Canada Pension Plan Investment Board Takes Position in Amazon.com, Inc. $AMZN

Canada Pension Plan Investment Board bought a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 17,384,261 shares of the e-commerce giant's stock, valued at approximately $4,143,365,000. Amazon.com accounts for about 2.3% of Canada Pension Plan Investment Board's holdings, making the stock its 6th biggest holding. Canada Pension Plan Investment Board owned approximately 0.16% of Amazon.com as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Red Crane Wealth Management LLC increased its stake in shares of Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock valued at $346,000 after purchasing an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC boosted its position in shares of Amazon.com by 0.7% in the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant's stock worth $1,147,000 after purchasing an additional 40 shares in the last quarter. Sfam LLC boosted its position in shares of Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock worth $255,000 after purchasing an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. grew its stake in shares of Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant's stock worth $251,000 after buying an additional 40 shares during the last quarter. Finally, CoreFirst Bank & Trust grew its stake in shares of Amazon.com by 1.1% in the 1st quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant's stock worth $754,000 after buying an additional 40 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on AMZN. Wedbush raised their price objective on Amazon.com from $293.00 to $310.00 and gave the company an "outperform" rating in a research report on Friday, July 31st. Morgan Stanley reissued an "overweight" rating and issued a $335.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Sanford C. Bernstein reissued an "outperform" rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. The Goldman Sachs Group restated a "buy" rating and set a $375.00 price target (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, DA Davidson reaffirmed a "neutral" rating and issued a $250.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $321.19.

Amazon.com Stock Down 1.3%

Amazon.com stock opened at $254.98 on Wednesday. The firm has a market cap of $2.75 trillion, a price-to-earnings ratio of 20.51, a PEG ratio of 2.00 and a beta of 1.44. The stock has a fifty day simple moving average of $256.47 and a two-hundred day simple moving average of $246.48. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the prior year, the company posted $1.68 earnings per share. The company's quarterly revenue was up 19.6% on a year-over-year basis. Equities analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

Amazon.com News Roundup

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

• Positive Sentiment: Amazon signed a Generac supply agreement worth up to $8 billion for backup generators, including approximately $2.4 billion of expected orders in 2027–2028 and warrants for Amazon. The deal highlights strong AWS data-center demand and addresses electricity constraints that could otherwise slow AI expansion. Amazon's Generac power deal
• Positive Sentiment: Amazon is expanding AI-powered logistics, including smart glasses for more than 20,000 delivery drivers by 2027. The company also plans an additional $1.9 billion investment in its Delivery Service Partner program, targeting better safety, routing and delivery efficiency. Amazon delivery investment
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing unauthorized access, failure to identify itself and concerns involving customer credentials and data. The move protects Amazon’s control over customer relationships, checkout and marketplace data, but could cause it to lose orders initiated by outside AI agents as agentic commerce develops. Amazon and Meta Muse dispute
• Negative Sentiment: Shopify’s shares rallied after Meta enabled Muse to browse Shopify-powered stores and complete purchases through Shop Pay, while Amazon remained excluded. Investors may view this as a competitive advantage for Shopify and a potential threat to Amazon’s influence over future AI-driven shopping. Shopify and Meta Muse integration
• Negative Sentiment: Amazon’s planned AI buildout—estimated at roughly $220 billion in capital spending—continues to raise concerns about cash flow, returns on investment and possible AWS margin pressure. Higher labor costs, including a $1 increase in eligible U.S. warehouse starting pay, add to near-term expense pressure. Amazon wage investment
• Negative Sentiment: A U.S. financial disclosure showed sales of between $5 million and $25 million of Amazon stock by President Donald Trump in July. The transaction is historical and does not change Amazon’s fundamentals, but the disclosure may add short-term selling sentiment. Trump Amazon stock sale disclosure

Insiders Place Their Bets

In other news, CEO Douglas J. Herrington sold 6,362 shares of the firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company's stock, valued at $123,465,145.81. This trade represents a 1.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares of the company's stock, valued at $28,427,674.17. The trade was a 5.35% decrease in their ownership of the stock. 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. Insiders have sold 71,589 shares of company stock worth $18,568,785 in the last quarter. Insiders own 8.90% of the company's stock.

About Amazon.com

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon's websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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