Impax Asset Management Group plc Boosts Stock Position in Amazon.com, Inc. $AMZN

Impax Asset Management Group plc grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 387,433 shares of the e-commerce giant’s stock after buying an additional 25,075 shares during the period. Impax Asset Management Group plc’s holdings in Amazon.com were worth $89,427,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AMZN. American Capital Advisory LLC increased its holdings in Amazon.com by 63.9% in the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after buying an additional 3,152 shares during the period. Compagnie Lombard Odier SCmA acquired a new position in Amazon.com in the 3rd quarter worth approximately $451,642,000. Weaver Capital Management LLC increased its holdings in Amazon.com by 13.6% in the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after buying an additional 4,713 shares during the period. Ethos Financial Group LLC increased its holdings in Amazon.com by 9.6% in the 4th quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant’s stock worth $8,421,000 after buying an additional 3,196 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. increased its holdings in Amazon.com by 1.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant’s stock worth $52,667,000 after buying an additional 4,558 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com News Summary

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

• Positive Sentiment: Wall Street analysts raised earnings expectations and price targets, citing strong grocery delivery and AWS/cloud growth. Amazon (AMZN) Stock: Wall Street Analysts Raise Targets on Grocery Delivery and Cloud Expansion
• Positive Sentiment: Amazon continues to lean into AI, including a shift toward an AI-powered Alexa shopping assistant and broader agentic commerce ambitions, which supports the growth narrative. Amazon Unveils AI Search Overhaul To Defend Online Shopping Dominance
• Positive Sentiment: Technical coverage noted Amazon remains above a key breakout level, suggesting the stock’s chart trend is still constructive. Amazon Holds Breakout Above $252
• Positive Sentiment: Investor interest remains strong, with reports highlighting bullish commentary from prominent funds and analysts, plus added attention from high-profile holders. Trump went big on tech stocks in first quarter of 2026, new filings show
• Neutral Sentiment: Amazon remains a major focus of market commentary because of its AI spending, cloud expansion, and growing role in digital advertising, but these articles are mostly thematic rather than immediate stock-moving catalysts.

Insider Activity at Amazon.com

In related news, Director Jonathan Rubinstein sold 3,706 shares of Amazon.com stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $273.02, for a total value of $1,011,812.12. Following the sale, the director owned 74,948 shares of the company’s stock, valued at approximately $20,462,302.96. This trade represents a 4.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 10,649 shares of Amazon.com stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the completion of the sale, the senior vice president directly owned 41,190 shares in the company, valued at $8,461,661.70. This represents a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 190,593 shares of company stock worth $46,081,241 over the last 90 days. 8.90% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. China Renaissance increased their price target on shares of Amazon.com from $300.00 to $326.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Maxim Group increased their price target on shares of Amazon.com from $290.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. DZ Bank increased their price target on shares of Amazon.com from $295.00 to $320.00 and gave the stock a “buy” rating in a report on Monday, May 4th. UBS Group reiterated a “buy” rating and issued a $333.00 price target (up from $304.00) on shares of Amazon.com in a report on Wednesday, April 29th. Finally, BNP Paribas Exane raised their price objective on shares of Amazon.com from $320.00 to $345.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. Fifty-seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Amazon.com has an average rating of “Moderate Buy” and an average price target of $312.52.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $264.14 on Monday. The stock has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 31.60, a PEG ratio of 1.98 and a beta of 1.46. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56. The firm’s 50 day simple moving average is $234.47 and its 200-day simple moving average is $230.69. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01.

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 firm had revenue of $181.52 billion for the quarter, compared to analysts’ expectations of $177.28 billion. During the same quarter last year, the company earned $1.59 EPS. The firm’s revenue for the quarter was up 16.6% compared to the same quarter last year. Analysts expect that Amazon.com, Inc. will post 7.71 EPS for the current year.

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.