Henshaw Capital LLC Boosts Stake in Amazon.com, Inc. $AMZN

Henshaw Capital LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 337,674 shares of the e-commerce giant’s stock after purchasing an additional 14,500 shares during the quarter. Amazon.com accounts for about 2.6% of Henshaw Capital LLC’s portfolio, making the stock its 10th largest position. Henshaw Capital LLC’s holdings in Amazon.com were worth $70,327,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC grew 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 purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in 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 valued at $5,495,000 after buying an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its position 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 buying an additional 54,987 shares during the period. Highview Capital Management LLC DE boosted its position 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 buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new stake in Amazon.com during the 4th quarter worth approximately $2,153,000. 72.20% of the stock is currently owned by institutional investors.

Insider Transactions at Amazon.com

In other Amazon.com news, SVP David Zapolsky sold 9,270 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $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 SEC, which is accessible through this hyperlink. 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 that occurred 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 sale, the chief executive officer 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 62,650 shares of company stock valued at $16,535,457. Company insiders own 8.90% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on AMZN shares. UBS Group set a $318.00 price objective on Amazon.com and gave the company a “buy” rating in a report on Friday, July 31st. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $320.00 target price (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Barclays reiterated an “overweight” rating and issued a $365.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. China Renaissance increased their price target on Amazon.com from $300.00 to $326.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Pivotal Research restated a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. One equities research 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $322.56.

More Amazon.com News

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

• Positive Sentiment: Amazon is positioning Alexa as an AI-powered shopping assistant that can identify missing groceries from a refrigerator photo, create a shopping list and potentially direct purchases before customers visit competitors such as Walmart. The initiative could strengthen Amazon’s grocery and retail ecosystem. Amazon Wants Alexa to Own the Shopping List Before Walmart Ever Sees It
• Positive Sentiment: AWS remains a major bullish catalyst. Recent reports highlighted 36.7% year-over-year AWS growth, a roughly $496 billion backlog and substantial demand for AI infrastructure. Amazon has also made OpenAI cybersecurity models available through Amazon Bedrock, supporting cloud-service adoption. Amazon Stock Eyes AWS Growth as Amazon’s $220 Billion Spending Plan Expands
• Positive Sentiment: Analyst coverage remains favorable, with one report citing a potential 32% upside and no sell ratings among 62 analysts. Investment activity also included Appaloosa nearly doubling its Amazon position earlier this year, signaling continued institutional confidence. Amazon’s Price Target Says Plus 32 Percent and Not a Single Analyst Says Sell
• Neutral Sentiment: Amazon is reportedly a leading bidder for Decart AI, which could add valuable AI talent and technology for AWS, retail operations and advertising. However, the financial terms and outcome remain uncertain. What Could Amazon Gain From Leading the Decart AI Bidding?
• Negative Sentiment: Twitch’s decision to enroll creators by default in sharing livestream content for Amazon AI training has triggered strong user backlash. The controversy could create reputational, regulatory and creator-retention risks. Amazon Will Train on Twitch Streamers’ Content by Default Unless They Opt Out
• Negative Sentiment: Amazon’s 2026 capital-expenditure forecast has risen to approximately $220 billion as it expands AI and cloud capacity. Investors are concerned that borrowing and heavy spending may reduce near-term free cash flow, particularly while Amazon does not pay a dividend. Amazon Raises 2026 AI Spending to 220 Billion Dollars
• Negative Sentiment: New York City labor activists and Teamsters are urging passage of legislation that could require delivery workers to be directly employed, potentially increasing Amazon’s labor costs and disrupting its last-mile delivery model. Amazon Teamsters and Allies Picket City Hall for the Delivery Protection Act

Amazon.com Price Performance

AMZN stock opened at $265.13 on Friday. The stock has a market capitalization of $2.86 trillion, a PE ratio of 21.33, a price-to-earnings-growth ratio of 1.78 and a beta of 1.45. The company’s 50-day moving average is $247.57 and its 200-day moving average is $238.49. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

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 return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the business posted $1.68 EPS. The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year. Equities research analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

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.