185,611 Shares in Amazon.com, Inc. $AMZN Purchased by Meiji Yasuda Asset Management Co Ltd.

Key Points

• Meiji Yasuda Asset Management acquired 185,611 Amazon shares worth approximately $44.2 million, making Amazon its fifth-largest holding at 2% of the portfolio. Institutional investors collectively own 72.2% of Amazon’s stock.
• Amazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, and EPS of $5.75, significantly exceeding the $1.82 consensus estimate.
• Wall Street remains bullish, with Amazon carrying a “Moderate Buy” consensus rating and an average price target of $321.19, although investors face concerns over heavy planned capital spending, potentially negative free cash flow, and regulatory scrutiny.

Meiji Yasuda Asset Management Co Ltd. acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 185,611 shares of the e-commerce giant's stock, valued at approximately $44,239,000. Amazon.com makes up 2.0% of Meiji Yasuda Asset Management Co Ltd.'s investment portfolio, making the stock its 5th biggest holding.

Several other large investors have also bought and sold shares of the company. Clarion Wealth Managment Partners LLC bought a new position in Amazon.com in the 2nd quarter worth $1,996,000. Te Ahumairangi Investment Management Ltd purchased a new stake in Amazon.com in the second quarter worth about $10,107,000. Magellan Asset Management Ltd bought a new position in shares of Amazon.com in the second quarter worth about $149,627,000. Mission Financial Group LLC purchased a new position in shares of Amazon.com during the 2nd quarter valued at about $2,033,000. Finally, Burk Holdings LLC purchased a new position in shares of Amazon.com during the 2nd quarter valued at about $1,287,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Stock Performance

AMZN opened at $253.71 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. The stock's 50 day moving average price is $256.09 and its 200-day moving average price is $245.86. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The stock has a market cap of $2.74 trillion, a price-to-earnings ratio of 20.41, a P/E/G ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts' expectations of $197.03 billion. During the same period in the previous year, the company earned $1.68 EPS. The firm's quarterly revenue was up 19.6% on a year-over-year basis. On average, equities analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current year.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal
• Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction
• Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery
• Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks.
• Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards
• Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs.
• Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden.
• Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on AMZN shares. JPMorgan Chase & Co. lifted their price target on shares of Amazon.com from $330.00 to $365.00 and gave the company an "overweight" rating in a report on Friday, July 31st. Benchmark upped their target price on shares of Amazon.com from $370.00 to $400.00 and gave the stock a "buy" rating in a report on Friday, July 31st. TD Cowen reissued a "buy" rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. Phillip Securities downgraded Amazon.com from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $325.00 target price (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Amazon.com presently has an average rating of "Moderate Buy" and an average price target of $321.19.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company's stock, valued at approximately $4,609,713.64. This trade represents a 44.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $31,024,217.80. The trade was a 1.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 71,589 shares of company stock worth $18,568,785. Insiders own 8.90% of the company's stock.

About Amazon.com

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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