Maripau Wealth Management LLC Raises Position in Amazon.com, Inc. $AMZN

Key Points

• Maripau Wealth Management increased its Amazon stake by 23.6% in the first quarter to 12,761 shares valued at approximately $2.66 million. Institutional investors collectively own 72.2% of the company.
• Amazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, while earnings per share of $5.75 substantially exceeded the $1.82 analyst consensus.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $322.56, although Amazon’s planned roughly $220 billion in 2026 capital spending could pressure near-term free cash flow.

Maripau Wealth Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 23.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 12,761 shares of the e-commerce giant's stock after purchasing an additional 2,434 shares during the period. Amazon.com accounts for about 1.2% of Maripau Wealth Management LLC's investment portfolio, making the stock its 23rd biggest holding. Maripau Wealth Management LLC's holdings in Amazon.com were worth $2,658,000 as of its most recent filing with the SEC.

A number of other hedge funds have also modified their holdings of the company. Allen Capital Group LLC boosted its holdings in Amazon.com by 8.9% in the 1st quarter. Allen Capital Group LLC now owns 52,359 shares of the e-commerce giant's stock worth $10,905,000 after buying an additional 4,261 shares during the period. Security Financial Services INC. grew its holdings in Amazon.com by 9.7% during the 1st quarter. Security Financial Services INC. now owns 3,469 shares of the e-commerce giant's stock valued at $722,000 after buying an additional 307 shares in the last quarter. Westshore Wealth LLC grew its holdings in shares of Amazon.com by 6.0% in the first quarter. Westshore Wealth LLC now owns 8,535 shares of the e-commerce giant's stock valued at $1,778,000 after purchasing an additional 480 shares in the last quarter. Serenity Investment Advisors grew its stake in shares of Amazon.com by 7.6% in the 1st quarter. Serenity Investment Advisors now owns 6,932 shares of the e-commerce giant's stock worth $1,444,000 after buying an additional 487 shares in the last quarter. Finally, Summit Financial Wealth Advisors LLC raised its position in shares of Amazon.com by 3.3% during the 1st quarter. Summit Financial Wealth Advisors LLC now owns 11,534 shares of the e-commerce giant's stock valued at $2,402,000 after buying an additional 365 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon is positioning Alexa as an AI-powered shopping assistant that can identify missing groceries from a refrigerator photo, create a shopping list and potentially direct purchases before customers visit competitors such as Walmart. The initiative could strengthen Amazon’s grocery and retail ecosystem. Amazon Wants Alexa to Own the Shopping List Before Walmart Ever Sees It
• Positive Sentiment: AWS remains a major bullish catalyst. Recent reports highlighted 36.7% year-over-year AWS growth, a roughly $496 billion backlog and substantial demand for AI infrastructure. Amazon has also made OpenAI cybersecurity models available through Amazon Bedrock, supporting cloud-service adoption. Amazon Stock Eyes AWS Growth as Amazon’s $220 Billion Spending Plan Expands
• Positive Sentiment: Analyst coverage remains favorable, with one report citing a potential 32% upside and no sell ratings among 62 analysts. Investment activity also included Appaloosa nearly doubling its Amazon position earlier this year, signaling continued institutional confidence. Amazon’s Price Target Says Plus 32 Percent and Not a Single Analyst Says Sell
• Neutral Sentiment: Amazon is reportedly a leading bidder for Decart AI, which could add valuable AI talent and technology for AWS, retail operations and advertising. However, the financial terms and outcome remain uncertain. What Could Amazon Gain From Leading the Decart AI Bidding?
• Negative Sentiment: Twitch’s decision to enroll creators by default in sharing livestream content for Amazon AI training has triggered strong user backlash. The controversy could create reputational, regulatory and creator-retention risks. Amazon Will Train on Twitch Streamers’ Content by Default Unless They Opt Out
• Negative Sentiment: Amazon’s 2026 capital-expenditure forecast has risen to approximately $220 billion as it expands AI and cloud capacity. Investors are concerned that borrowing and heavy spending may reduce near-term free cash flow, particularly while Amazon does not pay a dividend. Amazon Raises 2026 AI Spending to 220 Billion Dollars
• Negative Sentiment: New York City labor activists and Teamsters are urging passage of legislation that could require delivery workers to be directly employed, potentially increasing Amazon’s labor costs and disrupting its last-mile delivery model. Amazon Teamsters and Allies Picket City Hall for the Delivery Protection Act

Amazon.com Price Performance

NASDAQ AMZN opened at $265.13 on Friday. The firm's fifty day simple moving average is $247.57 and its two-hundred day simple moving average is $238.49. The firm has a market capitalization of $2.86 trillion, a P/E ratio of 21.33, a P/E/G ratio of 1.78 and a beta of 1.45. 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, 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 quarterly 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 return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the firm earned $1.68 earnings per share. The company's revenue was up 19.6% on a year-over-year basis. Analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 20,000 shares of the firm's stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the transaction, the chief executive officer owned 2,205,766 shares of the company's stock, valued at $581,042,879.72. This trade represents a 0.90% decrease in their ownership of the stock. The sale 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 Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares of the company's stock, valued at $3,729,480.60. The trade was a 52.21% 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 62,650 shares of company stock worth $16,535,457 in the last ninety days. 8.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on AMZN shares. DA Davidson reissued a "neutral" rating and set a $250.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Weiss Ratings reissued a "buy (b)" rating on shares of Amazon.com in a research note on Monday, August 3rd. Mizuho set a $330.00 price target on Amazon.com and gave the company an "outperform" rating in a report on Friday, July 31st. Scotiabank reaffirmed an "outperform" rating and issued a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, Arete Research increased their price objective on shares of Amazon.com from $301.00 to $310.00 and gave the company a "buy" rating in a research note on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $322.56.

About Amazon.com

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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