Dearborn Partners LLC Acquires New Holdings in Amazon.com, Inc. $AMZN

Key Points

• Dearborn Partners initiated a $4.19 million stake in Amazon during the second quarter by purchasing 20,116 shares. Institutional investors own approximately 72.2% of Amazon’s outstanding stock.
• Amazon reported strong quarterly results, with revenue rising 19.6% year over year to $200.61 billion and EPS of $5.75, substantially exceeding analyst expectations. The stock recently traded around $258, while analysts maintain a “Moderate Buy” consensus and an average price target of $321.19.
• Amazon is investing heavily in delivery infrastructure and AI-related capacity, including a potential $8 billion Generac power-equipment agreement, though investors remain concerned about capital-spending costs and possible AWS margin pressure. CEOs Andrew Jassy and Douglas Herrington also sold shares under pre-arranged trading plans.

Dearborn Partners LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 20,116 shares of the e-commerce giant's stock, valued at approximately $4,190,000.

Several other large investors also recently added to or reduced their stakes in the business. Red Crane Wealth Management LLC boosted its holdings in Amazon.com by 2.3% in the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock worth $346,000 after purchasing an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC raised its holdings in Amazon.com by 0.7% during the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant's stock valued at $1,147,000 after buying an additional 40 shares in the last quarter. Sfam LLC lifted its holdings in Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock worth $255,000 after purchasing an additional 40 shares during the last quarter. Measured Risk Portfolios Inc. lifted its holdings in Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant's stock worth $251,000 after purchasing an additional 40 shares during the last quarter. Finally, CoreFirst Bank & Trust boosted its position in Amazon.com by 1.1% during the first quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant's stock worth $754,000 after purchasing an additional 40 shares during the period. 72.20% of the stock is owned by institutional investors.

Amazon.com Trading Up 1.9%

AMZN stock opened at $258.45 on Tuesday. 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 $2.79 trillion, a P/E ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44. The business's 50 day moving average is $256.32 and its 200-day moving average is $246.21. 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 (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the previous year, the company earned $1.68 EPS. The firm's revenue for the quarter was up 19.6% compared to the same quarter last year. Equities analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have commented on AMZN. TD Cowen reiterated a "buy" rating and set a $350.00 price target (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. DA Davidson restated a "neutral" rating and issued a $250.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Telsey Advisory Group set a $335.00 target price on shares of Amazon.com and gave the stock an "outperform" rating in a report on Friday, July 31st. Robert W. Baird set a $310.00 price target on Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. Finally, UBS Group set a $200.00 price objective on Amazon.com in a research note on Thursday. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Amazon.com has a consensus rating of "Moderate Buy" and a consensus target price of $321.19.

Amazon.com News Summary

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

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 20,000 shares of the business's stock in a transaction on 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 approximately $579,085,751.66. The trade was a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of the stock in a transaction on Friday, August 21st. The stock was 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 in the company, valued at $123,465,145.81. The trade was a 1.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by company insiders.

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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