Hilltop Holdings Inc. Has $18.47 Million Holdings in Amazon.com, Inc. $AMZN

Hilltop Holdings Inc. raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 342.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 88,697 shares of the e-commerce giant’s stock after buying an additional 68,662 shares during the period. Amazon.com makes up 1.7% of Hilltop Holdings Inc.’s investment portfolio, making the stock its 5th biggest position. Hilltop Holdings Inc.’s holdings in Amazon.com were worth $18,473,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC grew its position in Amazon.com by 10.9% during the 4th 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 last quarter. Revolve Wealth Partners LLC raised its position in Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock valued at $5,495,000 after purchasing an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG raised its position in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE boosted its stake in shares of Amazon.com by 5.5% during 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 in the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com during the fourth quarter valued at about $2,153,000. Institutional investors own 72.20% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. HSBC reaffirmed a “buy” rating and issued a $310.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Roth Capital reissued a “buy” rating and set a $325.00 target price on shares of Amazon.com in a report on Monday, August 3rd. Raymond James Financial restated an “outperform” rating and issued a $390.00 price target (up from $280.00) on shares of Amazon.com in a research report on Friday, July 31st. Wells Fargo & Company reiterated an “overweight” rating and set a $328.00 price target (up from $322.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. 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 company. According to MarketBeat.com, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $322.56.

Insider Activity

In other news, VP Shelley Reynolds sold 2,363 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at $31,427,876.40. The trade was a 1.93% decrease in their position. The sale 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, SVP David Zapolsky sold 9,270 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $11,060,750.70. The trade was a 18.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 77,867 shares of company stock worth $20,532,092. 8.90% of the stock is owned by insiders.

Amazon.com Trading Up 0.8%

NASDAQ:AMZN opened at $274.48 on Friday. The firm’s fifty day moving average is $246.35 and its 200-day moving average is $237.46. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20. The firm has a market cap of $2.96 trillion, a P/E ratio of 22.08, a P/E/G ratio of 1.81 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share 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%. Amazon.com’s quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.68 earnings per share. Equities analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Key Stories Impacting Amazon.com

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.