Mizuho Markets Americas LLC Has $49.05 Million Holdings in Amazon.com, Inc. $AMZN

Mizuho Markets Americas LLC raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 63.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,800 shares of the e-commerce giant’s stock after purchasing an additional 79,800 shares during the period. Amazon.com accounts for about 0.8% of Mizuho Markets Americas LLC’s investment portfolio, making the stock its 29th largest position. Mizuho Markets Americas LLC’s holdings in Amazon.com were worth $49,050,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in AMZN. Vanguard Group Inc. raised its position in shares of Amazon.com by 1.1% in the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock valued at $158,348,557,000 after purchasing an additional 8,913,959 shares during the period. State Street Corp boosted its holdings in shares of Amazon.com by 1.8% during the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after buying an additional 6,971,680 shares during the period. Geode Capital Management LLC grew its stake in Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after buying an additional 2,479,324 shares during the last quarter. Norges Bank acquired a new position in Amazon.com in the 4th quarter valued at $32,868,735,000. Finally, Auto Owners Insurance Co raised its holdings 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 worth $2,272,397,000 after acquiring an additional 98,090,585 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have weighed in on AMZN shares. Benchmark boosted their target price on shares of Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Telsey Advisory Group set a $335.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. BMO Capital Markets reissued an “outperform” rating and set a $360.00 price objective (up from $355.00) on shares of Amazon.com in a research report on Tuesday, July 28th. Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, Pivotal Research reaffirmed a “buy” rating and issued a $333.00 target price (up from $320.00) on shares of Amazon.com in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $323.26.

Amazon.com News Roundup

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

• Positive Sentiment: AI and AWS remain the key growth drivers. Recent coverage highlights accelerating AWS growth, Amazon’s planned purchase of roughly 2 million Nvidia GPUs and approximately $200 billion in 2026 AI-infrastructure investment. These initiatives could support cloud revenue, advertising and future operating leverage, although they require substantial near-term capital spending. Amazon and Nvidia AI infrastructure article
• Positive Sentiment: Amazon is expanding its strategic infrastructure and logistics footprint. A multiyear, multibillion-dollar Corning agreement will provide optical-fiber and connectivity products for data centers, while Amazon expects its own delivery network to handle nearly 90% of U.S. packages by 2029. Both developments could improve capacity, efficiency and control over fulfillment costs. Amazon Corning fiber agreement
• Positive Sentiment: Zoox reached another commercialization milestone. Amazon’s autonomous-vehicle unit expanded paid robotaxi service to Las Vegas’ Harry Reid International Airport, broadening a potential future growth platform beyond e-commerce and cloud computing. Zoox Las Vegas airport expansion
• Neutral Sentiment: High spending is creating both opportunity and valuation risk. Analysts continue to identify AMZN as a leading AI and cloud beneficiary, but elevated data-center investment has pushed Amazon’s trailing free cash flow negative. Investors are assessing whether current spending will generate returns comparable to the company’s earlier AWS buildout. Amazon capital spending and higher rates article
• Negative Sentiment: DOJ scrutiny is the most immediate overhang. The Justice Department expanded its beef-price investigation to eight retailers, including Amazon, seeking pricing data as it examines possible anticompetitive conduct in the meat supply chain. The inquiry does not establish wrongdoing, but it raises regulatory and potential litigation risk. DOJ beef price probe
• Negative Sentiment: Labor concerns and insider selling add pressure. Workers at Amazon’s Riverside, California warehouse held a one-day strike over alleged retaliation and union-recognition issues. CEO Douglas Herrington separately sold 1,000 shares under a prearranged Rule 10b5-1 plan; the sale was small relative to his remaining holdings but may draw limited investor attention.

Insider Activity

In other news, CEO Douglas J. Herrington sold 6,362 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the transaction, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. This represents a 1.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $260.31, for a total value of $1,606,633.32. Following the transaction, the chief financial officer owned 109,207 shares of the company’s stock, valued at $28,427,674.17. This trade represents a 5.35% 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 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by company insiders.

Amazon.com Trading Down 0.2%

Shares of AMZN stock opened at $258.51 on Friday. The firm has a fifty day moving average of $254.14 and a 200-day moving average of $242.33. The stock has a market cap of $2.79 trillion, a price-to-earnings ratio of 20.80, a P/E/G ratio of 1.99 and a beta of 1.44. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. 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 (NASDAQ:AMZN) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm’s revenue was up 19.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.68 EPS. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

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.