Arvest Investments Inc. Buys 3,813 Shares of Amazon.com, Inc. $AMZN

Arvest Investments Inc. increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 21,353 shares of the e-commerce giant’s stock after acquiring an additional 3,813 shares during the quarter. Arvest Investments Inc.’s holdings in Amazon.com were worth $4,688,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC boosted its position in shares of Amazon.com by 542,733.6% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 132,641,388 shares of the e-commerce giant’s stock valued at $29,100,194,000 after acquiring an additional 132,616,953 shares during the last quarter. Norges Bank purchased a new stake in Amazon.com during the second quarter valued at $27,438,011,000. Nuveen LLC purchased a new stake in Amazon.com during the first quarter valued at $11,674,091,000. Vanguard Group Inc. lifted its position in Amazon.com by 2.1% during the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in shares of Amazon.com by 22,085.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock worth $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AMZN. The Goldman Sachs Group upped their target price on shares of Amazon.com from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, October 3rd. Daiwa Capital Markets boosted their price objective on Amazon.com from $254.00 to $300.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Susquehanna set a $300.00 price objective on Amazon.com and gave the company a “positive” rating in a research report on Friday, October 31st. Roth Capital lifted their target price on Amazon.com from $250.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Telsey Advisory Group boosted their target price on Amazon.com from $265.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $295.50.

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

Amazon.com Stock Performance

Amazon.com stock opened at $232.52 on Monday. 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 P/E/G ratio of 1.60 and a beta of 1.37. The company has a 50 day moving average price of $231.09 and a 200-day moving average price of $226.27. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (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 analysts’ expectations of $177.53 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.Amazon.com’s revenue was up 13.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.43 earnings per share. As a group, equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Insider Buying and Selling at Amazon.com

In related news, CEO Douglas J. Herrington sold 22,000 shares of the company’s stock in a transaction dated 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 directly owned 493,507 shares of the company’s stock, valued at $123,391,555.21. This represents a 4.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the transaction, the director owned 26,148 shares in the company, valued at approximately $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. In the last ninety days, insiders have sold 82,234 shares of company stock worth $19,076,767. Insiders own 10.80% of the company’s stock.

Amazon.com 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.