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

Liontrust Investment Partners LLP lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 40.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor 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 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of AMZN. Brighton Jones LLC lifted its position in shares of 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 valued at $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased 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 worth $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake 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 acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE raised its stake 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 acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC purchased a new position in Amazon.com during the fourth quarter valued at approximately $2,153,000. 72.20% of the stock is owned by institutional investors.

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $267.28 on Thursday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. The firm has a fifty day moving average price of $247.35 and a 200 day moving average price of $238.30. 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 market cap of $2.88 trillion, a price-to-earnings ratio of 21.50, a P/E/G ratio of 1.81 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion for 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 revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.68 EPS. As a group, sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on AMZN. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 price objective (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. TD Cowen restated a “buy” rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. HSBC reaffirmed a “buy” rating and issued a $310.00 target price on shares of Amazon.com in a report on Friday, July 31st. Raymond James Financial reiterated an “outperform” rating and issued a $390.00 price target (up from $280.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Citizens Jmp reissued a “market outperform” rating and set a $315.00 price target on shares of Amazon.com in a 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 assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $322.56.

Insider Activity

In related news, CEO Douglas J. Herrington sold 6,370 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $262.39, for a total transaction of $1,671,424.30. Following the completion of the transaction, the chief executive officer directly owned 486,527 shares of the company’s stock, valued at approximately $127,659,819.53. This represents a 1.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 firm’s stock in a transaction that occurred on 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 transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $11,060,750.70. This represents a 18.37% 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 have sold 77,867 shares of company stock valued at $20,532,092. 8.90% of the stock is owned by corporate insiders.

Key Amazon.com News

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.

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.