Amazon.com, Inc. $AMZN Stake Lifted by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,832,500 shares of the e-commerce giant’s stock after buying an additional 36,400 shares during the period. Amazon.com comprises approximately 4.0% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 4th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Amazon.com were worth $621,932,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Fairway Wealth LLC raised its holdings 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 acquiring an additional 60 shares during the last quarter. Sellwood Investment Partners LLC purchased a new stake in shares of Amazon.com in the third quarter valued at approximately $27,000. Cooksen Wealth LLC increased 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 purchasing an additional 47 shares during the last quarter. PayPay Securities Corp increased 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 purchasing an additional 96 shares during the last quarter. Finally, Access Investment Management LLC purchased a new position in Amazon.com during the second quarter worth approximately $74,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Key Amazon.com News

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

• Positive Sentiment: Strategic stake in Beta Technologies validates logistics/green‑aviation long game — Amazon disclosed a meaningful position in BETA, signaling a potential long‑term partner for middle‑mile cargo and sustainability initiatives; this supports growth optionality beyond retail and cloud. Amazon Bets Big on BETA
• Positive Sentiment: Amazon Pharmacy expands same‑day prescriptions to ~4,500 U.S. cities — execution on health/recurring revenue initiatives that can improve gross margins and customer retention over time. Amazon Pharmacy Expansion
• Positive Sentiment: AWS momentum and cloud demand remain bright — coverage notes continued AWS strength supporting Amazon’s long‑term AI/cloud strategy, which underpins revenue and margin leverage once capex cycles roll into services. AWS Momentum Article
• Positive Sentiment: AWS CEO pushes back on AI panic — Matt Garman said fears around software/AI overspending are “overblown,” attempting to calm investor sentiment and frame capex as strategic investment. Garman Interview
• Neutral Sentiment: Mixed analyst moves — price‑target changes from firms (Arete raised modestly; Daiwa trimmed its target but kept a buy) show divergent views on valuation vs. long‑term upside. Analyst PT Changes
• Negative Sentiment: Market selling over $200B AI capex plan — the big capex announcement has spooked investors, triggering heavy rotation out of Big Tech and pressure on free cash flow expectations. AI CapEx Selloff Analysis
• Negative Sentiment: “Bear market” coverage and wider Magnificent Seven sell‑off amplify risk sentiment — headlines framing AMZN’s drop as part of a larger Big Tech unwind add to momentum‑driven downside. Bear Market Coverage
• Negative Sentiment: PR and privacy backlash — Ring terminated a partnership with Flock Safety after criticism stemming from a Super Bowl ad, a near‑term reputational headwind for Ring and consumer trust. Ring/Flock Partnership Cancellation
• Negative Sentiment: Regulatory/legal risk in Europe — Italian tax police conducted searches in Milan in a new tax probe, introducing another regulatory overhang to monitor. Italy Tax Probe

Analyst Upgrades and Downgrades

AMZN has been the subject of several analyst reports. Citizens Jmp upped their target price on Amazon.com from $300.00 to $315.00 and gave the company an “outperform” rating in a report on Monday, February 2nd. Daiwa Securities Group dropped their price objective on shares of Amazon.com from $300.00 to $280.00 and set a “buy” rating for the company in a report on Wednesday. New Street Research lifted their target price on shares of Amazon.com from $340.00 to $350.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Stifel Nicolaus set a $300.00 target price on shares of Amazon.com and gave the company a “buy” rating in a report on Tuesday, January 27th. Finally, Desjardins raised their price target on shares of Amazon.com to $218.00 in a report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.60.

Amazon.com Stock Performance

Shares of AMZN stock opened at $199.60 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The firm has a market cap of $2.14 trillion, a P/E ratio of 27.84, a P/E/G ratio of 1.32 and a beta of 1.37. The firm’s 50 day moving average price is $231.30 and its 200-day moving average price is $229.08. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced 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 period in the previous year, the firm earned $1.86 EPS. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. As a group, equities research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Transactions at Amazon.com

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the transaction, the director owned 26,148 shares of the company’s stock, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Matthew S. Garman sold 17,768 shares of Amazon.com stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the transaction, the chief executive officer directly owned 6,273 shares of the company’s stock, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 47,061 shares of company stock worth $10,351,262. 9.70% of the stock is owned by corporate insiders.

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.