Amazon.com, Inc. $AMZN is SRB Corp’s 6th Largest Position

SRB Corp cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 2.2% during the 1st quarter, Holdings Channel reports. The fund owned 450,434 shares of the e-commerce giant’s stock after selling 10,016 shares during the period. Amazon.com comprises 5.8% of SRB Corp’s portfolio, making the stock its 6th biggest holding. SRB Corp’s holdings in Amazon.com were worth $93,812,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. MilWealth Group LLC lifted its position in Amazon.com by 79.0% during 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 in the last quarter. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com in the fourth quarter worth about $45,000. Elkhorn Partners Limited Partnership increased its position in 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 buying an additional 180 shares in the last quarter. Fairway Wealth LLC raised its stake in shares of Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after buying an additional 108 shares during the period. Finally, Prudent Man Investment Management Inc. raised its stake in shares of Amazon.com by 87.7% in the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after buying an additional 107 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

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 Transactions at Amazon.com

In related news, SVP David Zapolsky sold 9,270 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $278.39, for a total value of $278,390.00. Following the transaction, the chief executive officer owned 483,527 shares of the company’s stock, valued at $134,609,081.53. This represents a 0.21% 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 owned by insiders.

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $274.48 on Friday. The firm has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a P/E/G ratio of 1.81 and a beta of 1.45. The firm has a fifty day moving average price of $246.35 and a 200 day moving average price of $237.46. Amazon.com, Inc. has a fifty-two week low of $196.00 and a fifty-two 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 announced its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. Amazon.com’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.68 EPS. As a group, sell-side analysts expect that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on AMZN shares. Cantor Fitzgerald reiterated an “overweight” rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Truist Financial raised their target price on shares of Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Mizuho set a $330.00 price target on shares of Amazon.com and gave the company an “outperform” rating in a report on Friday, July 31st. DZ Bank upped their price target on shares of Amazon.com from $295.00 to $320.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Finally, Oppenheimer reissued an “outperform” rating on shares of Amazon.com in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $322.56.

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.