Amazon.com, Inc. $AMZN Shares Bought by Sellaronda Global Management LP

Sellaronda Global Management LP lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 30.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 85,000 shares of the e-commerce giant’s stock after acquiring an additional 20,000 shares during the period. Amazon.com makes up about 11.6% of Sellaronda Global Management LP’s investment portfolio, making the stock its 5th biggest position. Sellaronda Global Management LP’s holdings in Amazon.com were worth $17,703,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in AMZN. Vanguard Group Inc. grew its stake in shares of Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp grew its position in Amazon.com by 1.8% in the fourth quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares during the period. Geode Capital Management LLC raised its stake in Amazon.com by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock worth $51,753,622,000 after acquiring an additional 2,479,324 shares in the last quarter. Norges Bank acquired a new position in Amazon.com during the fourth quarter worth $32,868,735,000. Finally, Auto Owners Insurance Co lifted its holdings in shares of 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 acquiring an additional 98,090,585 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
• Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
• Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
• Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
• Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.

Amazon.com Stock Down 0.1%

NASDAQ AMZN opened at $272.26 on Friday. The stock has a market capitalization of $2.94 trillion, a P/E ratio of 21.90, a price-to-earnings-growth ratio of 1.81 and a beta of 1.45. 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 stock has a fifty day moving average of $246.27 and a 200-day moving average of $237.20.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results 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 analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.68 earnings per share. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent analyst reports. DZ Bank boosted their target price on shares of Amazon.com from $295.00 to $320.00 and gave the company a “buy” rating in a research note on Monday, May 4th. China Renaissance lifted their price target on shares of Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. JPMorgan Chase & Co. boosted their price target on shares of Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. KeyCorp upped their price objective on shares of Amazon.com from $335.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $390.00 price objective (up from $280.00) on shares of Amazon.com in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the sale, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. The trade was a 0.90% 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, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares in the company, valued at $3,729,480.60. This represents a 52.21% 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. In the last quarter, insiders sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Amazon.com Company Profile

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.