Fielder Capital Group LLC Buys New Holdings in Amazon.com, Inc. $AMZN

Key Points

• Fielder Capital Group acquired 7,426 Amazon shares worth approximately $1.77 million in the second quarter. Institutional investors and hedge funds collectively own 72.2% of Amazon’s stock.
• Amazon insiders sold 71,589 shares worth $18.6 million over the past 90 days, including CEO Andrew Jassy’s $5.18 million sale under a pre-arranged Rule 10b5-1 plan.
• Amazon reported strong quarterly results, with revenue up 19.6% year over year and EPS of $5.75 versus the $1.82 consensus estimate. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $323.26, though investors remain concerned about heavy AI-related spending and leverage.

Fielder Capital Group LLC acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,426 shares of the e-commerce giant's stock, valued at approximately $1,770,000.

Several other hedge funds have also bought and sold shares of AMZN. Brighton Jones LLC grew its holdings in 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 buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Amazon.com by 4.1% during 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 acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its stake in Amazon.com by 2.8% during 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 acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE boosted its holdings 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 acquiring an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new position in Amazon.com during the 4th quarter worth $2,153,000. Institutional investors and hedge funds own 72.20% of the company's stock.

Insiders Place Their Bets

In other Amazon.com news, CEO Douglas Herrington sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $254.77, for a total value of $254,770.00. Following the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the firm's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the transaction, the chief executive officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 71,589 shares of company stock worth $18,568,785. Company insiders own 8.90% of the company's stock.

Key Amazon.com News

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

• Positive Sentiment: Major AI-chip supply agreement: Amazon Web Services agreed to a multigenerational collaboration with Qualcomm to develop custom AI inference chips and optical networking systems. The arrangement could involve up to $60 billion of AWS purchases through 2036, helping Amazon diversify beyond Nvidia and potentially reduce AI computing costs. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
• Positive Sentiment: Expansion of AI and data-center capacity: Amazon and manufacturing partner Wiwynn plan to invest $1.6 billion in Texas, adding nearly 1,000 advanced-manufacturing jobs. Amazon is also raising £4.25 billion through its first sterling bond sale to help fund AI infrastructure and data-center expansion. AMZN And Wiwynn Are Scaling Up in Texas
• Positive Sentiment: New growth opportunities: AT&T became the first major U.S. telecom customer for Amazon Leo satellite broadband, while Amazon ordered six additional Ariane 6 launches. These developments support Amazon’s efforts to build businesses beyond e-commerce and AWS. AT&T Becomes Amazon’s First Major Satellite Broadband Telecom Customer
• Neutral Sentiment: Board strengthened with cybersecurity expertise: Amazon appointed Kevin Mandia, Mandiant’s founder and former CEO, to its board. The appointment adds security experience as Amazon expands cloud, AI and satellite operations. Amazon adds cybersecurity veteran Kevin Mandia to board
• Negative Sentiment: Investor concern over spending and leverage: Amazon’s projected roughly $220 billion of 2026 capital expenditures and negative free cash flow are raising questions about whether AI returns will justify the buildout. The sterling bond sale expands financing capacity but also highlights the company’s reliance on debt markets. Amazon starts selling first sterling bonds
• Negative Sentiment: Regulatory and legal risks remain: States including Ohio may reduce data-center tax incentives, potentially increasing infrastructure costs. Amazon also faces a proposed class-action lawsuit alleging discrimination against pregnant warehouse workers, while investigators continue examining a fatal Prime Air cargo-plane crash. Amazon, Google and Meta Face Pushback Over Data Center Tax Breaks

Amazon.com Trading Down 1.8%

Shares of AMZN opened at $252.40 on Thursday. The business's 50-day moving average price is $255.09 and its 200-day moving average price is $243.74. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The stock has a market cap of $2.72 trillion, a PE ratio of 20.31, a P/E/G ratio of 1.98 and a beta of 1.44. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com's revenue was up 19.6% compared to the same quarter last year. During the same period last year, the business earned $1.68 earnings per share. On average, equities analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AMZN has been the subject of several analyst reports. Cantor Fitzgerald reiterated an "overweight" rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Robert W. Baird set a $310.00 target price on Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. Morgan Stanley reiterated an "overweight" rating and set a $335.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Pivotal Research reissued a "buy" rating and issued a $333.00 price target (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $323.26.

Amazon.com 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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