Amazon.com, Inc. $AMZN Shares Bought by Ninety One UK Ltd

Ninety One UK Ltd increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 7.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,093,489 shares of the e-commerce giant’s stock after buying an additional 357,267 shares during the quarter. Amazon.com comprises about 2.5% of Ninety One UK Ltd’s portfolio, making the stock its 10th biggest position. Ninety One UK Ltd’s holdings in Amazon.com were worth $1,118,377,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Wilson Asset Management International PTY Ltd. acquired a new position in Amazon.com during the 2nd quarter valued at about $11,102,000. ARK Investment Management LLC lifted its holdings in shares of Amazon.com by 8.3% in the second quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock valued at $250,213,000 after purchasing an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC boosted its position in shares of Amazon.com by 16.1% during the second quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after buying an additional 3,948 shares during the last quarter. Border to Coast Pensions Partnership Ltd grew its holdings in Amazon.com by 6.0% during the second quarter. Border to Coast Pensions Partnership Ltd now owns 1,136,311 shares of the e-commerce giant’s stock worth $249,295,000 after buying an additional 63,924 shares in the last quarter. Finally, Alpha Wealth Funds LLC raised its position in Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock valued at $667,000 after buying an additional 1,908 shares during the last quarter. Institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on AMZN shares. Benchmark upped their target price on shares of Amazon.com from $260.00 to $295.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Maxim Group upped their price objective on shares of Amazon.com from $272.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. HSBC increased their price objective on shares of Amazon.com from $260.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, October 31st. The Goldman Sachs Group boosted their target price on Amazon.com from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, October 3rd. Finally, Robert W. Baird set a $285.00 target price on Amazon.com and gave the company an “outperform” rating in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Amazon.com presently has a consensus rating of “Moderate Buy” and an average price target of $295.34.

Amazon.com News Summary

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

• Positive Sentiment: Alexa+ Web launch strengthens Prime’s value proposition and ties consumer stickiness to AWS demand — a clear growth-and-retention play that analysts say could lift ARPU and justify higher price targets. Amazon Unveils Alexa+ Web—The AI Strategy Wall Street Has Waited For
• Positive Sentiment: Street bullish on AWS driving renewed momentum — multiple analysts (Jefferies, Evercore, Wolfe Research) highlight AWS as the engine for AI inference and enterprise demand, supporting upside to estimates and targets near $300+. Amazon’s AWS Makes It Top Large Cap Internet Stock For 2026: Analyst
• Positive Sentiment: Amazon-backed Anthropic is releasing new tools (Cowork, Claude Healthcare) that expand enterprise and vertical demand for large-scale inference — a tailwind for AWS capacity and long-term platform monetization. Anthropic Introduces Cowork to Make its Claude Code Product Easier to Use
• Neutral Sentiment: Technical/momentum debate — some note Amazon looks “overbought” on short-term indicators, while others view that as confirmation of a bullish trend; this dynamic can produce choppy sessions even as the longer trend stays intact.
• Neutral Sentiment: Upcoming earnings/near-term catalyst — Q4 results and early data on Alexa+ Web adoption (earnings in late Jan/early Feb) are the next decisive events; they can either validate the rally or prompt a deeper pullback. Amazon.Com’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Competitive moves (Microsoft’s Copilot Checkout) highlight a shifting AI/retail battleground; these are constructive for the category but indicate tighter competition for commerce-AI wins. Microsoft Wants to Power Retail Without Competing With It
• Negative Sentiment: Regulatory/legal overhang — Italy’s antitrust fine remains sizable (reduced to €752.4M), a reminder of ongoing EU/competition risks that can pressure sentiment around tech platforms. Italy antitrust cuts Amazon record fine to $878.2 million
• Negative Sentiment: Minor institutional selling — Spence Asset Management trimmed its stake, which can be interpreted as small near-term selling pressure amid a recent rally. Spence Asset Management trims Amazon.com stake by 3,667 shares
• Negative Sentiment: Profit-taking/technical pullback — after a multi-week rally and new 52-week highs, some traders are locking gains, explaining the modest near-term decrease in the share price.

Insiders Place Their Bets

In related news, Director Keith Brian Alexander sold 900 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $233.00, for a total value of $209,700.00. Following the sale, the director directly owned 7,170 shares in the company, valued at approximately $1,670,610. The trade was a 11.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Douglas J. Herrington sold 2,500 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $233.22, for a total transaction of $583,050.00. Following the transaction, the chief executive officer owned 505,934 shares of the company’s stock, valued at $117,993,927.48. This represents a 0.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 79,734 shares of company stock worth $18,534,017 in the last ninety days. 10.80% of the stock is owned by corporate insiders.

Amazon.com Price Performance

Amazon.com stock opened at $246.47 on Tuesday. The business’s 50 day simple moving average is $233.07 and its 200 day simple moving average is $228.15. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The company has a market cap of $2.63 trillion, a price-to-earnings ratio of 34.81, a PEG ratio of 1.55 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14.

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