BNP Paribas Boosts Stake in Amazon.com, Inc. $AMZN

BNP Paribas grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.2% in the third quarter, HoldingsChannel.com reports. The fund owned 545,962 shares of the e-commerce giant’s stock after acquiring an additional 6,372 shares during the quarter. Amazon.com comprises about 3.6% of BNP Paribas’ investment portfolio, making the stock its 5th biggest position. BNP Paribas’ holdings in Amazon.com were worth $120,566,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of AMZN. Brighton Jones LLC boosted its position in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after acquiring an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its stake in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE lifted its stake in Amazon.com by 5.5% during the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the 4th quarter valued at $2,153,000. Institutional investors own 72.20% of the company’s stock.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction 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 owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. This represents a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.18, for a total value 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 approximately $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 71,686 shares of company stock valued at $14,688,739. 9.70% of the stock is owned by corporate insiders.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $207.67 on Friday. The stock has a market cap of $2.23 trillion, a price-to-earnings ratio of 28.96, a P/E/G ratio of 1.56 and a beta of 1.40. The company’s fifty day moving average is $222.93 and its 200 day moving average is $226.69. 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 twelve month low of $161.38 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data 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 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 quarter last year, the business earned $1.86 earnings per share. Amazon.com’s revenue was up 13.6% compared to the same quarter last year. Sell-side analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Amazon.com News Roundup

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

• Positive Sentiment: AWS partners with Cerebras to speed AI inference, which could improve Bedrock performance, lower customer costs and help AWS compete vs. Nvidia — a potential long‑term revenue/margin positive for Amazon’s cloud business. Cerebras Systems, Amazon strike deal to offer Cerebras AI chips on Amazon’s cloud
• Positive Sentiment: Amazon splits out a paid “Ultra” Prime Video tier and hikes the ad‑free price — a direct, near‑term revenue boost from higher subscription ARPU that supports monetization of Prime streaming. Amazon to hike price of ad-free Prime Video tier by $2 a month
• Positive Sentiment: Luxembourg court vacated a record €746M privacy fine and ordered a reassessment, removing a large regulatory overhang for Amazon in Europe. Win for Amazon as Luxembourg court scraps record $854 million privacy fine
• Positive Sentiment: Wall Street remains constructive: analysts have reiterated buys and some raised price targets (e.g., Wolfe/Evercore), which can support the stock amid the pullback narrative. Amazon Is Rising While the Market Falls—Here’s Why
• Neutral Sentiment: Amazon is reportedly moving Prime Day earlier to late June — timing and promotional cadence can affect quarterly sales mix but is not a clear positive/negative until details and vendor economics are known. Amazon plans to move Prime Day event to June from July, Bloomberg News reports
• Negative Sentiment: Amazon closed a massive multi‑tranche corporate debt offering to fund its AI/capex push — strong demand (reported ~4:1 bids) eases short‑term funding risk but the large debt target and $200B+ capex plan keep investor concerns about near‑term returns and balance‑sheet risk elevated. Amazon Completes Massive Multi-Tranche Corporate Debt Offering
• Negative Sentiment: Legal/tax risk persists: Milan prosecutors have sought trial for Amazon’s European unit and four execs over alleged €1.2B tax evasion — an ongoing legal exposure that could concern investors. Exclusive: Italian prosecutors seek trial for Amazon, four execs over alleged $1.4 bln tax evasion

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Loop Capital boosted their price target on Amazon.com from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Evercore reduced their price objective on Amazon.com from $335.00 to $285.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. Stifel Nicolaus set a $300.00 target price on Amazon.com and gave the company a “buy” rating in a research report on Tuesday, January 27th. Scotiabank reissued an “outperform” rating and set a $275.00 target price (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, Oppenheimer set a $260.00 target price on shares of Amazon.com and gave the stock an “outperform” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $286.93.

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.