Sei Investments Co. Has $2.19 Billion Holdings in Amazon.com, Inc. $AMZN

Sei Investments Co. increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,492,826 shares of the e-commerce giant’s stock after buying an additional 974,583 shares during the period. Amazon.com accounts for 2.0% of Sei Investments Co.’s portfolio, making the stock its 4th largest holding. Sei Investments Co. owned 0.10% of Amazon.com worth $2,185,341,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. MilWealth Group LLC raised its position in shares of Amazon.com by 79.0% in the fourth quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new stake in shares of Amazon.com during the 4th quarter worth $45,000. Elkhorn Partners Limited Partnership grew its stake in Amazon.com by 900.0% in the 4th quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 180 shares during the last quarter. Fairway Wealth LLC grew its stake in Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after buying an additional 108 shares during the last quarter. Finally, Bridge Generations Wealth Management LLC raised its holdings in Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after acquiring an additional 233 shares during the period. Institutional investors own 72.20% of the company’s stock.

Insider Transactions at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction 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 sale, the vice president owned 119,780 shares in the company, valued at $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The transaction 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 Andrew R. Jassy sold 20,000 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the completion of the sale, the chief executive officer directly owned 2,205,766 shares in the company, valued at $581,042,879.72. This trade represents a 0.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 77,867 shares of company stock valued at $20,532,092 over the last 90 days. Corporate insiders own 8.90% of the company’s stock.

Amazon.com Trading Down 0.1%

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

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same quarter in the prior year, the firm posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. As a group, research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Amazon.com News Summary

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.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. New Street Research boosted their target price on shares of Amazon.com from $280.00 to $350.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. TD Cowen reiterated a “buy” rating and issued a $350.00 price objective (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Truist Financial boosted their price objective on Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Barclays reaffirmed an “overweight” rating and issued a $365.00 target price (up 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 issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $322.56.

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.