PBCay One RSC Ltd boosted its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 28.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 471,690 shares of the e-commerce giant’s stock after purchasing an additional 103,290 shares during the period. Amazon.com comprises approximately 7.3% of PBCay One RSC Ltd’s holdings, making the stock its 3rd largest position. PBCay One RSC Ltd’s holdings in Amazon.com were worth $98,239,000 at the end of the most recent quarter.
Other institutional investors also recently added to or reduced their stakes in the company. Gryphon Financial Partners LLC boosted its stake in shares of Amazon.com by 7.5% during the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after acquiring an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. increased its stake in Amazon.com by 1.7% in the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock valued at $63,285,000 after purchasing an additional 5,104 shares in the last quarter. Narwhal Capital Management increased its stake in Amazon.com by 2.3% in the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after purchasing an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Amazon.com by 21.0% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after purchasing an additional 4,275,942 shares during the last quarter. Finally, Weaver Capital Management LLC raised its holdings in Amazon.com by 13.6% during the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after purchasing an additional 4,713 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research analysts have recently issued reports on AMZN shares. JPMorgan Chase & Co. lifted their price target on Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Piper Sandler restated an “overweight” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. New Street Research lifted their target price on shares of Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Finally, HSBC reaffirmed a “buy” rating and issued a $310.00 price target on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.56.
Amazon.com Trading Down 0.1%
Amazon.com stock opened at $272.26 on Friday. The stock has a 50-day moving average price of $246.27 and a 200 day moving average price of $237.20. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The stock has a market cap of $2.94 trillion, a PE ratio of 21.90, a P/E/G ratio of 1.81 and a beta of 1.45. 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 released its 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 net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the firm earned $1.68 EPS. The firm’s quarterly revenue was up 19.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
Insiders Place Their Bets
In related news, SVP David Zapolsky sold 9,270 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at $3,729,480.60. The trade was a 52.21% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 77,867 shares of company stock valued at $20,532,092. 8.90% 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: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
- Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
- Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
- Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
- Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
- Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.
Amazon.com Company 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.
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