151,842 Shares of Amazon.com, Inc. $AMZN Acquired by Lombard Odier Asset Management Europe Ltd

Key Points

• Lombard Odier Asset Management Europe acquired 151,842 Amazon shares worth approximately $36.2 million in the second quarter. Institutional investors collectively own 72.2% of Amazon’s stock.
• Amazon insiders sold 71,589 shares valued at $18.6 million over the past 90 days, including sales by CEO Andy Jassy and CFO Brian Olsavsky under pre-arranged Rule 10b5-1 plans.
• Analysts remain broadly bullish, with 56 Buy ratings and three Holds, a “Moderate Buy” consensus, and a $321.19 average price target. The company also reported quarterly revenue growth of 19.6% and EPS of $5.75, well above estimates, though investors continue to weigh heavy AI spending against future monetization risks.

Lombard Odier Asset Management Europe Ltd bought a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 151,842 shares of the e-commerce giant's stock, valued at approximately $36,190,000. Amazon.com accounts for 0.1% of Lombard Odier Asset Management Europe Ltd's holdings, making the stock its 11th largest holding.

Several other hedge funds have also modified their holdings of the stock. Archer Investment Corp bought a new stake in Amazon.com in the second quarter valued at about $4,170,000. Fox Hill Wealth Management acquired a new position in shares of Amazon.com during the 2nd quarter valued at $6,875,000. Vermillion & White Wealth Management Group LLC acquired a new position in Amazon.com in the second quarter worth approximately $816,000. Henson Edgewater Management LLC acquired a new position in shares of Amazon.com in the 2nd quarter worth $10,895,000. Finally, Beacon Pointe Advisors LLC acquired a new stake in shares of Amazon.com during the second quarter valued at approximately $211,009,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Amazon.com

In other news, CEO Andrew R. Jassy sold 20,000 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 $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. The trade was a 0.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the sale, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. The trade was a 5.35% 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 sold 71,589 shares of company stock valued at $18,568,785 over the last 90 days. Corporate insiders own 8.90% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Jefferies Financial Group reissued a "buy" rating on shares of Amazon.com in a research note on Thursday, June 18th. Oppenheimer reaffirmed an "outperform" rating on shares of Amazon.com in a research note on Friday, July 31st. Roth Capital reiterated a "buy" rating and issued a $325.00 price objective on shares of Amazon.com in a report on Monday, August 3rd. Wolfe Research reiterated an "outperform" rating and issued a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Finally, Monness Crespi & Hardt increased their target price on shares of Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Amazon.com currently has a consensus rating of "Moderate Buy" and a consensus price target of $321.19.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS and AI infrastructure remain the central bullish case. Analysts and commentators argue that Amazon’s roughly $200 billion 2026 capital-expenditure plan reflects substantial demand for AWS computing, custom chips and AI capacity. Amazon is also reportedly preparing to receive approximately $2.4 billion in backup-generator orders from Generac in 2027 and 2028, underscoring the scale of its data-center expansion. Amazon AI capital expenditures article Generac data-center orders article
• Positive Sentiment: Expansion of merchant services could broaden revenue beyond Amazon.com. New tools let sellers manage listings, inventory and orders across channels including Walmart, Shopify, TikTok and eBay. Amazon is also extending Prime delivery and fulfillment services to merchants’ own websites, potentially increasing third-party logistics revenue and seller dependence on its ecosystem. Amazon merchant services article
• Neutral Sentiment: Anthropic remains strategically important, but its infrastructure is becoming more diversified. Anthropic committed about $11.6 billion to an Akamai CPU agreement, which can be viewed as a setback for AWS. However, Amazon retains a major equity stake and an ongoing AWS relationship, limiting the immediate financial impact. Anthropic Akamai agreement article
• Negative Sentiment: Investors remain concerned that AI spending may outpace monetization. Goldman Sachs estimates hyperscalers may need roughly $300 billion in additional AI revenue to justify their investments, while Michael Burry and Jefferies’ Chris Wood have warned of leverage, overcapacity and potential write-offs. Those concerns could pressure AMZN’s valuation despite strong AWS demand. Goldman Sachs AI spending article
• Negative Sentiment: Amazon’s $3 billion India quick-commerce investment adds near-term cost and execution risk while the company attempts to catch rivals with a relatively small market share. The decision to block Meta’s Muse shopping agent also risks diverting AI-driven purchases toward Shopify and other platforms. Amazon India investment article

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $249.67 on Friday. The company has a market cap of $2.69 trillion, a price-to-earnings ratio of 20.09, a PEG ratio of 1.93 and a beta of 1.44. The business has a 50 day moving average price of $256.39 and a 200 day moving average price of $246.96. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate 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 last year, the business posted $1.68 EPS. The business's quarterly revenue was up 19.6% on a year-over-year basis. Research analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Amazon.com Company Profile

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon's websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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