677,750 Shares in Amazon.com, Inc. $AMZN Bought by United Capital Financial Advisors LLC

Key Points

• United Capital Financial Advisors LLC acquired 677,750 Amazon shares worth approximately $161.5 million in the second quarter, making Amazon its 17th-largest holding and representing about 0.9% of its portfolio.
• Several other institutional investors also initiated positions, while institutional and hedge-fund ownership reached 72.2% of Amazon’s outstanding stock.
• Analysts remain broadly bullish, with 56 Buy ratings and three Holds; Amazon’s consensus price target is $321.19, compared with a recent opening price of $249.67.

United Capital Financial Advisors LLC purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 677,750 shares of the e-commerce giant's stock, valued at approximately $161,535,000. Amazon.com accounts for approximately 0.9% of United Capital Financial Advisors LLC's holdings, making the stock its 17th largest holding.

A number of other large investors have also added to or reduced their stakes in the stock. Papamarkou Wellner Asset Management inc. acquired a new position in Amazon.com during the second quarter valued at approximately $7,422,000. Balanced Rock Investment Advisors LLC bought a new position in shares of Amazon.com in the 2nd quarter valued at $293,000. Camarda Financial Advisors LLC bought a new position in shares of Amazon.com in the 2nd quarter valued at $4,067,000. General Catalyst Group Management LLC acquired a new position in shares of Amazon.com during the 2nd quarter worth $925,000. Finally, Dearborn Partners LLC acquired a new position in shares of Amazon.com during the 2nd quarter worth $4,821,000. Institutional investors and hedge funds own 72.20% of the company's stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. HSBC restated a "buy" rating and set a $310.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Wedbush boosted their target price on Amazon.com from $293.00 to $310.00 and gave the stock an "outperform" rating in a research note on Friday, July 31st. Barclays reissued an "overweight" rating and issued a $365.00 target price (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Oppenheimer restated an "outperform" rating on shares of Amazon.com in a research note on Friday, July 31st. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $320.00 price target (up from $315.00) 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 assigned a Hold rating to the company's stock. According to MarketBeat, Amazon.com presently has an average rating of "Moderate Buy" and a consensus 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

Amazon.com Stock Performance

NASDAQ:AMZN opened at $249.67 on Friday. The stock's 50-day moving average is $256.39 and its 200-day moving average is $246.96. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock has a market cap of $2.69 trillion, a P/E ratio of 20.09, a price-to-earnings-growth ratio of 1.93 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the business earned $1.68 EPS. The firm's quarterly revenue was up 19.6% on a year-over-year basis. Equities research analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Insider Activity at Amazon.com

In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares of the company's stock, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the sale, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% 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. Insiders have sold 71,589 shares of company stock valued at $18,568,785 in the last quarter. 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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