WealthShield Partners LLC Purchases Shares of 40,692 Amazon.com, Inc. $AMZN

Key Points

• WealthShield Partners acquired 40,692 Amazon shares worth approximately $9.7 million in the second quarter, making Amazon its ninth-largest holding at about 1.5% of the portfolio. Institutional investors collectively own 72.2% of Amazon’s stock.
• Amazon reported quarterly earnings of $5.75 per share on $200.61 billion in revenue, substantially exceeding analyst expectations, while revenue increased 19.6% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $321.19.
• Despite strong AWS and AI-related growth prospects, Amazon faces concerns over heavy planned capital expenditures, potential negative free cash flow, regulatory scrutiny and recent insider selling totaling $18.6 million over the past 90 days.

WealthShield Partners LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 40,692 shares of the e-commerce giant's stock, valued at approximately $9,699,000. Amazon.com makes up about 1.5% of WealthShield Partners LLC's investment portfolio, making the stock its 9th biggest holding.

A number of other institutional investors and hedge funds have also modified their holdings of AMZN. Silvant Capital Management LLC acquired a new stake in Amazon.com during the second quarter valued at approximately $60,065,000. Northstar Financial Companies Inc. bought a new position in shares of Amazon.com during the 2nd quarter worth approximately $3,376,000. Gryphon Financial Partners LLC raised its stake in Amazon.com by 7.5% during the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant's stock worth $15,221,000 after acquiring an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. lifted its holdings in shares of Amazon.com by 1.7% during the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant's stock valued at $63,285,000 after acquiring an additional 5,104 shares during the period. Finally, GSA Capital Partners LLP bought a new position in shares of Amazon.com during the second quarter valued at $2,261,000. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Up 1.0%

NASDAQ:AMZN opened at $253.71 on Friday. The stock's fifty day moving average price is $256.09 and its two-hundred day moving average price is $245.60. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. 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 market cap of $2.74 trillion, a price-to-earnings ratio of 20.41, a P/E/G ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its earnings results 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. The company had revenue of $200.61 billion during 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 business's revenue for the quarter was up 19.6% on a year-over-year basis. During the same period last year, the firm earned $1.68 EPS. On average, analysts anticipate that Amazon.com, Inc. will post 8.01 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Brian T. Olsavsky sold 6,172 shares of the business's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $260.31, for a total transaction of $1,606,633.32. Following the completion of the sale, the chief financial officer directly owned 109,207 shares of the company's stock, valued at $28,427,674.17. The trade was a 5.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the company's stock in a transaction on Monday, August 24th. The shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the sale, the senior vice president owned 41,190 shares of the company's stock, valued at $10,699,926.30. The trade was a 18.35% 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. Insiders have sold 71,589 shares of company stock valued at $18,568,785 over the last 90 days. Corporate insiders own 8.90% of the company's stock.

Analyst Ratings Changes

AMZN has been the topic of a number of recent analyst reports. Monness Crespi & Hardt boosted their price target on shares of Amazon.com from $315.00 to $330.00 and gave the company a "buy" rating in a research report on Friday, July 31st. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. TD Cowen reiterated a "buy" rating and issued a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. The Goldman Sachs Group restated a "buy" rating and set a $375.00 price target (up from $335.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Bank of America lifted their price objective on Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and a consensus price target of $321.19.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon agreed to purchase up to $8 billion of backup generators from Generac, including approximately $2.4 billion of deliveries in 2027–2028. The deal should help Amazon bring AWS data centers online despite grid-connection delays and power shortages, while Amazon receives warrants to purchase Generac shares. Generac Plugs into Amazon for an $8B AI-Powered Deal
• Positive Sentiment: Analysts and investors continue to point to accelerating AWS demand, with reports citing a $169 billion annualized revenue run rate and a large cloud backlog. That supports expectations that AI-related infrastructure spending can translate into future sales, despite near-term cash-flow pressure. Amazon’s Andy Jassy Just Made a Startling Prediction
• Positive Sentiment: Project Mercury aims to expand Amazon’s same-day delivery network to more than 1,000 hubs by 2031. Bank of America called the initiative strategically important as Amazon attempts to narrow Walmart’s proximity and convenience advantage. Amazon’s secret weapon against Walmart could be a massive blitz in same-day delivery
• Positive Sentiment: AWS made its AI-powered hiring product, Amazon Connect Talent, generally available, expanding Amazon’s enterprise AI offerings beyond cloud infrastructure. Amazon has also received favorable attention from UBS analysts among top technology stock picks.
• Neutral Sentiment: Amazon is promoting industry and government cooperation on AI safety standards, emphasizing testing before release without calling for a broader slowdown in development. The stance may improve trust but is unlikely to materially change near-term results. Amazon Urges Industry and Government Partnership on AI Safeguards
• Negative Sentiment: Amazon faces European Commission scrutiny over marketplace rules that may restrict sellers from offering lower prices elsewhere, creating potential regulatory and compliance costs.
• Negative Sentiment: Investors remain concerned that roughly $220 billion of planned 2026 capital expenditures could keep free cash flow negative. Higher wages, delivery costs and possible electricity-grid charges for data centers add to the spending burden.
• Negative Sentiment: U.S. senators have urged the FTC to investigate Amazon’s AI shopping tools over alleged suppression of U.S.-made products and misleading “Made in USA” labels. The company also continues to face reputational and legal attention related to its Prime settlement.

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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