Copeland Capital Management LLC Purchases New Shares in Amazon.com, Inc. $AMZN

Key Points

• Institutional interest increased: Copeland Capital Management bought 3,180 Amazon shares worth approximately $792,000, while other funds also added to their positions. Institutional investors own 72.2% of Amazon’s stock.
• Analysts remain bullish: Recent price-target increases produced a consensus “Moderate Buy” rating and an average target of $322.53, compared with Amazon’s reported opening price of $262.45.
• Strong growth prospects face spending risks: Amazon reported better-than-expected quarterly earnings and 19.6% year-over-year revenue growth, while AWS, AI infrastructure and nuclear-power investments support long-term expansion. However, roughly $220 billion in planned annual capital expenditures, negative free cash flow and higher debt remain concerns.

Copeland Capital Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,180 shares of the e-commerce giant's stock, valued at approximately $792,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Foster Group Inc. raised its holdings in Amazon.com by 1.0% during the third quarter. Foster Group Inc. now owns 23,443 shares of the e-commerce giant's stock worth $5,841,000 after purchasing an additional 235 shares in the last quarter. Ulrich Consultants & Investment Group LLC purchased a new stake in Amazon.com in the 3rd quarter valued at approximately $442,000. Krilogy Financial LLC boosted its holdings in Amazon.com by 12.9% in the 3rd quarter. Krilogy Financial LLC now owns 177,714 shares of the e-commerce giant's stock valued at $44,191,000 after purchasing an additional 20,369 shares in the last quarter. Walker Asset Management LLC increased its position in Amazon.com by 98.9% during the 3rd quarter. Walker Asset Management LLC now owns 18,397 shares of the e-commerce giant's stock worth $4,584,000 after purchasing an additional 9,148 shares during the period. Finally, RHS Financial LLC increased its position in Amazon.com by 21.1% during the 3rd quarter. RHS Financial LLC now owns 7,677 shares of the e-commerce giant's stock worth $1,913,000 after purchasing an additional 1,335 shares during the period. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Wedbush raised their price target on Amazon.com from $293.00 to $310.00 and gave the company an "outperform" rating in a report on Friday, July 31st. Truist Financial upped their price objective on Amazon.com from $320.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Telsey Advisory Group set a $335.00 price objective on Amazon.com and gave the stock an "outperform" rating in a research report on Friday, July 31st. Roth Capital reissued a "buy" rating and issued a $325.00 target price on shares of Amazon.com in a report on Monday, August 3rd. Finally, Yorkville Ives started coverage on Amazon.com in a report on Monday. They issued an "outperform" rating and a $300.00 target price for the company. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, Amazon.com presently has a consensus rating of "Moderate Buy" and an average target price of $322.53.

Amazon.com Trading Up 5.0%

Shares of Amazon.com stock opened at $262.45 on Tuesday. 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, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The company has a market capitalization of $2.83 trillion, a P/E ratio of 21.11, a P/E/G ratio of 1.93 and a beta of 1.45. The business has a 50 day moving average price of $256.44 and a 200 day moving average price of $252.31.

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 firm had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%. Amazon.com's revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.68 EPS. Sell-side analysts anticipate that Amazon.com, Inc. will post 8.02 EPS for the current fiscal year.

More Amazon.com News

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

• Positive Sentiment: Morgan Stanley names Amazon a top pick: The firm raised its price target to $350 from $335 and maintained an Overweight rating, citing an “under-appreciated” AWS growth runway. Morgan Stanley now expects AWS growth of approximately 47% in 2027, alongside potential gains from Bedrock, agentic AI, advertising, robotics and automated fulfillment. Amazon stock pops after Morgan Stanley details five catalysts
• Positive Sentiment: AWS makes Trainium easier to adopt: Amazon introduced TorchNeuron, a tool designed to let developers run existing PyTorch applications on its Trainium chips with minimal code changes. The software could reduce Nvidia’s CUDA-related ecosystem advantage, improve Trainium adoption and lower customer AI-computing costs. Amazon is taking its biggest shot at Nvidia with TorchNeuron
• Positive Sentiment: Long-term power strategy supports AI expansion: Amazon agreed to fund development of a proposed 960-megawatt Indiana nuclear plant and intends to purchase its electricity. The project could provide reliable power for expanding data-center capacity, although it remains subject to feasibility work and approvals. Amazon to fund 12 small nuclear reactors in Indiana
• Neutral Sentiment: Data-center supply chain activity: 3M expanded its commercial relationship with Amazon for data-center products, reportedly involving a multibillion-dollar opportunity. The agreement highlights continued infrastructure spending but does not appear to materially change Amazon’s near-term earnings outlook. 3M expands Amazon data center partnership
• Negative Sentiment: Capital intensity remains a risk: Commentary noted Amazon’s planned roughly $220 billion in annual capital expenditures, negative free cash flow and higher long-term debt. Investors will need evidence that AI spending translates into durable AWS revenue and margin expansion. Amazon’s AI data-center spending challenges

Insider Activity at Amazon.com

In other news, SVP David Zapolsky sold 9,258 shares of the company's 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 sale, the senior vice president directly owned 41,190 shares in the company, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company's stock, valued at approximately $4,609,713.64. This represents a 44.97% 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. Insiders have sold a total of 71,589 shares of company stock valued at $18,580,515 in the last ninety days. 8.90% of the stock is owned by insiders.

Amazon.com Company Profile

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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