Retail-Catalog & Mail-Order Houses · SIC 5961

AMAZON COM INC

AMZN

Watch

Latest revenue

$181.52B

as of 2026-03-31

Latest net income

$30.25B

as of 2026-03-31

Net margin

16.7%

as of 2026-03-31

Price · 5Y

+10.6% / yr 3.2 pts / yr vs S&P 500 65.3% total
Compare:

Live market

delayed ≤15 min
$266.32
0.80%
Market cap
$2.86T
Enterprise value
$2.88T
P/E (trailing)
36.9×
Forward P/E
P/B
6.48×
Dividend yield
0.0%
52-wk high
$278.56
52-wk low
$196.00
Beta
Shares out
10.76B

5-year trend

What this company does

AI

Amazon runs the world's largest online marketplace alongside Amazon Web Services, plus advertising, Prime subscriptions, devices, and a growing logistics and grocery footprint. Service sales—AWS cloud, third-party seller fees, ads, and subscriptions—now generate $110B per quarter versus $71B from first-party product sales, making services the dominant profit engine. Capital spending exploded to $44B in Q1 (up 77% year-over-year) as Amazon races to build AI infrastructure, funded partly by $53B in new long-term debt, while its Anthropic stake delivered a $12.3B paper gain.

Generated from AMZN's filing dated 2026-02-06

Key risks

AI
  • Capex surge: Q1 2026 property/equipment purchases hit $44.2B (+77% YoY); TTM capex of $151B pressures free cash flow amid AI buildout.
  • Earnings quality: Q1 2026 net income boosted by $15.6B non-operating gains, including $12.3B Anthropic markup—non-recurring and reverses if valuations decline.
  • Leverage rising: long-term debt jumped from $65.6B to $119.1B in one quarter ($53.4B new issuance) to fund infrastructure spending.

Generated from AMZN's filing dated 2026-02-06

Profitability

Operating margin

11.2%

3.8%

Net margin

10.8%

16.7%

Return on equity

18.9%

8.8%

Return on assets

9.5%

0.1%

Leverage

Debt / equity

0.99×

16.5%

Long-term debt / equity

0.16×

13.2%

Debt / assets

49.8%

8.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$181.52B+16.6%$30.25B+76.7%16.7%

Q4 2025

2025-12-31

$213.39B+13.6%$21.19B+5.9%9.9%

Q3 2025

2025-09-30

$180.17B+13.4%$21.19B+38.2%11.8%

Q2 2025

2025-06-30

$167.70B+13.3%$18.16B+34.7%10.8%

Q1 2025

2025-03-31

$155.67B+8.6%$17.13B+64.2%11.0%

Q4 2024

2024-12-31

$187.79B$20.00B10.7%

Q3 2024

2024-09-30

$158.88B+11.0%$15.33B+55.2%9.6%

Q2 2024

2024-06-30

$147.98B+10.1%$13.48B+99.8%9.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Catalog & Mail-Order Houses · SIC 5961

No data yet for industry average

Your notes

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Insider activity

Insider buying

$0

Insider selling

$5.75B

Net activity

−$5.75B

Distinct insiders

10

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-15

Matthew S Garman

CEO Amazon Web Services

Sale3,389$261.79$887.2K
2026-05-15

Matthew S Garman

CEO Amazon Web Services

Sale6,151$262.85$1.6M
2026-05-15

Matthew S Garman

CEO Amazon Web Services

Sale1,935$263.57$510.0K
2026-05-15

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale1,044$261.74$273.3K
2026-05-15

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale2,098$262.73$551.2K
2026-05-15

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale600$263.57$158.1K
2026-05-04

Andrew R Jassy

President and CEO

Sale31,352$275.00$8.6M
2026-05-04

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale27,500$275.00$7.6M
2026-05-01

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale1,000$265.65$265.6K
2026-04-30

