Q Global Advisors LLC Acquires New Holdings in Amazon.com, Inc. $AMZN

Q Global Advisors LLC bought a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 15,384 shares of the e-commerce giant’s stock, valued at approximately $3,204,000. Amazon.com comprises approximately 2.8% of Q Global Advisors LLC’s investment portfolio, making the stock its 12th biggest position.

A number of other large investors have also recently added to or reduced their stakes in the stock. MilWealth Group LLC boosted 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 valued at $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. bought a new position in Amazon.com in the 4th quarter worth approximately $45,000. Elkhorn Partners Limited Partnership increased its position in Amazon.com by 900.0% in the 4th 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 during the period. Fairway Wealth LLC lifted its holdings in shares of Amazon.com by 95.6% during 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 last quarter. Finally, Bridge Generations Wealth Management LLC boosted its position in shares of Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant’s stock valued at $53,000 after acquiring an additional 233 shares during the period. Institutional investors own 72.20% of the company’s stock.

Amazon.com News Summary

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

Insiders Place Their Bets

In related news, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction dated Thursday, May 21st. The shares were 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 document filed with the SEC, which is available at 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 dated Thursday, May 21st. The stock was sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares of the company’s stock, valued at approximately $3,729,480.60. This represents a 52.21% 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 have sold a total of 77,867 shares of company stock valued at $20,532,092 over the last 90 days. Company insiders own 8.90% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $320.00 target price (up from $315.00) on shares of Amazon.com in a research report on Friday, July 31st. Wells Fargo & Company restated an “overweight” rating and issued a $328.00 price target (up from $322.00) on shares of Amazon.com in a research report on Friday, July 31st. Citizens Jmp restated a “market outperform” rating and set a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Finally, Phillip Securities cut shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $322.56.

Amazon.com Stock Performance

Shares of Amazon.com stock opened at $274.48 on Monday. The firm has a market capitalization of $2.96 trillion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 1.83 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The company’s fifty day moving average price is $246.35 and its two-hundred day moving average price is $237.45. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The business’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.68 EPS. On average, analysts expect that Amazon.com, Inc. will post 8.05 EPS for the current year.

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.