Argent Capital Management LLC Has $213.08 Million Stock Position in Amazon.com, Inc. $AMZN

Argent Capital Management LLC reduced its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 970,420 shares of the e-commerce giant’s stock after selling 9,536 shares during the period. Amazon.com accounts for about 5.8% of Argent Capital Management LLC’s investment portfolio, making the stock its 3rd largest holding. Argent Capital Management LLC’s holdings in Amazon.com were worth $213,075,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Carderock Capital Management Inc. bought a new position in Amazon.com during the 2nd quarter valued at approximately $27,000. Maryland Capital Advisors Inc. boosted its stake in Amazon.com by 81.9% in the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 95 shares in the last quarter. Ryan Investment Management Inc. purchased a new stake in Amazon.com during the 2nd quarter valued at about $48,000. Cooksen Wealth LLC increased 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 purchasing an additional 47 shares in the last quarter. Finally, Access Investment Management LLC bought a new stake in Amazon.com during the 2nd quarter valued at about $74,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com News Roundup

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

Analysts Set New Price Targets

AMZN has been the topic of a number of recent analyst reports. New Street Research increased their price target on shares of Amazon.com from $270.00 to $340.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. President Capital upped their price objective on Amazon.com from $280.00 to $320.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. BNP Paribas began coverage on Amazon.com in a research note on Monday, November 24th. They set an “outperform” rating on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Monday, December 8th. Finally, Zacks Research upgraded Amazon.com from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $295.50.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 2,500 shares of Amazon.com stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $233.22, for a total transaction of $583,050.00. Following the transaction, the chief executive officer owned 505,934 shares of the company’s stock, valued at $117,993,927.48. The trade was 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 the SEC website. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director owned 26,148 shares in the company, valued at $5,925,398.28. The trade was a 4.52% 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 in the last 90 days. Insiders own 10.80% of the company’s stock.

Amazon.com Price Performance

NASDAQ AMZN opened at $232.52 on Monday. The business’s fifty day moving average is $231.09 and its 200 day moving average is $226.27. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. The company has a market capitalization 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.

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, topping 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 for the quarter, compared to the consensus estimate of $177.53 billion. During the same quarter last year, the company earned $1.43 earnings per share. The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. Sell-side analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

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.