Vanderbilt University Boosts Holdings in Amazon.com, Inc. $AMZN

Vanderbilt University grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 50.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,959 shares of the e-commerce giant’s stock after acquiring an additional 12,465 shares during the period. Amazon.com comprises approximately 1.2% of Vanderbilt University’s holdings, making the stock its 11th largest position. Vanderbilt University’s holdings in Amazon.com were worth $8,809,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of AMZN. BetterWealth LLC increased its position in Amazon.com by 14.4% in the second quarter. BetterWealth LLC now owns 3,785 shares of the e-commerce giant’s stock worth $902,000 after buying an additional 476 shares in the last quarter. Hidden Cove Wealth Management LLC lifted its position in shares of Amazon.com by 20.2% during the 2nd quarter. Hidden Cove Wealth Management LLC now owns 9,400 shares of the e-commerce giant’s stock valued at $2,240,000 after buying an additional 1,577 shares in the last quarter. My Personal CFO LLC grew its stake in shares of Amazon.com by 413.3% during the 2nd quarter. My Personal CFO LLC now owns 7,817 shares of the e-commerce giant’s stock valued at $1,863,000 after acquiring an additional 6,294 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Amazon.com by 42.7% during the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 31,295 shares of the e-commerce giant’s stock valued at $7,459,000 after acquiring an additional 9,358 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Amazon.com by 8.1% in the 2nd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 1,743,929 shares of the e-commerce giant’s stock worth $415,648,000 after acquiring an additional 130,164 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com News Summary

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

• Positive Sentiment: Evercore raises target on agentic AI potential. Evercore ISI lifted its AMZN price target to $355 from $315.16 and maintained an Outperform rating. The firm believes agentic AI could improve retail growth and strengthen trends across Amazon Web Services (AWS), advertising and e-commerce. Why is Amazon stock surging 4% today
• Positive Sentiment: Expanded Nvidia partnership reinforces AI demand. Amazon plans to add 2 million Nvidia GPUs to its data centers in 2027–2028, bringing its announced commitment to roughly 3 million chips. The spending signals strong expected demand for AWS AI capacity and helped distinguish Amazon positively within the AI infrastructure sector. Amazon just tripled its order of Nvidia chips over surging demand
• Positive Sentiment: AWS and AI economics remain major growth catalysts. Reports cited approximately 37% AWS revenue growth to $42.2 billion in the second quarter, while Amazon’s AI and chip businesses each reached annualized revenue run rates above $25 billion. Analysts also highlighted solid retail profitability and long-term cloud adoption. Amazon Stock: AI Investment Gains Momentum as AWS Revenue Surges
• Positive Sentiment: New distribution and energy initiatives support the platform. Amazon plans to expand Prime Air drone delivery to nearly 500 U.S. cities by year-end, while new power-purchase agreements add 600 megawatts of carbon-free electricity and support data-center expansion. Amazon is about to six times its drone delivery footprint
• Neutral Sentiment: Amazon-backed Zoox is launching robotaxi service in San Francisco, creating a potential long-term growth option but adding an unproven business with significant execution requirements. Amazon-backed Zoox launches robotaxis in San Francisco
• Negative Sentiment: AI spending is raising return-on-investment concerns. The enlarged GPU commitment adds to an already substantial capital budget, prompting investors to question whether AWS demand and AI monetization will justify the cost. Amazon’s post-earnings gains have also partially faded, and billionaire Bill Ackman reportedly shifted from Amazon to Microsoft.
• Negative Sentiment: California litigation over alleged price-fixing remains an overhang, although a judge indicated the state’s request to block Amazon’s practices would likely be denied. Judge likely to deny California’s bid to stop Amazon’s alleged price fixing

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $266.43 on Monday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The business has a 50-day moving average price of $251.62 and a 200-day moving average price of $240.67. The firm has a market cap of $2.87 trillion, a price-to-earnings ratio of 21.43, a PEG ratio of 1.77 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the company earned $1.68 earnings per share. The firm’s revenue was up 19.6% on a year-over-year basis. Equities research analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Truist Financial lifted 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. UBS Group set a $318.00 price objective on shares of Amazon.com and gave the company a “buy” rating in a research report on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Piper Sandler reiterated an “overweight” rating and issued a $320.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, KeyCorp raised their price target on Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.09.

Insider Buying and Selling at Amazon.com

In other news, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The stock was 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 owned 17,794 shares in the company, valued at approximately $4,609,713.64. The trade was a 44.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction on 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 directly owned 2,235,766 shares of the company’s stock, valued at $579,085,751.66. The trade was a 0.89% 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. Insiders have sold 70,589 shares of company stock valued at $18,314,015 over the last ninety days. Corporate insiders own 8.90% of the company’s stock.

About Amazon.com

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.