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James Hambro & Partners LLP increased its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 785,685 shares of the e-commerce giant's stock after buying an additional 10,118 shares during the quarter. Amazon.com accounts for approximately 6.8% of James Hambro & Partners LLP's investment portfolio, making the stock its 6th largest position. James Hambro & Partners LLP's holdings in Amazon.com were worth $195,753,000 at the end of the most recent quarter.

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A number of other large investors have also added to or reduced their stakes in AMZN. Richards Merrill & Peterson Inc. increased its position in Amazon.com by 4.3% in the 3rd quarter. Richards Merrill & Peterson Inc. now owns 52,751 shares of the e-commerce giant's stock valued at $13,143,000 after acquiring an additional 2,156 shares during the period. Kondo Wealth Advisors Inc. lifted its holdings in Amazon.com by 0.7% during the 3rd quarter. Kondo Wealth Advisors Inc. now owns 5,768 shares of the e-commerce giant's stock worth $1,437,000 after buying an additional 41 shares during the period. New Wave Wealth Advisors LLC grew its position in shares of Amazon.com by 10.9% in the 3rd quarter. New Wave Wealth Advisors LLC now owns 16,154 shares of the e-commerce giant's stock valued at $4,177,000 after buying an additional 1,587 shares during the last quarter. Talbot Financial LLC increased its stake in shares of Amazon.com by 0.4% in the third quarter. Talbot Financial LLC now owns 291,960 shares of the e-commerce giant's stock valued at $72,742,000 after buying an additional 1,187 shares during the period. Finally, Prairie Advisory LLC raised its position in shares of Amazon.com by 97.5% during the third quarter. Prairie Advisory LLC now owns 25,750 shares of the e-commerce giant's stock worth $6,416,000 after acquiring an additional 12,715 shares during the last quarter. Institutional investors own 72.20% of the company's stock.

Insider Activity at Amazon.com

In related news, SVP David Zapolsky sold 9,258 shares of the business's stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the sale, the senior vice president directly owned 41,190 shares in the company, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This trade represents a 0.89% 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 a total of 71,589 shares of company stock worth $18,580,515 in the last ninety days. Insiders own 8.90% of the company's stock.

Amazon.com Stock Performance

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Shares of AMZN opened at $243.79 on Friday. The company has a market capitalization of $2.63 trillion, a price-to-earnings ratio of 19.61, a PEG ratio of 1.98 and a beta of 1.45. 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. The stock has a 50 day moving average of $254.67 and a 200 day moving average of $243.12.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data on Thursday, October 29th. The e-commerce giant reported $1.89 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.08). The firm had revenue of $201.94 billion during the quarter, compared to analysts' expectations of $202.22 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%. The company's revenue was up 12.1% compared to the same quarter last year. During the same period last year, the business posted $1.95 EPS. As a group, sell-side analysts forecast that Amazon.com, Inc. will post 8.00 earnings per share for the current year.

Analyst Upgrades and Downgrades

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A number of analysts have weighed in on AMZN shares. Bank of America increased their target price on shares of Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Friday, July 31st. Raymond James Financial reiterated an "outperform" rating and set a $390.00 price target (up from $280.00) on shares of Amazon.com in a report on Friday, July 31st. Truist Financial boosted their price objective on Amazon.com from $320.00 to $350.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Wells Fargo & Company set a $329.00 target price on Amazon.com and gave the stock an "overweight" rating in a research note on Monday, October 12th. Finally, UBS Group reiterated a "buy" rating and issued a $348.00 target price (up from $318.00) on shares of Amazon.com in a report on Monday. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $325.12.

Read Our Latest Report on AMZN

Key Headlines Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: AWS growth accelerated sharply. Amazon Web Services revenue rose 39% to approximately $46 billion, its fastest growth rate in nearly five years, while AWS generated about 63% of Amazon’s operating profit. CEO Andy Jassy said growth could exceed 40% in 2027 and 2028 as businesses continue migrating workloads to the cloud. Amazon AWS revenue grows 39%, leading to wider margin
• Positive Sentiment: Long-term AI and infrastructure demand remains strong. AWS capacity is reportedly booked through much of next year, and Amazon continues to secure power for expansion, including an agreement supporting more than $3 billion of investment at Maryland’s Calvert Cliffs nuclear plant. Amazon also received approval for its Globalstar deal, supporting its satellite-connectivity ambitions. Amazon wins FCC approval for Globalstar deal
• Neutral Sentiment: Amazon held its 2026 capital-expenditure forecast at $220 billion. Management indicated AI-related spending could be “meaningfully” higher in 2027. The investment may support future AWS and AI growth, but investors are demanding clearer evidence that the spending will generate adequate returns. Amazon CEO sees AI spending meaningfully higher in 2027
• Negative Sentiment: Amazon missed quarterly expectations. Adjusted earnings were $1.89 per share versus the roughly $1.97–$2.01 consensus range, while revenue of $201.9 billion was slightly below forecasts. Earnings also declined from the year-ago period. Amazon lags Q3 earnings and revenue estimates
• Negative Sentiment: The fourth-quarter outlook disappointed investors. Amazon projected holiday-quarter sales largely below Wall Street estimates, raising concerns about slower e-commerce demand as inflation and higher household costs weigh on consumers. Amazon projects fourth-quarter sales below estimates
• Negative Sentiment: Cash-flow pressure intensified. Amazon reported approximately $42.4 billion of negative free cash flow as data-center and AI investment surged. The combination of heavy spending, uncertain payback periods, and broader market anxiety over the AI trade is driving the negative reaction despite AWS’s strong performance. Amazon posts negative free cash flow and holds capex unchanged

Amazon.com Profile

(Free Report)

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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