S&CO Inc. Acquires 16,661 Shares of Amazon.com, Inc. $AMZN

S&CO Inc. lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 189,089 shares of the e-commerce giant’s stock after purchasing an additional 16,661 shares during the period. Amazon.com accounts for about 2.5% of S&CO Inc.’s portfolio, making the stock its 10th largest position. S&CO Inc.’s holdings in Amazon.com were worth $41,518,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Waterway Wealth Management LLC lifted its position in Amazon.com by 8.9% during the 3rd quarter. Waterway Wealth Management LLC now owns 23,501 shares of the e-commerce giant’s stock worth $5,160,000 after buying an additional 1,924 shares in the last quarter. Compagnie Lombard Odier SCmA bought a new position in shares of Amazon.com in the third quarter worth about $451,642,000. BridgePort Financial Solutions LLC raised its stake in shares of Amazon.com by 35.9% in the third quarter. BridgePort Financial Solutions LLC now owns 16,179 shares of the e-commerce giant’s stock worth $3,552,000 after acquiring an additional 4,278 shares during the last quarter. Midwest Trust Co lifted its position in shares of Amazon.com by 0.3% during the third quarter. Midwest Trust Co now owns 913,195 shares of the e-commerce giant’s stock worth $200,510,000 after purchasing an additional 2,316 shares in the last quarter. Finally, Rockland Trust Co. grew its stake in shares of Amazon.com by 351.8% during the third quarter. Rockland Trust Co. now owns 65,609 shares of the e-commerce giant’s stock valued at $14,406,000 after purchasing an additional 51,088 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $208.73 on Wednesday. The stock has a market cap of $2.24 trillion, a P/E ratio of 29.11, a price-to-earnings-growth ratio of 1.56 and a beta of 1.40. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The stock’s 50-day moving average price is $225.79 and its two-hundred day moving average price is $227.47. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 earnings per share. The business’s revenue was up 13.6% on a year-over-year basis. On average, equities analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a report on Monday, December 29th. BNP Paribas Exane began coverage on Amazon.com in a research report on Monday, November 24th. They set an “outperform” rating for the company. KeyCorp set a $285.00 price target on Amazon.com in a research note on Friday, February 6th. Maxim Group lifted their price objective on Amazon.com from $280.00 to $290.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, Needham & Company LLC reissued a “buy” rating and set a $265.00 price objective on shares of Amazon.com in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $287.29.

More Amazon.com News

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

Insider Buying and Selling

In other news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction 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 transaction, the chief executive officer directly owned 2,238,118 shares of the company’s stock, valued at $459,217,051.24. This trade represents 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, CEO Matthew S. Garman sold 17,751 shares of the company’s stock in a transaction on 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 completion of the sale, the chief executive officer owned 9,405 shares of the company’s stock, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 70,686 shares of company stock valued at $14,484,489. 10.80% of the stock is owned by company insiders.

Amazon.com 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.