Amazon.com, Inc. $AMZN Shares Bought by Mitsubishi UFJ Asset Management UK Ltd.

Mitsubishi UFJ Asset Management UK Ltd. lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 40.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,400 shares of the e-commerce giant’s stock after acquiring an additional 9,000 shares during the period. Amazon.com comprises approximately 3.3% of Mitsubishi UFJ Asset Management UK Ltd.’s holdings, making the stock its 6th largest position. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Amazon.com were worth $6,894,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. American Capital Advisory LLC boosted its position in Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after acquiring an additional 3,152 shares during the period. ARK Investment Management LLC increased its holdings in shares of Amazon.com by 8.3% in the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after purchasing an additional 86,978 shares during the period. Buckhead Capital Management LLC increased its holdings in shares of Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after purchasing an additional 3,948 shares during the period. Compagnie Lombard Odier SCmA purchased a new stake in shares of Amazon.com in the third quarter worth approximately $451,642,000. Finally, Alpha Wealth Funds LLC lifted its position in shares of Amazon.com by 172.8% in the second quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after purchasing an additional 1,908 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on AMZN shares. Morgan Stanley reaffirmed an “overweight” rating and set a $300.00 price objective (down from $315.00) on shares of Amazon.com in a research report on Friday, February 6th. Evercore cut their target price on shares of Amazon.com from $335.00 to $285.00 and set an “outperform” rating for the company in a research report on Friday, February 27th. Telsey Advisory Group reissued an “outperform” rating and set a $300.00 target price on shares of Amazon.com in a research note on Friday, February 6th. Citigroup lowered their price target on shares of Amazon.com from $320.00 to $265.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $310.00 price target (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. One investment 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’s stock. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus target price of $287.29.

Amazon.com Stock Performance

AMZN stock opened at $213.31 on Monday. The firm has a 50 day moving average of $224.83 and a two-hundred day moving average of $227.22. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a market capitalization of $2.29 trillion, a price-to-earnings ratio of 29.75, a P/E/G 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.

Amazon.com (NASDAQ:AMZN) last released 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). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the prior year, the business posted $1.86 EPS. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Key Stories Impacting Amazon.com

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 Activity

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the transaction, the vice president directly owned 119,780 shares in the company, valued at $24,662,702. This trade represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Douglas J. Herrington sold 6,835 shares of the business’s stock in a transaction dated 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 directly owned 522,361 shares of the company’s stock, valued at $107,512,341.02. This represents a 1.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,686 shares of company stock valued at $14,688,739. Corporate insiders own 9.70% of the company’s stock.

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.