Means Investment CO. Inc. reduced its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 190,519 shares of the e-commerce giant’s stock after selling 4,728 shares during the period. Amazon.com accounts for about 3.6% of Means Investment CO. Inc.’s investment portfolio, making the stock its 7th largest holding. Means Investment CO. Inc.’s holdings in Amazon.com were worth $41,832,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after buying an additional 17,447,045 shares during the last quarter. State Street Corp grew its holdings in shares of Amazon.com by 1.4% during 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 buying an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Amazon.com by 1.7% during the second 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 acquiring an additional 3,721,658 shares in the last quarter. Norges Bank purchased a new position in Amazon.com in the 2nd quarter worth approximately $27,438,011,000. Finally, Northern Trust Corp lifted its position 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 valued at $18,527,354,000 after acquiring an additional 302,858 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Key Headlines Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Goldman and other analysts called Amazon’s strategic partnership and investment commitment with OpenAI a strong competitive proof point for AWS’s AI positioning, supporting upside to cloud revenue and customer workloads. Amazon’s OpenAI tie-up ‘positive proof’ for AI growth, Goldman says
- Positive Sentiment: AWS revenue is accelerating (recently +24% YoY) and analysts point to faster cloud growth and lofty price targets that underpin a rebound thesis after the February selloff. Amazon’s Drop Was Loud, But Its Rebound Could Be Louder
- Positive Sentiment: Amazon is expanding AI/data infrastructure — buying George Washington University’s Virginia campus and investing heavily in Spain — moves that scale AWS capacity for AI workloads. Those investments support long‑term AWS monetization. Amazon (AMZN) Invests $427 Million in New AI Data Hub
- Positive Sentiment: Product & logistics innovation persists — Amazon launched a 15‑minute delivery rollout in Brazil and rolled out an AI “Canvas” for sellers, which could boost marketplace engagement and unit economics over time. Amazon Deploys 15-Minute Delivery in Brazil Expansion Amazon Gives Sellers an Agentic Window Into Their Business
- Neutral Sentiment: Amazon is pruning non-core apps (Wondery app and Wondery+ subscription will close), a limited consumer-facing re‑org that is unlikely to move revenues materially. Amazon Is Shutting Down The Wondery App
- Negative Sentiment: Operational disruption: AWS confirmed drone strikes and fire damage at data centers in the UAE and Bahrain, causing outages and prompting customer migrations and prolonged recovery risk — a clear near‑term negative for reliability and reputation in the region. Amazon data center unit says drone strikes damaged UAE and Bahrain facilities
- Negative Sentiment: Geopolitical fallout prompted Amazon to temporarily close corporate offices in the Middle East and disrupted some services — a catalyst for short‑term declines amid broader market risk. Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
- Negative Sentiment: Financial concern: the market remains sensitive to Amazon’s planned ~ $200B capex and a steep free‑cash‑flow decline last year — a spending profile that explains prior heavy selling and keeps short‑term downside risk elevated. Amazon’s Drop Was Loud, But Its Rebound Could Be Louder
- Negative Sentiment: Insider selling and some hedge‑fund trimming have been reported, which can weigh on sentiment even if driven by routine portfolio moves. Amazon Stock (AMZN) Opinions on Data Center Acquisition and Middle East Disruptions
Analyst Upgrades and Downgrades
View Our Latest Stock Report on Amazon.com
Amazon.com Trading Up 0.2%
Shares of AMZN stock opened at $208.73 on Wednesday. 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 stock has a fifty day simple moving average of $225.79 and a two-hundred day simple moving average of $227.47. The firm has a market capitalization of $2.24 trillion, a PE ratio of 29.11, a PEG ratio of 1.56 and a beta of 1.40. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion during 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%.The company’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.86 earnings per share. On average, analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
Insiders Place Their Bets
In related news, VP Shelley Reynolds sold 2,695 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the transaction, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. This represents a 2.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP David Zapolsky sold 10,649 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the sale, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This trade represents a 20.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 70,686 shares of company stock valued at $14,484,489. 10.80% of the stock is currently owned by company insiders.
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.
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