Ally Financial Inc. Makes New $31.46 Million Investment in Amazon.com, Inc. $AMZN

Key Points

• Ally Financial invested approximately $31.46 million in Amazon during the second quarter, purchasing 132,000 shares. Amazon now represents about 4.1% of Ally Financial’s portfolio and is its fifth-largest holding.
• Wall Street remains broadly bullish, with 56 analysts rating Amazon a Buy and three assigning a Hold rating. The consensus rating is “Moderate Buy,” with an average price target of $321.19.
• Amazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, and earnings of $5.75 per share, well above the $1.82 consensus estimate. Shares opened at $258.45, while insiders have sold about $18.6 million worth of stock over the past 90 days.

Ally Financial Inc. purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 132,000 shares of the e-commerce giant's stock, valued at approximately $31,461,000. Amazon.com makes up approximately 4.1% of Ally Financial Inc.'s holdings, making the stock its 5th biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Auto Owners Insurance Co grew its holdings in Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock worth $2,272,397,000 after acquiring an additional 98,090,585 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in shares of Amazon.com in the 2nd quarter valued at about $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Amazon.com in the 2nd quarter worth approximately $6,631,466,000. Danske Bank A S purchased a new stake in shares of Amazon.com in the 2nd quarter worth approximately $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of Amazon.com by 32.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 32,578,171 shares of the e-commerce giant's stock worth $6,785,036,000 after purchasing an additional 7,924,943 shares during the period. Hedge funds and other institutional investors own 72.20% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on AMZN. Pivotal Research reissued a "buy" rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. Monness Crespi & Hardt upped their target price on Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and set a $338.00 target price (up from $328.00) on shares of Amazon.com in a research report on Thursday, September 3rd. Oppenheimer reiterated an "outperform" rating on shares of Amazon.com in a report on Friday, July 31st. Finally, Wedbush boosted their price target on Amazon.com from $293.00 to $310.00 and gave the stock an "outperform" rating in a research 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. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $321.19.

Amazon.com Stock Performance

Shares of AMZN stock opened at $258.45 on Tuesday. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The business's fifty day simple moving average is $256.32 and its 200-day simple moving average is $246.21. 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 cap of $2.79 trillion, a PE ratio of 20.79, a PEG ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its 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 return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the business earned $1.68 EPS. The firm's revenue for the quarter was up 19.6% on a year-over-year basis. Analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at $31,024,217.80. This trade represents a 1.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction that occurred 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 sale, the senior vice president owned 41,190 shares of the company's stock, valued at $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by corporate insiders.

Key Amazon.com News

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

• Positive Sentiment: Amazon announced an additional $1.9 billion investment in its Delivery Service Partner program for 2027. The spending is intended to raise delivery-driver pay, improve safety and expand AI-powered routing and delivery tools. Amazon says serious crashes have declined more than 23%, while Smart Delivery Glasses could help equip more than 20,000 drivers by 2027. Amazon delivery investment announcement
• Positive Sentiment: Amazon’s agreement to purchase up to $8 billion of Generac power equipment supports faster AWS data-center construction, including $2.4 billion of expected orders in 2027–2028. The deal reinforces the investment case for AWS and the broader AI infrastructure buildout. Amazon Generac supply agreement
• Positive Sentiment: UBS reportedly sees roughly 25% potential upside for Amazon, arguing that enterprise AI adoption remains in an early stage and should support demand for cloud services, chips and data-center infrastructure. UBS Amazon upside commentary
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing undisclosed access, failure to identify itself and concerns about credentials and platform rules. The move protects Amazon’s control over customer data and marketplace traffic, but highlights growing conflict over who controls agentic shopping. Amazon blocks Meta Muse
• Negative Sentiment: Investors continue to weigh risks from Amazon’s unusually large AI capital-spending program, including potential AWS margin pressure, rising financing needs and slower returns if AI demand does not keep pace. A recent analysis also warned that higher interest rates could weigh on capital-intensive technology stocks. Amazon capital spending analysis

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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