Amazon.com, Inc. $AMZN Shares Sold by Alliancebernstein L.P.

Alliancebernstein L.P. reduced its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 54,921,371 shares of the e-commerce giant’s stock after selling 690,538 shares during the quarter. Amazon.com accounts for 3.8% of Alliancebernstein L.P.’s investment portfolio, making the stock its 3rd biggest holding. Alliancebernstein L.P. owned about 0.51% of Amazon.com worth $12,059,085,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Fairway Wealth LLC increased its stake in Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Amazon.com in the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC lifted 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 acquiring an additional 233 shares during the period. Cooksen Wealth LLC boosted its holdings in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares in the last quarter. Finally, PayPay Securities Corp boosted its holdings in shares of Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analyst Ratings Changes

AMZN has been the subject of several analyst reports. Barclays reissued a “buy” rating on shares of Amazon.com in a report on Friday, February 6th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Amazon.com in a report on Friday, February 6th. Wedbush dropped their target price on Amazon.com from $340.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a research note on Tuesday, January 27th. Finally, Loop Capital raised their price target on Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. One 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. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $286.93.

Amazon.com News Roundup

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon’s cloud
• Positive Sentiment: Amazon splits out a paid “Ultra” Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand (reported ~4:1 bids) eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon’s European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

Insider Buying and Selling at Amazon.com

In related news, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the sale, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction 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. The trade was a 1.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is owned by corporate insiders.

Amazon.com Trading Down 0.9%

Amazon.com stock opened at $207.67 on Friday. The stock has a 50-day moving average price of $222.93 and a 200 day moving average price of $226.69. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The stock has a market cap of $2.23 trillion, a PE ratio of 28.96, a P/E/G ratio of 1.56 and a beta of 1.40. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

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 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 firm had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter last year, the company posted $1.86 earnings per share. Amazon.com’s revenue for the quarter was up 13.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 6.31 earnings per share 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.