Groupama Asset Managment Has $202.47 Million Stock Holdings in Amazon.com, Inc. $AMZN

Groupama Asset Managment increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 3.3% during the first quarter, Holdings Channel.com reports. The fund owned 972,130 shares of the e-commerce giant’s stock after buying an additional 31,043 shares during the period. Amazon.com makes up about 2.9% of Groupama Asset Managment’s portfolio, making the stock its 8th biggest position. Groupama Asset Managment’s holdings in Amazon.com were worth $202,466,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in AMZN. Vanguard Group Inc. boosted its position in Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after acquiring an additional 8,913,959 shares during the last quarter. State Street Corp raised its position in shares of Amazon.com by 1.8% in the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after acquiring an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in shares of Amazon.com in the 4th quarter valued at about $32,868,735,000. Finally, Auto Owners Insurance Co lifted its stake in shares of Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Stock Performance

NASDAQ AMZN opened at $265.13 on Friday. The company has a fifty day moving average price of $247.57 and a 200-day moving average price of $238.49. The firm has a market cap of $2.86 trillion, a price-to-earnings ratio of 21.33, a PEG ratio of 1.78 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s revenue was up 19.6% on a year-over-year basis. During the same period last year, the business posted $1.68 earnings per share. As a group, equities research analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Analyst Ratings Changes

AMZN has been the subject of several recent analyst reports. TD Cowen reaffirmed a “buy” rating and set a $350.00 price objective (up from $340.00) on shares of Amazon.com in a research report on Friday, July 31st. DA Davidson reiterated a “neutral” rating and set a $250.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Susquehanna reissued a “positive” rating and set a $325.00 target price (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Stifel Nicolaus set a $319.00 price target on shares of Amazon.com and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Insider Activity

In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the sale, the vice president owned 119,780 shares in the company, valued at $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 62,650 shares of company stock worth $16,535,457. 8.90% of the stock is owned by company insiders.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon is positioning Alexa as an AI-powered shopping assistant that can identify missing groceries from a refrigerator photo, create a shopping list and potentially direct purchases before customers visit competitors such as Walmart. The initiative could strengthen Amazon’s grocery and retail ecosystem. Amazon Wants Alexa to Own the Shopping List Before Walmart Ever Sees It
• Positive Sentiment: AWS remains a major bullish catalyst. Recent reports highlighted 36.7% year-over-year AWS growth, a roughly $496 billion backlog and substantial demand for AI infrastructure. Amazon has also made OpenAI cybersecurity models available through Amazon Bedrock, supporting cloud-service adoption. Amazon Stock Eyes AWS Growth as Amazon’s $220 Billion Spending Plan Expands
• Positive Sentiment: Analyst coverage remains favorable, with one report citing a potential 32% upside and no sell ratings among 62 analysts. Investment activity also included Appaloosa nearly doubling its Amazon position earlier this year, signaling continued institutional confidence. Amazon’s Price Target Says Plus 32 Percent and Not a Single Analyst Says Sell
• Neutral Sentiment: Amazon is reportedly a leading bidder for Decart AI, which could add valuable AI talent and technology for AWS, retail operations and advertising. However, the financial terms and outcome remain uncertain. What Could Amazon Gain From Leading the Decart AI Bidding?
• Negative Sentiment: Twitch’s decision to enroll creators by default in sharing livestream content for Amazon AI training has triggered strong user backlash. The controversy could create reputational, regulatory and creator-retention risks. Amazon Will Train on Twitch Streamers’ Content by Default Unless They Opt Out
• Negative Sentiment: Amazon’s 2026 capital-expenditure forecast has risen to approximately $220 billion as it expands AI and cloud capacity. Investors are concerned that borrowing and heavy spending may reduce near-term free cash flow, particularly while Amazon does not pay a dividend. Amazon Raises 2026 AI Spending to 220 Billion Dollars
• Negative Sentiment: New York City labor activists and Teamsters are urging passage of legislation that could require delivery workers to be directly employed, potentially increasing Amazon’s labor costs and disrupting its last-mile delivery model. Amazon Teamsters and Allies Picket City Hall for the Delivery Protection Act

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.