UMB Bank n.a. Has $145.16 Million Position in Amazon.com, Inc. $AMZN

UMB Bank n.a. reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 0.9% during the third quarter, HoldingsChannel reports. The firm owned 661,096 shares of the e-commerce giant’s stock after selling 5,837 shares during the period. Amazon.com comprises approximately 2.1% of UMB Bank n.a.’s portfolio, making the stock its 9th largest holding. UMB Bank n.a.’s holdings in Amazon.com were worth $145,157,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the company. Barlow Wealth Partners Inc. raised its position in shares of Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock worth $2,763,000 after acquiring an additional 44 shares in the last quarter. Probity Advisors Inc. boosted its position in shares of Amazon.com by 0.4% during the 2nd quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock valued at $2,667,000 after purchasing an additional 45 shares in the last quarter. IMPACTfolio LLC grew its stake in Amazon.com by 3.8% during the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after purchasing an additional 45 shares during the period. Cadence Wealth Management LLC increased its holdings in Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock worth $292,000 after purchasing an additional 45 shares in the last quarter. Finally, Union Savings Bank lifted its stake in Amazon.com by 0.4% in the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock valued at $2,510,000 after buying an additional 45 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $198.37, for a total value of $949,002.08. Following the completion of the sale, the chief executive officer owned 512,109 shares in the company, valued at $101,587,062.33. This represents a 0.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. In the last three months, insiders have sold 8,284 shares of company stock valued at $1,740,052. Corporate insiders own 9.70% of the company’s stock.

Amazon.com News Summary

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

• Positive Sentiment: Supreme Court tariff ruling lifts e‑commerce peers and helps Amazon by removing a policy headwind to cross‑border goods and pricing, supporting retail sales momentum. Amazon, Etsy, other e-commerce stocks pop after Supreme Court rules against Trump’s tariffs
• Positive Sentiment: Large cloud demand signal — analysis that Anthropic and other AI firms will pay tens of billions to cloud partners through 2029 boosts the AWS revenue outlook and supports upside for AMZN’s higher‑margin AWS segment. Anthropic to pay cloud partners $80B
• Positive Sentiment: Retail distribution wins — brands like Bath & Body Works launching official Amazon storefronts underscore continued marketplace monetization and third‑party logistics/fulfillment traction. Bath & Body Works launches on Amazon / related marketplace integrations
• Neutral Sentiment: Notable institutional flows are mixed — some prominent investors (Klarman, Pershing Square, others) have added positions while others trimmed; these large moves create headline volatility but are not a clear directional signal. Pershing Square boosts Amazon stake
• Neutral Sentiment: Insider disclosure — CEO Douglas Herrington sold a small block of shares; disclosure matters for transparency but the size is immaterial to overall insider ownership. SEC Form 4
• Negative Sentiment: AWS reliability concerns — multiple reports (FT/Reuters/Guardian) say at least two outages last year were linked to Amazon’s internal AI tools (Kiro), raising questions about operational risk as Amazon scales autonomous tooling. Amazon’s cloud unit hit by at least two outages involving AI tools, FT says
• Negative Sentiment: CapEx and valuation pressure — analyst notes and price‑target cuts are tied to Amazon’s planned ~$200B CapEx push for AI/data centers in 2026; the spending plan supports long‑term AWS growth but depresses near‑term free cash flow and multiples. Price targets cut as $200B CapEx plan weighs on sentiment
• Negative Sentiment: Legal risk — Washington Supreme Court ruled families can sue Amazon over sodium nitrite sales, creating litigation exposure and headline risk that can hit sentiment. Amazon can be sued over suicides linked to sodium nitrite, court rules

Amazon.com Price Performance

AMZN stock opened at $210.11 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 business has a 50-day simple moving average of $228.22 and a two-hundred day simple moving average of $228.24. The company has a market capitalization of $2.26 trillion, a P/E ratio of 29.30, a price-to-earnings-growth ratio of 1.34 and a beta of 1.37. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its 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 in the prior year, the business earned $1.86 EPS. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. Research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the subject of several research analyst reports. UBS Group set a $311.00 price objective on shares of Amazon.com in a research note on Tuesday, February 3rd. Canaccord Genuity Group set a $300.00 price target on shares of Amazon.com and gave the company a “buy” rating in a research note on Friday, October 31st. Susquehanna set a $300.00 price objective on shares of Amazon.com and gave the company a “positive” rating in a report on Friday, October 31st. Oppenheimer set a $260.00 target price on Amazon.com and gave the company an “outperform” rating in a research note on Friday, February 6th. Finally, New Street Research dropped their price target on Amazon.com from $350.00 to $285.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. One research 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $287.30.

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.