Amazon.com, Inc. $AMZN is HM Payson & Co.’s 6th Largest Position

HM Payson & Co. boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 922,932 shares of the e-commerce giant’s stock after acquiring an additional 3,904 shares during the quarter. Amazon.com comprises about 2.9% of HM Payson & Co.’s investment portfolio, making the stock its 6th biggest position. HM Payson & Co.’s holdings in Amazon.com were worth $202,648,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Carderock Capital Management Inc. bought a new stake in Amazon.com in the second quarter worth $27,000. Maryland Capital Advisors Inc. lifted its holdings in shares of Amazon.com by 81.9% in the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares during the last quarter. Ryan Investment Management Inc. purchased a new position in shares of Amazon.com during the 2nd quarter worth about $48,000. Cooksen Wealth LLC grew its holdings in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the last quarter. Finally, Access Investment Management LLC bought a new position in Amazon.com during the 2nd quarter valued at about $74,000. 72.20% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on AMZN shares. Morgan Stanley restated an “overweight” rating and set a $315.00 target price (up previously from $300.00) on shares of Amazon.com in a research report on Friday, October 31st. Deutsche Bank Aktiengesellschaft upped their price objective on Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Mizuho lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Piper Sandler reissued an “overweight” rating on shares of Amazon.com in a research note on Wednesday, December 3rd. Finally, Wolfe Research restated an “outperform” rating and issued a $275.00 price target on shares of Amazon.com in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $296.21.

Insiders Place Their Bets

In other Amazon.com news, Director Jonathan Rubinstein sold 8,173 shares of the business’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total value of $2,043,495.19. Following the completion of the transaction, the director directly owned 80,030 shares in the company, valued at approximately $20,009,900.90. The trade was a 9.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 22,000 shares of the stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $5,500,660.00. Following the sale, the chief executive officer directly owned 493,507 shares of the company’s stock, valued at approximately $123,391,555.21. The trade was a 4.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 79,734 shares of company stock worth $18,534,017. Insiders own 9.70% of the company’s stock.

Amazon.com Trading Up 0.3%

NASDAQ:AMZN opened at $241.64 on Thursday. The firm has a 50-day simple moving average of $232.69 and a 200-day simple moving average of $227.33. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The firm has a market cap of $2.58 trillion, a P/E ratio of 34.13, a P/E/G ratio of 1.51 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.38. The firm had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company’s quarterly revenue was up 13.4% on a year-over-year basis. During the same period last year, the firm earned $1.43 earnings per share. Equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Amazon.com News Roundup

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

• Positive Sentiment: AWS enterprise traction — multiple partnership announcements (AUMOVIO autonomous-vehicle deal, TomTom integration) reinforce AWS as the primary growth engine and support upside from AI and cloud demand. Autonomous Vehicle Developer AUMOVIO to Use AWS Cloud and AI Capabilities
• Positive Sentiment: Analyst bullishness — several pieces note upgrades, buy ratings and higher price targets heading into 2026 on AWS strength, ad monetization and AI investments, supporting upside sentiment. Analysts set Amazon stock price target for 2026
• Positive Sentiment: Advertising and AI product momentum — coverage highlights Amazon’s ad business and Alexa+/AI initiatives as growing, higher-margin revenue streams that could lift profitability after heavy capital spending. Analysts Identify Multiple Catalysts for Amazon.com (AMZN) in 2026
• Neutral Sentiment: Strategic investments narrative — some outlets argue Amazon’s recent capital spending (distribution, automation, AI) sets up durable returns (a “must-buy” thesis), but benefits depend on execution and timing. Why Amazon’s Spending Spree Makes It a Must-Buy Now
• Neutral Sentiment: Anthropic funding round — a large AI ecosystem raise (reported $10B at an eye-catching valuation) signals booming enterprise AI spend but also intensifies competition in AI services and model supply. Impact on AMZN is mixed. Anthropic signs term sheet for $10 billion funding round at $350 billion valuation
• Negative Sentiment: FTC settlement — Amazon is administering payouts under a reported $2.5 billion FTC settlement, a material cash outflow and a headline legal cost that can pressure sentiment. Amazon is cutting checks to millions of customers as part of a $2.5 billion FTC settlement. Here’s who qualifies and how to get paid
• Negative Sentiment: Legal and regulatory risks — a federal judge allowed a Covid-era price-gouging suit to proceed, and Amazon is part of a challenge to Canadian disclosure rules for streamers, creating potential litigation and compliance costs. US judge allows Amazon Covid-era price gouging lawsuit to proceed
• Negative Sentiment: Retailer backlash over AI shopping tool — reports that Amazon’s “Shop Direct” scraping/testing has upset some online retailers could spark regulatory scrutiny, partner pushback or reputational risk if it escalates. Amazon’s AI shopping tool sparks backlash from online retailers that didn’t want websites scraped

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.