M.D. Sass LLC Boosts Stake in Amazon.com, Inc. $AMZN

M.D. Sass LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 57.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 263,973 shares of the e-commerce giant’s stock after acquiring an additional 96,499 shares during the period. Amazon.com makes up approximately 4.2% of M.D. Sass LLC’s portfolio, making the stock its 12th biggest holding. M.D. Sass LLC’s holdings in Amazon.com were worth $54,978,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Brighton Jones LLC increased its stake in Amazon.com by 10.9% in 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 purchasing an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in 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 in the last quarter. Bank Pictet & Cie Europe AG boosted its position in Amazon.com by 2.8% during the fourth 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 in the last quarter. Highview Capital Management LLC DE grew 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 purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in Amazon.com in the fourth quarter valued at $2,153,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Price Performance

NASDAQ:AMZN 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 firm has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 1.81 and a beta of 1.45. The company’s 50-day moving average is $246.35 and its two-hundred day moving average is $237.46. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23.

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

Analysts Set New Price Targets

Several research firms have recently issued reports on AMZN. New Street Research lifted their price target on Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Citigroup reissued a “buy” rating and issued a $350.00 price objective (up from $325.00) on shares of Amazon.com in a research note on Friday, July 31st. BNP Paribas Exane raised their target price on shares of Amazon.com from $320.00 to $345.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Arete Research lifted their target price on shares of Amazon.com from $301.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Finally, HSBC reiterated a “buy” rating and issued a $310.00 price target 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 assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $322.56.

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

Insider Activity

In other news, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of Amazon.com stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $278.39, for a total value of $278,390.00. Following the completion of the sale, the chief executive officer directly owned 483,527 shares of the company’s stock, valued at approximately $134,609,081.53. This represents a 0.21% 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 in the last 90 days. 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.