Amazon.com, Inc. $AMZN Shares Bought by Flputnam Investment Management Co.

Flputnam Investment Management Co. lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 13.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 628,083 shares of the e-commerce giant’s stock after purchasing an additional 75,067 shares during the period. Amazon.com accounts for 2.1% of Flputnam Investment Management Co.’s portfolio, making the stock its 8th largest position. Flputnam Investment Management Co.’s holdings in Amazon.com were worth $137,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Wilson Asset Management International PTY Ltd. acquired a new stake in shares of Amazon.com during the second quarter worth $11,102,000. ARK Investment Management LLC lifted its holdings in shares of Amazon.com by 8.3% during the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after acquiring an additional 86,978 shares during the period. Buckhead Capital Management LLC boosted its holdings in shares of Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after purchasing an additional 3,948 shares in the last quarter. Flaharty Asset Management LLC increased its stake in shares of Amazon.com by 87.7% in the 1st quarter. Flaharty Asset Management LLC now owns 5,088 shares of the e-commerce giant’s stock valued at $968,000 after purchasing an additional 2,377 shares during the last quarter. Finally, Border to Coast Pensions Partnership Ltd raised its holdings in shares of Amazon.com by 6.0% during the 2nd 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. 72.20% of the stock is currently owned by institutional investors.

Key Amazon.com News

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)

Analyst Upgrades and Downgrades

AMZN has been the topic of a number of research reports. BNP Paribas Exane started coverage on shares of Amazon.com in a research note on Monday, November 24th. They set an “outperform” rating on the stock. BNP Paribas initiated coverage on shares of Amazon.com in a research report on Monday, November 24th. They set an “outperform” rating for the company. Daiwa Capital Markets boosted their price target on Amazon.com from $254.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, November 11th. Oppenheimer reissued an “outperform” rating and set a $305.00 price objective (up previously from $290.00) on shares of Amazon.com in a research report on Monday, December 1st. Finally, Benchmark lifted their price target on shares of Amazon.com from $260.00 to $295.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $295.50.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $232.25 on Friday. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The stock has a market cap of $2.48 trillion, a P/E ratio of 32.80, a PEG ratio of 1.60 and a beta of 1.37. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The business’s 50-day moving average price is $230.70 and its two-hundred day moving average price is $226.01.

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

Insider Buying and Selling at Amazon.com

In related news, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the transaction, the chief executive officer directly owned 6,273 shares of the company’s stock, valued at $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Jonathan Rubinstein sold 8,173 shares of the business’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the sale, the director directly owned 80,030 shares in the company, valued at $20,009,900.90. The trade was a 9.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 82,234 shares of company stock worth $19,076,767 over the last three months. 9.70% of the stock is owned by corporate insiders.

About Amazon.com

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.