Asset One Wealth Management LLC Makes New Investment in Amazon.com, Inc. $AMZN

Key Points

• Asset One Wealth Management acquired 59,400 Amazon shares worth approximately $15.1 million in the second quarter, making Amazon its 17th-largest holding. Several other institutions also initiated positions, and institutional investors collectively own 72.2% of Amazon.
• Analyst sentiment remains favorable: 56 analysts rate Amazon a Buy and three rate it Hold, with a consensus “Moderate Buy” rating and average price target of $321.19.
• Amazon reported stronger-than-expected quarterly results, including $5.75 in earnings per share and $200.61 billion in revenue, while revenue grew 19.6% year over year. Meanwhile, insiders sold $18.6 million of stock over the past three months, including sales by CEOs Matthew Garman and Andy Jassy under pre-arranged trading plans.

Asset One Wealth Management LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 59,400 shares of the e-commerce giant's stock, valued at approximately $15,145,000. Amazon.com comprises 1.6% of Asset One Wealth Management LLC's holdings, making the stock its 17th largest position.

Several other hedge funds have also made changes to their positions in the stock. Investor s Fiduciary Advisor Network LLC acquired a new stake in shares of Amazon.com during the second quarter worth approximately $6,577,000. Patient Capital Management LLC acquired a new position in shares of Amazon.com in the 2nd quarter worth approximately $162,321,000. Safeguard Investment Advisory Group LLC bought a new stake in Amazon.com during the 2nd quarter worth approximately $4,280,000. Ally Financial Inc. bought a new stake in Amazon.com during the 2nd quarter worth approximately $31,461,000. Finally, Theleme Partners LLP acquired a new stake in Amazon.com during the 2nd quarter valued at $196,149,000. Institutional investors own 72.20% of the company's stock.

Insiders Place Their Bets

In other news, CEO Matthew Garman sold 14,541 shares of the business's stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 17,794 shares in the company, valued at approximately $4,609,713.64. The trade was a 44.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the business's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the transaction, the chief executive officer owned 2,235,766 shares of the company's stock, valued at $579,085,751.66. The trade was a 0.89% 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 sold 71,589 shares of company stock worth $18,568,785 over the last three months. Insiders own 8.90% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on AMZN shares. HSBC restated a "buy" rating and set a $310.00 target price on shares of Amazon.com in a report on Friday, July 31st. Mizuho set a $330.00 price target on shares of Amazon.com and gave the stock an "outperform" rating in a research report on Friday, July 31st. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. UBS Group set a $200.00 target price on shares of Amazon.com in a research note on Thursday. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of Amazon.com in a research report on Thursday, June 18th. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $321.19.

Amazon.com Stock Performance

Shares of NASDAQ:AMZN opened at $258.45 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The stock has a market capitalization of $2.79 trillion, a P/E ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44. The business has a 50-day moving average price of $256.32 and a two-hundred day moving average price of $246.21.

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 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 during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm posted $1.68 earnings per share. Amazon.com's revenue for the quarter was up 19.6% compared to the same quarter last year. Equities analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon announced an additional $1.9 billion investment in its Delivery Service Partner program for 2027. The spending is intended to raise delivery-driver pay, improve safety and expand AI-powered routing and delivery tools. Amazon says serious crashes have declined more than 23%, while Smart Delivery Glasses could help equip more than 20,000 drivers by 2027. Amazon delivery investment announcement
• Positive Sentiment: Amazon’s agreement to purchase up to $8 billion of Generac power equipment supports faster AWS data-center construction, including $2.4 billion of expected orders in 2027–2028. The deal reinforces the investment case for AWS and the broader AI infrastructure buildout. Amazon Generac supply agreement
• Positive Sentiment: UBS reportedly sees roughly 25% potential upside for Amazon, arguing that enterprise AI adoption remains in an early stage and should support demand for cloud services, chips and data-center infrastructure. UBS Amazon upside commentary
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing undisclosed access, failure to identify itself and concerns about credentials and platform rules. The move protects Amazon’s control over customer data and marketplace traffic, but highlights growing conflict over who controls agentic shopping. Amazon blocks Meta Muse
• Negative Sentiment: Investors continue to weigh risks from Amazon’s unusually large AI capital-spending program, including potential AWS margin pressure, rising financing needs and slower returns if AI demand does not keep pace. A recent analysis also warned that higher interest rates could weigh on capital-intensive technology stocks. Amazon capital spending analysis

Amazon.com Company Profile

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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