40,763 Shares of Amazon.com, Inc. $AMZN Bought by Henson Edgewater Management LLC

Key Points

• Henson Edgewater Management acquired 40,763 Amazon shares worth approximately $10.9 million, making AMZN its third-largest holding and representing about 6.1% of its portfolio. Institutional investors and hedge funds collectively own 72.2% of Amazon.
• Amazon reported strong quarterly results, with revenue up 19.6% year over year to $200.61 billion and EPS of $5.75, well above estimates. Analysts remain bullish, with a “Moderate Buy” consensus rating and an average price target of $321.19.
• Risks include heavy AI infrastructure spending and insider selling. Executives sold 71,589 shares worth $18.6 million over the past three months, while investors remain concerned that AI investments may outpace monetization and that expansion initiatives could increase costs.

Henson Edgewater Management LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 40,763 shares of the e-commerce giant's stock, valued at approximately $10,895,000. Amazon.com makes up about 6.1% of Henson Edgewater Management LLC's investment portfolio, making the stock its 3rd biggest position.

Several other large investors also recently made changes to their positions in AMZN. Bank of America Corp DE bought a new position in Amazon.com in the second quarter worth approximately $22,218,775,000. Bank of New York Mellon Corp bought a new stake in shares of Amazon.com during the second quarter valued at approximately $16,341,405,000. Invesco Ltd. increased its holdings in shares of Amazon.com by 3.3% during the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant's stock valued at $13,757,993,000 after acquiring an additional 1,879,630 shares in the last quarter. Legal & General Group Plc bought a new stake in shares of Amazon.com during the second quarter valued at approximately $12,831,376,000. Finally, Amundi raised its position in shares of Amazon.com by 14.1% during the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant's stock worth $12,787,883,000 after purchasing an additional 7,590,952 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Key Amazon.com News

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

Insider Buying and Selling at Amazon.com

In other news, CEO Matthew Garman sold 14,541 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the transaction, the chief executive officer directly owned 17,794 shares of the company's stock, valued at $4,609,713.64. This represents a 44.97% decrease in their position. The transaction 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, CEO Douglas J. Herrington sold 1,000 shares of the firm's 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 of the company's stock, valued at approximately $121,189,248.37. The trade was 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 a total of 71,589 shares of company stock valued at $18,568,785 in the last three months. 8.90% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AMZN. Morgan Stanley reiterated an "overweight" rating and issued a $335.00 target price (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Wells Fargo & Company restated an "overweight" rating and set a $338.00 price target (up from $328.00) on shares of Amazon.com in a research note on Thursday, September 3rd. Mizuho set a $330.00 price objective on shares of Amazon.com and gave the stock an "outperform" rating in a report on Friday, July 31st. Barclays reaffirmed an "overweight" rating and issued a $365.00 price objective (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Benchmark lifted their price objective on shares of Amazon.com from $370.00 to $400.00 and gave the company a "buy" rating in a 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, the stock presently has an average rating of "Moderate Buy" and an average price target of $321.19.

Amazon.com Trading Up 0.1%

Shares of Amazon.com stock opened at $249.67 on Friday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm has a market cap of $2.69 trillion, a PE ratio of 20.09, a P/E/G ratio of 1.93 and a beta of 1.44. The stock has a fifty day moving average price of $256.39 and a 200-day moving average price of $246.96. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts' consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to analysts' expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business's revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.68 EPS. Equities research analysts anticipate that Amazon.com, Inc. will post 8.01 EPS for the current year.

Amazon.com 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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