Requisite Capital Management LLC Acquires New Holdings in Amazon.com, Inc. $AMZN

Requisite Capital Management LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, HoldingsChannel reports. The firm purchased 5,001 shares of the e-commerce giant’s stock, valued at approximately $1,192,000.

Several other institutional investors also recently modified their holdings of the business. Norges Bank bought a new stake in shares of Amazon.com in the 4th quarter valued at about $32,868,735,000. Auto Owners Insurance Co raised its position 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 worth $2,272,397,000 after acquiring an additional 98,090,585 shares during the last quarter. J. Stern & Co. LLP lifted its stake in shares of Amazon.com by 20,598.0% in the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock worth $20,308,193,000 after acquiring an additional 87,557,736 shares during the period. Bank of New York Mellon Corp acquired a new position in shares of Amazon.com in the second quarter worth approximately $16,341,405,000. Finally, Nuveen LLC bought a new stake in Amazon.com in the first quarter valued at approximately $11,674,091,000. Institutional investors own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: AWS remains the primary bullish catalyst. Analysts and market commentators described AWS as the “heartbeat” of the AI trade, citing its fastest growth in 18 quarters and Amazon’s ability to combine cloud AI services with its large e-commerce ecosystem. AWS Cloud Heartbeat of AI Trade
• Positive Sentiment: A major Qualcomm partnership strengthens Amazon’s AI infrastructure position. Amazon could purchase as much as $60 billion of Qualcomm AI data-center chips and related products under a long-term agreement. The deal supports AWS capacity expansion and signals confidence in sustained AI demand, although it also implies substantial future capital spending. Qualcomm AI Ambitions Get a Boost From Amazon Partnership
• Positive Sentiment: Amazon’s AI products are gaining enterprise validation. Rivian used Amazon Bedrock to automate finance work and eliminate more than 15 days of manual effort per close cycle, offering a concrete example of potential Bedrock demand. Amazon also expanded its Quick AI assistant to mobile devices. Rivian’s AI Agents Cut 15 Days From Every Close
• Positive Sentiment: Prime Air is moving closer to broader UK drone deliveries. Amazon completed more than 500 flights during a UK trial and is seeking approval to expand service in Darlington. Successful deployment could improve delivery economics and support longer-term logistics automation. Amazon delivery drones set for UK expansion
• Neutral Sentiment: Amazon Pay India is considering travel insurance and other financial products, expanding its potential addressable market but providing limited near-term earnings impact. Amazon Pay plans to expand insurance offerings
• Negative Sentiment: Risks remain around costs, leverage, and operations. Amazon’s AI buildout requires heavy capital spending and new debt, while potential changes to Ohio data-center tax incentives could reduce project economics. Separately, a fatal accident involving an aircraft operating for Prime Air has increased regulatory and reputational risk. Amazon’s Aviation Network Faces a Sobering Test

Amazon.com Stock Performance

NASDAQ:AMZN opened at $256.78 on Friday. The company has a market capitalization of $2.77 trillion, a price-to-earnings ratio of 20.66, a PEG ratio of 1.94 and a beta of 1.44. The business has a 50 day moving average of $255.56 and a 200 day moving average of $244.13. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

Amazon.com (NASDAQ:AMZN) last posted its quarterly 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. The firm 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 business’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. On average, sell-side analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CFO Brian Olsavsky sold 6,172 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the transaction, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This represents a 18.35% 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 71,589 shares of company stock worth $18,568,785 over the last 90 days. Insiders own 8.90% of the company’s stock.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent analyst reports. Telsey Advisory Group set a $335.00 target price on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Pivotal Research reissued a “buy” rating and issued a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Royal Bank Of Canada upped their target price on Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $320.00 target price (up from $315.00) 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 MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $323.26.

Amazon.com Profile

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.