Fayez Sarofim & Co Has $1.80 Billion Position in Amazon.com, Inc. $AMZN

Fayez Sarofim & Co raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 0.5% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 8,155,023 shares of the e-commerce giant’s stock after acquiring an additional 41,954 shares during the period. Amazon.com makes up about 4.2% of Fayez Sarofim & Co’s holdings, making the stock its 4th largest holding. Fayez Sarofim & Co’s holdings in Amazon.com were worth $1,804,342,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Amazon.com by 2.1% during the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. State Street Corp raised its position 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 period. Geode Capital Management LLC lifted its stake in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock valued at $47,332,625,000 after buying an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $27,438,011,000. Finally, Northern Trust Corp boosted its holdings in Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock worth $18,527,354,000 after buying an additional 302,858 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on AMZN shares. Argus reiterated a “buy” rating and issued a $325.00 price objective on shares of Amazon.com in a research note on Friday, February 6th. President Capital dropped their target price on Amazon.com from $320.00 to $296.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Desjardins lifted their price target on Amazon.com to $218.00 in a research report on Monday, December 8th. Piper Sandler reiterated an “overweight” rating and set a $260.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, DZ Bank raised Amazon.com to a “strong-buy” rating in a report 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 issued a Hold rating to the stock. According to MarketBeat, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $286.93.

Amazon.com Trading Up 2.0%

Amazon.com stock opened at $211.74 on Tuesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The stock has a market cap of $2.27 trillion, a P/E ratio of 29.53, a PEG ratio of 1.56 and a beta of 1.40. The firm’s fifty day moving average price is $222.50 and its 200-day moving average price is $226.53.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the prior year, the business posted $1.86 EPS. Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Activity

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $24,662,702. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 71,686 shares of company stock worth $14,688,739. Company insiders own 10.80% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: Monness reiterated a Buy rating and a $280 price target, highlighting AWS as a central AI catalyst and positioning Amazon to benefit from long‑term cloud and AI workload shifts. Monness Buy Rating
• Positive Sentiment: Bank of America analysts report Amazon’s marketplace traffic is stable and retail media budgets are rising (insight from the Prosper Show), supporting continued ad and seller-revenue growth. BofA / Prosper Show
• Positive Sentiment: Bank of America estimates a Prime Video price/rebrand move (Prime Video Ultra) could add roughly $780M in revenue — a near-term monetization boost for Amazon’s media segment. BofA Prime Video Analysis
• Positive Sentiment: Some analysts point to accelerating third‑party seller sales driven by AI tools (“super-sellers”), which supports marketplace GMV and take‑rate upside for Amazon’s services and advertising businesses. Benzinga Analyst Note
• Neutral Sentiment: Amazon completed a major multi‑tranche euro bond issuance (€14.473B), which provides sizable funding — likely to support AI infrastructure and other investments — but increases financial leverage and interest‑rate exposure. Euro Bond Issuance
• Neutral Sentiment: Reports that Amazon may pursue very large AI spending plans (reported ~ $200B over time) keep the company in focus; the long‑term upside is large but the near‑term capital intensity and execution risk make this neutral for now. $200B AI Plan Coverage
• Neutral Sentiment: Reported short‑interest data is effectively zero/ambiguous for mid‑March, offering little signal on trader positioning at present.
• Negative Sentiment: JD.com launched Joybuy in several European markets to challenge Amazon’s footprint there — increased competition in e‑commerce and logistics could pressure European retail margins over time. JD.com Europe Launch
• Negative Sentiment: Sen. Elizabeth Warren has questioned Amazon over layoffs after receiving tax cuts, increasing political and reputational scrutiny that could lead to regulatory or PR headwinds. Warren Letters

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.