Park Presidio Capital LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 730,635 shares of the e-commerce giant's stock, valued at approximately $174,140,000. Amazon.com makes up 9.9% of Park Presidio Capital LLC's holdings, making the stock its 2nd biggest holding.
Several other hedge funds also recently modified their holdings of AMZN. Silvant Capital Management LLC bought a new stake in shares of Amazon.com in the second quarter worth about $60,065,000. Northstar Financial Companies Inc. acquired a new stake in Amazon.com in the 2nd quarter valued at $3,376,000. Gryphon Financial Partners LLC raised its holdings in Amazon.com by 7.5% during the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant's stock worth $15,221,000 after acquiring an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. raised its stake in shares of Amazon.com by 1.7% during the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant's stock worth $63,285,000 after purchasing an additional 5,104 shares in the last quarter. Finally, GSA Capital Partners LLP bought a new stake in Amazon.com during the second quarter worth $2,261,000. Institutional investors own 72.20% of the company's stock.
Key Stories Impacting Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon signed a Generac supply agreement worth up to $8 billion for backup generators, including approximately $2.4 billion of expected orders in 2027–2028 and warrants for Amazon. The deal highlights strong AWS data-center demand and addresses electricity constraints that could otherwise slow AI expansion. Amazon's Generac power deal
- Positive Sentiment: Amazon is expanding AI-powered logistics, including smart glasses for more than 20,000 delivery drivers by 2027. The company also plans an additional $1.9 billion investment in its Delivery Service Partner program, targeting better safety, routing and delivery efficiency. Amazon delivery investment
- Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing unauthorized access, failure to identify itself and concerns involving customer credentials and data. The move protects Amazon’s control over customer relationships, checkout and marketplace data, but could cause it to lose orders initiated by outside AI agents as agentic commerce develops. Amazon and Meta Muse dispute
- Negative Sentiment: Shopify’s shares rallied after Meta enabled Muse to browse Shopify-powered stores and complete purchases through Shop Pay, while Amazon remained excluded. Investors may view this as a competitive advantage for Shopify and a potential threat to Amazon’s influence over future AI-driven shopping. Shopify and Meta Muse integration
- Negative Sentiment: Amazon’s planned AI buildout—estimated at roughly $220 billion in capital spending—continues to raise concerns about cash flow, returns on investment and possible AWS margin pressure. Higher labor costs, including a $1 increase in eligible U.S. warehouse starting pay, add to near-term expense pressure. Amazon wage investment
- Negative Sentiment: A U.S. financial disclosure showed sales of between $5 million and $25 million of Amazon stock by President Donald Trump in July. The transaction is historical and does not change Amazon’s fundamentals, but the disclosure may add short-term selling sentiment. Trump Amazon stock sale disclosure
Analysts Set New Price Targets
A number of research analysts recently commented on AMZN shares. Royal Bank Of Canada upped their price target on shares of Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. KeyCorp boosted their target price on shares of Amazon.com from $335.00 to $350.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Oppenheimer restated an "outperform" rating on shares of Amazon.com in a research report on Friday, July 31st. Citizens Jmp reiterated a "market outperform" rating and set a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, Citigroup reissued a "market outperform" rating on shares of Amazon.com in a report on Friday, August 14th. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, Amazon.com presently has a consensus rating of "Moderate Buy" and a consensus price target of $321.19.
View Our Latest Stock Analysis on Amazon.com
Insider Buying and Selling
In related news, CEO Douglas Herrington sold 6,362 shares of the business's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company's stock, valued at $123,465,145.81. The trade was a 1.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction on 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 owned 17,794 shares of the company's stock, valued at $4,609,713.64. The trade was a 44.97% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 71,589 shares of company stock worth $18,568,785 over the last 90 days. Corporate insiders own 8.90% of the company's stock.
Amazon.com Trading Down 1.3%
Shares of Amazon.com stock opened at $254.98 on Wednesday. The firm has a market cap of $2.75 trillion, a PE ratio of 20.51, a PEG ratio of 2.00 and a beta of 1.44. 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, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The company has a 50 day simple moving average of $256.47 and a two-hundred day simple moving average of $246.48.
Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company's revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter last year, the business posted $1.68 earnings per share. Analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.
About Amazon.com
(
Free Report)
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.
Featured Articles

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
Before you consider Amazon.com, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Amazon.com wasn't on the list.
While Amazon.com currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.