Amazon.com, Inc. $AMZN is Turim 21 Investimentos Ltda.’s 5th Largest Position

Turim 21 Investimentos Ltda. raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 604.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 118,177 shares of the e-commerce giant’s stock after acquiring an additional 101,406 shares during the quarter. Amazon.com makes up 7.4% of Turim 21 Investimentos Ltda.’s portfolio, making the stock its 5th biggest holding. Turim 21 Investimentos Ltda.’s holdings in Amazon.com were worth $24,613,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank purchased a new position in shares of Amazon.com in the fourth quarter worth approximately $32,868,735,000. Auto Owners Insurance Co increased its holdings in Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after buying an additional 98,090,585 shares during the last quarter. J. Stern & Co. LLP increased its holdings in Amazon.com by 20,598.0% during the fourth quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock valued at $20,308,193,000 after buying an additional 87,557,736 shares during the last quarter. Nuveen LLC purchased a new stake in Amazon.com during the first quarter valued at approximately $11,674,091,000. Finally, Cardano Risk Management B.V. raised its position in Amazon.com by 879.4% in the fourth quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock worth $6,431,199,000 after acquiring an additional 25,017,588 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. HSBC reaffirmed a “buy” rating and issued a $310.00 target price on shares of Amazon.com in a report on Friday, July 31st. Canaccord Genuity Group lifted their target price on Amazon.com from $300.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Zacks Research raised Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Finally, Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

Amazon.com Stock Up 0.8%

AMZN opened at $274.48 on Friday. 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, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The firm’s fifty day moving average is $246.35 and its 200 day moving average is $237.46. The stock has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 1.83 and a beta of 1.45.

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

Insiders Place Their Bets

In other news, CEO Douglas J. Herrington sold 6,370 shares of the company’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.39, for a total value of $1,671,424.30. Following the completion of the transaction, the chief executive officer owned 486,527 shares of the company’s stock, valued at $127,659,819.53. This represents a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the 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 sale, the senior vice president 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 77,867 shares of company stock valued at $20,532,092. Insiders own 8.90% of the company’s stock.

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

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.