Amazon.com, Inc. $AMZN Holdings Boosted by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 25.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 462,886 shares of the e-commerce giant’s stock after buying an additional 95,356 shares during the quarter. Amazon.com accounts for about 1.4% of Douglas Lane & Associates LLC’s holdings, making the stock its 17th biggest position. Douglas Lane & Associates LLC’s holdings in Amazon.com were worth $101,636,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Carderock Capital Management Inc. acquired a new stake in shares of Amazon.com in the second quarter worth $27,000. Maryland Capital Advisors Inc. increased its stake in Amazon.com by 81.9% during the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 95 shares during the period. Ryan Investment Management Inc. bought a new stake in shares of Amazon.com in the 2nd quarter worth approximately $48,000. Cooksen Wealth LLC grew its holdings in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. acquired a new stake in shares of Amazon.com during the 1st quarter worth approximately $59,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: Big bullish thesis around data-center and AI demand — analysts point to a $61 billion surge in data‑center deal activity, AWS capacity expansion and deeper integration of Nova/Bedrock AI tools as a near‑term catalyst for revenue and margin upside. A $61 Billion Reason to Buy Amazon Stock for 2026
• Positive Sentiment: JPMorgan / bullish analyst commentary: note that Amazon’s 2026 bull case centers on AWS accelerating with AI share gains and more disciplined margins — supports higher earnings multiple vs pure retail comps. Amazon’s 2026 Bull Case Isn’t Retail — It’s AWS, AI And Margin Discipline
• Positive Sentiment: Value/quality narratives gaining traction — multiple pieces argue AMZN is undervalued or “dirt cheap” given earnings power from AWS and ads, which can attract value and long-only flows. Amazon’s Stock Is Dirt Cheap
• Positive Sentiment: Analyst/market support — coverage notes (moderate buy consensus and inclusion on “most buy recommendations” lists) help keep demand for shares, especially into year‑end rebalancing. Amazon.com, Inc. (NASDAQ:AMZN) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ownership breakdown and flows heading into 2026 — pieces reviewing who owns AMZN can influence positioning but are informational unless they show large institutional rotation. Heading into 2026, Let’s Look at Who Owns Amazon Stock (AMZN)
• Neutral Sentiment: Company product/strategy commentary — Alexa chief’s remarks about changing consumer behavior underline long‑term product experiments (wearables, ambient AI) that support strategic optionality but are multi‑year. Amazon’s Alexa chief predicts an end to doom scrolling: the next generation is ‘going to just think differently’
• Negative Sentiment: AWS Christmas‑Eve outage raises reliability/governance questions — outages can pressure enterprise sentiment, lead to customer churn or contract concessions if recurring. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Regulatory/competitive tension from AI shopping agents — Amazon is blocking some third‑party AI bots and faces a strategic “fight or join” choice; restrictive moves could harm partner ecosystems or spur regulatory scrutiny. Amazon Tightens Platform Access as AI Shopping Agents Expand
• Negative Sentiment: Technical risk: some charts/analysts warn a correction below $200 could be needed before the uptrend resumes, flagging downside risk for short‑term traders. Amazon: A Correction Under $200 May Be Necessary Before Uptrend Resumes (Technical Analysis)

Wall Street Analyst Weigh In

AMZN has been the topic of several recent research reports. Rothschild Redb lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. TD Cowen reiterated a “buy” rating and set a $300.00 price target on shares of Amazon.com in a research report on Thursday, December 11th. Rothschild & Co Redburn reissued a “neutral” rating and issued a $250.00 target price on shares of Amazon.com in a research note on Tuesday, November 18th. Rosenblatt Securities reissued a “buy” rating and set a $305.00 price target on shares of Amazon.com in a research note on Thursday, December 4th. Finally, Citigroup restated an “overweight” rating on shares of Amazon.com in a report on Wednesday, November 26th. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $295.50.

Amazon.com Trading Up 0.0%

Shares of Amazon.com stock opened at $232.25 on Friday. The business has a fifty day simple moving average of $230.70 and a two-hundred day simple moving average of $226.01. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The company has a market capitalization of $2.48 trillion, a price-to-earnings ratio of 32.80, a P/E/G ratio of 1.60 and a beta of 1.37. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $177.53 billion. During the same period last year, the firm posted $1.43 EPS. The firm’s revenue for the quarter was up 13.4% compared to the same quarter last year. Research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Transactions at Amazon.com

In other news, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Douglas J. Herrington sold 2,500 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $233.22, for a total value of $583,050.00. Following the sale, the chief executive officer owned 505,934 shares in the company, valued at $117,993,927.48. This represents a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 82,234 shares of company stock worth $19,076,767. 9.70% of the stock is owned by insiders.

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.