Whalen Wealth Management Inc. Takes Position in Amazon.com, Inc. $AMZN

Key Points

• Whalen Wealth Management purchased 27,162 Amazon shares worth approximately $6.47 million in the second quarter, making Amazon its third-largest holding at 2.9% of the portfolio. Institutional investors and hedge funds collectively own 72.2% of Amazon.
• Amazon reported quarterly revenue of $200.61 billion, up 19.6% year over year, and earnings of $5.75 per share, exceeding estimates of $1.82. The stock opened at $258.45, with a market capitalization of about $2.79 trillion.
• Analyst sentiment remains favorable, with 56 Buy ratings and three Holds and an average price target of $321.19. Growth expectations are supported by AWS and AI infrastructure investments, though investors remain concerned about heavy capital spending and possible margin pressure.

Whalen Wealth Management Inc. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 27,162 shares of the e-commerce giant's stock, valued at approximately $6,474,000. Amazon.com accounts for approximately 2.9% of Whalen Wealth Management Inc.'s investment portfolio, making the stock its 3rd biggest position.

Other large investors also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its position in Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock valued at $2,272,397,000 after buying an additional 98,090,585 shares during the period. Bank of New York Mellon Corp acquired a new stake in Amazon.com during the 2nd quarter worth about $16,341,405,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Amazon.com during the 2nd quarter valued at about $6,631,466,000. Danske Bank A S acquired a new position in shares of Amazon.com in the 2nd quarter valued at about $2,494,705,000. Finally, Arrowstreet Capital Limited Partnership lifted its position 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 worth $6,785,036,000 after purchasing an additional 7,924,943 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Amazon.com Stock Up 1.9%

Amazon.com stock opened at $258.45 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm's fifty day simple moving average is $256.32 and its 200-day simple moving average is $246.21. The company has a market capitalization of $2.79 trillion, a P/E ratio of 20.79, a P/E/G ratio of 1.97 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping 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 firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the prior year, the business posted $1.68 earnings per share. The business's quarterly revenue was up 19.6% on a year-over-year basis. Sell-side analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Key Amazon.com News

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

Several analysts recently commented on AMZN shares. Bank of America raised their price target on shares of Amazon.com from $310.00 to $320.00 and gave the stock a "buy" rating in a report on Friday, July 31st. Truist Financial boosted their price target on shares of Amazon.com from $320.00 to $350.00 and gave the company a "buy" rating in a report on Friday, July 31st. Zacks Research downgraded shares of Amazon.com from a "strong-buy" rating to a "hold" rating in a research note on Monday, September 14th. Wolfe Research reiterated an "outperform" rating and set a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Finally, Cantor Fitzgerald reissued an "overweight" rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Fifty-six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and an average target price of $321.19.

Insider Activity at Amazon.com

In other news, CEO Andrew Jassy sold 20,000 shares of the stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the transaction, the chief executive officer owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 14,541 shares of the firm's stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. The trade was a 44.97% 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 have sold a total of 71,589 shares of company stock worth $18,568,785 in the last 90 days. Insiders own 8.90% of the company's stock.

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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