Hilltop Holdings Inc. Raises Stake in Amazon.com, Inc. $AMZN

Hilltop Holdings Inc. lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 342.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 88,697 shares of the e-commerce giant’s stock after buying an additional 68,662 shares during the quarter. Amazon.com comprises about 1.7% of Hilltop Holdings Inc.’s portfolio, making the stock its 5th largest holding. Hilltop Holdings Inc.’s holdings in Amazon.com were worth $18,473,000 as of its most recent filing with the SEC.

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

Insiders Place Their Bets

In other Amazon.com news, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the transaction, the vice president directly 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 document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,370 shares of the company’s stock in a transaction on 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 sale, the chief executive officer owned 486,527 shares of the company’s stock, valued at $127,659,819.53. The trade was a 1.29% 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. Insiders sold a total of 77,867 shares of company stock valued at $20,532,092 over the last three months. 8.90% of the stock is owned by corporate insiders.

Amazon.com Trading Up 0.8%

Shares of Amazon.com stock opened at $274.48 on Friday. The company has a market capitalization of $2.96 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 1.81 and a beta of 1.45. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The firm’s 50-day moving average price is $246.35 and its two-hundred day moving average price is $237.46.

Amazon.com (NASDAQ:AMZN) last issued 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. 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 analysts’ expectations of $197.03 billion. During the same period in the previous year, the company earned $1.68 EPS. The business’s revenue for the quarter was up 19.6% compared to the same quarter last year. On average, analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Amazon.com News Roundup

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

Wall Street Analyst Weigh In

Several equities analysts recently commented on AMZN shares. Wells Fargo & Company restated an “overweight” rating and issued a $328.00 price target (up from $322.00) on shares of Amazon.com in a research note on Friday, July 31st. Sanford C. Bernstein reiterated an “outperform” rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Cantor Fitzgerald reissued an “overweight” rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Roth Capital restated a “buy” rating and set a $325.00 target price on shares of Amazon.com in a research report on Monday, August 3rd. Finally, HSBC reaffirmed a “buy” rating and set a $310.00 target price on shares of Amazon.com in a 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 issued a Hold rating to the company. According to MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and an average price target of $322.56.

Amazon.com Company 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.