Jonathan Rubinstein

Director

Sale3,706$273.02$1.0M
2026-04-24

Jonathan Rubinstein

Director

Sale3,849$260.00$1.0M
2026-04-17

Andrew R Jassy

President and CEO

Sale31,000$255.00$7.9M
2026-04-14

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale20,500$245.00$5.0M
2026-04-01

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale1,000$210.50$210.5K
2026-03-02

Douglas J Herrington

CEO Worldwide Amazon Stores

Sale1,000$204.25$204.3K
2026-02-24

David Zapolsky

Senior Vice President

Sale10,649$205.43$2.2M
2026-02-23

Andrew R Jassy

President and CEO

Sale8,290$204.25$1.7M
2026-02-23

Andrew R Jassy

President and CEO

Sale4,465$204.90$914.9K
2026-02-23

Andrew R Jassy

President and CEO

Sale4,561$206.01$939.6K
2026-02-23

Andrew R Jassy

President and CEO

Sale2,198$207.10$455.2K
2026-02-23

Andrew R Jassy

President and CEO

Sale358$207.96$74.4K
2026-02-23

Matthew S Garman

CEO Amazon Web Services

Sale5,881$204.14$1.2M
2026-02-23

Matthew S Garman

CEO Amazon Web Services

Sale5,195$204.80$1.1M
2026-02-23

Matthew S Garman

CEO Amazon Web Services

Sale4,202$206.02$865.7K
2026-02-23

Matthew S Garman

CEO Amazon Web Services

Sale1,868$207.06$386.8K
2026-02-23

Matthew S Garman

CEO Amazon Web Services

Sale605$208.05$125.9K
2026-02-23

David Zapolsky

Senior Vice President

Sale2,613$204.15$533.4K
2026-02-23

David Zapolsky

Senior Vice President

Sale1,582$204.86$324.1K
2026-02-23

David Zapolsky

Senior Vice President

Sale1,681$206.06$346.4K
2026-02-23

David Zapolsky

Senior Vice President

Sale562$207.01$116.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AMZN

Institutional value

$112.23B

Total shares held

547.2M

Distinct holders

763

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Invesco Ltd.57.1M$11.90BNew
2Legal & General Group Plc55.5M$11.57BNew
3WELLS FARGO & COMPANY/MN35.0M$7.29BNew
4BAILLIE GIFFORD & CO28.1M$5.85BNew
5Mitsubishi UFJ Asset Management Co., Ltd.25.8M$5.38BNew
6National Pension Service20.4M$4.26BNew
7RHUMBLINE ADVISERS16.6M$3.45BNew
8BNP PARIBAS FINANCIAL MARKETS15.2M$3.16BNew
9CITIGROUP INC15.1M$3.14BNew
10PRIMECAP MANAGEMENT CO/CA/12.1M$2.52BNew
11CIBC Bancorp USA Inc.11.7M$2.44BNew
12Voya Investment Management LLC9.9M$2.06BNew
13DANSKE BANK A/S9.7M$2.01BNew
14Universal- Beteiligungs- und Servicegesellschaft mbH9.5M$1.97BNew
15Allianz Asset Management GmbH8.4M$1.75BNew
16STIFEL FINANCIAL CORP8.3M$1.72BNew
17TD ASSET MANAGEMENT INC7.8M$1.62BNew
18PARNASSUS INVESTMENTS, LLC7.4M$1.53BNew
19Russell Investments Group, Ltd.6.4M$1.33BNew
20BLAIR WILLIAM & CO/IL6.1M$1.26BNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Capex hit $44B this quarter, up 77% YoY—when does AI infrastructure spend peak, and what AWS revenue growth justifies $151B TTM?

  2. 2

    Long-term debt jumped from $66B to $119B in one quarter; what's driving the $53B raise and target leverage?

  3. 3

    Other income contributed $15.6B, nearly 40% of pretax income—what marks drove this and how do you guide investors to normalize?

Refreshed when AMZN files a new report · last from 2026-02-06