Mitsubishi UFJ Asset Management UK Ltd. Has $6.89 Million Stock Holdings in Amazon.com, Inc. $AMZN

Mitsubishi UFJ Asset Management UK Ltd. grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 40.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 31,400 shares of the e-commerce giant’s stock after purchasing an additional 9,000 shares during the quarter. Amazon.com comprises 3.3% of Mitsubishi UFJ Asset Management UK Ltd.’s portfolio, making the stock its 6th biggest holding. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Amazon.com were worth $6,894,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in AMZN. Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after buying an additional 60 shares during the last quarter. Sellwood Investment Partners LLC bought a new stake in shares of Amazon.com in the third quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in shares of Amazon.com by 2,330.0% in the third 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 last quarter. Cooksen Wealth LLC increased its position in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the period. Finally, PayPay Securities Corp increased its position in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after acquiring an additional 96 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the completion of the transaction, the chief executive officer directly owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. This trade represents a 0.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $204.25, for a total transaction of $204,250.00. Following the completion of the transaction, the chief executive officer owned 521,361 shares in the company, valued at approximately $106,487,984.25. This trade represents a 0.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,686 shares of company stock worth $14,688,739 in the last three months. Company insiders own 9.70% of the company’s stock.

Amazon.com News Roundup

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

Amazon.com Stock Performance

NASDAQ:AMZN opened at $213.31 on Monday. The firm has a market capitalization of $2.29 trillion, a PE ratio of 29.75, a price-to-earnings-growth 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, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The firm has a 50-day moving average price of $224.83 and a 200 day moving average price of $227.22.

Amazon.com (NASDAQ:AMZN) last announced 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 company had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter last year, the company earned $1.86 earnings per share. The business’s revenue was up 13.6% on a year-over-year basis. Research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Desjardins upped their price objective on shares of Amazon.com to $218.00 in a research report on Monday, December 8th. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a research report on Tuesday, January 27th. Oppenheimer set a $260.00 price target on Amazon.com and gave the company an “outperform” rating in a research note on Friday, February 6th. Daiwa Securities Group cut their price target on Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. Finally, New Street Research reduced their price objective on Amazon.com from $350.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. 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 data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $287.29.

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.