Mad River Investors Makes New $747,000 Investment in Amazon.com, Inc. $AMZN

Mad River Investors acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,400 shares of the e-commerce giant’s stock, valued at approximately $747,000. Amazon.com comprises about 0.3% of Mad River Investors’ investment portfolio, making the stock its 20th largest holding.

Several other institutional investors have also modified their holdings of the company. Carderock Capital Management Inc. purchased a new position in shares of Amazon.com in the 2nd quarter valued at about $27,000. Maryland Capital Advisors Inc. boosted 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 in the last quarter. Ryan Investment Management Inc. acquired a new position in Amazon.com in the second quarter valued at approximately $48,000. Cooksen Wealth LLC increased its stake in Amazon.com by 23.5% in the second 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, Access Investment Management LLC acquired a new stake in Amazon.com during the second quarter worth approximately $74,000. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $232.52 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm has a 50-day simple moving average of $231.09 and a 200-day simple moving average of $226.18. The company has a market capitalization of $2.49 trillion, a price-to-earnings ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating 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 firm had revenue of $180.17 billion during the quarter, compared to the consensus estimate of $177.53 billion. During the same period in the prior year, the business earned $1.43 EPS. The firm’s revenue was up 13.4% compared to the same quarter last year. On average, equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on AMZN shares. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Benchmark boosted 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. JMP Securities set a $300.00 price target on shares of Amazon.com in a research report on Friday, October 31st. Wolfe Research raised their price objective on Amazon.com from $265.00 to $270.00 in a report on Tuesday, September 30th. Finally, CICC Research lifted their target price on Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 5th. Two investment analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $295.50.

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 2,500 shares of the stock in a transaction 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 completion of the sale, the chief executive officer directly owned 505,934 shares of the company’s stock, valued at $117,993,927.48. This trade represents a 0.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Keith Brian Alexander sold 900 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the completion of the transaction, the director directly owned 7,170 shares in the company, valued at $1,670,610. This represents a 11.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 82,234 shares of company stock valued at $19,076,767. Corporate insiders own 9.70% of the company’s stock.

Amazon.com News Summary

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

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.