Cookson Peirce & Co. Inc. Buys 2,211 Shares of Amazon.com, Inc. $AMZN

Key Points

• Cookson Peirce increased its Amazon stake by 18.3% in the second quarter, buying 2,211 shares to hold 14,307 shares valued at approximately $3.41 million. Institutional investors collectively own 72.2% of Amazon.
• Wall Street remains broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $323.26; Amazon recently exceeded quarterly earnings and revenue expectations, reporting $5.75 EPS and $200.61 billion in revenue.
• Amazon’s AI, AWS and infrastructure investments offer significant growth potential, but heavy capital spending, regulatory scrutiny, labor tensions and recent insider sales remain key risks for investors.

Cookson Peirce & Co. Inc. lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 18.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,307 shares of the e-commerce giant's stock after purchasing an additional 2,211 shares during the period. Cookson Peirce & Co. Inc.'s holdings in Amazon.com were worth $3,410,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after purchasing an additional 397,007 shares during the period. Revolve Wealth Partners LLC grew its holdings in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock valued at $5,495,000 after buying an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG grew its holdings in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after buying an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE increased its position in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new position in Amazon.com during the 4th quarter worth $2,153,000. Institutional investors own 72.20% of the company's stock.

Wall Street Analyst Weigh In

AMZN has been the subject of a number of recent research reports. Wolfe Research reissued an "outperform" rating and issued a $315.00 target price on shares of Amazon.com in a research report on Friday, July 31st. BMO Capital Markets reaffirmed an "outperform" rating and set a $360.00 price target (up from $355.00) on shares of Amazon.com in a research report on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $325.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Benchmark boosted their price objective on shares of Amazon.com from $370.00 to $400.00 and gave the company a "buy" rating in a report on Friday, July 31st. Finally, Cantor Fitzgerald restated an "overweight" rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $323.26.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AI and AWS remain the key growth drivers. Recent coverage highlights accelerating AWS growth, Amazon’s planned purchase of roughly 2 million Nvidia GPUs and approximately $200 billion in 2026 AI-infrastructure investment. These initiatives could support cloud revenue, advertising and future operating leverage, although they require substantial near-term capital spending. Amazon and Nvidia AI infrastructure article
• Positive Sentiment: Amazon is expanding its strategic infrastructure and logistics footprint. A multiyear, multibillion-dollar Corning agreement will provide optical-fiber and connectivity products for data centers, while Amazon expects its own delivery network to handle nearly 90% of U.S. packages by 2029. Both developments could improve capacity, efficiency and control over fulfillment costs. Amazon Corning fiber agreement
• Positive Sentiment: Zoox reached another commercialization milestone. Amazon’s autonomous-vehicle unit expanded paid robotaxi service to Las Vegas’ Harry Reid International Airport, broadening a potential future growth platform beyond e-commerce and cloud computing. Zoox Las Vegas airport expansion
• Neutral Sentiment: High spending is creating both opportunity and valuation risk. Analysts continue to identify AMZN as a leading AI and cloud beneficiary, but elevated data-center investment has pushed Amazon’s trailing free cash flow negative. Investors are assessing whether current spending will generate returns comparable to the company’s earlier AWS buildout. Amazon capital spending and higher rates article
• Negative Sentiment: DOJ scrutiny is the most immediate overhang. The Justice Department expanded its beef-price investigation to eight retailers, including Amazon, seeking pricing data as it examines possible anticompetitive conduct in the meat supply chain. The inquiry does not establish wrongdoing, but it raises regulatory and potential litigation risk. DOJ beef price probe
• Negative Sentiment: Labor concerns and insider selling add pressure. Workers at Amazon’s Riverside, California warehouse held a one-day strike over alleged retaliation and union-recognition issues. CEO Douglas Herrington separately sold 1,000 shares under a prearranged Rule 10b5-1 plan; the sale was small relative to his remaining holdings but may draw limited investor attention.

Insiders Place Their Bets

In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the firm's stock in a transaction that occurred 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 sale, the senior vice president owned 41,190 shares of the company's stock, valued at approximately $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 6,362 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company's stock, valued at approximately $123,465,145.81. This represents a 1.32% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $258.51 on Friday. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The company has a 50 day simple moving average of $254.14 and a two-hundred day simple moving average of $242.33. The company has a market capitalization of $2.79 trillion, a PE ratio of 20.80, a P/E/G ratio of 2.00 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.

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 analysts' consensus estimates of $1.82 by $3.93. The firm 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 for the quarter was up 19.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.68 EPS. Research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Amazon.com 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.

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