Amazon.com, Inc. $AMZN Stake Lifted by PBCay One RSC Ltd

PBCay One RSC Ltd increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 28.0% during the 1st quarter, Holdings Channel.com reports. The fund owned 471,690 shares of the e-commerce giant’s stock after buying an additional 103,290 shares during the period. Amazon.com accounts for approximately 7.3% of PBCay One RSC Ltd’s portfolio, making the stock its 3rd largest position. PBCay One RSC Ltd’s holdings in Amazon.com were worth $98,239,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC grew its stake in shares of Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock valued at $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after buying an additional 986 shares during the period. Bank Pictet & Cie Europe AG boosted its holdings in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after acquiring an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE boosted its holdings in Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after acquiring an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in Amazon.com during the fourth quarter valued at about $2,153,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $272.26 on Friday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business has a 50-day moving average of $246.27 and a 200-day moving average of $237.20. 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 company has a market capitalization of $2.94 trillion, a price-to-earnings 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 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company’s revenue was up 19.6% on a year-over-year basis. During the same period last year, the business posted $1.68 EPS. On average, equities analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

More Amazon.com News

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.

Analyst Ratings Changes

A number of research firms have recently commented on AMZN. China Renaissance raised their price objective on Amazon.com from $300.00 to $326.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Citizens Jmp reiterated a “market outperform” rating and set a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday. BNP Paribas Exane increased their target price on shares of Amazon.com from $320.00 to $345.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Finally, Robert W. Baird set a $310.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Amazon.com has an average rating of “Moderate Buy” and a consensus price target of $322.56.

Insider Buying and Selling

In other Amazon.com news, SVP David Zapolsky sold 9,270 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $278.39, for a total transaction of $278,390.00. Following the transaction, the chief executive officer directly owned 483,527 shares in the company, valued at approximately $134,609,081.53. The trade was a 0.21% 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 77,867 shares of company stock valued at $20,532,092 over the last three months. Company insiders own 8.90% of the company’s stock.

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.