Amazon.com, Inc. $AMZN Stock Position Lifted by Evelyn Partners Investment Management Services Ltd

Key Points

• Evelyn Partners increased its Amazon position by 7% in the first quarter, adding 12,641 shares to hold 193,160 shares valued at approximately $40.2 million. Institutional investors collectively own 72.2% of Amazon.
• Amazon reported a strong quarter, with revenue up 19.6% year over year to $200.61 billion and EPS of $5.75, well above the $1.82 analyst consensus. Analysts maintain a “Moderate Buy” consensus and an average price target of $322.56.
• Amazon’s AWS and AI infrastructure demand remain major growth catalysts, but elevated capital spending could pressure free cash flow and margins. Recent insider and major shareholder sales may also weigh on investor sentiment.

Evelyn Partners Investment Management Services Ltd increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 193,160 shares of the e-commerce giant's stock after acquiring an additional 12,641 shares during the quarter. Amazon.com comprises 4.7% of Evelyn Partners Investment Management Services Ltd's holdings, making the stock its 4th biggest position. Evelyn Partners Investment Management Services Ltd's holdings in Amazon.com were worth $40,229,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Red Crane Wealth Management LLC grew its stake in Amazon.com by 2.3% during the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock worth $346,000 after buying an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC grew its stake in shares of Amazon.com by 0.7% during the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant's stock worth $1,147,000 after acquiring an additional 40 shares during the last quarter. Sfam LLC increased its holdings in shares of Amazon.com by 3.4% during the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock valued at $255,000 after acquiring an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. raised its position in shares of Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant's stock valued at $251,000 after purchasing an additional 40 shares during the last quarter. Finally, Financial Connections Group Inc. boosted its stake in Amazon.com by 2.6% in the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock worth $376,000 after purchasing an additional 42 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Amazon.com Price Performance

AMZN stock opened at $274.48 on Monday. The company has a market capitalization of $2.96 trillion, a P/E ratio of 22.08, a price-to-earnings-growth ratio of 1.83 and a beta of 1.45. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $287.20. The firm's fifty day simple moving average is $246.35 and its 200-day simple moving average is $237.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm's quarterly revenue was up 19.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.68 earnings per share. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company's stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 77,867 shares of company stock valued at $20,532,092 in the last three months. Corporate insiders own 8.90% of the company's stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio
• Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs
• Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion
• Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Zacks Research raised shares of Amazon.com from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, August 4th. Susquehanna reaffirmed a "positive" rating and issued a $325.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Truist Financial lifted their price objective on shares of Amazon.com from $320.00 to $350.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. TD Securities raised shares of Amazon.com to a "buy" rating in a report on Monday, April 13th. Finally, Canaccord Genuity Group upped their target price on Amazon.com from $300.00 to $330.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $322.56.

Amazon.com Company Profile

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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.

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