Amazon.com, Inc. $AMZN Shares Sold by Styrax Capital LP

Styrax Capital LP reduced its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% during the first quarter, Holdings Channel.com reports. The fund owned 1,000,000 shares of the e-commerce giant’s stock after selling 16,611 shares during the period. Amazon.com makes up about 14.5% of Styrax Capital LP’s portfolio, making the stock its biggest position. Styrax Capital LP’s holdings in Amazon.com were worth $208,270,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. MilWealth Group LLC raised its stake in Amazon.com by 79.0% during the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. bought a new stake in Amazon.com during the fourth quarter valued at $45,000. Elkhorn Partners Limited Partnership grew its holdings in Amazon.com by 900.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 180 shares during the period. Fairway Wealth LLC raised its position in shares of Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after acquiring an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. lifted its stake in shares of Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock valued at $53,000 after purchasing an additional 107 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $274.48 on Friday. The business’s fifty day moving average is $246.35 and its 200 day moving average is $237.46. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-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 stock has a market cap of $2.96 trillion, a P/E ratio of 22.08, a P/E/G ratio of 1.83 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 net margin of 17.44% and a return on equity of 18.00%. The business had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter in the previous year, the business posted $1.68 EPS. Amazon.com’s quarterly revenue was up 19.6% on a year-over-year basis. Sell-side analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently commented on AMZN. New Street Research raised their target price on Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $375.00 price objective (up from $335.00) on shares of Amazon.com in a research report on Friday, July 31st. Wells Fargo & Company reiterated an “overweight” rating and issued a $328.00 price objective (up from $322.00) on shares of Amazon.com in a research note on Friday, July 31st. China Renaissance boosted their target price on shares of Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Piper Sandler restated an “overweight” rating and issued a $320.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $322.56.

Key Amazon.com News

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

• Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio
• Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs
• Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion
• Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,270 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their position. The sale was disclosed in a legal filing 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 Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $278.39, for a total value of $278,390.00. Following the transaction, the chief executive officer owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This trade represents a 0.21% decrease in their position. 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 a total of 77,867 shares of company stock worth $20,532,092 over the last ninety days. 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.