GSG Advisors LLC Buys Shares of 21,318 Amazon.com, Inc. $AMZN

Key Points

• GSG Advisors LLC initiated a new Amazon position by purchasing 21,318 shares valued at approximately $5.08 million, making Amazon its 18th-largest holding and 1.1% of its portfolio.
• Amazon reported strong quarterly results, with $5.75 in EPS and $200.61 billion in revenue, while sales rose 19.6% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $321.19.
• Company insiders sold 71,589 shares worth about $18.57 million over the past three months, while institutional investors and hedge funds collectively own 72.2% of Amazon’s stock.

GSG Advisors LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 21,318 shares of the e-commerce giant's stock, valued at approximately $5,081,000. Amazon.com comprises approximately 1.1% of GSG Advisors LLC's investment portfolio, making the stock its 18th largest position.

Other large investors have also recently modified their holdings of the company. Bard Associates Inc. acquired a new stake in Amazon.com in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC acquired a new position in Amazon.com during the second quarter worth about $33,000. MilWealth Group LLC raised its stake in Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. bought a new position in shares of Amazon.com in the fourth quarter worth about $45,000. Finally, Prudent Man Investment Management Inc. lifted its holdings in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock worth $53,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company's stock.

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 Buying and Selling

In other Amazon.com news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares in the company, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the firm's stock in a transaction that occurred 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 sale, the chief executive officer directly owned 17,794 shares of the company's stock, valued at approximately $4,609,713.64. This trade 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 sold 71,589 shares of company stock worth $18,568,785 over the last three months. Insiders own 8.90% of the company's stock.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $258.45 on Tuesday. The stock has a market cap of $2.79 trillion, a price-to-earnings ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company's fifty day moving average is $256.32 and its 200 day moving average is $246.21. 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 results 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 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%.The business's revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.68 EPS. Sell-side analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AMZN. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $325.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Evercore set a $355.00 target price on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, August 28th. TD Cowen reaffirmed a "buy" rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Wedbush upped their price target on shares of Amazon.com from $293.00 to $310.00 and gave the stock an "outperform" rating in a report on Friday, July 31st. Finally, UBS Group set a $200.00 price target on shares of Amazon.com in a report on Thursday. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and an average target price of $321.19.

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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