S&CO Inc. Boosts Stock Holdings in Amazon.com, Inc. $AMZN

S&CO Inc. increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 9.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 189,089 shares of the e-commerce giant’s stock after purchasing an additional 16,661 shares during the period. Amazon.com makes up 2.5% of S&CO Inc.’s holdings, making the stock its 10th largest position. S&CO Inc.’s holdings in Amazon.com were worth $41,518,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after acquiring an additional 17,447,045 shares in the last quarter. State Street Corp raised its holdings in shares of Amazon.com by 1.4% in the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock valued at $82,073,203,000 after purchasing an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of 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 during the second quarter worth $27,438,011,000. Finally, Northern Trust Corp boosted its holdings in Amazon.com by 0.3% during 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 during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Up 0.2%

AMZN stock opened at $208.73 on Wednesday. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.24 trillion, a PE ratio of 29.11, a PEG ratio of 1.56 and a beta of 1.40. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The business’s 50 day simple moving average is $225.79 and its 200 day simple moving average is $227.47.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data 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). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period last year, the firm earned $1.86 earnings per share. The company’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current year.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent research reports. Guggenheim reiterated a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research note on Friday, February 6th. Rosenblatt Securities lowered their target price on Amazon.com from $305.00 to $296.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. UBS Group set a $311.00 price target on Amazon.com in a research report on Tuesday, February 3rd. Daiwa Securities Group decreased their price target on Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Finally, Maxim Group upped their price objective on Amazon.com from $280.00 to $290.00 and gave the stock a “buy” rating 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 given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $287.29.

More Amazon.com News

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

• Positive Sentiment: Goldman and other analysts called Amazon’s strategic partnership and investment commitment with OpenAI a strong competitive proof point for AWS’s AI positioning, supporting upside to cloud revenue and customer workloads. Amazon’s OpenAI tie-up ‘positive proof’ for AI growth, Goldman says
• Positive Sentiment: AWS revenue is accelerating (recently +24% YoY) and analysts point to faster cloud growth and lofty price targets that underpin a rebound thesis after the February selloff. Amazon’s Drop Was Loud, But Its Rebound Could Be Louder
• Positive Sentiment: Amazon is expanding AI/data infrastructure — buying George Washington University’s Virginia campus and investing heavily in Spain — moves that scale AWS capacity for AI workloads. Those investments support long‑term AWS monetization. Amazon (AMZN) Invests $427 Million in New AI Data Hub
• Positive Sentiment: Product & logistics innovation persists — Amazon launched a 15‑minute delivery rollout in Brazil and rolled out an AI “Canvas” for sellers, which could boost marketplace engagement and unit economics over time. Amazon Deploys 15-Minute Delivery in Brazil Expansion Amazon Gives Sellers an Agentic Window Into Their Business
• Neutral Sentiment: Amazon is pruning non-core apps (Wondery app and Wondery+ subscription will close), a limited consumer-facing re‑org that is unlikely to move revenues materially. Amazon Is Shutting Down The Wondery App
• Negative Sentiment: Operational disruption: AWS confirmed drone strikes and fire damage at data centers in the UAE and Bahrain, causing outages and prompting customer migrations and prolonged recovery risk — a clear near‑term negative for reliability and reputation in the region. Amazon data center unit says drone strikes damaged UAE and Bahrain facilities
• Negative Sentiment: Geopolitical fallout prompted Amazon to temporarily close corporate offices in the Middle East and disrupted some services — a catalyst for short‑term declines amid broader market risk. Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
• Negative Sentiment: Financial concern: the market remains sensitive to Amazon’s planned ~ $200B capex and a steep free‑cash‑flow decline last year — a spending profile that explains prior heavy selling and keeps short‑term downside risk elevated. Amazon’s Drop Was Loud, But Its Rebound Could Be Louder
• Negative Sentiment: Insider selling and some hedge‑fund trimming have been reported, which can weigh on sentiment even if driven by routine portfolio moves. Amazon Stock (AMZN) Opinions on Data Center Acquisition and Middle East Disruptions

Insider Buying and Selling at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Matthew S. Garman sold 17,751 shares of the company’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 value of $3,642,860.22. Following the completion of the transaction, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. The trade was a 65.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 70,686 shares of company stock worth $14,484,489 in the last ninety days. Insiders own 10.80% of the company’s 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.