Amazon.com, Inc. $AMZN Stock Sold by Meiji Yasuda Life Insurance Co

Key Points

• Meiji Yasuda Life Insurance Co. cut its Amazon stake by 4% in the second quarter, selling 3,455 shares and retaining 83,300 shares valued at approximately $19.85 million. Institutional investors collectively own 72.2% of Amazon’s stock.
• Analyst sentiment remains favorable: Amazon has a consensus “Moderate Buy” rating, with 56 Buy ratings and three Holds and an average price target of $321.19.
• Amazon’s latest quarter exceeded expectations, with revenue rising 19.6% year over year to $200.61 billion and EPS of $5.75. Investors continue to weigh strong AWS and AI expansion prospects against concerns about heavy capital spending, AI monetization and execution risks.

Meiji Yasuda Life Insurance Co reduced its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 4.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,300 shares of the e-commerce giant's stock after selling 3,455 shares during the period. Amazon.com accounts for about 0.7% of Meiji Yasuda Life Insurance Co's holdings, making the stock its 9th biggest position. Meiji Yasuda Life Insurance Co's holdings in Amazon.com were worth $19,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of AMZN. Okabena Investment Services Inc. lifted its stake in shares of Amazon.com by 45.8% during the 2nd quarter. Okabena Investment Services Inc. now owns 13,369 shares of the e-commerce giant's stock worth $3,186,000 after purchasing an additional 4,201 shares during the period. Spinnaker Trust increased its position in Amazon.com by 6.7% during the second quarter. Spinnaker Trust now owns 82,954 shares of the e-commerce giant's stock worth $19,771,000 after purchasing an additional 5,223 shares during the last quarter. Cullinan Associates Inc. raised its stake in Amazon.com by 7.2% during the second quarter. Cullinan Associates Inc. now owns 126,253 shares of the e-commerce giant's stock worth $30,091,000 after purchasing an additional 8,500 shares during the period. Greenwood Capital Associates LLC boosted its holdings in Amazon.com by 1.3% in the second quarter. Greenwood Capital Associates LLC now owns 79,928 shares of the e-commerce giant's stock valued at $19,050,000 after acquiring an additional 1,053 shares during the last quarter. Finally, Trustmark Bank Trust Department lifted its stake in shares of Amazon.com by 7.0% in the 2nd quarter. Trustmark Bank Trust Department now owns 60,671 shares of the e-commerce giant's stock valued at $14,460,000 after purchasing an additional 3,993 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Key Headlines Impacting Amazon.com

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on AMZN shares. Citigroup reissued a "market outperform" rating on shares of Amazon.com in a research note on Friday, August 14th. KeyCorp raised their price objective on Amazon.com from $335.00 to $350.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Cantor Fitzgerald restated an "overweight" rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Benchmark upped their target price on Amazon.com from $370.00 to $400.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Finally, HSBC reiterated a "buy" rating and issued a $310.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $321.19.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction on 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 completion of 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the sale, the chief financial officer directly owned 109,207 shares in the company, valued at $28,427,674.17. This represents a 5.35% 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 71,589 shares of company stock worth $18,568,785 over the last 90 days. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $249.67 on Monday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm has a market cap of $2.69 trillion, a price-to-earnings ratio of 20.09, a PEG 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. The stock's 50-day simple moving average is $256.39 and its 200-day simple moving average is $247.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analysts' expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company's revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.68 earnings per share. As a group, equities analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

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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