Troluce Capital Advisors LLC Buys Shares of 100,000 Amazon.com, Inc. $AMZN

Troluce Capital Advisors LLC bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 100,000 shares of the e-commerce giant’s stock, valued at approximately $20,827,000. Amazon.com accounts for about 1.3% of Troluce Capital Advisors LLC’s holdings, making the stock its 21st biggest holding.

Other institutional investors have also made changes to their positions in the company. Gryphon Financial Partners LLC grew its holdings in shares of Amazon.com by 7.5% in the first quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock valued at $15,221,000 after purchasing an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. lifted its holdings in Amazon.com by 1.7% during the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock worth $63,285,000 after buying an additional 5,104 shares in the last quarter. Narwhal Capital Management lifted its holdings in Amazon.com by 2.3% during the 4th quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock worth $49,997,000 after buying an additional 4,854 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its position in Amazon.com by 21.0% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after buying an additional 4,275,942 shares during the period. Finally, Weaver Capital Management LLC boosted its position in Amazon.com by 13.6% in the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant’s stock valued at $9,063,000 after buying an additional 4,713 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AMZN. Citizens Jmp reaffirmed a “market outperform” rating and set a $315.00 price objective on shares of Amazon.com in a research report on Friday, July 31st. BMO Capital Markets reiterated an “outperform” rating and issued a $360.00 target price (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $320.00 target price (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research note on Thursday, June 18th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amazon.com in a report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $322.56.

Amazon.com Price Performance

Amazon.com stock opened at $274.48 on Friday. The stock has a market cap of $2.96 trillion, a P/E ratio of 22.08, a price-to-earnings-growth ratio of 1.83 and a beta of 1.45. The company has a fifty day simple moving average of $246.35 and a 200-day simple moving average of $237.46. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. 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 (NASDAQ:AMZN) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The firm had revenue of $200.61 billion during 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%. The company’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. Equities analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current fiscal year.

Insider Activity at Amazon.com

In other news, SVP David Zapolsky sold 9,270 shares of the 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 transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $11,060,750.70. This represents a 18.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of the firm’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $262.38, for a total value of $620,003.94. Following the sale, the vice president directly owned 119,780 shares in the company, valued at $31,427,876.40. This trade represents a 1.93% 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 worth $20,532,092 over the last three months. Company insiders own 8.90% of the company’s stock.

Trending Headlines about 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

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.