10,925 Amazon.com, Inc. $AMZN Shares Sold by NS Partners Ltd

Key Points

• NS Partners Ltd. reduced its Amazon stake by 2.5%, selling 10,925 shares and retaining 432,524 shares valued at approximately $103.1 million. Amazon remains the firm’s fifth-largest holding and represents about 4.4% of its portfolio.
• Amazon has strong analyst support, with 56 Buy ratings and three Holds; the stock carries a “Moderate Buy” consensus and an average price target of $321.19. Institutional investors own approximately 72.2% of the company.
• Amazon’s latest quarterly results exceeded expectations, with revenue rising 19.6% year over year to $200.61 billion and EPS of $5.75 versus a $1.82 consensus estimate. CEO Andrew Jassy and another senior executive also sold shares under pre-arranged Rule 10b5-1 plans.

NS Partners Ltd trimmed its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 432,524 shares of the e-commerce giant's stock after selling 10,925 shares during the period. Amazon.com accounts for about 4.4% of NS Partners Ltd's investment portfolio, making the stock its 5th biggest holding. NS Partners Ltd's holdings in Amazon.com were worth $103,088,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. Trust Asset Management LLC grew its holdings in shares of Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock worth $26,000 after acquiring an additional 3,414 shares during the period. Bard Associates Inc. bought a new stake in shares of Amazon.com during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC bought a new stake in shares of Amazon.com during the second quarter valued at approximately $33,000. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com in the fourth quarter worth $45,000. Finally, Prudent Man Investment Management Inc. grew its stake in Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock worth $53,000 after purchasing an additional 107 shares during the period. Institutional investors own 72.20% of the company's stock.

Analyst Ratings Changes

Several equities analysts have commented on AMZN shares. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $325.00 price objective (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Mizuho set a $330.00 price objective on shares of Amazon.com and gave the stock an "outperform" rating in a research note on Friday, July 31st. UBS Group set a $200.00 price objective on shares of Amazon.com in a report on Thursday, September 17th. Pivotal Research reaffirmed a "buy" rating and set a $333.00 target price (up from $320.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, KeyCorp lifted their target price on shares of Amazon.com from $335.00 to $350.00 and gave the company an "overweight" rating in a report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Amazon.com currently has an average rating of "Moderate Buy" and an average target price of $321.19.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS and AI remain the main growth catalysts. Amazon’s Bedrock platform is expanding its selection of models, including GPT-6 and Claude, while analysts argue that rising AI workloads could support faster AWS growth and higher margins. Lower model costs may also increase overall cloud consumption. Amazon Stock Slips as Bedrock Expands Model Choice
• Positive Sentiment: AI infrastructure partnerships are broadening. Australian biotech CSL is working with Amazon Web Services on AI and cloud tools for research and clinical development. Amazon is also building data-center infrastructure and its own satellite network, creating potential long-term growth opportunities beyond retail. Australia's CSL taps Amazon's cloud unit
• Positive Sentiment: Holiday demand expectations are favorable. Adobe projects roughly $10 billion in spending during Amazon’s October Prime Day and forecasts record U.S. holiday e-commerce sales. Strong consumer demand could support fourth-quarter revenue, although aggressive discounts may limit margins. Amazon Has a $10 Billion Holiday Catalyst Coming in October
• Neutral Sentiment: Amazon is gaining political visibility in AI. Founder Jeff Bezos joined other technology leaders at a White House meeting where President Trump said AI companies should largely self-police. The discussion could influence future regulation, but its direct financial impact remains unclear. Trump says AI leaders have to self-police AI technology
• Negative Sentiment: Model commoditization is pressuring AWS economics. Cheaper Claude models and more competing providers on Bedrock could reduce revenue per inference call and intensify price competition, even if usage volumes rise.
• Negative Sentiment: Regulatory and legal risks are increasing. Senate Democrats are seeking details on Amazon’s AI and data-center tax deductions, while a revived U.K. consumer lawsuit alleges that Amazon and Apple restricted competition in Apple-product sales. Amazon Draws Senate Questions Over AI Data Center Tax Deductions

Insider Transactions at Amazon.com

In other news, CEO Andrew Jassy sold 20,000 shares of the company's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the transaction, the chief executive officer directly owned 2,235,766 shares of the company's stock, valued at $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 6,362 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 70,589 shares of company stock valued at $18,329,015. Insiders own 8.90% of the company's stock.

Amazon.com Trading Up 0.2%

NASDAQ:AMZN opened at $246.67 on Wednesday. The stock has a market cap of $2.66 trillion, a price-to-earnings ratio of 19.84, a PEG ratio of 1.91 and a beta of 1.44. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The company's 50 day moving average price is $256.29 and its 200-day moving average price is $247.66. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data 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 company had revenue of $200.61 billion during 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 firm's revenue for the quarter was up 19.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.68 EPS. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Amazon.com Company Profile

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon's major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

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