Amazon.com, Inc. $AMZN Shares Acquired by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 791,019 shares of the e-commerce giant’s stock after buying an additional 12,322 shares during the period. Amazon.com makes up 3.0% of J. Safra Sarasin Holding AG’s investment portfolio, making the stock its 4th biggest holding. J. Safra Sarasin Holding AG’s holdings in Amazon.com were worth $182,650,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. raised its position in Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp raised its position in Amazon.com by 2.0% in the third quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock worth $83,805,794,000 after purchasing an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC raised its position in Amazon.com by 1.7% in the second 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 acquired a new position in Amazon.com in the second quarter worth about $27,438,011,000. Finally, Northern Trust Corp raised its position in Amazon.com by 0.3% in the first 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 in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insider Buying and Selling at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $210.50, for a total transaction of $210,500.00. Following the sale, the chief executive officer directly owned 520,361 shares in the company, valued at $109,535,990.50. This trade represents a 0.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 72,686 shares of company stock valued at $14,899,239 over the last three months. Insiders own 9.70% of the company’s stock.

Amazon.com Stock Performance

NASDAQ AMZN opened at $213.77 on Wednesday. The firm has a market cap of $2.29 trillion, a price-to-earnings ratio of 29.81, a PEG ratio of 1.57 and a beta of 1.38. The company has a 50 day moving average of $212.57 and a 200-day moving average of $224.00. 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, Inc. has a 1-year low of $165.29 and a 1-year high of $258.60.

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). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same period in the previous year, the business posted $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis. On average, equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Amazon.com News Summary

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

• Positive Sentiment: Major AI backing and partnerships reinforce Amazon’s cloud & AI positioning — Amazon was a lead investor in a record OpenAI round and is central to the AI funding surge, which supports long-term AWS demand and justifies heavy infrastructure spending. AI Startups Raised $221 Billion in Q1 as Venture Funding Shows No Slowdown
• Positive Sentiment: Analyst bullishness: Moffett Nathanson raised its AMZN price target to $288 and other sell‑side notes argue AI spending will drive cloud growth rather than permanently damage margins — this lifts sentiment and investor upside expectations. Price Target Raised by Moffett Nathanson
• Positive Sentiment: AWS commercial traction: Uber is expanding use of AWS chips and testing Trainium3, validating Amazon’s custom silicon and helping monetize cloud hardware investments. Uber Expands Use of Amazon’s AI Chips
• Neutral Sentiment: Logistics clarity: Amazon and USPS reached a deal keeping ~80% of current USPS package volume, reducing near-term delivery disruption risk — a stabilizing operational development but not a major immediate earnings driver. Amazon Reaches Deal With USPS
• Negative Sentiment: Investor worry over a roughly $200B AI capex plan: headlines noting huge AI commitments are spooking some investors who fear margin pressure and heavy near‑term cash use. That debate is driving intraday volatility. Amazon’s $200B AI Gamble Worries Investors
• Negative Sentiment: Legal and content‑training risk: high‑profile YouTubers sued Amazon alleging it scraped videos to train Nova Reel, exposing potential copyright litigation and reputational risk for AI initiatives. Amazon Sued by YouTubers Over AI Training
• Negative Sentiment: Seller and ESG pressures: reports that brands are pulling products over pricing tactics, a new 3.5% FBA fuel surcharge for sellers, and investor pushback on data‑center water use raise operational/PR risks that could affect margins or expansion plans. Brands Yank Items Over Amazon Pricing Tactics Amazon Imposes 3.5% Fuel Surcharge Investors Press Amazon on Data Center Water Use
• Negative Sentiment: Insider activity: a small disclosed CEO stock sale adds a minor negative sentiment signal for short‑term traders. Insider Selling Report

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Monness Crespi & Hardt dropped their price target on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Wells Fargo & Company increased their price target on shares of Amazon.com from $304.00 to $305.00 and gave the stock an “overweight” rating in a research report on Thursday, April 2nd. Roth Mkm reissued a “buy” rating and issued a $295.00 price target (up from $270.00) on shares of Amazon.com in a research report on Monday, January 26th. Truist Financial dropped their price objective on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 6th. Finally, Stifel Nicolaus set a $300.00 price objective on shares of Amazon.com and gave the stock a “buy” rating in a report on Tuesday, January 27th. One investment 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 company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $287.21.

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.