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

M.D. Sass LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 57.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 263,973 shares of the e-commerce giant’s stock after purchasing an additional 96,499 shares during the period. Amazon.com makes up approximately 4.2% of M.D. Sass LLC’s holdings, making the stock its 12th biggest holding. M.D. Sass LLC’s holdings in Amazon.com were worth $54,978,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in AMZN. MilWealth Group LLC boosted its stake in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com during the 4th quarter worth $45,000. Elkhorn Partners Limited Partnership increased its stake in Amazon.com by 900.0% during the 4th 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 period. Fairway Wealth LLC lifted its holdings in Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after buying an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. lifted its holdings in Amazon.com by 87.7% in the 4th 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 hedge funds and other institutional investors.

Insider Buying and Selling at Amazon.com

In related news, VP Shelley Reynolds sold 2,363 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was 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. This represents a 1.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the sale, the chief executive officer owned 2,205,766 shares in the company, valued at $581,042,879.72. The trade was a 0.90% 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. Over the last ninety days, insiders have sold 77,867 shares of company stock worth $20,532,092. 8.90% of the stock is owned by company insiders.

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $274.48 on Friday. The company has a market cap of $2.96 trillion, a PE ratio of 22.08, a P/E/G ratio of 1.81 and a beta of 1.45. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20. The firm has a 50-day simple moving average of $246.35 and a 200 day simple moving average of $237.46. 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 issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter last year, the company posted $1.68 earnings per share. Amazon.com’s revenue was up 19.6% on a year-over-year basis. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 8.05 EPS for the current year.

Wall Street Analyst Weigh In

AMZN has been the subject of several recent analyst reports. Wells Fargo & Company restated an “overweight” rating and set a $328.00 target price (up from $322.00) on shares of Amazon.com in a research note on Friday, July 31st. Wolfe Research reissued an “outperform” rating and issued a $315.00 price target on shares of Amazon.com in a report on Friday, July 31st. JPMorgan Chase & Co. raised their price objective on Amazon.com from $330.00 to $365.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. China Renaissance lifted 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. Finally, Maxim Group upped their target price on Amazon.com from $290.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Amazon.com currently 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: 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

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.