Amazon.com, Inc. $AMZN Shares Newly Acquired by Valueworks LLC

Key Points

• Valueworks LLC acquired 54,672 Amazon shares worth approximately $13.0 million in the second quarter, making Amazon 2.7% of its portfolio. Institutional investors collectively own 72.2% of Amazon’s stock.
• Amazon reported quarterly earnings of $5.75 per share and revenue of $200.61 billion, exceeding analyst expectations, with revenue up 19.6% year over year.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $321.19, though concerns remain over heavy AI infrastructure spending, monetization risks and competitive expansion costs.

Valueworks LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 54,672 shares of the e-commerce giant's stock, valued at approximately $13,031,000. Amazon.com makes up approximately 2.7% of Valueworks LLC's portfolio, making the stock its 16th biggest position.

A number of other large investors have also modified their holdings of the business. SwitchPoint Financial Planning LLC acquired a new position in shares of Amazon.com during the second quarter valued at about $765,000. Empowered Funds LLC acquired a new stake in Amazon.com in the 2nd quarter worth approximately $292,690,000. United Capital Financial Advisors LLC acquired a new stake in Amazon.com in the 2nd quarter worth approximately $161,535,000. Papamarkou Wellner Asset Management inc. purchased a new stake in Amazon.com during the 2nd quarter worth approximately $7,422,000. Finally, Balanced Rock Investment Advisors LLC purchased a new stake in Amazon.com during the 2nd quarter worth approximately $293,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Amazon.com Trading Up 0.1%

Shares of Amazon.com stock opened at $249.67 on Friday. The stock has a market cap of $2.69 trillion, a PE ratio of 20.09, a price-to-earnings-growth ratio of 1.93 and a beta of 1.44. The firm has a fifty day moving average price of $256.39 and a 200 day moving average price of $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 debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

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. The company 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 firm's revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period last year, the firm earned $1.68 EPS. Equities research analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Amazon.com News Summary

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

Insiders Place Their Bets

In other news, CEO Douglas Herrington sold 6,362 shares of the company's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares in the company, valued at $123,465,145.81. This represents a 1.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the firm's stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the sale, the senior vice president directly owned 41,190 shares in the company, valued at approximately $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. Over the last quarter, insiders have sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an "outperform" rating in a research note on Friday, July 31st. Zacks Research downgraded shares of Amazon.com from a "strong-buy" rating to a "hold" rating in a research note on Monday, September 14th. KeyCorp boosted their price objective on shares of Amazon.com from $335.00 to $350.00 and gave the company an "overweight" rating in a report on Friday, July 31st. Raymond James Financial reissued an "outperform" rating and issued a $390.00 target price (up from $280.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Sanford C. Bernstein restated an "outperform" rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of "Moderate Buy" and an average target price 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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