Trail Ridge Investment Advisors LLC Takes $2.36 Million Position in Amazon.com, Inc. $AMZN

Key Points

• Trail Ridge Investment Advisors purchased 9,898 Amazon shares worth approximately $2.36 million, making AMZN about 1% of its portfolio and its 18th-largest holding.
• Institutional investors and hedge funds own 72.2% of Amazon, while insiders recently sold shares: the CFO and CEO disposed of roughly $5.4 million combined under pre-arranged trading plans.
• Amazon reported stronger-than-expected quarterly results, with revenue up 19.6% year over year, and analysts maintain a “Moderate Buy” consensus with an average price target of $321.19 versus a recent price of $258.45.

Trail Ridge Investment Advisors LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 9,898 shares of the e-commerce giant's stock, valued at approximately $2,359,000. Amazon.com comprises about 1.0% of Trail Ridge Investment Advisors LLC's investment portfolio, making the stock its 18th biggest position.

A number of other institutional investors have also added to or reduced their stakes in AMZN. Auto Owners Insurance Co grew its stake in shares of Amazon.com by 27,376.7% in the fourth 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 last quarter. Bank of New York Mellon Corp bought a new stake in Amazon.com in the 2nd quarter valued at about $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Amazon.com during the second quarter worth $6,631,466,000. Danske Bank A S acquired a new stake in shares of Amazon.com in the 2nd quarter worth about $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of Amazon.com by 32.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 32,578,171 shares of the e-commerce giant's stock valued at $6,785,036,000 after purchasing an additional 7,924,943 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO Brian Olsavsky sold 6,172 shares of the company's stock in a transaction that occurred on 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 owned 109,207 shares in the company, valued at $28,427,674.17. This represents a 5.35% decrease in their ownership of the stock. The sale was disclosed in a legal 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, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares in the company, valued at approximately $4,609,713.64. This trade represents a 44.97% 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. In the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by insiders.

Amazon.com News Roundup

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 Stock Performance

NASDAQ AMZN opened at $258.45 on Tuesday. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The stock has a market capitalization 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 company's 50 day simple moving average is $256.32 and its two-hundred day simple moving average is $246.21.

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 (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the company posted $1.68 earnings per share. The company's revenue was up 19.6% compared to the same quarter last year. Analysts predict that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Barclays reiterated an "overweight" rating and issued a $365.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Needham & Company LLC reaffirmed a "buy" rating and issued a $300.00 target price on shares of Amazon.com in a report on Friday, July 31st. Morgan Stanley reaffirmed an "overweight" rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Oppenheimer reissued an "outperform" rating on shares of Amazon.com in a research report on Friday, July 31st. Finally, Cantor Fitzgerald restated an "overweight" rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Amazon.com 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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