Amazon.com, Inc. $AMZN Stake Boosted by Lbp Am Sa

Lbp Am Sa grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 7.8% during the 4th quarter, HoldingsChannel reports. The fund owned 2,043,679 shares of the e-commerce giant’s stock after acquiring an additional 148,252 shares during the period. Amazon.com accounts for 5.5% of Lbp Am Sa’s holdings, making the stock its 3rd biggest position. Lbp Am Sa’s holdings in Amazon.com were worth $471,722,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after purchasing an additional 8,913,959 shares in the last quarter. State Street Corp raised its holdings in Amazon.com by 2.0% during the third quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock valued at $83,805,794,000 after buying an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC raised its holdings in 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 buying an additional 3,721,658 shares in the last quarter. Norges Bank acquired a new stake in shares of Amazon.com in the second quarter worth about $27,438,011,000. Finally, Northern Trust Corp lifted its position in shares of Amazon.com by 0.3% in the first 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 last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Stock Up 1.3%

AMZN stock opened at $268.38 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 0.88. Amazon.com, Inc. has a 52-week low of $183.85 and a 52-week high of $273.88. The company has a 50-day moving average of $223.63 and a two-hundred day moving average of $227.40. The stock has a market capitalization of $2.89 trillion, a price-to-earnings ratio of 32.10, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion during the quarter, compared to analysts’ expectations of $177.28 billion. During the same period in the prior year, the company earned $1.59 earnings per share. The business’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, equities research analysts anticipate that Amazon.com, Inc. will post 7.71 EPS for the current year.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Q1 beat: Amazon reported a double‑beat on revenue and EPS, with AWS reaccelerating (large YoY cloud growth and record margins) — this is the core bullish driver for the rally. Amazon Q1 2026 earnings results beat EPS and revenue expectations
• Positive Sentiment: Pentagon AI deals: The U.S. DoD signed agreements that include Amazon Web Services to run AI tools on classified networks — a strategic endorsement for AWS as a secure enterprise AI supplier. Pentagon signs new military AI deals with Nvidia, Microsoft and Amazon
• Positive Sentiment: Analyst upgrades and target hikes: Dozens of firms raised price targets (Morgan Stanley, JPMorgan, Canaccord, Bank of America, etc.), with several new $300+ targets — supporting bullish sentiment and pushing buy ratings. Cluster of price‑target raises and buy ratings for AMZN
• Positive Sentiment: Trainium / in‑house chips: Amazon’s Trainium business shows meaningful revenue commitments and a path to become a standalone AI‑hardware revenue stream, which repositions AMZN as a “picks‑and‑shovels” AI supplier. How the Trainium chip business could move the needle for Amazon
• Neutral Sentiment: Partnerships and product rollout: AWS expanded Bedrock/OpenAI integrations and new agentic AI tools (Rufus, Quick, Connect apps), which add long‑term optionality but will require execution. AWS, OpenAI partner to integrate frontier models into Bedrock
• Negative Sentiment: CapEx and chip costs: Management flagged rising memory/chip prices and a large AI capex program that is eating into free cash flow; Goldman and others warned the hyperscaler spending binge increases near‑term cash burn risk. Jassy: soaring chip prices could pressure Amazon’s capex
• Negative Sentiment: Market reaction nuance: Despite the beat, some investors sold on the size/timing of AI investments and softer near‑term guidance, which previously produced intraday dips after earnings. Why AMZN dipped after strong Q1 — capex concerns

Insider Activity at Amazon.com

In related news, CEO Matthew S. Garman sold 17,751 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Andrew R. Jassy sold 31,000 shares of the stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $255.00, for a total transaction of $7,905,000.00. Following the completion of the sale, the chief executive officer owned 2,207,118 shares of the company’s stock, valued at approximately $562,815,090. The trade was a 1.39% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 128,035 shares of company stock valued at $28,827,479. 8.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on AMZN. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $315.00 price target (up from $300.00) on shares of Amazon.com in a research report on Thursday. Robert W. Baird boosted their price target on Amazon.com from $285.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday. Oppenheimer boosted their price target on Amazon.com from $275.00 to $320.00 and gave the stock an “outperform” rating in a research report on Thursday. Roth Mkm boosted their price target on Amazon.com from $285.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Canaccord Genuity Group boosted their price target on Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fifty-five have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $310.25.

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.