Amazon.com, Inc. $AMZN is Mn Services Vermogensbeheer B.V.'s 3rd Largest Position

Key Points

• Mn Services Vermogensbeheer B.V. increased its stake in Amazon by 2.3% to 2,898,409 shares (worth $669,011,000), making AMZN its 3rd largest position and 4.1% of the fund's portfolio.
• Insiders have been net sellers recently: CEO Andrew Jassy sold 19,872 shares for about $4.08 million and, overall, insiders sold 72,686 shares (~$14.9 million) in the last 90 days, representing a modest short‑term negative signal while insiders still own 9.7% of the stock.
• Market sentiment is mixed: strong AI backing and AWS commercial wins support upside and a consensus price target near $287 ("Moderate Buy"), but investor concern over a roughly $200B AI capex plan, potential AI training lawsuits and seller/ESG pressures are driving near‑term volatility.

Mn Services Vermogensbeheer B.V. boosted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,898,409 shares of the e-commerce giant's stock after purchasing an additional 65,909 shares during the period. Amazon.com comprises 4.1% of Mn Services Vermogensbeheer B.V.'s investment portfolio, making the stock its 3rd biggest position. Mn Services Vermogensbeheer B.V.'s holdings in Amazon.com were worth $669,011,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Lifelong Wealth Advisors Inc. increased its stake in Amazon.com by 2.4% in the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock valued at $402,000 after purchasing an additional 41 shares in the last quarter. IMPACTfolio LLC increased its stake in Amazon.com by 3.8% in the 3rd quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant's stock valued at $269,000 after purchasing an additional 45 shares in the last quarter. Cadence Wealth Management LLC increased its stake in Amazon.com by 3.5% in the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant's stock valued at $292,000 after purchasing an additional 45 shares in the last quarter. Union Savings Bank increased its stake in Amazon.com by 0.4% in the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant's stock valued at $2,510,000 after purchasing an additional 45 shares in the last quarter. Finally, Doheny Asset Management CA increased its stake in Amazon.com by 0.3% in the 2nd quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant's stock valued at $3,910,000 after purchasing an additional 45 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Amazon.com

In other news, CEO Andrew R. Jassy sold 19,872 shares of the firm's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares in the company, valued at $459,217,051.24. This trade represents a 0.88% 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. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm's stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $210.50, for a total value of $210,500.00. Following the sale, the chief executive officer owned 520,361 shares in the company, valued at $109,535,990.50. This trade represents a 0.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 72,686 shares of company stock valued at $14,899,239. 9.70% of the stock is currently owned by insiders.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Major AI backing and partnerships reinforce Amazon’s cloud & AI positioning — Amazon was a lead investor in a record OpenAI round and is central to the AI funding surge, which supports long-term AWS demand and justifies heavy infrastructure spending. AI Startups Raised $221 Billion in Q1 as Venture Funding Shows No Slowdown
• Positive Sentiment: Analyst bullishness: Moffett Nathanson raised its AMZN price target to $288 and other sell‑side notes argue AI spending will drive cloud growth rather than permanently damage margins — this lifts sentiment and investor upside expectations. Price Target Raised by Moffett Nathanson
• Positive Sentiment: AWS commercial traction: Uber is expanding use of AWS chips and testing Trainium3, validating Amazon’s custom silicon and helping monetize cloud hardware investments. Uber Expands Use of Amazon's AI Chips
• Neutral Sentiment: Logistics clarity: Amazon and USPS reached a deal keeping ~80% of current USPS package volume, reducing near-term delivery disruption risk — a stabilizing operational development but not a major immediate earnings driver. Amazon Reaches Deal With USPS
• Negative Sentiment: Investor worry over a roughly $200B AI capex plan: headlines noting huge AI commitments are spooking some investors who fear margin pressure and heavy near‑term cash use. That debate is driving intraday volatility. Amazon's $200B AI Gamble Worries Investors
• Negative Sentiment: Legal and content‑training risk: high‑profile YouTubers sued Amazon alleging it scraped videos to train Nova Reel, exposing potential copyright litigation and reputational risk for AI initiatives. Amazon Sued by YouTubers Over AI Training
• Negative Sentiment: Seller and ESG pressures: reports that brands are pulling products over pricing tactics, a new 3.5% FBA fuel surcharge for sellers, and investor pushback on data‑center water use raise operational/PR risks that could affect margins or expansion plans. Brands Yank Items Over Amazon Pricing Tactics Amazon Imposes 3.5% Fuel Surcharge Investors Press Amazon on Data Center Water Use
• Negative Sentiment: Insider activity: a small disclosed CEO stock sale adds a minor negative sentiment signal for short‑term traders. Insider Selling Report

Amazon.com Stock Performance

Amazon.com stock opened at $213.77 on Wednesday. Amazon.com, Inc. has a fifty-two week low of $165.29 and a fifty-two week high of $258.60. The stock has a fifty day moving average of $212.57 and a two-hundred day moving average of $224.00. 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 company has a market capitalization of $2.29 trillion, a price-to-earnings ratio of 29.81, a PEG ratio of 1.57 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. During the same quarter last year, the business earned $1.86 EPS. Amazon.com's revenue for the quarter was up 13.6% compared to the same quarter last year. On average, analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Oppenheimer set a $260.00 price objective on Amazon.com and gave the company an "outperform" rating in a research note on Friday, February 6th. DZ Bank raised Amazon.com to a "strong-buy" rating in a research report on Friday, February 6th. Barclays reissued a "buy" rating on shares of Amazon.com in a research report on Monday, March 23rd. Stifel Nicolaus set a $300.00 price target on Amazon.com and gave the stock a "buy" rating in a research report on Tuesday, January 27th. Finally, Wedbush dropped their price target on Amazon.com from $340.00 to $300.00 and set an "outperform" rating for the company in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $287.21.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.