48,359 Shares in Amazon.com, Inc. $AMZN Bought by Iyo Bank Ltd.

Key Points

• Iyo Bank Ltd. bought 48,359 Amazon shares worth approximately $11.5 million during the second quarter, making Amazon its ninth-largest holding. Institutional investors and hedge funds collectively own 72.2% of Amazon’s stock.
• Amazon reported quarterly EPS of $5.75, well above the $1.82 analyst consensus, while revenue rose 19.6% year over year to $200.61 billion. Analysts maintain a broadly bullish view, with a “Moderate Buy” consensus and an average price target of $321.19.
• Amazon’s growth outlook is supported by strong AWS and AI demand, but investors face concerns over approximately $220 billion in planned 2026 capital expenditures, potentially negative free cash flow, and ongoing regulatory scrutiny in the U.S. and Europe.

Iyo Bank Ltd. bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 48,359 shares of the e-commerce giant's stock, valued at approximately $11,526,000. Amazon.com comprises 3.5% of Iyo Bank Ltd.'s holdings, making the stock its 9th biggest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMZN. Trust Asset Management LLC raised its stake in Amazon.com by 3.3% during the second quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock worth $26,000 after acquiring an additional 3,414 shares in the last quarter. Bard Associates Inc. bought a new stake in shares of Amazon.com during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $33,000. MilWealth Group LLC lifted its holdings in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock valued at $41,000 after purchasing an additional 79 shares in the last quarter. Finally, Lifetime Wealth Management P.C. bought a new position in Amazon.com in the fourth quarter valued at $45,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Amazon.com Trading Up 1.0%

AMZN opened at $253.71 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market capitalization of $2.74 trillion, a price-to-earnings ratio of 20.41, a PEG ratio of 1.95 and a beta of 1.44. The business has a 50 day simple moving average of $256.09 and a two-hundred day simple moving average of $245.60. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly 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 during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm's revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.68 earnings per share. Analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current year.

Key Amazon.com News

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.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on AMZN shares. Rosenblatt Securities started coverage on Amazon.com in a research note on Thursday, August 20th. They set a "buy" rating and a $335.00 target price on the stock. HSBC restated a "buy" rating and set a $310.00 price target on shares of Amazon.com in a report on Friday, July 31st. TD Cowen restated 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. Bank of America upped their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Finally, Wolfe Research reissued an "outperform" rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Amazon.com presently has an average rating of "Moderate Buy" and a consensus target price of $321.19.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the transaction, the chief executive officer directly owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. 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 Matthew Garman sold 14,541 shares of the business's stock in a transaction dated 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 completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. 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 90 days, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by corporate insiders.

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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