Amazon.com, Inc. $AMZN Stock Position Increased by Zeno Equity Partners LLP

Zeno Equity Partners LLP increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 8.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 128,899 shares of the e-commerce giant’s stock after buying an additional 10,422 shares during the period. Amazon.com accounts for 13.2% of Zeno Equity Partners LLP’s investment portfolio, making the stock its 3rd biggest position. Zeno Equity Partners LLP’s holdings in Amazon.com were worth $28,302,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of Amazon.com by 2.1% in 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 lifted its holdings in 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 worth $82,073,203,000 after purchasing an additional 5,163,208 shares in the last quarter. Geode Capital Management LLC lifted its holdings in 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 worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank bought a new position in Amazon.com in the 2nd quarter worth about $27,438,011,000. Finally, Northern Trust Corp boosted its stake 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 purchasing an additional 302,858 shares during the period. Institutional investors own 72.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on AMZN shares. Scotiabank reiterated an “outperform” rating and set a $275.00 price target (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. Jefferies Financial Group restated a “buy” rating on shares of Amazon.com in a research report on Monday, February 2nd. Barclays reaffirmed a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. BNP Paribas Exane began coverage on shares of Amazon.com in a report on Monday, November 24th. They set an “outperform” rating on the stock. Finally, Piper Sandler reiterated an “overweight” rating and issued a $260.00 target price (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. One equities 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 stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $287.29.

Insider Activity

In other news, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com 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 transaction, the chief executive officer owned 522,361 shares in the company, valued at approximately $107,512,341.02. The trade was a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. This trade represents a 20.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 71,686 shares of company stock valued at $14,688,739. Company insiders own 10.80% of the company’s stock.

Amazon.com Price Performance

Shares of Amazon.com stock opened at $213.49 on Tuesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company has a fifty day moving average of $224.46 and a 200-day moving average of $227.16. The stock has a market capitalization of $2.29 trillion, a price-to-earnings ratio of 29.78, a price-to-earnings-growth ratio of 1.60 and a beta of 1.40.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The business had revenue of $213.39 billion during 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%.Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.86 EPS. Equities research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current year.

Amazon.com News Roundup

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

• Positive Sentiment: Zoox expands robotaxi testing to Phoenix and Dallas and opens an Arizona command hub — reinforces Amazon’s push into autonomous mobility, logistics and edge AI capabilities that could create new service/revenue pathways over time. Amazon’s Zoox to launch command hub in Arizona, expand testing to Dallas and Phoenix
• Positive Sentiment: Bank of America reaffirms a Buy rating with a $275 price target, citing AI‑led growth and AWS momentum — supports upside expectations and investor confidence. BofA Maintains Buy on Amazon.com, Inc. (AMZN) Stock
• Positive Sentiment: High‑profile institutional buying: Bill Ackman increased exposure and lists AMZN among top picks — large investor endorsement can support multiple valuation re-ratings. Amazon.com, Inc. (AMZN) Among Bill Ackman’s Top Picks
• Positive Sentiment: Amazon Pharmacy expands access to Eli Lilly’s Zepbound KwikPen — incremental revenue and margins opportunity in the health/pharmacy vertical. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen
• Neutral Sentiment: Massive capital investment plan (~$200B capex) to scale AI/data‑center capacity — positive for long‑term AWS leadership but increases near‑term cash burn and execution risk. Amazon Just Committed $200 Billion to Capital Expenditures
• Neutral Sentiment: Partner ecosystem momentum (e.g., custom‑silicon and vendor activity) signals sustained AWS demand but binds Amazon to supplier/capex cycles — supportive but timing‑sensitive. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Negative Sentiment: Drone strikes damaged AWS data centers in the UAE and Bahrain, causing outages — highlights geopolitical and physical‑security risks to cloud availability and could increase insurance, redundancy and recovery costs. Iran’s attacks on Amazon data centers in UAE, Bahrain
• Negative Sentiment: Surging oil prices and higher energy costs could pressure data‑center margins and raise operating costs for AWS, while broader macro effects may weigh e‑commerce demand. For Amazon, Alphabet, Microsoft, $119 Oil Could Be A Ticking Time Bomb
• Negative Sentiment: Reports of robotics unit job cuts highlight restructuring and execution risk as Amazon pivots more heavily into AI and cloud — could signal near‑term cost reductions but also business uncertainty. As Amazon Slashes Robotics Jobs, Should You Buy, Sell, or Hold AMZN Stock?

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.