Amazon.com, Inc. $AMZN Stock Sold by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG cut its Amazon stake by 13.9% in the second quarter, selling 364,982 shares and retaining 2.27 million shares valued at approximately $540.8 million.
• Amazon reported strong quarterly results, with EPS of $5.75 versus the $1.82 consensus and revenue of $200.61 billion, up 19.6% year over year.
• Wall Street remains broadly positive, with 56 analysts rating Amazon a Buy and a consensus price target of $321.63, although concerns include heavy AI capital spending, regulatory pressure, and competition from AI shopping agents.

B. Metzler seel. Sohn & Co. AG reduced its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,268,868 shares of the e-commerce giant's stock after selling 364,982 shares during the quarter. Amazon.com makes up 4.7% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 4th biggest holding. B. Metzler seel. Sohn & Co. AG's holdings in Amazon.com were worth $540,761,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Bank of New York Mellon Corp acquired a new position in Amazon.com in the second quarter valued at approximately $16,341,405,000. Invesco Ltd. raised its holdings in Amazon.com by 3.3% during the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant's stock worth $13,757,993,000 after purchasing an additional 1,879,630 shares in the last quarter. Amundi raised its holdings in Amazon.com by 14.1% during the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant's stock worth $12,787,883,000 after purchasing an additional 7,590,952 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Amazon.com by 23.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant's stock worth $8,126,338,000 after buying an additional 7,305,560 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of Amazon.com by 1.5% during the 4th quarter. Fisher Asset Management LLC now owns 33,593,612 shares of the e-commerce giant's stock worth $7,754,078,000 after buying an additional 489,924 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Amazon.com Trading Down 0.4%

Shares of Amazon.com stock opened at $248.23 on Friday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The company's 50-day simple moving average is $256.67 and its 200-day simple moving average is $248.23. The firm has a market cap of $2.68 trillion, a price-to-earnings ratio of 19.97, a price-to-earnings-growth ratio of 1.93 and a beta of 1.45.

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 (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analysts' expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm's revenue for the quarter was up 19.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.68 earnings per share. As a group, equities research analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Insider Activity at Amazon.com

In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction on 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 completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the business's stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. The trade was a 44.97% 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. Insiders have sold a total of 70,589 shares of company stock worth $18,329,015 in the last three months. 8.90% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Goldman Sachs added Amazon to its October Conviction List and reportedly assigned a $375 12-month price target, reinforcing bullish Wall Street sentiment after the stock’s recent pullback. Goldman Sachs adds Amazon to conviction buy list
• Positive Sentiment: Amazon Web Services signed a multiyear agreement worth more than $1 billion with Synopsys for chip-design intellectual property. The deal supports AWS custom silicon, including Trainium and Graviton, and could help Amazon reduce dependence on Nvidia while strengthening cloud growth. Synopsys and Amazon Web Services sign chip design deal
• Positive Sentiment: Amazon signed a 20-year agreement with Constellation Energy covering 690 megawatts of nuclear power and supporting more than $3 billion of investment at Maryland’s Calvert Cliffs plant. The arrangement is intended to supply electricity for AI and data-center expansion, although the near-term financial benefit is limited. Constellation and Amazon sign nuclear power deal
• Positive Sentiment: Anthropic’s reported plans to commit more than $100 billion to Amazon Web Services over time highlight the potential scale of Amazon’s AI infrastructure opportunity. Amazon and GoodRx are also expanding subscription prescription plans, opening another healthcare growth channel. Anthropic cloud spending plans
• Neutral Sentiment: Amazon launched redesigned Kindle devices, a $35 page-turning remote and updated Fire TV products. The releases may support consumer-device engagement, but they are unlikely to materially change near-term earnings expectations. Amazon introduces Kindle Click
• Negative Sentiment: Amazon agreed to refund $7.25 million in Prime fees and pay $1 million to settle a District of Columbia lawsuit alleging slower deliveries in low-income areas. The cost is modest relative to Amazon’s size but adds regulatory and reputational pressure. Amazon settles delivery lawsuit
• Negative Sentiment: Investors remain concerned that Amazon’s roughly $220 billion 2026 capital-spending forecast could pressure free cash flow if AI-compute prices fall or demand fails to keep pace with new capacity. Proposed legislation that would remove opportunity-zone tax benefits for data centers adds a longer-term cost risk.
• Negative Sentiment: AI shopping agents from companies such as OpenAI and Meta could eventually redirect product discovery away from Amazon, threatening marketplace traffic and high-margin advertising revenue. Broader worries about consumer confidence and concentrated AI investments are also weighing on sentiment.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Robert W. Baird set a $310.00 target price on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. Bank of America boosted their price target on shares of Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Friday, July 31st. Rosenblatt Securities upped their price objective on shares of Amazon.com from $335.00 to $360.00 and gave the company a "buy" rating in a research note on Wednesday. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amazon.com in a report on Monday, August 3rd. Finally, Zacks Research lowered Amazon.com from a "strong-buy" rating to a "hold" rating in a report on Monday, September 14th. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Amazon.com currently has a consensus rating of "Moderate Buy" and a consensus price target of $321.63.

Amazon.com Company Profile

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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