Amazon.com, Inc. $AMZN is Infusive Asset Management Inc.’s 2nd Largest Position

Infusive Asset Management Inc. boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 11.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 66,267 shares of the e-commerce giant’s stock after acquiring an additional 6,766 shares during the quarter. Amazon.com comprises 6.7% of Infusive Asset Management Inc.’s investment portfolio, making the stock its 2nd biggest holding. Infusive Asset Management Inc.’s holdings in Amazon.com were worth $13,801,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. RMG Wealth Management LLC increased its holdings in shares of Amazon.com by 2.5% in the first quarter. RMG Wealth Management LLC now owns 2,771 shares of the e-commerce giant’s stock valued at $577,000 after purchasing an additional 67 shares during the period. Noked Israel Ltd lifted its holdings in shares of Amazon.com by 300.0% during the first quarter. Noked Israel Ltd now owns 119,080 shares of the e-commerce giant’s stock worth $24,801,000 after purchasing an additional 89,310 shares during the period. Spear Holdings RSC Ltd grew its position in Amazon.com by 28.0% in the 1st quarter. Spear Holdings RSC Ltd now owns 471,691 shares of the e-commerce giant’s stock valued at $98,239,000 after buying an additional 103,291 shares during the last quarter. PBCay One RSC Ltd grew its position in Amazon.com by 28.0% in the 1st quarter. PBCay One RSC Ltd now owns 471,690 shares of the e-commerce giant’s stock valued at $98,239,000 after buying an additional 103,290 shares during the last quarter. Finally, Dickmeyer Boyce Financial Management Inc. acquired a new position in Amazon.com in the 1st quarter valued at $2,035,000. 72.20% of the stock is currently owned by hedge funds and other institutional investors.

More Amazon.com News

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

• Positive Sentiment: Strong Q2 results and AWS growth support the bullish case. Amazon reported $200.61 billion in revenue, up 19.6% year over year, and adjusted earnings of $5.75 per share versus the $1.82 consensus estimate. AWS growth, expanding margins and a large backlog reinforced expectations that AI demand is translating into operating gains. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Analyst sentiment remains broadly favorable. Zacks upgraded AMZN to “Strong Buy,” while several firms raised price targets following the earnings beat. The consensus target remains well above recent trading levels, although at least one analyst cut the stock to “Moderate Buy,” highlighting valuation-related disagreement. Zacks Amazon Analysis
• Positive Sentiment: Zoox is moving toward commercial operations. Amazon’s autonomous-vehicle unit will begin charging for robotaxi rides in Las Vegas on August 10 after receiving U.S. safety approval, giving investors another potential growth avenue beyond retail, advertising and AWS. Amazon’s Zoox Robotaxi Launch
• Neutral Sentiment: Jeff Bezos’ $4.07 billion share sale was pre-planned. The sale of approximately 15 million shares was arranged about eight months before the latest earnings beat, reducing concerns that it reflects a negative view of Amazon’s business. Nevertheless, the transaction adds near-term share supply after AMZN reached record highs. Bezos Amazon Sale Trading Plan
• Negative Sentiment: AI investment is creating a risk-versus-return debate. Amazon raised its 2026 capital-expenditure outlook above $220 billion, citing higher memory costs and intense AI infrastructure demand. Investors support the growth opportunity but are concerned that spending could pressure free cash flow if cloud monetization slows. Amazon Capital Expenditure Expansion
• Negative Sentiment: Legal and operational pressures remain. An appeals court allowed Perplexity’s AI shopping agents to access Amazon’s platform, potentially challenging Amazon’s control over customer traffic. The company also faces criticism and political pressure involving delivery contractors, e-bike sales and its planned Quebec shutdown.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. The Goldman Sachs Group reiterated a “buy” rating and set a $375.00 price target (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. Citizens Jmp restated a “market outperform” rating and issued a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $320.00 price objective (down from $330.00) 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 assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Amazon.com has an average rating of “Moderate Buy” and an average price target of $322.56.

Amazon.com Price Performance

AMZN stock opened at $272.26 on Friday. The firm has a 50 day moving average of $246.27 and a 200-day moving average of $237.20. The company has a market cap of $2.94 trillion, a price-to-earnings ratio of 21.90, a PEG ratio of 1.81 and a beta of 1.45. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20.

Amazon.com (NASDAQ:AMZN) last released its quarterly 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 for the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% 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 prior year, the firm posted $1.68 EPS. As a group, equities analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the sale, the chief executive officer owned 14,159 shares of the company’s stock, valued at $3,729,480.60. This represents a 52.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $31,427,876.40. This represents a 1.93% 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. Over the last ninety days, insiders have sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Amazon.com 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.