Rydar Equities Inc. Has $9.52 Million Stake in Amazon.com, Inc. $AMZN

Rydar Equities Inc. raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 15.2% in the second quarter, Holdings Channel reports. The institutional investor owned 38,150 shares of the e-commerce giant’s stock after buying an additional 5,022 shares during the quarter. Amazon.com accounts for about 5.3% of Rydar Equities Inc.’s holdings, making the stock its 2nd biggest position. Rydar Equities Inc.’s holdings in Amazon.com were worth $9,523,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of AMZN. Red Crane Wealth Management LLC grew its position in Amazon.com by 2.3% during the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after purchasing an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC raised its holdings in Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock worth $1,147,000 after buying an additional 40 shares during the last quarter. Sfam LLC raised its holdings in Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after buying an additional 40 shares during the last quarter. Measured Risk Portfolios Inc. lifted its stake in shares of Amazon.com by 3.4% in the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock worth $251,000 after buying an additional 40 shares in the last quarter. Finally, CoreFirst Bank & Trust lifted its stake in shares of Amazon.com by 1.1% in the first quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant’s stock worth $754,000 after buying an additional 40 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: AWS is expanding its AI infrastructure. Amazon and Nvidia announced an expanded collaboration under which AWS plans to deploy an additional 2 million Nvidia GPUs by 2028, bringing the reported total commitment to roughly 3 million chips. The investment supports expected demand for AI cloud capacity and could strengthen AWS’s competitive position. Amazon Nvidia GPU deal
• Positive Sentiment: Analysts continue to see significant upside. Evercore ISI reiterated a Buy rating, citing improving retail economics and new AI growth opportunities. Citizens maintained an outperform rating and a $315 price target, while other coverage has highlighted AWS momentum, Amazon’s logistics network and a valuation that could support a higher earnings multiple. Evercore Amazon rating
• Positive Sentiment: Amazon is adding potential sales channels. YouTube now allows eligible U.S. creators to tag Amazon products in Shorts, videos and livestreams while earning commissions, potentially increasing product discovery and conversion. Amazon is also benefiting from the continued expansion of onsite advertising. YouTube Amazon product tagging
• Neutral Sentiment: AWS’s DuckLabs acquisition could improve analytics capabilities. AWS is acquiring the team behind the open-source DuckDB database, a move aimed at strengthening cloud data and analytics offerings. Financial terms were not disclosed, so the near-term earnings impact is uncertain. Amazon DuckLabs acquisition
• Negative Sentiment: Capital spending is weighing on free cash flow. Reports indicate that AWS growth is being accompanied by substantial infrastructure purchases, with trailing free cash flow reportedly declining despite higher operating cash flow. Investors may be concerned that planned AI investments will take time to produce sufficient returns.
• Negative Sentiment: Insider selling adds to investor caution. Six executives reportedly sold more than $15 million of Amazon shares, including a vice president’s sale of approximately $607,000. The transactions were made under pre-arranged Rule 10b5-1 plans, which limits their significance but may still affect sentiment. Amazon recent news

Analysts Set New Price Targets

Several brokerages recently weighed in on AMZN. Barclays reissued an “overweight” rating and set a $365.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Oppenheimer reaffirmed an “outperform” rating on shares of Amazon.com in a research report on Friday, July 31st. TD Cowen reiterated a “buy” rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Rosenblatt Securities assumed coverage on Amazon.com in a report on Thursday, August 20th. They issued a “buy” rating and a $335.00 target price for the company. Finally, Mizuho set a $330.00 price target on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $322.39.

Insiders Place Their Bets

In other news, CEO Matthew S. Garman sold 14,541 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer owned 17,794 shares of the company’s stock, valued at $4,609,713.64. This represents a 44.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 transaction of $1,606,633.32. Following the completion of the transaction, the chief financial officer directly owned 109,207 shares in the company, valued at approximately $28,427,674.17. The trade was 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. In the last three months, insiders sold 71,589 shares of company stock valued at $18,580,205. 8.90% of the stock is currently owned by company insiders.

Amazon.com Trading Down 1.5%

NASDAQ:AMZN opened at $256.26 on Friday. The company has a market cap of $2.76 trillion, a PE ratio of 20.62, a price-to-earnings-growth ratio of 1.73 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. The company has a 50 day simple moving average of $251.18 and a two-hundred day simple moving average of $240.27. 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, beating the consensus estimate of $1.82 by $3.93. The firm 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 period in the prior year, the firm earned $1.68 EPS. Research analysts forecast that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Amazon.com Company 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.