Corsicana & Co. Buys New Position in Amazon.com, Inc. $AMZN

Corsicana & Co. purchased a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 6,405 shares of the e-commerce giant’s stock, valued at approximately $1,406,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Carderock Capital Management Inc. acquired a new stake in Amazon.com in the second quarter valued at about $27,000. Maryland Capital Advisors Inc. grew 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 valued at $46,000 after purchasing an additional 95 shares during the last quarter. Ryan Investment Management Inc. purchased a new position in Amazon.com during the 2nd quarter valued at about $48,000. Cooksen Wealth LLC increased its stake 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. purchased a new position in Amazon.com during the first quarter worth $59,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Performance

Shares of AMZN opened at $232.25 on Friday. The company’s fifty day moving average is $230.70 and its 200-day moving average is $226.01. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The firm has a market cap of $2.48 trillion, a price-to-earnings ratio of 32.80, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37.

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

Wall Street Analysts Forecast Growth

AMZN has been the topic of several analyst reports. BMO Capital Markets raised their price objective on Amazon.com from $300.00 to $304.00 and gave the stock an “outperform” rating in a report on Tuesday, December 16th. Daiwa Capital Markets upped their price target on shares of Amazon.com from $254.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, November 11th. President Capital boosted their target price on shares of Amazon.com from $280.00 to $320.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. DA Davidson increased their price target on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, Canaccord Genuity Group set a $300.00 price objective on shares of Amazon.com and gave the stock a “buy” rating in a 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 stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $295.50.

Key Headlines Impacting Amazon.com

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)

Insider Buying and Selling at Amazon.com

In related news, Director Jonathan Rubinstein sold 8,173 shares of Amazon.com stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the completion of the transaction, the director directly owned 80,030 shares of the company’s stock, valued at $20,009,900.90. This trade represents a 9.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Andrew R. Jassy sold 19,872 shares of the firm’s stock in a transaction 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 completion of the sale, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at approximately $479,070,771.40. This trade represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,234 shares of company stock worth $19,076,767 over the last three months. 9.70% of the stock is currently owned by 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.