Amazon.com, Inc. $AMZN Position Lessened by Vision Retirement LLC

Vision Retirement LLC decreased its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 7.6% in the second quarter, HoldingsChannel.com reports. The fund owned 93,883 shares of the e-commerce giant’s stock after selling 7,757 shares during the period. Amazon.com comprises about 5.4% of Vision Retirement LLC’s portfolio, making the stock its 4th largest holding. Vision Retirement LLC’s holdings in Amazon.com were worth $22,376,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Amazon.com during the 4th quarter valued at about $32,868,735,000. Auto Owners Insurance Co raised its stake in Amazon.com by 27,376.7% in 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 buying an additional 98,090,585 shares in the last quarter. J. Stern & Co. LLP raised its stake in 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 buying an additional 87,557,736 shares in the last quarter. Nuveen LLC purchased a new stake in Amazon.com in the first quarter worth about $11,674,091,000. Finally, Cardano Risk Management B.V. boosted its position in Amazon.com by 879.4% during the 4th quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock valued at $6,431,199,000 after acquiring an additional 25,017,588 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Insider Buying and Selling

In related news, SVP David Zapolsky sold 9,258 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. This represents a 18.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. This represents a 1.32% 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. Insiders have sold a total of 71,589 shares of company stock worth $18,580,205 over the last quarter. 8.90% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research firms have weighed in on AMZN. Weiss Ratings reiterated a “buy (b)” rating on shares of Amazon.com in a report on Monday, August 3rd. Royal Bank Of Canada lifted their price target on Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Rosenblatt Securities initiated coverage on Amazon.com in a research note on Thursday, August 20th. They issued a “buy” rating and a $335.00 price target on the stock. 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 report on Friday, July 31st. Finally, Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $323.09.

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 Up 4.0%

Shares of NASDAQ:AMZN opened at $266.43 on Friday. The stock has a fifty day simple moving average of $251.62 and a two-hundred day simple moving average of $240.45. The stock has a market capitalization of $2.87 trillion, a price-to-earnings ratio of 21.43, a PEG ratio of 1.71 and a beta of 1.45. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

Amazon.com (NASDAQ:AMZN) last released its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping 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 firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the prior year, the firm posted $1.68 earnings per share. The company’s quarterly revenue was up 19.6% on a year-over-year basis. On average, research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

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.