AFT Forsyth & Company Inc. Acquires Shares of 27,535 Amazon.com, Inc. $AMZN

Key Points

• AFT Forsyth & Company acquired 27,535 Amazon shares worth approximately $6.56 million, making Amazon its fifth-largest holding and representing about 3.2% of its portfolio. Institutional investors collectively own 72.2% of Amazon.
• Amazon reported strong quarterly results, with earnings of $5.75 per share and revenue of $200.61 billion, exceeding estimates; revenue increased 19.6% year over year. Analysts maintain a largely bullish view, with a consensus “Moderate Buy” rating and a $321.19 price target.
• The company is accelerating AI-related investments, including an $8 billion Generac power agreement and major logistics spending, but faces concerns over roughly $220 billion in planned AI capital expenditures, potential AWS margin pressure, and competition in AI-driven shopping.

AFT Forsyth & Company Inc. acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 27,535 shares of the e-commerce giant's stock, valued at approximately $6,563,000. Amazon.com accounts for about 3.2% of AFT Forsyth & Company Inc.'s investment portfolio, making the stock its 5th biggest holding.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. White Knight Strategic Wealth Advisors LLC purchased a new position in Amazon.com in the 2nd quarter worth about $5,765,000. HMI Capital Management L.P. bought a new position in shares of Amazon.com during the 2nd quarter valued at $101,521,000. Laura & John Arnold Foundation purchased a new position in Amazon.com in the second quarter worth about $28,601,000. Legal & General Group Plc purchased a new position in shares of Amazon.com in the second quarter worth approximately $12,831,376,000. Finally, The Manufacturers Life Insurance Company purchased a new position in shares of Amazon.com in the second quarter worth approximately $3,556,828,000. Institutional investors own 72.20% of the company's stock.

Amazon.com Price Performance

NASDAQ:AMZN opened at $254.98 on Wednesday. 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 company has a market capitalization of $2.75 trillion, a P/E ratio of 20.51, a P/E/G ratio of 2.00 and a beta of 1.44. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The business's 50-day moving average is $256.47 and its 200 day moving average is $246.48.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion for the quarter, compared to analysts' expectations of $197.03 billion. During the same quarter in the previous year, the business posted $1.68 earnings per share. Amazon.com's quarterly revenue was up 19.6% on a year-over-year basis. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Key Headlines 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

Insider Buying and Selling at Amazon.com

In other news, CEO Matthew S. Garman sold 14,541 shares of the 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 sale, the chief executive officer owned 17,794 shares of the company's stock, valued at approximately $4,609,713.64. This represents a 44.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction 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 represents a 0.89% 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. Over the last three months, insiders have sold 71,589 shares of company stock valued at $18,568,785. Insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Telsey Advisory Group set a $335.00 target price on shares of Amazon.com and gave the company an "outperform" rating in a report on Friday, July 31st. Citizens Jmp restated a "market outperform" rating and issued a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Royal Bank Of Canada raised their price objective on Amazon.com from $320.00 to $330.00 and gave the stock an "outperform" rating in a research note on Friday, July 31st. JPMorgan Chase & Co. raised their target price on shares of Amazon.com from $330.00 to $365.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $315.00 price target 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 stock. According to MarketBeat, Amazon.com has an average rating of "Moderate Buy" and a consensus target price of $321.19.

Amazon.com Company 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.

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.