Amazon.com, Inc. $AMZN Shares Acquired by Brighton Jones LLC

Brighton Jones LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,948,787 shares of the e-commerce giant’s stock after acquiring an additional 86,045 shares during the period. Amazon.com comprises about 20.8% of Brighton Jones LLC’s investment portfolio, making the stock its largest position. Brighton Jones LLC’s holdings in Amazon.com were worth $867,035,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in AMZN. Carderock Capital Management Inc. acquired a new stake in shares of Amazon.com during the second quarter worth approximately $27,000. Maryland Capital Advisors Inc. increased its holdings in Amazon.com by 81.9% during the 2nd 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 in the last quarter. Ryan Investment Management Inc. acquired a new stake in Amazon.com during the 2nd quarter valued at $48,000. Cooksen Wealth LLC raised its position in 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 purchasing an additional 47 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. acquired a new position in Amazon.com in the first quarter worth $59,000. 72.20% of the stock is owned by institutional investors.

Key Amazon.com News

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

• Positive Sentiment: Analysts and retail outlets are pitching Amazon as a buy heading into 2026 on expected cloud demand and AI-driven data center spending; this supportive narrative is helping sentiment. Is Amazon Stock a Buy Ahead of 2026?
• Positive Sentiment: Long-term bulls list AMZN among top “buy and hold” or top Magnificent Seven picks for 2026 because of AWS scale and retail cash generation — a reason investors accumulate on weakness. If I Could Buy Only 1 “Magnificent Seven” Stock in 2026, This Would Be It
• Positive Sentiment: Sector‑wide rebound in tech and easing AI fears helped AMZN get a lift in a thin holiday market, per analysts noting improving sentiment for large cloud names. The Zacks Analyst Blog Analog Devices, Amazon.com and Fortive
• Neutral Sentiment: Pieces comparing Amazon to Microsoft frame AMZN as a core cloud/AI play but stress tradeoffs (retail exposure, capex) — useful for positioning but not a clear near‑term price catalyst. Amazon vs. Microsoft: Which Stock Is a Better Buy for 2026 and Beyond?
• Neutral Sentiment: Market commentary notes AMZN’s unique mix (retail + AWS) and underperformance vs. peers; that creates both upside if cloud execution accelerates and vulnerability if it lags. Tech Corner: AMZN Underperformance & Unique Outlook
• Negative Sentiment: NVIDIA’s $20B Groq deal tightens competition for low‑latency inference hardware — a development that could raise AWS infrastructure costs or force Amazon to accelerate capex to stay competitive. This is a material industry risk for AMZN’s cloud franchise. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (AMZN)
• Negative Sentiment: Operational risk resurfaced after an AWS outage on Dec. 24, reigniting concerns about cloud reliability and monopoly risks — outages can spur customer migrations or pricing pressure. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Critical takes and warnings highlight valuation/operational flags and note some institutional selling — items that could pressure near‑term price action if they gather momentum. Amazon Stock Faces Dangers – Here Are Some Warning Signs

Insider Buying and Selling

In related news, CEO Douglas J. Herrington sold 22,000 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $250.03, for a total value of $5,500,660.00. Following the completion of the sale, the chief executive officer owned 493,507 shares in the company, valued at $123,391,555.21. This represents a 4.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the transaction, the director 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 82,234 shares of company stock worth $19,076,767 over the last ninety days. Insiders own 9.70% of the company’s stock.

Amazon.com Stock Performance

Shares of AMZN stock opened at $232.52 on Friday. The stock has a market cap of $2.49 trillion, a PE ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. The stock has a 50-day moving average of $231.09 and a 200-day moving average of $226.12. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60.

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on AMZN shares. Mizuho lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen restated a “buy” rating and issued a $300.00 price objective on shares of Amazon.com in a research report on Thursday, December 11th. Telsey Advisory Group boosted their target price on shares of Amazon.com from $265.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Zacks Research upgraded shares of Amazon.com from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 22nd. Finally, Pivotal Research raised their price target on shares of Amazon.com from $285.00 to $300.00 and gave the company 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 assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $295.50.

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.