Amazon.com, Inc. $AMZN is Riverbridge Partners LLC’s 10th Largest Position

Riverbridge Partners LLC trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 632,358 shares of the e-commerce giant’s stock after selling 21,252 shares during the quarter. Amazon.com accounts for about 2.3% of Riverbridge Partners LLC’s investment portfolio, making the stock its 10th biggest position. Riverbridge Partners LLC’s holdings in Amazon.com were worth $138,847,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Carderock Capital Management Inc. acquired a new position in shares of Amazon.com in the 2nd quarter valued at approximately $27,000. Maryland Capital Advisors Inc. increased its stake in shares of 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 buying an additional 95 shares during the last quarter. Ryan Investment Management Inc. acquired a new stake in Amazon.com in the second quarter valued at $48,000. Cooksen Wealth LLC boosted its stake in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the last quarter. Finally, Access Investment Management LLC acquired a new position in Amazon.com during the 2nd quarter worth $74,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Trading Up 0.1%

NASDAQ:AMZN opened at $232.52 on Friday. The firm has a market capitalization of $2.49 trillion, a P/E ratio of 32.84, a P/E/G ratio of 1.60 and a beta of 1.37. The business has a 50 day simple moving average of $231.09 and a 200 day simple moving average of $226.18. 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 12-month low of $161.38 and a 12-month high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its earnings results 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. 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%.The firm’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same period last year, the business posted $1.43 earnings per share. Equities research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Transactions at Amazon.com

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

Key Headlines Impacting Amazon.com

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

Analyst Upgrades and Downgrades

AMZN has been the topic of a number of recent analyst reports. Citizens Jmp restated a “market outperform” rating and issued a $300.00 target price on shares of Amazon.com in a research note on Wednesday, December 3rd. Cowen restated a “buy” rating on shares of Amazon.com in a research note on Tuesday, November 25th. New Street Research increased their target price on Amazon.com from $270.00 to $340.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Robert W. Baird set a $285.00 price target on Amazon.com and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Stifel Nicolaus upped their price target on Amazon.com from $269.00 to $295.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average 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.