Sellaronda Global Management LP Has $17.70 Million Holdings in Amazon.com, Inc. $AMZN

Sellaronda Global Management LP lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 30.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 85,000 shares of the e-commerce giant’s stock after purchasing an additional 20,000 shares during the quarter. Amazon.com makes up about 11.6% of Sellaronda Global Management LP’s holdings, making the stock its 5th biggest position. Sellaronda Global Management LP’s holdings in Amazon.com were worth $17,703,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Red Crane Wealth Management LLC boosted its stake in shares of 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 worth $346,000 after acquiring an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC increased its holdings in shares of Amazon.com by 0.7% during the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after acquiring an additional 40 shares during the last quarter. Sfam LLC raised its stake in shares of Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after acquiring an additional 40 shares in the last quarter. Financial Connections Group Inc. raised its stake in shares of Amazon.com by 2.6% in the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after acquiring an additional 42 shares in the last quarter. Finally, Marquette Asset Management LLC lifted its holdings in Amazon.com by 5.1% in the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock worth $205,000 after purchasing an additional 43 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Wall Street Analyst Weigh In

AMZN has been the topic of several analyst reports. Cantor Fitzgerald reiterated an “overweight” rating and set a $320.00 price target (down from $330.00) on shares of Amazon.com in a report on Friday, July 31st. Wells Fargo & Company restated an “overweight” rating and issued a $328.00 price objective (up from $322.00) on shares of Amazon.com in a research note on Friday, July 31st. Monness Crespi & Hardt upped their price objective on shares of Amazon.com from $315.00 to $330.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. Finally, Oppenheimer reiterated an “outperform” rating on shares of Amazon.com in a report on Friday, July 31st. One research 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 stock. According to MarketBeat, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $322.56.

Amazon.com Stock Down 0.1%

AMZN opened at $272.26 on Friday. The business has a 50 day moving average of $246.27 and a 200-day moving average of $237.20. The stock 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 company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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%. Amazon.com’s revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.68 earnings per share. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

Insider Activity at Amazon.com

In related news, CEO Douglas J. Herrington sold 6,370 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $262.39, for a total value of $1,671,424.30. Following the completion of the sale, the chief executive officer owned 486,527 shares in the company, valued at approximately $127,659,819.53. This trade represents a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of Amazon.com stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the sale, the senior vice president directly owned 41,190 shares in the company, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their ownership of the stock. 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 90 days, insiders have sold 77,867 shares of company stock worth $20,532,092. Insiders own 8.90% of the company’s stock.

Key Headlines Impacting Amazon.com

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.

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.