Hound Partners LLC Buys 36,679 Shares of Amazon.com, Inc. $AMZN

Hound Partners LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 80.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 82,115 shares of the e-commerce giant’s stock after buying an additional 36,679 shares during the quarter. Amazon.com makes up approximately 2.1% of Hound Partners LLC’s portfolio, making the stock its 13th biggest position. Hound Partners LLC’s holdings in Amazon.com were worth $17,102,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AMZN. Gryphon Financial Partners LLC grew its stake in Amazon.com by 7.5% during the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after purchasing an additional 5,125 shares during the period. First Citizens Bank & Trust Co. lifted its stake in Amazon.com by 1.7% in the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock valued at $63,285,000 after buying an additional 5,104 shares during the period. Narwhal Capital Management boosted its holdings in shares of Amazon.com by 2.3% during the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock worth $49,997,000 after buying an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Amazon.com by 21.0% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after buying an additional 4,275,942 shares in the last quarter. Finally, Weaver Capital Management LLC grew its position in shares of Amazon.com by 13.6% during the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock worth $9,063,000 after buying an additional 4,713 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com Price Performance

Amazon.com stock opened at $274.48 on Monday. The firm has a market capitalization of $2.96 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 1.83 and a beta of 1.45. The firm’s fifty day moving average price is $246.35 and its two-hundred day moving average price is $237.45. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. 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 (NASDAQ:AMZN) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the firm posted $1.68 earnings per share. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, equities research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on AMZN shares. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Bank of America lifted their price target on shares of Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Wedbush upped their price objective on shares of Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. Finally, New Street Research raised their target price on Amazon.com from $280.00 to $350.00 and gave the company a “buy” rating in a research note on Monday, May 4th. One investment 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’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $322.56.

Key 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

Insider Buying and Selling at Amazon.com

In related news, CEO Matthew S. Garman sold 15,467 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,370 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $262.39, for a total value of $1,671,424.30. Following the sale, the chief executive officer owned 486,527 shares of the company’s stock, valued at $127,659,819.53. This trade represents a 1.29% 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. In the last three months, insiders have sold 77,867 shares of company stock worth $20,532,092. 8.90% of the stock is currently owned by corporate insiders.

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.