Liontrust Investment Partners LLP Acquires 48,334 Shares of Amazon.com, Inc. $AMZN

Liontrust Investment Partners LLP grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 40.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 168,670 shares of the e-commerce giant’s stock after purchasing an additional 48,334 shares during the period. Liontrust Investment Partners LLP’s holdings in Amazon.com were worth $35,129,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. MilWealth Group LLC boosted its stake in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. bought a new stake in Amazon.com during the 4th quarter valued at about $45,000. Elkhorn Partners Limited Partnership raised its holdings in Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after buying an additional 180 shares during the last quarter. Fairway Wealth LLC raised its holdings in Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after buying an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. lifted its stake in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 107 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Down 1.8%

Shares of Amazon.com stock opened at $267.28 on Thursday. The company has a market cap of $2.88 trillion, a price-to-earnings ratio of 21.50, a price-to-earnings-growth ratio of 1.81 and a beta of 1.45. The company’s 50 day moving average is $247.35 and its 200 day moving average is $238.30. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. 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 (NASDAQ:AMZN) last posted its 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 firm’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.68 EPS. Research analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Needham & Company LLC reiterated a “buy” rating and set a $300.00 price target on shares of Amazon.com in a report on Friday, July 31st. HSBC restated a “buy” rating and issued a $310.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Wedbush increased their target price on Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Phillip Securities lowered Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $325.00 price target (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $322.56.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AWS remains the primary bullish catalyst. Amazon reportedly raised its 2026 capital-expenditure forecast to approximately $220 billion from $200 billion as cloud demand accelerates; AWS revenue grew 36.7% year over year to $42.2 billion, while its backlog reached $496 billion. Much of Amazon’s 2027 cloud capacity is already committed, improving visibility into future growth. Amazon Stock Eyes AWS Growth as Spending Plan Expands
• Positive Sentiment: Two OpenAI cybersecurity models, Daybreak Red and Daybreak Blue, launched on Amazon Bedrock, with AWS security teams already using them to identify vulnerabilities. The announcement reinforces the investment case for Bedrock and AWS as enterprise AI adoption expands. Amazon Is Powering OpenAI’s Cyber Models
• Neutral Sentiment: Amazon expanded its delivery Locker network to more than 750 locations across over 500 U.S. college campuses. The initiative could support convenience and customer engagement, although its near-term financial effect is likely limited. Amazon Expands Locker Pickup to U.S. Colleges
• Negative Sentiment: Investors are increasingly focused on whether the $220 billion AI spending program will generate adequate returns. The sharp increase from $132 billion in 2025 raises depreciation, financing, and execution risks, particularly if AI demand or monetization slows. Amazon Raises 2026 AI Spending
• Negative Sentiment: Twitch confirmed that Amazon will use livestream content to train AI models by default unless creators opt out. The policy has triggered backlash from streamers and could create reputational, creator-retention, and regulatory risks. Amazon Will Train on Twitch Content by Default
• Negative Sentiment: New York City lawmakers are backing legislation that would require large delivery operators to directly employ couriers rather than rely on subcontractors. Amazon warns the proposal could put more than 5,000 jobs at risk and increase delivery costs. Mamdani Takes on Amazon Over Delivery Workers
• Negative Sentiment: Broader market pressure also weighed on AMZN as investors rotated away from high-valued technology shares and awaited inflation data. Recent insider and founder selling, including Jeff Bezos’ large planned sale, may add sentiment pressure, although the transactions were reportedly made under prearranged trading plans.

Insider Transactions at Amazon.com

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 value of $5,268,400.00. Following the transaction, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the sale, the chief executive officer owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This trade represents a 52.21% 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 quarter, insiders sold 77,867 shares of company stock worth $20,532,092. 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.