Amazon.com, Inc. $AMZN Holdings Lifted by Infusive Asset Management Inc.

Infusive Asset Management Inc. grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 11.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 66,267 shares of the e-commerce giant’s stock after purchasing an additional 6,766 shares during the quarter. Amazon.com accounts for 6.7% of Infusive Asset Management Inc.’s holdings, making the stock its 2nd largest holding. Infusive Asset Management Inc.’s holdings in Amazon.com were worth $13,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of AMZN. MilWealth Group LLC grew its position in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new position in Amazon.com in the fourth quarter valued at $45,000. Elkhorn Partners Limited Partnership lifted its position in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after buying an additional 180 shares during the period. Fairway Wealth LLC boosted its stake in 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 buying an additional 108 shares during the last quarter. Finally, Bridge Generations Wealth Management LLC boosted its stake in Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 233 shares during the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Trading Down 0.1%

NASDAQ AMZN opened at $272.26 on Friday. The company’s fifty day simple moving average is $246.27 and its 200-day simple moving average is $237.20. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week 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. The stock has a market cap of $2.94 trillion, a P/E ratio of 21.90, a PEG ratio of 1.81 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion during 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 quarterly revenue was up 19.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.68 earnings per share. Equities research analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer directly owned 2,205,766 shares of the company’s stock, valued at approximately $581,042,879.72. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of 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 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 three months. Insiders own 8.90% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
• Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
• Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
• Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
• Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. TD Cowen reaffirmed a “buy” rating and set a $350.00 price objective (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Canaccord Genuity Group upped their price objective on Amazon.com from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Bank of America lifted their target price on Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a report on Friday, July 31st. UBS Group set a $318.00 target price on Amazon.com and gave the stock a “buy” rating in a report on Friday, July 31st. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research note 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

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.