Opal Capital LLC Purchases 12,889 Shares of Amazon.com, Inc. $AMZN

Opal Capital LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 92.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 26,834 shares of the e-commerce giant’s stock after purchasing an additional 12,889 shares during the quarter. Opal Capital LLC’s holdings in Amazon.com were worth $5,589,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of AMZN. Red Crane Wealth Management LLC increased its holdings in shares of Amazon.com by 2.3% in the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after buying an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC lifted its holdings in shares of Amazon.com by 0.7% in the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after acquiring an additional 40 shares during the last quarter. Sfam LLC grew its position in Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after acquiring an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. grew its position in Amazon.com by 3.4% in the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock worth $251,000 after acquiring an additional 40 shares in the last quarter. Finally, Financial Connections Group Inc. increased its stake in Amazon.com by 2.6% during the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock worth $376,000 after acquiring an additional 42 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.

Insider Buying and Selling at Amazon.com

In other news, VP Shelley Reynolds sold 2,363 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.38, for a total transaction of $620,003.94. Following the transaction, the vice president owned 119,780 shares in the company, valued at approximately $31,427,876.40. This trade represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a 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 Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the sale, the chief executive officer 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $274.48 on Monday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The firm has a market capitalization of $2.96 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 1.83 and a beta of 1.45. The stock has a 50 day moving average price of $246.35 and a 200 day moving average price of $237.45. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data 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 company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period last year, the business posted $1.68 EPS. Sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on AMZN shares. Wedbush upped their price objective on Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. boosted their target price on Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Morgan Stanley restated an “overweight” rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. China Renaissance raised their price target on Amazon.com from $300.00 to $326.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Finally, Roth Capital reiterated a “buy” rating and set a $325.00 price objective on shares of Amazon.com in a research report on Monday, August 3rd. One investment 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 company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.56.

Key Headlines Impacting Amazon.com

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

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.