Amazon.com, Inc. $AMZN Shares Newly Bought by Blue Edge Capital LLC

Key Points

• Blue Edge Capital purchased 49,262 Amazon shares worth approximately $11.7 million in the second quarter, making Amazon 1.4% of its portfolio. Institutional investors collectively own 72.2% of the stock.
• Amazon reported strong quarterly results, with $5.75 in earnings per share and $200.61 billion in revenue, exceeding analyst expectations; revenue increased 19.6% year over year.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $321.19 versus the reported share price of $249.67. Meanwhile, Amazon’s CEO and CFO sold shares under pre-arranged Rule 10b5-1 plans.

Blue Edge Capital LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 49,262 shares of the e-commerce giant's stock, valued at approximately $11,741,000. Amazon.com comprises 1.4% of Blue Edge Capital LLC's portfolio, making the stock its 21st largest position.

Other large investors have also recently made changes to their positions in the company. Auto Owners Insurance Co increased its holdings in shares of Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock worth $2,272,397,000 after buying an additional 98,090,585 shares during the period. Bank of America Corp DE purchased a new stake in Amazon.com during the 2nd quarter valued at about $22,218,775,000. Bank of New York Mellon Corp purchased a new stake in Amazon.com during the 2nd quarter valued at about $16,341,405,000. Legal & General Group Plc bought a new position in Amazon.com during the 2nd quarter worth approximately $12,831,376,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Amazon.com in the 2nd quarter worth approximately $6,631,466,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $249.67 on Friday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The company has a 50 day simple moving average of $256.39 and a two-hundred day simple moving average of $246.96. The company has a market capitalization of $2.69 trillion, a price-to-earnings ratio of 20.09, a P/E/G ratio of 1.93 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.

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

Insider Activity

In other news, CFO Brian Olsavsky sold 6,172 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the transaction, the chief financial officer owned 109,207 shares of the company's stock, valued at $28,427,674.17. The trade was a 5.35% decrease in their position. The transaction was disclosed in a document filed 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, CEO Andrew Jassy sold 20,000 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 transaction of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. The trade was a 0.89% decrease in their position. 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 three months, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Pivotal Research reaffirmed a "buy" rating and issued a $333.00 target price (up from $320.00) on shares of Amazon.com in a research note on Friday, July 31st. DA Davidson reissued a "neutral" rating and set a $250.00 price target on shares of Amazon.com in a research report 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. Raymond James Financial reiterated an "outperform" rating and set a $390.00 target price (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Bank of America raised their target price on Amazon.com from $310.00 to $320.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Amazon.com currently has a consensus rating of "Moderate Buy" and an average price target of $321.19.

More Amazon.com News

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

About Amazon.com

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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