Safeguard Investment Advisory Group LLC Makes New Investment in Amazon.com, Inc. $AMZN

Key Points

• Safeguard Investment Advisory Group LLC acquired 17,959 Amazon shares worth approximately $4.28 million during the second quarter, making Amazon its 13th-largest holding and representing 1% of its portfolio.
• Institutional investors and hedge funds own 72.2% of Amazon’s stock, with major firms including Bank of New York Mellon, Amundi, Invesco and Dimensional Fund Advisors increasing or initiating positions.
• Amazon reported quarterly EPS of $5.75, substantially above the $1.82 consensus estimate, while revenue reached $200.61 billion. Analysts maintain a broadly bullish view, with a consensus “Moderate Buy” rating and an average price target of $321.19.

Safeguard Investment Advisory Group LLC acquired a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 17,959 shares of the e-commerce giant's stock, valued at approximately $4,280,000. Amazon.com accounts for 1.0% of Safeguard Investment Advisory Group LLC's portfolio, making the stock its 13th largest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Auto Owners Insurance Co grew its position in Amazon.com by 27,376.7% during the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock worth $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 Amazon.com during the second quarter worth about $16,341,405,000. Amundi raised its position in Amazon.com by 14.1% during the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant's stock valued at $12,787,883,000 after acquiring an additional 7,590,952 shares in the last quarter. Invesco Ltd. lifted its holdings in Amazon.com by 3.3% in the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant's stock valued at $13,757,993,000 after acquiring an additional 1,879,630 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in Amazon.com by 23.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 39,029,984 shares of the e-commerce giant's stock worth $8,126,338,000 after purchasing an additional 7,305,560 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company's stock.

Amazon.com Trading Up 1.9%

AMZN stock opened at $258.45 on Tuesday. 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. The stock has a market cap of $2.79 trillion, a price-to-earnings ratio of 20.79, a PEG ratio of 1.97 and a beta of 1.44. The business's 50-day moving average is $256.32 and its 200 day moving average is $246.21.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its 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 business had revenue of $200.61 billion during the quarter, compared to analysts' expectations 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% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.68 earnings per share. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

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 Transactions at Amazon.com

In other news, SVP David Zapolsky sold 9,258 shares of the company's stock in a transaction on Monday, August 24th. The shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares of the company's stock, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. 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 in the last quarter. 8.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AMZN shares. TD Cowen reaffirmed a "buy" rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. The Goldman Sachs Group reissued a "buy" rating and set a $375.00 price target (up from $335.00) on shares of Amazon.com in a report on Friday, July 31st. Phillip Securities lowered shares of Amazon.com from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Needham & Company LLC reaffirmed a "buy" rating and issued a $300.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Finally, Rosenblatt Securities assumed coverage on shares of Amazon.com in a research report on Thursday, August 20th. They issued a "buy" rating and a $335.00 price objective for the company. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of "Moderate Buy" and an average target price of $321.19.

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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