering a tangible new revenue stream for AWS. Amazon launches AI-enabled platform to automate healthcare administrative tasks
• Positive Sentiment: Amazon continues to host Anthropic’s Claude for non‑defense workloads after Pentagon concerns, preserving a key AI partner relationship that supports continued AWS AI demand. Amazon says customers can keep using Anthropic’s Claude on its cloud for non-defense workloads
• Positive Sentiment: Wall Street and active managers are adding conviction: BofA and TD Cowen reiterations and ARK/other fund buys signal analyst and institutional support for an AWS‑led re‑rating. Anthropic growth set to boost Amazon’s AWS revenue acceleration, says Bank of America
• Positive Sentiment: Amazon Data Services’ $427M acquisition of George Washington University’s Virginia campus signals longer‑term AWS capacity expansion (infra investment that supports growth). Amazon (AMZN) Buys George Washington University’s Virginia Campus for $427 Million
• Neutral Sentiment: Amazon joined a non‑binding White House “Ratepayer Protection Pledge” to cover data‑center power upgrade costs — removes some political overhang but is unlikely to change near‑term economics materially. Tech Giants Sign Ratepayer Protection Pledge On Power For Data Centers
• Neutral Sentiment: Short‑interest entries reported are effectively meaningless (zero/NaN in feeds) and don’t provide a reliable signal for current positioning. SEC Form 4 — insider sale disclosure
• Negative Sentiment: Geopolitical / operational risk spiked after reported drone strikes and attacks on AWS data centers in the Gulf (UAE/Bahrain), causing regional outages and highlighting potential disruption, repair and insurance exposures. Iran hits Amazon data centres in jolt to Gulf AI drive
• Negative Sentiment: Customer‑facing outages (site/checkout issues) and Downdetector spikes this week are short‑term hits to sales and reputation that can pressure near‑term revenue and sentiment. Amazon online store suffers outage for some users
• Negative Sentiment: Amazon cut ~100 white‑collar roles in its robotics division — cost‑cutting that could help margins but also signals program disruptions and execution risk in a strategic automation area. Amazon eliminates 100 white-collar jobs in robotics team
• Negative Sentiment: Insider selling (CEO disclosed sale of 1,000 shares) is modest but can add to short‑term negative sentiment when combined with other headwinds. SEC Form 4 — insider sale disclosure

Insider Buying and Selling at Amazon.com

In other news, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $204.25, for a total value of $204,250.00. Following the transaction, the chief executive officer owned 521,361 shares of the company’s stock, valued at approximately $106,487,984.25. The trade was a 0.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,686 shares of company stock worth $14,688,739. Insiders own 9.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on AMZN. JPMorgan Chase & Co. reissued a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. Scotiabank reaffirmed an “outperform” rating and issued a $275.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $300.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. KeyCorp set a $285.00 price objective on Amazon.com in a research note on Friday, February 6th. Finally, Monness Crespi & Hardt reduced their target price 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 analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given 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 $287.29.

Amazon.com Stock Performance

NASDAQ AMZN opened at $213.31 on Friday. The firm has a market cap of $2.29 trillion, a price-to-earnings ratio of 29.75, a price-to-earnings-growth ratio of 1.60 and a beta of 1.40. 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 $224.83 and a 200-day moving average price of $227.20. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its 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 business had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.86 EPS. As a group, equities research analysts predict 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.