Railway Pension Investments Ltd Has $196.60 Million Position in Amazon.com, Inc. $AMZN

Railway Pension Investments Ltd boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 89.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 895,400 shares of the e-commerce giant’s stock after buying an additional 423,100 shares during the quarter. Amazon.com makes up about 2.7% of Railway Pension Investments Ltd’s holdings, making the stock its 5th largest position. Railway Pension Investments Ltd’s holdings in Amazon.com were worth $196,603,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AMZN. Carderock Capital Management Inc. bought a new position in Amazon.com during the second quarter worth about $27,000. Maryland Capital Advisors Inc. lifted its stake in shares of Amazon.com by 81.9% during the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 95 shares in the last quarter. Ryan Investment Management Inc. bought a new position in Amazon.com in the 2nd quarter worth approximately $48,000. Cooksen Wealth LLC grew its stake in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares in the last quarter. Finally, PayPay Securities Corp raised its holdings in Amazon.com by 62.3% during the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after acquiring an additional 96 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Price Performance

AMZN stock opened at $239.12 on Friday. The firm has a 50 day simple moving average of $232.46 and a two-hundred day simple moving average of $228.61. The stock has a market cap of $2.56 trillion, a PE ratio of 33.77, a P/E/G ratio of 1.50 and a beta of 1.37. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company had revenue of $180.17 billion during the quarter, compared to the consensus estimate of $177.53 billion. During the same period in the previous year, the firm posted $1.43 EPS. The firm’s revenue was up 13.4% compared to the same quarter last year. On average, analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have recently commented on AMZN shares. DZ Bank reaffirmed a “buy” rating on shares of Amazon.com in a report on Friday, October 31st. Susquehanna set a $300.00 price target on Amazon.com and gave the company a “positive” rating in a research report on Friday, October 31st. Raymond James Financial lowered their price target on shares of Amazon.com from $275.00 to $260.00 and set an “outperform” rating on the stock in a report on Thursday. Citigroup reaffirmed a “market outperform” rating on shares of Amazon.com in a research note on Monday, January 12th. Finally, Canaccord Genuity Group set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $295.96.

More Amazon.com News

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

• Positive Sentiment: AWS launches a Europe-only “sovereign cloud,” helping Amazon win government and regulated enterprise business in the EU — a revenue and margin tailwind for AWS. Amazon launches new Europe-based cloud service
• Positive Sentiment: Analysts and research pieces point to AWS re-accelerating (cited ~20% growth, large backlog, heavy AI investment) — supports higher-margin service revenue outlook. Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?
• Positive Sentiment: Evercore highlights Rufus, Amazon’s AI shopping assistant, as a driver for e-commerce monetization and higher conversion/ads revenue. AI product traction supports longer-term margin expansion. AI-Shopping Assistant Rufus to Drive Amazon e-Commerce Growth
• Positive Sentiment: Amazon joined Wikimedia’s commercial enterprise for AI training access — strengthens access to training data for its LLM/AI efforts and signals cooperation with major content providers. Wikipedia parent partners with Amazon, Meta, Perplexity on AI access
• Positive Sentiment: Amazon secured a U.S. copper supply deal (Rio Tinto) to support fast-growing AI data-center construction — reduces a key bottleneck for capex-driven AWS expansion. Rio Tinto to supply copper to Amazon for AI data centers
• Positive Sentiment: Goldman Sachs raised its price target to $300 and reiterated Buy, reinforcing bullish analyst momentum and supporting investor appetite. Goldman Sachs adjusts price target on Amazon.com to $300
• Neutral Sentiment: Nigeria issued satellite permits to Kuiper (Amazon’s broadband unit), a longer-term growth signal for Kuiper but limited near-term revenue impact. Nigeria grants satellite permits to BeetleSat, Satelio and Amazon’s Kuiper
• Neutral Sentiment: Long-horizon bullish takes (e.g., forecasts that Amazon could reach $1T revenue by 2028) keep investor enthusiasm but are speculative and distant from near-term earnings. Amazon Will Be America’s First $1T Revenue Company
• Negative Sentiment: Legal dispute over Saks Global’s bankruptcy: Amazon says its $475M stake is now worthless and has warned of “drastic remedies.” Ongoing litigation and potential losses create headline risk and near-term uncertainty. Amazon threatens ‘drastic action’ after Saks bankruptcy
• Negative Sentiment: Coverage and some analysts are cautious (Cantor Fitzgerald cut its target), and a U.S. judge rejected Amazon’s first attempt to block Saks’ financing — these items add legal/analyst-driven pressure on sentiment. Cantor Fitzgerald reduces PT on Amazon

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the sale, the chief executive officer owned 6,273 shares of the company’s stock, valued at $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jonathan Rubinstein sold 8,173 shares of the stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the transaction, the director owned 80,030 shares in the company, valued at $20,009,900.90. The trade was a 9.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 79,734 shares of company stock worth $18,534,017. Company insiders own 9.70% of the company’s stock.

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.