Visionary Wealth Advisors Invests $21.56 Million in Amazon.com, Inc. $AMZN

Key Points

• Visionary Wealth Advisors bought 90,458 Amazon shares worth approximately $21.56 million in the second quarter, making Amazon its 21st-largest holding and about 0.9% of its portfolio. Institutional investors collectively own 72.2% of Amazon.
• Amazon reported strong quarterly results, with EPS of $5.75 versus the $1.82 consensus estimate and revenue of $200.61 billion, up 19.6% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $321.19.
• Amazon insiders sold $18.57 million of stock over the past three months, including sales by CEO Andy Jassy and CFO Brian Olsavsky under pre-arranged trading plans. Investors are also weighing the company’s significant AI capital spending against potential AWS margin pressure and financing risks.

Visionary Wealth Advisors bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 90,458 shares of the e-commerce giant's stock, valued at approximately $21,560,000. Amazon.com makes up about 0.9% of Visionary Wealth Advisors' portfolio, making the stock its 21st biggest holding.

Several other institutional investors have also recently made changes to their positions in the business. Trust Asset Management LLC grew its stake in Amazon.com by 3.3% during the second quarter. Trust Asset Management LLC now owns 107,563 shares of the e-commerce giant's stock valued at $26,000 after acquiring an additional 3,414 shares in the last quarter. Bard Associates Inc. purchased a new stake in Amazon.com during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC bought a new stake in shares of Amazon.com in the 2nd quarter worth about $33,000. MilWealth Group LLC boosted its position in shares of Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock valued at $41,000 after buying an additional 79 shares during the period. Finally, Lifetime Wealth Management P.C. purchased a new position in Amazon.com during the 4th quarter valued at $45,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Insider Transactions at Amazon.com

In related news, CFO Brian Olsavsky sold 6,172 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was 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. The trade was a 5.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the business's stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the sale, the chief executive officer owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock worth $18,568,785 in the last three months. 8.90% of the stock is owned by corporate insiders.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $258.45 on Tuesday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The company has a fifty day moving average of $256.32 and a two-hundred day moving average of $246.21. 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. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 17.44% and a return on equity of 18.00%. The company's revenue was up 19.6% compared to the same quarter last year. During the same period last year, the firm posted $1.68 earnings per share. As a group, research analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Key Stories Impacting Amazon.com

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

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Jefferies Financial Group reiterated a "buy" rating on shares of Amazon.com in a report on Thursday, June 18th. DA Davidson reaffirmed a "neutral" rating and set a $250.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Piper Sandler restated an "overweight" rating and set a $320.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Pivotal Research reiterated a "buy" rating and issued a $333.00 target price (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Wolfe Research restated an "outperform" rating and issued a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus 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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