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

Hound Partners LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 80.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 82,115 shares of the e-commerce giant’s stock after acquiring an additional 36,679 shares during the quarter. Amazon.com accounts for approximately 2.1% of Hound Partners LLC’s investment portfolio, making the stock its 13th biggest position. Hound Partners LLC’s holdings in Amazon.com were worth $17,102,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of AMZN. MilWealth Group LLC increased its stake in Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after acquiring an additional 79 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in shares of Amazon.com during the 4th quarter worth $45,000. Elkhorn Partners Limited Partnership increased its position in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 180 shares during the period. Fairway Wealth LLC raised its stake in Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after purchasing an additional 108 shares in the last quarter. Finally, Bridge Generations Wealth Management LLC lifted its position in Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 233 shares during the period. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Performance

NASDAQ AMZN opened at $274.48 on Monday. The firm’s fifty day moving average price is $246.35 and its two-hundred day moving average price is $237.45. The stock has a market cap of $2.96 trillion, a PE ratio of 22.08, a PEG ratio of 1.83 and a beta of 1.45. 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, Inc. has a fifty-two week low of $196.00 and a fifty-two week high of $287.20.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. During the same period in the prior year, the company earned $1.68 EPS. Amazon.com’s revenue was up 19.6% compared to the same quarter last year. On average, equities analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Transactions at Amazon.com

In other news, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total value of $5,268,400.00. Following the completion of the transaction, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the completion of the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This trade represents a 52.21% 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 ninety days, insiders sold 77,867 shares of company stock valued at $20,532,092. 8.90% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Amazon.com

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

Wall Street Analyst Weigh In

Several research firms have commented on AMZN. Wolfe Research reissued an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. Cantor Fitzgerald reissued an “overweight” rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Zacks Research upgraded Amazon.com from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. The Goldman Sachs Group reiterated a “buy” rating and issued a $375.00 price target (up from $335.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Needham & Company LLC restated a “buy” rating and set a $300.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.