Janus Henderson Group PLC Sells 1,673,963 Shares of Amazon.com, Inc. $AMZN

Janus Henderson Group PLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.9% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 32,297,269 shares of the e-commerce giant’s stock after selling 1,673,963 shares during the period. Amazon.com makes up about 3.2% of Janus Henderson Group PLC’s holdings, making the stock its 5th largest holding. Janus Henderson Group PLC owned approximately 0.30% of Amazon.com worth $6,686,373,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. MilWealth Group LLC raised its holdings in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new position in Amazon.com during the fourth quarter worth about $45,000. Elkhorn Partners Limited Partnership increased its position in shares of Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares during the last quarter. Fairway Wealth LLC raised its stake 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 valued at $51,000 after acquiring an additional 108 shares during the period. Finally, Prudent Man Investment Management Inc. lifted its holdings 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 worth $53,000 after acquiring an additional 107 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Transactions at Amazon.com

In related news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The shares were 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 $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at $3,729,480.60. This trade represents a 52.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,867 shares of company stock valued at $20,532,092 over the last quarter. Insiders own 8.90% of the company’s stock.

Amazon.com Price Performance

AMZN stock opened at $272.27 on Wednesday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The firm has a market capitalization of $2.94 trillion, a P/E ratio of 21.90, a P/E/G ratio of 1.85 and a beta of 1.45. The business’s 50-day moving average is $247.00 and its two-hundred day moving average is $238.07. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter last year, the business posted $1.68 EPS. The business’s quarterly revenue was up 19.6% compared to the same quarter last year. Analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. Stifel Nicolaus set a $319.00 target price on shares of Amazon.com and gave the company a “buy” rating in a report on Thursday, April 30th. Citigroup reiterated a “buy” rating and issued a $350.00 price objective (up from $325.00) on shares of Amazon.com in a report on Friday, July 31st. Bank of America raised 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. HSBC reiterated a “buy” rating and set a $310.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Finally, Evercore reissued an “outperform” rating on shares of Amazon.com in a research note on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $322.56.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Strong Q2 results continue to support the long-term case. Amazon’s latest quarter featured $200.6 billion in revenue, up nearly 20% year over year, and a substantial earnings beat. Investors remain focused on accelerating AWS growth and AI-related demand. Amazon: A Post-Earnings Drift Candidate
• Positive Sentiment: Analyst estimates and institutional interest remain favorable. Erste Group raised its FY2027 EPS forecast to $10.36 from $10.11, while the reported analyst consensus remains a “Moderate Buy.” The median price target of $320 is above recent trading levels. Amazon Receives Moderate Buy Recommendation
• Positive Sentiment: Amazon is expanding its consumer and emerging-business footprint. The company added more than 750 Locker locations across over 500 U.S. college campuses, improving delivery convenience and potentially strengthening student engagement. Separately, Zoox launched paid robotaxi rides in Las Vegas after receiving regulatory approval, creating a new—but early-stage—growth opportunity. Amazon Expands Locker Package Pickup
• Neutral Sentiment: Jeff Bezos’ stock sale adds headline pressure but appears planned. Bezos reportedly sold roughly $350 million of Amazon shares through a prearranged 10b5-1 plan. The transaction may concern investors after the rally, but it does not necessarily signal a change in the company’s outlook. Jeff Bezos’ Amazon Sale
• Negative Sentiment: New York delivery-worker legislation could raise costs. A bill backed by Mayor Zohran Mamdani would require large delivery operators to employ couriers directly rather than rely on subcontractors. Amazon says the measure could threaten local jobs and prompt warehouse changes; the company is reportedly spending about $5 million to oppose it. Mamdani Takes on Amazon in New Battle Over New York’s Delivery Workers
• Negative Sentiment: Market-wide risk is weighing on mega-cap technology stocks. Wall Street retreated as optimism over an Iran peace deal faded, oil prices remained elevated and investors awaited inflation data. Amazon and Alphabet accounted for much of the major-index decline, while competition for AI infrastructure funding also raised questions about future AWS capital requirements. U.S. Stocks End Lower as Iran Peace Deal Optimism Fades

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.