Flavin Financial Services Inc. Takes Position in Amazon.com, Inc. $AMZN

Key Points

• Flavin Financial Services acquired 6,713 Amazon shares in the second quarter, valued at approximately $1.6 million. Institutional investors collectively own 72.2% of Amazon’s outstanding stock.
• Amazon insiders sold 71,589 shares worth about $18.6 million during the past quarter, including sales by CEOs Douglas Herrington and Andy Jassy under pre-arranged Rule 10b5-1 plans.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus, an average price target of $321.19, and 56 Buy ratings versus three Holds. Amazon also reported 19.6% year-over-year revenue growth in its latest quarter.

Flavin Financial Services Inc. acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 6,713 shares of the e-commerce giant's stock, valued at approximately $1,600,000.

A number of other hedge funds have also recently bought and sold shares of the stock. Auto Owners Insurance Co raised its holdings in shares of Amazon.com by 27,376.7% in the 4th 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 purchasing an additional 98,090,585 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Amazon.com in the second quarter valued at approximately $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Amazon.com during the 2nd quarter worth approximately $6,631,466,000. Danske Bank A S acquired a new position in shares of Amazon.com in the second quarter valued at $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Amazon.com by 32.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 32,578,171 shares of the e-commerce giant's stock worth $6,785,036,000 after buying an additional 7,924,943 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, 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 completion of the sale, the chief executive officer directly owned 476,681 shares in the company, valued at $123,465,145.81. This represents a 1.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the firm'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 directly owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. 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 quarter, insiders have sold 71,589 shares of company stock worth $18,568,785. Company insiders own 8.90% of the company's stock.

Key Stories Impacting Amazon.com

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

Analyst Ratings Changes

Several analysts recently commented on AMZN shares. Citigroup reaffirmed a "market outperform" rating on shares of Amazon.com in a report on Friday, August 14th. Evercore set a $355.00 price target on Amazon.com and gave the company an "outperform" rating in a research note on Friday, August 28th. Cantor Fitzgerald restated an "overweight" rating and issued a $320.00 price target (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Wedbush raised their price target on shares of Amazon.com from $293.00 to $310.00 and gave the stock an "outperform" rating in a research report on Friday, July 31st. Finally, Robert W. Baird set a $310.00 price objective on shares of Amazon.com and gave the stock an "outperform" rating in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $321.19.

Amazon.com Stock Performance

Amazon.com stock opened at $258.45 on Tuesday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The stock has a market cap of $2.79 trillion, a PE ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The business's 50-day moving average price is $256.32 and its two-hundred day moving average price is $246.21.

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 for the quarter, topping analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analysts' expectations of $197.03 billion. During the same quarter in the previous year, the firm posted $1.68 earnings per share. The company's revenue was up 19.6% on a year-over-year basis. As a group, analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

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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