24,579 Amazon.com, Inc. $AMZN Shares Purchased by Mufg Securities Americas Inc.

Key Points

• Mufg Securities Americas increased its Amazon stake by 9.1% in the second quarter, purchasing 24,579 shares to reach 294,830 shares valued at approximately $70.3 million. Institutional investors and hedge funds collectively own 72.2% of Amazon.
• Amazon reported quarterly EPS of $5.75, far exceeding the $1.82 consensus estimate, while revenue rose 19.6% year over year to $200.61 billion. Shares recently traded at $249.67, with a market capitalization of approximately $2.69 trillion.
• Analysts remain broadly bullish, with 56 Buy ratings and three Holds and an average price target of $321.19. However, insiders sold about $18.6 million of stock during the last quarter, including sales by CEOs Matthew Garman and Douglas Herrington.

Mufg Securities Americas Inc. boosted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 9.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 294,830 shares of the e-commerce giant's stock after acquiring an additional 24,579 shares during the period. Amazon.com accounts for 3.6% of Mufg Securities Americas Inc.'s portfolio, making the stock its 4th largest position. Mufg Securities Americas Inc.'s holdings in Amazon.com were worth $70,270,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ferguson Wellman Capital Management Inc. raised its holdings in Amazon.com by 1.5% during the 2nd quarter. Ferguson Wellman Capital Management Inc. now owns 745,418 shares of the e-commerce giant's stock worth $177,663,000 after purchasing an additional 11,190 shares during the last quarter. Roffman Miller Associates Inc. PA boosted its stake in shares of Amazon.com by 1.4% in the 2nd quarter. Roffman Miller Associates Inc. PA now owns 282,279 shares of the e-commerce giant's stock valued at $67,278,000 after purchasing an additional 3,917 shares during the last quarter. Nissay Asset Management Corp Japan boosted its stake in shares of Amazon.com by 13.3% in the 2nd quarter. Nissay Asset Management Corp Japan now owns 2,579,755 shares of the e-commerce giant's stock valued at $614,859,000 after purchasing an additional 303,108 shares during the last quarter. Braun Stacey Associates Inc. raised its stake in shares of Amazon.com by 3.0% during the second quarter. Braun Stacey Associates Inc. now owns 461,472 shares of the e-commerce giant's stock worth $109,987,000 after buying an additional 13,420 shares during the last quarter. Finally, Tandem Capital Management Corp ADV lifted its holdings in Amazon.com by 9.3% in the second quarter. Tandem Capital Management Corp ADV now owns 14,527 shares of the e-commerce giant's stock valued at $3,462,000 after buying an additional 1,237 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $249.67 on Monday. The company has a fifty day moving average price of $256.39 and a 200 day moving average price of $247.20. The firm has a market cap of $2.69 trillion, a PE ratio of 20.09, a PEG ratio of 1.93 and a beta of 1.44. 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, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results 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. The firm 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 company's revenue was up 19.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.68 EPS. Research analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Matthew Garman sold 14,541 shares of the company's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the transaction, the chief executive officer directly owned 17,794 shares in the company, valued at approximately $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total transaction of $254,770.00. Following the sale, the chief executive officer owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 71,589 shares of company stock worth $18,568,785 in the last quarter. Company insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have commented on AMZN shares. Cantor Fitzgerald reiterated an "overweight" rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Roth Capital reaffirmed a "buy" rating and set a $325.00 price objective on shares of Amazon.com in a research note on Monday, August 3rd. Rosenblatt Securities assumed coverage on Amazon.com in a report on Thursday, August 20th. They issued a "buy" rating and a $335.00 price objective for the company. HSBC reissued a "buy" rating and issued a $310.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, The Goldman Sachs Group restated a "buy" rating and set a $375.00 target price (up from $335.00) on shares of Amazon.com 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 stock. Based on data from MarketBeat, Amazon.com presently has an average rating of "Moderate Buy" and an average 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

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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