Stockbridge Partners LLC Purchases Shares of 1,776,149 Amazon.com, Inc. $AMZN

Key Points

• Stockbridge Partners acquired 1.78 million Amazon shares worth approximately $423.3 million in the second quarter, making Amazon its fourth-largest holding and representing 8.9% of its portfolio.
• Amazon reported strong quarterly results, with earnings of $5.75 per share and revenue of $200.61 billion, surpassing analyst estimates; revenue increased 19.6% year over year.
• Analyst sentiment remains positive, with 56 Buy ratings and three Holds producing a “Moderate Buy” consensus and an average price target of $321.19, while company insiders recently sold shares under pre-arranged trading plans.

Stockbridge Partners LLC acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,776,149 shares of the e-commerce giant's stock, valued at approximately $423,327,000. Amazon.com makes up 8.9% of Stockbridge Partners LLC's portfolio, making the stock its 4th largest position.

Other institutional investors have also recently made changes to their positions in the company. Paradigm Capital Management LLC NV purchased a new position in Amazon.com in the second quarter worth about $1,410,000. Front Street Capital Management Inc. purchased a new stake in Amazon.com during the second quarter valued at approximately $547,000. Womack Financial LLC bought a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $1,577,000. Peak Asset Management LLC bought a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $6,096,000. Finally, Fiduciary Financial Advisors purchased a new position in shares of Amazon.com in the 2nd quarter worth approximately $2,871,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Amazon.com Price Performance

NASDAQ AMZN opened at $258.45 on Tuesday. The company 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. The firm's 50 day moving average price is $256.32 and its 200-day moving average price is $246.21. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate 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 period last year, the business posted $1.68 EPS. Sell-side analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Piper Sandler reiterated an "overweight" rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Wolfe Research restated an "outperform" rating and set a $315.00 target price on shares of Amazon.com in a research report on Friday, July 31st. Royal Bank Of Canada upped their target price on Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. Needham & Company LLC reissued a "buy" rating and set a $300.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Finally, Rosenblatt Securities started coverage on Amazon.com in a report on Thursday, August 20th. They set 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 issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $321.19.

Insider Buying and Selling

In other news, CFO Brian T. Olsavsky sold 6,172 shares of the firm's stock in a transaction dated 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 sale, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. This trade represents a 5.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of Amazon.com stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 476,681 shares in the company, valued at approximately $123,465,145.81. The trade was a 1.32% 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 have sold 71,589 shares of company stock valued at $18,568,785 over the last three months. Corporate insiders own 8.90% of the company's stock.

More Amazon.com News

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

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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