SPX Gestao de Recursos Ltda Buys 30,180 Shares of Amazon.com, Inc. $AMZN

SPX Gestao de Recursos Ltda increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 93.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,640 shares of the e-commerce giant’s stock after buying an additional 30,180 shares during the period. Amazon.com accounts for approximately 1.1% of SPX Gestao de Recursos Ltda’s investment portfolio, making the stock its 23rd biggest holding. SPX Gestao de Recursos Ltda’s holdings in Amazon.com were worth $13,046,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Amazon.com during the fourth quarter worth approximately $32,868,735,000. Auto Owners Insurance Co grew its position in Amazon.com by 27,376.7% in the 4th quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. J. Stern & Co. LLP increased its stake in Amazon.com by 20,598.0% during the 4th quarter. J. Stern & Co. LLP now owns 87,982,814 shares of the e-commerce giant’s stock valued at $20,308,193,000 after purchasing an additional 87,557,736 shares in the last quarter. Nuveen LLC bought a new stake in Amazon.com during the 1st quarter valued at $11,674,091,000. Finally, Cardano Risk Management B.V. raised its holdings in Amazon.com by 879.4% during the fourth quarter. Cardano Risk Management B.V. now owns 27,862,400 shares of the e-commerce giant’s stock worth $6,431,199,000 after buying an additional 25,017,588 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares in the company, valued at $3,729,480.60. This represents a 52.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 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 sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their ownership of the stock. 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. Insiders sold a total of 135,719 shares of company stock valued at $36,438,002 in the last ninety days. Insiders own 8.90% of the company’s stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Amazon reported record quarterly sales of $200.6 billion, up nearly 20% year over year, while earnings per share of $5.75 significantly exceeded the $1.82 consensus estimate. Operating income rose 43% to $27.5 billion. Amazon second-quarter results
• Positive Sentiment: AWS revenue accelerated 37% to $42.2 billion—its fastest growth in 18 quarters—beating expectations as enterprise AI demand strengthened. The result helped ease concerns that Amazon’s massive AI infrastructure investments would not produce adequate returns. Amazon AWS growth
• Positive Sentiment: Advertising revenue climbed 26% to approximately $19.8 billion, while stronger e-commerce activity and robotics-supported fulfillment added to the broad-based quarterly beat.
• Positive Sentiment: Multiple firms raised their price targets following the results, including JPMorgan to $365, Benchmark to $400, Truist to $350, and RBC to $330. Analysts cited accelerating AWS growth, AI monetization and margin potential. Amazon analyst price targets
• Positive Sentiment: Amazon completed the remaining $35 billion of its planned OpenAI investment, bringing its total commitment to $50 billion. The partnership could support future AWS demand, although it also increases capital commitments. Amazon OpenAI investment
• Neutral Sentiment: Amazon raised its 2026 capital-spending outlook to $220 billion to expand AI and cloud capacity. Management sees demand extending into 2028, but the scale of spending will keep free cash flow and funding requirements under scrutiny.
• Neutral Sentiment: The company expects third-quarter revenue of $197 billion to $202 billion, below the roughly $204.6 billion analyst consensus, creating a potential near-term headwind despite the strong quarter.
• Negative Sentiment: Amazon faces consumer lawsuits alleging misleading seafood sustainability claims and the sale of protein powder allegedly contaminated with heavy metals. The cases could create legal, reputational and compliance costs, though their financial impact is currently unclear. Amazon consumer lawsuit

Amazon.com Trading Up 15.3%

NASDAQ:AMZN opened at $271.58 on Friday. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $278.56. The firm has a 50-day moving average price of $245.70 and a two-hundred day moving average price of $236.22. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The firm has a market cap of $2.92 trillion, a price-to-earnings ratio of 21.85, a price-to-earnings-growth ratio of 2.01 and a beta of 1.46.

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 firm had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a return on equity of 19.59% and a net margin of 17.44%.The company’s revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.68 EPS. On average, equities analysts expect that Amazon.com, Inc. will post 7.84 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AMZN has been the topic of a number of recent research reports. Truist Financial lifted their price objective on shares of Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a report on Friday. UBS Group set a $318.00 price target on Amazon.com and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company reissued an “overweight” rating and set a $328.00 price objective (up from $322.00) on shares of Amazon.com in a report on Friday. Scotiabank reissued an “outperform” rating and issued a $325.00 price objective (up from $275.00) on shares of Amazon.com in a research note on Thursday, April 30th. Finally, Weiss Ratings raised Amazon.com from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, May 6th. Fifty-six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $322.12.

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.