Amazon.com, Inc. $AMZN Shares Purchased by Munro Partners

Munro Partners grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 13.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 918,788 shares of the e-commerce giant’s stock after purchasing an additional 109,275 shares during the quarter. Amazon.com comprises approximately 5.5% of Munro Partners’ holdings, making the stock its 2nd largest holding. Munro Partners’ holdings in Amazon.com were worth $201,738,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in AMZN. Carderock Capital Management Inc. acquired a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $27,000. Maryland Capital Advisors Inc. raised its holdings in Amazon.com by 81.9% in the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 95 shares during the period. Ryan Investment Management Inc. bought a new position in shares of Amazon.com during the second quarter worth $48,000. Cooksen Wealth LLC grew its holdings in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after buying an additional 47 shares during the period. Finally, Access Investment Management LLC acquired a new stake in Amazon.com during the 2nd quarter worth $74,000. 72.20% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Evercore / senior analysts name Amazon as a top large‑cap internet pick for 2026, citing resilient consumer demand and AWS momentum — a catalyst for continued buyside interest and upward price targets. Mark Mahaney names his favourite internet stocks for 2026
• Positive Sentiment: Wall Street upgrade momentum: MarketBeat highlights Amazon among the most upgraded names and notes broad analyst confidence into the next earnings window — supportive for price if AWS growth and beats continue. The 5 Most Upgraded Stocks from 2025: Double-Digit Upside in 2026
• Positive Sentiment: TipRanks frames Amazon’s aggressive investment cycle and AI/AWS tailwinds as a long‑term growth story (the firm projects a push toward the $3T market‑cap territory), which keeps buy‑side conviction despite short‑term spending. Amazon Forecast 2026: Tech Giant Eyes $3 Trillion Club
• Neutral Sentiment: Balance-sheet resiliency: Zacks includes AMZN among names with solid interest‑coverage, underscoring financial strength that helps absorb CapEx and cyclical shocks. 4 Stocks With Solid Interest Coverage to Navigate the 2026 Market
• Neutral Sentiment: Legal/regulatory watch: Amazon filed support in a SCOTUS brief backing Flowers Foods on delivery‑driver classification — a win if courts limit broad gig‑worker reclassification, but the issue remains a policy risk to labor costs. Amazon backs Flowers Foods at SCOTUS on delivery driver legal status
• Negative Sentiment: Rising diesel prices are a near‑term headwind for Amazon’s logistics costs: supply‑driven diesel surges (despite weak freight volumes) point to higher shipping expense and margin pressure into Q1. A Christmas Stress Test: Why Diesel Pricing Stress Means Profits
• Negative Sentiment: Heavy AI/data‑center CapEx remains a two‑edged sword: Market coverage notes Amazon spent large sums on data centers and AI in 2025, which pressured free cash flow — investors must balance near‑term FCF impact vs. longer‑term AWS monetization. How the Mag 7’s 2025 Laggards Could Turn Into 2026 Winners
• Negative Sentiment: Political/regulatory rhetoric heats up: public calls (e.g., Senator Sanders) to tax or restrict automation add headline risk around Amazon’s robotics/AI labor strategy — potential for policy pushback that could affect costs or public perception. Bernie Sanders Says Companies Like Amazon Would Replace Workers With Robots

Analysts Set New Price Targets

A number of research firms have issued reports on AMZN. Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research note on Friday, October 31st. Roth Capital upped their target price on shares of Amazon.com from $250.00 to $270.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. DZ Bank reissued a “buy” rating on shares of Amazon.com in a research note on Friday, October 31st. JPMorgan Chase & Co. restated a “buy” rating and issued a $305.00 price target on shares of Amazon.com in a report on Friday, December 12th. Finally, Rothschild Redb lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $295.50.

Insider Transactions at Amazon.com

In related news, Director Daniel P. Huttenlocher sold 1,237 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the transaction, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Jonathan Rubinstein sold 8,173 shares of the business’s stock in a transaction that occurred on 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 sale, the director owned 80,030 shares of the company’s stock, valued at approximately $20,009,900.90. This trade represents a 9.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 79,734 shares of company stock worth $18,534,017. 10.80% of the stock is currently owned by company insiders.

Amazon.com Trading Up 0.2%

Shares of NASDAQ:AMZN opened at $232.53 on Wednesday. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. The company has a market capitalization of $2.49 trillion, a P/E ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. The company has a 50-day simple moving average of $231.61 and a 200 day simple moving average of $226.55.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share 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 firm had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. During the same quarter in the previous year, the business earned $1.43 earnings per share. The business’s revenue was up 13.4% compared to the same quarter last year. Sell-side analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Amazon.com Company 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.