Vanderbilt University lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 50.9% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 36,959 shares of the e-commerce giant’s stock after purchasing an additional 12,465 shares during the period. Amazon.com comprises 1.2% of Vanderbilt University’s holdings, making the stock its 11th biggest position. Vanderbilt University’s holdings in Amazon.com were worth $8,809,000 as of its most recent SEC filing.
Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its holdings in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock worth $442,481,000 after buying an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE raised its holdings in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock worth $6,357,000 after buying an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com during the fourth quarter worth $2,153,000. Institutional investors own 72.20% of the company’s stock.
Amazon.com News Roundup
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Evercore raises target on agentic AI potential. Evercore ISI lifted its AMZN price target to $355 from $315.16 and maintained an Outperform rating. The firm believes agentic AI could improve retail growth and strengthen trends across Amazon Web Services (AWS), advertising and e-commerce. Why is Amazon stock surging 4% today
- Positive Sentiment: Expanded Nvidia partnership reinforces AI demand. Amazon plans to add 2 million Nvidia GPUs to its data centers in 2027–2028, bringing its announced commitment to roughly 3 million chips. The spending signals strong expected demand for AWS AI capacity and helped distinguish Amazon positively within the AI infrastructure sector. Amazon just tripled its order of Nvidia chips over surging demand
- Positive Sentiment: AWS and AI economics remain major growth catalysts. Reports cited approximately 37% AWS revenue growth to $42.2 billion in the second quarter, while Amazon’s AI and chip businesses each reached annualized revenue run rates above $25 billion. Analysts also highlighted solid retail profitability and long-term cloud adoption. Amazon Stock: AI Investment Gains Momentum as AWS Revenue Surges
- Positive Sentiment: New distribution and energy initiatives support the platform. Amazon plans to expand Prime Air drone delivery to nearly 500 U.S. cities by year-end, while new power-purchase agreements add 600 megawatts of carbon-free electricity and support data-center expansion. Amazon is about to six times its drone delivery footprint
- Neutral Sentiment: Amazon-backed Zoox is launching robotaxi service in San Francisco, creating a potential long-term growth option but adding an unproven business with significant execution requirements. Amazon-backed Zoox launches robotaxis in San Francisco
- Negative Sentiment: AI spending is raising return-on-investment concerns. The enlarged GPU commitment adds to an already substantial capital budget, prompting investors to question whether AWS demand and AI monetization will justify the cost. Amazon’s post-earnings gains have also partially faded, and billionaire Bill Ackman reportedly shifted from Amazon to Microsoft.
- Negative Sentiment: California litigation over alleged price-fixing remains an overhang, although a judge indicated the state’s request to block Amazon’s practices would likely be denied. Judge likely to deny California’s bid to stop Amazon’s alleged price fixing
Analysts Set New Price Targets
Read Our Latest Analysis on AMZN
Insider Buying and Selling
In other Amazon.com news, CEO Douglas J. Herrington sold 6,362 shares of Amazon.com 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 completion of the sale, the chief executive officer directly owned 476,681 shares in the company, valued at $123,465,145.81. This trade represents a 1.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the sale, the senior vice president directly owned 41,190 shares in the company, valued at approximately $10,699,926.30. The trade was a 18.35% 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. Insiders have sold a total of 70,589 shares of company stock valued at $18,314,015 over the last three months. Company insiders own 8.90% of the company’s stock.
Amazon.com Price Performance
Shares of AMZN opened at $266.43 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The stock has a market capitalization of $2.87 trillion, a price-to-earnings ratio of 21.43, a PEG ratio of 1.77 and a beta of 1.45. The stock has a 50 day moving average price of $251.62 and a 200 day moving average price of $240.67.
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 for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue was up 19.6% on a year-over-year basis. During the same period last year, the company posted $1.68 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.
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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