Eschler Asset Management LLP Acquires New Stake in Amazon.com, Inc. $AMZN

Eschler Asset Management LLP acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,040 shares of the e-commerce giant's stock, valued at approximately $486,000. Amazon.com makes up 0.9% of Eschler Asset Management LLP's investment portfolio, making the stock its 27th biggest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its position in shares of Amazon.com by 27,376.7% in the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock valued at $2,272,397,000 after buying an additional 98,090,585 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Amazon.com in the 2nd quarter worth approximately $16,341,405,000. Legal & General Group Plc acquired a new position in Amazon.com in the 2nd quarter valued at $12,831,376,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Amazon.com in the 2nd quarter valued at $6,631,466,000. Finally, The Manufacturers Life Insurance Company purchased a new position in shares of Amazon.com during the 2nd quarter worth $3,556,828,000. Institutional investors and hedge funds own 72.20% of the company's stock.

Amazon.com Stock Performance

Amazon.com stock opened at $254.98 on Wednesday. The stock's 50-day moving average is $256.47 and its 200-day moving average is $246.48. The company has a market cap of $2.75 trillion, a price-to-earnings ratio of 20.51, a price-to-earnings-growth ratio of 2.00 and a beta of 1.44. 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 12 month low of $196.00 and a 12 month high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its 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 business had revenue of $200.61 billion during 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.68 EPS. Equities analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current year.

Insider Activity

In other Amazon.com news, 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 transaction of $1,647,821.62. Following the completion of the sale, the chief executive officer directly owned 476,681 shares in the company, valued at $123,465,145.81. The trade was a 1.32% decrease in their ownership of the stock. 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 Matthew S. Garman sold 14,541 shares of the stock in a transaction on 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 sale, the chief executive officer directly owned 17,794 shares of the company's stock, valued at $4,609,713.64. The trade was a 44.97% 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. Insiders sold a total of 71,589 shares of company stock valued at $18,568,785 over the last quarter. 8.90% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Mizuho set a $330.00 price objective on Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. TD Cowen restated a "buy" rating and issued a $350.00 price target (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. DA Davidson reaffirmed a "neutral" rating and set a $250.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Weiss Ratings reiterated a "buy (b)" rating on shares of Amazon.com in a report on Monday, August 3rd. Finally, Oppenheimer reissued an "outperform" rating on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $321.19.

More Amazon.com News

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

• Positive Sentiment: Amazon signed a Generac supply agreement worth up to $8 billion for backup generators, including approximately $2.4 billion of expected orders in 2027–2028 and warrants for Amazon. The deal highlights strong AWS data-center demand and addresses electricity constraints that could otherwise slow AI expansion. Amazon's Generac power deal
• Positive Sentiment: Amazon is expanding AI-powered logistics, including smart glasses for more than 20,000 delivery drivers by 2027. The company also plans an additional $1.9 billion investment in its Delivery Service Partner program, targeting better safety, routing and delivery efficiency. Amazon delivery investment
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing unauthorized access, failure to identify itself and concerns involving customer credentials and data. The move protects Amazon’s control over customer relationships, checkout and marketplace data, but could cause it to lose orders initiated by outside AI agents as agentic commerce develops. Amazon and Meta Muse dispute
• Negative Sentiment: Shopify’s shares rallied after Meta enabled Muse to browse Shopify-powered stores and complete purchases through Shop Pay, while Amazon remained excluded. Investors may view this as a competitive advantage for Shopify and a potential threat to Amazon’s influence over future AI-driven shopping. Shopify and Meta Muse integration
• Negative Sentiment: Amazon’s planned AI buildout—estimated at roughly $220 billion in capital spending—continues to raise concerns about cash flow, returns on investment and possible AWS margin pressure. Higher labor costs, including a $1 increase in eligible U.S. warehouse starting pay, add to near-term expense pressure. Amazon wage investment
• Negative Sentiment: A U.S. financial disclosure showed sales of between $5 million and $25 million of Amazon stock by President Donald Trump in July. The transaction is historical and does not change Amazon’s fundamentals, but the disclosure may add short-term selling sentiment. Trump Amazon stock sale disclosure

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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