Stonehage Fleming Financial Services Holdings Ltd Purchases New Holdings in Amazon.com, Inc. $AMZN

Key Points

• Stonehage Fleming Financial Services Holdings Ltd. acquired 584,784 Amazon shares worth approximately $139.4 million in the second quarter, making Amazon its eighth-largest portfolio holding at 4.8%.
• Amazon reported quarterly revenue of $200.61 billion and EPS of $5.75, beating analyst expectations; Wall Street maintains a “Moderate Buy” consensus with an average price target of $321.19.
• The bullish outlook centers on AWS and AI infrastructure growth, but investors face risks from heavy capital spending, uncertain AI monetization, increased competition, and Amazon’s costly India quick-commerce expansion.

Stonehage Fleming Financial Services Holdings Ltd bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 584,784 shares of the e-commerce giant's stock, valued at approximately $139,377,000. Amazon.com makes up about 4.8% of Stonehage Fleming Financial Services Holdings Ltd's portfolio, making the stock its 8th biggest position.

A number of other large investors have also bought and sold shares of AMZN. Bard Associates Inc. acquired a new stake in shares of Amazon.com in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC acquired a new position in Amazon.com during the 2nd quarter worth approximately $33,000. Lifetime Wealth Management P.C. acquired a new position in Amazon.com during the 4th quarter worth approximately $45,000. Prudent Man Investment Management Inc. boosted its holdings in 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 in the last quarter. Finally, Strategic Wealth Advisors LLC bought a new position in Amazon.com in the fourth quarter worth approximately $68,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS and AI infrastructure remain the central bullish case. Analysts and commentators argue that Amazon’s roughly $200 billion 2026 capital-expenditure plan reflects substantial demand for AWS computing, custom chips and AI capacity. Amazon is also reportedly preparing to receive approximately $2.4 billion in backup-generator orders from Generac in 2027 and 2028, underscoring the scale of its data-center expansion. Amazon AI capital expenditures article Generac data-center orders article
• Positive Sentiment: Expansion of merchant services could broaden revenue beyond Amazon.com. New tools let sellers manage listings, inventory and orders across channels including Walmart, Shopify, TikTok and eBay. Amazon is also extending Prime delivery and fulfillment services to merchants’ own websites, potentially increasing third-party logistics revenue and seller dependence on its ecosystem. Amazon merchant services article
• Neutral Sentiment: Anthropic remains strategically important, but its infrastructure is becoming more diversified. Anthropic committed about $11.6 billion to an Akamai CPU agreement, which can be viewed as a setback for AWS. However, Amazon retains a major equity stake and an ongoing AWS relationship, limiting the immediate financial impact. Anthropic Akamai agreement article
• Negative Sentiment: Investors remain concerned that AI spending may outpace monetization. Goldman Sachs estimates hyperscalers may need roughly $300 billion in additional AI revenue to justify their investments, while Michael Burry and Jefferies’ Chris Wood have warned of leverage, overcapacity and potential write-offs. Those concerns could pressure AMZN’s valuation despite strong AWS demand. Goldman Sachs AI spending article
• Negative Sentiment: Amazon’s $3 billion India quick-commerce investment adds near-term cost and execution risk while the company attempts to catch rivals with a relatively small market share. The decision to block Meta’s Muse shopping agent also risks diverting AI-driven purchases toward Shopify and other platforms. Amazon India investment article

Amazon.com Stock Performance

Shares of AMZN opened at $249.67 on Friday. The firm has a market cap of $2.69 trillion, a PE ratio of 20.09, a PEG ratio of 1.93 and a beta of 1.44. The stock's fifty day moving average price is $256.39 and its two-hundred day moving average price is $246.96. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data 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 analysts' expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm's quarterly revenue was up 19.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.68 EPS. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current year.

Insider Transactions at Amazon.com

In other news, CEO Douglas Herrington sold 6,362 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company's stock, 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 document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian Olsavsky sold 6,172 shares of Amazon.com 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 completion of the transaction, the chief financial officer owned 109,207 shares of the company's stock, valued at approximately $28,427,674.17. This trade 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. Over the last three months, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

AMZN has been the subject of several research reports. HSBC reissued a "buy" rating and issued a $310.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Rosenblatt Securities started coverage on shares of Amazon.com in a research note on Thursday, August 20th. They issued a "buy" rating and a $335.00 price objective on the stock. BMO Capital Markets reiterated an "outperform" rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. TD Cowen reissued a "buy" rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Truist Financial upped their target price on shares of Amazon.com from $320.00 to $350.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target 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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