9,300 Shares in Amazon.com, Inc. $AMZN Purchased by Caldwell Investment Management Ltd.

Key Points

• Caldwell Investment Management purchased 9,300 Amazon shares valued at approximately $2.2 million, making Amazon its ninth-largest holding and representing 1.5% of its portfolio.
• Institutional ownership stands at 72.2%, while insiders own 8.9%; company executives have sold 71,589 shares worth about $18.6 million over the past three months under pre-arranged trading plans.
• Amazon reported quarterly EPS of $5.75 and revenue of $200.61 billion, surpassing analyst estimates and marking 19.6% year-over-year revenue growth. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $321.19.

Caldwell Investment Management Ltd. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 9,300 shares of the e-commerce giant's stock, valued at approximately $2,215,000. Amazon.com makes up 1.5% of Caldwell Investment Management Ltd.'s investment portfolio, making the stock its 9th biggest holding.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AMZN. OneAscent Investment Solutions LLC purchased a new stake in Amazon.com during the 2nd quarter valued at about $1,245,000. Beckerman Institutional LLC purchased a new position in Amazon.com during the 2nd quarter worth approximately $602,000. Patron Partners LLC purchased a new stake in shares of Amazon.com in the 2nd quarter valued at $6,694,000. OneAscent Wealth Management LLC purchased a new position in shares of Amazon.com during the second quarter worth $902,000. Finally, OneAscent Family Office LLC acquired a new position in Amazon.com during the second quarter valued at $2,441,000. 72.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction on 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 completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total transaction of $254,770.00. Following the completion of the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This trade represents a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by company insiders.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $251.19 on Friday. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The company has a market cap of $2.71 trillion, a price-to-earnings ratio of 20.21, a PEG ratio of 1.91 and a beta of 1.44. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The business's 50 day moving average price is $255.93 and its 200 day moving average price is $245.54.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced 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. The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com's quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.68 earnings per share. On average, research analysts predict that Amazon.com, Inc. will post 8.01 EPS for the current year.

More Amazon.com News

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

• Positive Sentiment: Amazon agreed to purchase backup generators from Generac, with initial deliveries valued at approximately $2.4 billion in 2027 and 2028 and potential total payments of up to $8 billion through 2033. Amazon also received warrants to buy up to about 1.69 million Generac shares. The agreement underscores the scale of Amazon Web Services’ data-center expansion and its efforts to bypass strained power grids. Generac, Amazon strike $2.4 billion long-term generator supply deal
• Positive Sentiment: Amazon reportedly plans to expand same-day delivery hubs from 85 to more than 1,000 by 2031, potentially placing facilities within 10 miles of about 80% of U.S. Prime members. The investment could help narrow Walmart’s proximity advantage and support faster, higher-frequency purchases. Amazon's next move could reshape how America shops
• Positive Sentiment: Management indicated AWS has reached a $169 billion annualized revenue run rate, highlighting continued demand for AI and traditional cloud services. Recent quarterly revenue also grew nearly 20% year over year, reinforcing the growth thesis. Amazon's Andy Jassy Just Made a Startling Prediction
• Neutral Sentiment: Amazon-owned Zoox is poised to expand its Las Vegas robotaxi fleet after Nevada’s 100-vehicle regulatory cap expires, creating a longer-term transportation opportunity but also exposing the business to intensifying competition and regulatory execution risk. Amazon-owned Zoox's 100-robotaxi limit in Nevada is about to disappear
• Neutral Sentiment: Amazon joined calls for stronger AI safety testing and industry-government standards. The stance may reduce regulatory risk, although it could increase compliance requirements over time. Amazon Urges Industry and Government Partnership on AI Safeguards
• Negative Sentiment: A fatal Amazon cargo-plane crash in Miami has placed the company’s air-cargo network and logistics oversight under scrutiny, raising potential operational, legal and reputational risks. A Deadly Amazon Cargo Plane Crash in Miami Puts its Air Network Under Scrutiny
• Negative Sentiment: Two senators asked the FTC to investigate whether Amazon’s Alexa for Shopping suppresses U.S.-made products or fails to flag misleading “Made in USA” claims, adding regulatory and compliance uncertainty. Amazon, Walmart chatbots attract senator ire over made in USA label snags
• Negative Sentiment: Amazon’s $1-per-hour wage increase and new benefits improve labor competitiveness but raise operating costs. Separately, surging AI capital expenditures are weighing on free cash flow and increasing reliance on debt financing. Amazon raises minimum hourly pay by $1 to $20 for US operations workers

Analysts Set New Price Targets

AMZN has been the topic of a number of recent research reports. DA Davidson restated a "neutral" rating and issued a $250.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Royal Bank Of Canada lifted their price target on Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research report on Friday, July 31st. Citigroup reissued a "market outperform" rating on shares of Amazon.com in a report on Friday, August 14th. HSBC restated a "buy" rating and issued a $310.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the stock an "outperform" rating in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Amazon.com currently has an average rating of "Moderate Buy" and a consensus price target of $321.19.

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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