Groupama Asset Managment Boosts Holdings in Amazon.com, Inc. $AMZN

Groupama Asset Managment raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,033,825 shares of the e-commerce giant’s stock after acquiring an additional 29,556 shares during the period. Amazon.com makes up about 0.8% of Groupama Asset Managment’s investment portfolio, making the stock its 20th largest position. Groupama Asset Managment’s holdings in Amazon.com were worth $226,997,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Amazon.com in the 2nd quarter worth about $27,438,011,000. Nuveen LLC purchased a new position in shares of Amazon.com during the first quarter valued at approximately $11,674,091,000. Vanguard Group Inc. boosted its position in shares of 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 buying an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC grew its stake in shares of Amazon.com by 22,085.8% during the second quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after buying an additional 12,122,668 shares during the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of Amazon.com by 21.3% during the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant’s stock valued at $11,017,657,000 after buying an additional 10,176,835 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: Large GPU supply deal for AWS underscores strong AI demand and recurring cloud revenue upside; Nvidia says it will sell 1 million GPUs (and other products) to Amazon Web Services through 2027, supporting AWS’s AI-driven growth thesis. Read More.
• Positive Sentiment: Amazon acquired Rivr, a stair‑climbing delivery-robot startup, signaling continued investment to cut last‑mile costs and improve safety — a strategic move for logistics efficiency and scaling doorstep delivery pilots. Read More.
• Positive Sentiment: CEO Andy Jassy’s internal forecast that AI could push AWS to ~$600B annually fuels long‑term upside expectations for the cloud unit, helping support valuation despite heavy AI capex. Read More.
• Neutral Sentiment: Appeals court pause allows Perplexity AI shopping bots to keep functioning on Amazon while litigation continues — limits immediate disruption to site traffic/revenue but keeps regulatory/legal uncertainty live. Read More.
• Neutral Sentiment: Product expansion: Amazon rolled out Alexa+ in the U.K. early access program — incremental services and device engagement upside but limited near-term revenue impact versus cloud/logistics headlines. Read More.
• Neutral Sentiment: Jeff Bezos reportedly courting partners for a $100B automation fund — potential ecosystem benefits for automation/robotics but not an immediate Amazon revenue driver. Read More.
• Negative Sentiment: Logistics risk: Amazon says USPS “walked away” from talks and reports indicate Amazon plans to cut USPS parcel volume dramatically — switching carriers and scaling in‑house delivery raises transition costs and operational risk ahead of the October contract deadline. Read More.
• Negative Sentiment: Legal/regulatory risk: Microsoft is reportedly considering legal action over a large Amazon–OpenAI cloud deal, creating potential litigation or contractual headwinds that could affect AWS’s access to certain AI workloads. Read More.

Amazon.com Trading Down 0.5%

Shares of NASDAQ AMZN opened at $208.86 on Friday. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The firm has a market cap of $2.24 trillion, a PE ratio of 29.13, a price-to-earnings-growth ratio of 1.57 and a beta of 1.40. The business has a fifty day simple moving average of $220.60 and a two-hundred day simple moving average of $226.19. 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 (NASDAQ:AMZN) last posted its quarterly 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). The firm had revenue of $213.39 billion for the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com’s quarterly revenue was up 13.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.86 EPS. Analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the subject of a number of research analyst reports. Wedbush decreased their price target on Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $300.00 price objective on shares of Amazon.com in a research report on Friday, February 6th. DZ Bank upgraded Amazon.com to a “strong-buy” rating in a research note on Friday, February 6th. The Goldman Sachs Group lifted their target price on Amazon.com from $290.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Finally, TD Cowen reissued a “buy” rating on shares of Amazon.com in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.84.

Insider Buying and Selling

In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of the 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 transaction, the chief executive officer directly owned 521,361 shares in the company, valued at $106,487,984.25. This represents a 0.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,686 shares of company stock valued at $14,688,739 over the last quarter. 9.70% of the stock is owned by company insiders.

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.