Trillium Asset Management LLC Takes Position in Amazon.com, Inc. $AMZN

Key Points

• Trillium Asset Management acquired 3,497 Amazon shares worth approximately $833,000 during the second quarter, while institutional investors collectively own 72.2% of AMZN.
• Amazon reported strong quarterly results, with revenue rising 19.6% year over year to $200.61 billion and EPS of $5.75, far exceeding the $1.82 consensus estimate. Analysts maintain a “Moderate Buy” consensus and an average price target of $323.26.
• Growth initiatives include expanding AI and cloud infrastructure, same-day delivery hubs and Alexa+ in India, though AWS data-center disruptions, rising AI-related capital spending and higher employee costs pose risks to cash flow and margins.

Trillium Asset Management LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,497 shares of the e-commerce giant's stock, valued at approximately $833,000.

A number of other institutional investors and hedge funds also recently modified their holdings of AMZN. Longfellow Investment Management Co. LLC bought a new stake in Amazon.com in the second quarter valued at approximately $33,000. MilWealth Group LLC boosted its stake in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new position in shares of Amazon.com during the 4th quarter worth approximately $45,000. Prudent Man Investment Management Inc. increased its holdings in shares of Amazon.com by 87.7% during the 4th 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 during the last quarter. Finally, Strategic Wealth Advisors LLC bought a new stake in Amazon.com in the 4th quarter valued at $68,000. 72.20% of the stock is owned by institutional investors.

Key Amazon.com News

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

• Positive Sentiment: Amazon agreed to a long-term deal with Generac to supply backup generators for its data centers. Initial deliveries are expected to total approximately $2.4 billion in 2027 and 2028, while Amazon received warrants to purchase up to roughly $340 million of Generac stock. The agreement signals continued expansion of Amazon’s AI and cloud infrastructure. Generac, Amazon strike $2.4 billion long-term generator supply deal
• Positive Sentiment: Amazon reportedly plans to expand its same-day delivery network from 85 locations to more than 1,000 hubs by 2031, potentially placing facilities within 10 miles of most U.S. Prime members. The strategy could improve delivery speed and strengthen Amazon’s retail moat. Amazon's next move could reshape how America shops
• Positive Sentiment: Amazon launched Alexa+ in India with Hindi-language support, expanding its conversational-AI ecosystem in a major growth market. Investors also continue to focus on strong AWS demand, advertising growth and Amazon’s stake in Anthropic as potential longer-term catalysts. Amazon launches Alexa+ in India with Hindi support
• Neutral Sentiment: Amazon raised minimum starting pay for U.S. core-operations employees to $20 per hour and added grocery and banking benefits. The move may support hiring and retention, but management expects the program to cost about $1.5 billion, creating near-term margin pressure. Amazon raises minimum hourly pay by $1 to $20
• Negative Sentiment: AWS said it cannot restore access to a Bahrain facility and one UAE availability zone damaged during the Iran conflict. The disclosure raises concerns about data recovery, customer trust and possible financial or regulatory consequences. Amazon's AWS is unable to restore access
• Negative Sentiment: Analyst commentary highlighted that AI-related capital expenditures are accelerating AWS growth but weighing on free cash flow and increasing reliance on debt. Separately, Zacks downgraded AMZN from “strong buy” to “hold,” adding to valuation and execution concerns. Amazon's AI Bet Is Paying Off in Revenues

Insider Transactions at Amazon.com

In related news, CEO Douglas J. Herrington sold 1,000 shares of the company's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $254.77, for a total transaction of $254,770.00. Following the completion of the sale, the chief executive officer directly owned 475,681 shares in the company, valued at $121,189,248.37. This represents a 0.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. This trade represents a 44.97% decrease in their ownership of the stock. 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. In the last 90 days, insiders have sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by insiders.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $245.96 on Thursday. 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 company has a market cap of $2.65 trillion, a PE ratio of 19.79, a price-to-earnings-growth ratio of 1.92 and a beta of 1.44. The company has a 50 day moving average of $255.84 and a 200-day moving average of $245.25. 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 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the business earned $1.68 earnings per share. The company's revenue was up 19.6% on a year-over-year basis. As a group, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the subject of a number of research analyst reports. Robert W. Baird set a $310.00 price objective on shares of Amazon.com and gave the stock an "outperform" rating in a research report on Friday, July 31st. Pivotal Research reissued a "buy" rating and issued a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Sanford C. Bernstein restated an "outperform" rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Phillip Securities downgraded shares of Amazon.com from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Finally, Royal Bank Of Canada upped their price target on shares of Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and a consensus price target of $323.26.

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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