Amazon.com, Inc. $AMZN Stock Position Increased by Bienville Capital Management LLC

Key Points

• Bienville Capital Management increased its Amazon stake by 171.4% in the second quarter, purchasing 54,765 additional shares for a total of 86,722 shares valued at approximately $20.7 million.
• Other institutional investors also added or initiated Amazon positions, and hedge funds and institutions now own approximately 72.2% of the company’s stock.
• Amazon insiders sold 71,589 shares worth about $18.6 million over the past three months, while analysts remain bullish: 56 rate the stock Buy and three rate it Hold, with a consensus target price of $322.86.

Bienville Capital Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 171.4% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 86,722 shares of the e-commerce giant's stock after purchasing an additional 54,765 shares during the period. Amazon.com accounts for approximately 2.8% of Bienville Capital Management LLC's holdings, making the stock its 12th biggest position. Bienville Capital Management LLC's holdings in Amazon.com were worth $20,669,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Gemmer Asset Management LLC boosted its stake in Amazon.com by 0.4% during the second quarter. Gemmer Asset Management LLC now owns 18,410 shares of the e-commerce giant's stock valued at $4,388,000 after buying an additional 79 shares during the last quarter. Lotus Asset Management LLC purchased a new stake in shares of Amazon.com during the 2nd quarter worth approximately $809,000. National Pension Service boosted its position in shares of Amazon.com by 4.0% during the 2nd quarter. National Pension Service now owns 21,250,183 shares of the e-commerce giant's stock valued at $5,014,165,000 after acquiring an additional 807,859 shares during the last quarter. Darsana Capital Partners LP bought a new position in shares of Amazon.com during the 2nd quarter valued at approximately $595,850,000. Finally, BlueCrest Capital Management Ltd purchased a new position in shares of Amazon.com in the second quarter valued at $92,155,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 1,000 shares of the business's stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $251.50, for a total transaction of $251,500.00. Following the sale, the chief executive officer owned 474,681 shares of the company's stock, valued at approximately $119,382,271.50. The trade was a 0.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the business's stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their position. 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 worth $18,580,515. 8.90% of the stock is currently owned by corporate insiders.

More Amazon.com News

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

• Positive Sentiment: Analysts remain broadly bullish on Amazon, citing accelerating AWS growth, expanding AI-services revenue and potential upside from advertising, logistics and other businesses. One report noted that 58 analysts cover the stock without a sell rating. 58 Analysts, Zero Sells: Amazon’s Price Target Is a Rare Consensus
• Positive Sentiment: Amazon launched three higher-priced Alexa-branded tablets running Android with Google Play access, positioning the devices against Apple and Samsung while expanding Alexa+ and AI monetization opportunities. Amazon launches first Android tablets, raising prices and incorporating Alexa
• Positive Sentiment: Amazon’s AWS pricing team is using an AI chatbot to automate complex customer-deal analysis, illustrating how the company is applying AI internally to improve productivity and potentially margins. AWS pricing team turns Excel model into an AI chatbot
• Neutral Sentiment: Amazon is adding two China-to-U.S. air-freight services, which could improve inventory replenishment and peak-season execution, although the financial impact was not disclosed. Amazon launches two new China-to-U.S. air freight options
• Negative Sentiment: Investors are concerned that planned 2026 capital spending of roughly $220 billion on AI infrastructure could push free cash flow further negative before the investments generate sufficient returns. Rising Treasury yields and oil prices are also pressuring technology valuations. Amazon stock hits rare valuation lows
• Negative Sentiment: Amazon confirmed another round of reductions affecting fewer than 1,000 employees, primarily in its Stores division. The cuts may support efficiency but also signal restructuring pressure in the core e-commerce business. Amazon makes fresh job cuts, mainly in retail division
• Negative Sentiment: Amazon is blocking external AI shopping agents such as Meta’s Muse from accessing its marketplace. Critics argue the policy could encourage startups to develop competing shopping platforms and weaken Amazon’s role in agent-driven commerce. Why Amazon is making a big AI mistake
• Negative Sentiment: An FTC lawsuit alleges Amazon overcharged advertisers by more than $20 billion, adding regulatory and potential financial risks to the company’s advertising business.

Amazon.com Price Performance

AMZN opened at $254.06 on Friday. The firm has a market capitalization of $2.74 trillion, a PE ratio of 20.44, a price-to-earnings-growth ratio of 2.01 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The business's 50-day moving average is $259.01 and its two-hundred day moving average is $249.79. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion for the quarter, compared to analysts' expectations of $197.03 billion. During the same period last year, the business earned $1.68 EPS. The company's revenue was up 19.6% compared to the same quarter last year. Research analysts anticipate that Amazon.com, Inc. will post 8.03 earnings per share for the current fiscal year.

Analyst Ratings Changes

AMZN has been the subject of a number of recent research reports. BMO Capital Markets reissued an "outperform" rating and issued a $360.00 price objective (up from $355.00) on shares of Amazon.com in a research note on Tuesday, July 28th. Oppenheimer reaffirmed an "outperform" rating on shares of Amazon.com in a research note on Friday, July 31st. Robert W. Baird set a $310.00 target price on Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. Mizuho set a $330.00 price target on Amazon.com and gave the company an "outperform" rating in a report on Friday, July 31st. Finally, Roth Capital restated a "buy" rating and issued a $325.00 price target on shares of Amazon.com in a research report on Monday, August 3rd. Fifty-six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, Amazon.com currently has a consensus rating of "Moderate Buy" and an average target price of $322.86.

About Amazon.com

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon's major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

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