Insight Holdings Group LLC Purchases 34,705 Shares of Amazon.com, Inc. $AMZN

Insight Holdings Group LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 9.8% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 388,375 shares of the e-commerce giant’s stock after buying an additional 34,705 shares during the period. Amazon.com makes up 5.7% of Insight Holdings Group LLC’s holdings, making the stock its 6th largest position. Insight Holdings Group LLC’s holdings in Amazon.com were worth $80,887,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Gryphon Financial Partners LLC increased its stake in Amazon.com by 7.5% in the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after purchasing an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. lifted its stake in Amazon.com by 1.7% during the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock valued at $63,285,000 after buying an additional 5,104 shares in the last quarter. Narwhal Capital Management lifted its stake in Amazon.com by 2.3% during the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after buying an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Amazon.com by 21.0% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after buying an additional 4,275,942 shares during the period. Finally, Weaver Capital Management LLC increased its position in shares of Amazon.com by 13.6% in the fourth quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after acquiring an additional 4,713 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

AMZN has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. KeyCorp boosted their target price on shares of Amazon.com from $335.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Citigroup restated a “buy” rating and issued a $350.00 target price (up from $325.00) on shares of Amazon.com in a report on Friday, July 31st. Morgan Stanley reaffirmed an “overweight” rating and issued a $335.00 target price (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Stifel Nicolaus set a $319.00 price target on Amazon.com and gave the company a “buy” rating in a report on Thursday, April 30th. One research 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 stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $322.56.

Key Stories 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 Stock Up 0.8%

AMZN stock opened at $274.48 on Friday. 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 company has a market cap 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 company has a 50 day moving average of $246.35 and a two-hundred day moving average of $237.46.

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, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the previous year, the company posted $1.68 EPS. Amazon.com’s revenue was up 19.6% on a year-over-year basis. On average, equities analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Insider Activity

In other Amazon.com news, SVP David Zapolsky sold 9,270 shares of the company’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $11,060,750.70. This represents a 18.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $278.39, for a total value of $278,390.00. Following the sale, the chief executive officer directly owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This trade represents a 0.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 77,867 shares of company stock valued at $20,532,092. 8.90% of the stock is currently owned by company insiders.

Amazon.com 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.