RW Investment Management LLC Buys New Stake in Amazon.com, Inc. $AMZN

Key Points

• RW Investment Management initiated a new Amazon stake of 2,970 shares valued at approximately $708,000; institutional investors collectively own 72.2% of the company.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $323.26. Amazon also exceeded quarterly earnings and revenue estimates, reporting $5.75 in EPS and $200.61 billion in revenue.
• Amazon insiders, including its CEO and CFO, sold shares under pre-arranged Rule 10b5-1 plans, while total insider sales over the past 90 days reached 71,589 shares worth about $18.6 million.

RW Investment Management LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,970 shares of the e-commerce giant's stock, valued at approximately $708,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Trust Asset Management LLC lifted its position in shares of Amazon.com by 3.3% during the 2nd quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock worth $26,000 after buying an additional 3,414 shares during the period. MilWealth Group LLC grew its position in Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock valued at $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new position in Amazon.com during the fourth quarter worth $45,000. Elkhorn Partners Limited Partnership raised its stake in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock worth $46,000 after acquiring an additional 180 shares in the last quarter. Finally, Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 95.6% during the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant's stock valued at $51,000 after acquiring an additional 108 shares during the period. Institutional investors own 72.20% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently commented on AMZN. Morgan Stanley restated an "overweight" rating and issued a $335.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an "outperform" rating in a report on Friday, July 31st. Wedbush boosted their price target on shares of Amazon.com from $293.00 to $310.00 and gave the company an "outperform" rating in a research report on Friday, July 31st. BMO Capital Markets reaffirmed an "outperform" rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a research note on Tuesday, July 28th. Finally, Raymond James Financial reaffirmed an "outperform" rating and set a $390.00 price objective (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. One equities 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 MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $323.26.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 6,362 shares of the business's stock in a transaction on Friday, August 21st. The stock was 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 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 legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their position. 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. Insiders have sold a total of 71,589 shares of company stock worth $18,568,785 over the last ninety days. 8.90% of the stock is currently owned by insiders.

Amazon.com Trading Down 0.2%

AMZN opened at $251.89 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The stock has a market capitalization of $2.72 trillion, a PE ratio of 20.26, a PEG ratio of 1.95 and a beta of 1.44. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm has a 50-day moving average price of $255.28 and a two-hundred day moving average price of $244.04.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced 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. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the business earned $1.68 earnings per share. Amazon.com's quarterly revenue was up 19.6% on a year-over-year basis. As a group, equities analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon agreed to purchase up to $60 billion of Qualcomm’s custom data-center chips through 2036, diversifying AWS’s AI hardware supply beyond Nvidia and potentially improving infrastructure flexibility. The deal also reinforces expectations for continued AWS expansion. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
• Positive Sentiment: Amazon is expanding its Quick AI assistant to iPhone and Android, adding a feed that prioritizes email, Slack, calendar and CRM updates. The move strengthens its enterprise AI offering against Microsoft and Google. Amazon expands its Quick AI assistant on mobile
• Positive Sentiment: New Prime Video shopping tools will let viewers discover products through X-Ray features, creating another potential advertising and commerce channel. Amazon is also allowing selected brands to advertise inside ChatGPT through a partnership with OpenAI. Amazon makes it easier to buy what you see on Prime Video
• Positive Sentiment: Amazon plans to invest more than $230 million in Whole Foods employee pay and benefits, while six additional Ariane 6 launches support the company’s Leo satellite-broadband expansion. These investments broaden Amazon’s retail and infrastructure growth opportunities. Amazon's Whole Foods Market Plans Over $230 Million for Worker Pay, Benefits
• Neutral Sentiment: Amazon added cybersecurity executive Kevin Mandia to its board, bringing expertise from Mandiant and Google. The appointment is strategically relevant but unlikely to materially affect near-term earnings. Amazon adds cybersecurity veteran Kevin Mandia to board
• Negative Sentiment: Investors remain concerned about Amazon’s roughly $220 billion in 2026 capital expenditures and its first sterling bond offering to help fund AI infrastructure. Higher interest rates, negative free cash flow and uncertain returns could pressure valuation. Amazon starts selling first sterling bonds
• Negative Sentiment: Potential changes to Ohio data-center tax incentives could raise the cost of Amazon’s planned nearly $40 billion AI buildout. Separately, a lawsuit alleging violations of the Pregnant Workers Fairness Act adds legal and reputational risk. Amazon's $40 billion Ohio AI bet faces a tax shock

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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