43,320 Amazon.com, Inc. $AMZN Shares Bought by WINTON GROUP Ltd

Key Points

• WINTON GROUP Ltd increased its Amazon stake by 190% in the second quarter, purchasing 43,320 additional shares and bringing its holdings to 66,123 shares valued at approximately $15.76 million. Institutional investors own 72.2% of Amazon’s stock.
• Analysts remain broadly bullish, with 56 Buy ratings and three Holds; Amazon has a consensus “Moderate Buy” rating and an average price target of $322.86. The company also exceeded quarterly expectations, reporting $5.75 in EPS and $200.61 billion in revenue.
• Amazon shares opened at $254.06, down 2.3%, while insiders have sold 71,589 shares worth about $18.6 million over the past 90 days. Investors are also weighing heavy planned AI infrastructure spending, workforce reductions and regulatory risks against AWS and AI-driven growth.

WINTON GROUP Ltd increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 190.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 66,123 shares of the e-commerce giant's stock after buying an additional 43,320 shares during the period. Amazon.com accounts for approximately 0.5% of WINTON GROUP Ltd's holdings, making the stock its 26th biggest holding. WINTON GROUP Ltd's holdings in Amazon.com were worth $15,760,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of AMZN. Auto Owners Insurance Co raised its position in shares of Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. Bank of America Corp DE bought a new position in shares of Amazon.com during the second quarter worth $22,218,775,000. Bank of New York Mellon Corp acquired a new position in shares of Amazon.com in the 2nd quarter valued at $16,341,405,000. Amundi increased its position in shares of Amazon.com by 3.9% in the 2nd quarter. Amundi now owns 63,822,242 shares of the e-commerce giant's stock valued at $15,211,393,000 after buying an additional 2,421,739 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of Amazon.com by 3.3% in the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant's stock valued at $13,757,993,000 after buying an additional 1,879,630 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

AMZN has been the topic of several research analyst reports. Monness Crespi & Hardt raised their target price on shares of Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Evercore set a $355.00 price objective on Amazon.com and gave the company an "outperform" rating in a report on Friday, August 28th. Oppenheimer restated an "outperform" rating on shares of Amazon.com in a report on Friday, July 31st. HSBC reiterated a "buy" rating and issued a $310.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, Robert W. Baird set a $310.00 price target on Amazon.com and gave the stock an "outperform" rating in a report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com presently has an average rating of "Moderate Buy" and a consensus price target of $322.86.

Insider Transactions at Amazon.com

In other news, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the transaction, the chief executive officer owned 17,794 shares in the company, valued at approximately $4,609,713.64. This trade represents a 44.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 1,000 shares of Amazon.com stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $251.50, for a total value of $251,500.00. Following the completion of the transaction, the chief executive officer owned 474,681 shares in the company, valued at approximately $119,382,271.50. 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. In the last 90 days, insiders have sold 71,589 shares of company stock worth $18,580,515. 8.90% of the stock is owned by insiders.

Amazon.com Stock Down 2.3%

NASDAQ AMZN opened at $254.06 on Friday. The company has a 50 day moving average of $259.01 and a 200-day moving average of $249.79. The company has a market cap of $2.74 trillion, a price-to-earnings ratio of 20.44, a PEG ratio of 2.01 and a beta of 1.45. 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 released its 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 return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the firm posted $1.68 EPS. Amazon.com's quarterly revenue was up 19.6% on a year-over-year basis. On average, equities research analysts expect that Amazon.com, Inc. will post 8.03 earnings per share for the current fiscal year.

Amazon.com News Summary

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

• Positive Sentiment: Analysts remain broadly bullish on Amazon, citing accelerating AWS growth, expanding AI-services revenue and potential upside from advertising, logistics and other businesses. One report noted that 58 analysts cover the stock without a sell rating. 58 Analysts, Zero Sells: Amazon’s Price Target Is a Rare Consensus
• Positive Sentiment: Amazon launched three higher-priced Alexa-branded tablets running Android with Google Play access, positioning the devices against Apple and Samsung while expanding Alexa+ and AI monetization opportunities. Amazon launches first Android tablets, raising prices and incorporating Alexa
• Positive Sentiment: Amazon’s AWS pricing team is using an AI chatbot to automate complex customer-deal analysis, illustrating how the company is applying AI internally to improve productivity and potentially margins. AWS pricing team turns Excel model into an AI chatbot
• Neutral Sentiment: Amazon is adding two China-to-U.S. air-freight services, which could improve inventory replenishment and peak-season execution, although the financial impact was not disclosed. Amazon launches two new China-to-U.S. air freight options
• Negative Sentiment: Investors are concerned that planned 2026 capital spending of roughly $220 billion on AI infrastructure could push free cash flow further negative before the investments generate sufficient returns. Rising Treasury yields and oil prices are also pressuring technology valuations. Amazon stock hits rare valuation lows
• Negative Sentiment: Amazon confirmed another round of reductions affecting fewer than 1,000 employees, primarily in its Stores division. The cuts may support efficiency but also signal restructuring pressure in the core e-commerce business. Amazon makes fresh job cuts, mainly in retail division
• Negative Sentiment: Amazon is blocking external AI shopping agents such as Meta’s Muse from accessing its marketplace. Critics argue the policy could encourage startups to develop competing shopping platforms and weaken Amazon’s role in agent-driven commerce. Why Amazon is making a big AI mistake
• Negative Sentiment: An FTC lawsuit alleges Amazon overcharged advertisers by more than $20 billion, adding regulatory and potential financial risks to the company’s advertising business.

About Amazon.com

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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