Baxter Bros Inc. Raises Stock Holdings in Amazon.com, Inc. $AMZN

Baxter Bros Inc. boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 70,378 shares of the e-commerce giant’s stock after acquiring an additional 4,524 shares during the quarter. Amazon.com accounts for 1.8% of Baxter Bros Inc.’s portfolio, making the stock its 16th biggest holding. Baxter Bros Inc.’s holdings in Amazon.com were worth $15,453,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Carderock Capital Management Inc. bought a new position in Amazon.com in the 2nd quarter worth about $27,000. Maryland Capital Advisors Inc. boosted its holdings 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 valued at $46,000 after purchasing an additional 95 shares during the period. Ryan Investment Management Inc. bought a new position in Amazon.com in the second quarter worth approximately $48,000. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares during the period. Finally, Access Investment Management LLC purchased a new position in Amazon.com during the 2nd quarter worth $74,000. Institutional investors own 72.20% of the company’s stock.

Amazon.com Stock Performance

Shares of AMZN stock opened at $232.52 on Monday. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The business’s fifty day simple moving average is $231.09 and its 200-day simple moving average is $226.27. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.49 trillion, a PE ratio of 32.84, a PEG ratio of 1.60 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share 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 period in the previous year, the business earned $1.43 EPS. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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

Analysts Set New Price Targets

AMZN has been the topic of a number of recent research reports. CIBC increased their price target on Amazon.com to $315.00 in a research report on Monday, October 20th. Guggenheim raised shares of Amazon.com to a “strong-buy” rating in a research note on Wednesday, December 10th. Wells Fargo & Company reissued an “overweight” rating and set a $295.00 target price (up previously from $292.00) on shares of Amazon.com in a research report on Tuesday, December 2nd. Rothschild & Co Redburn restated a “neutral” rating and issued a $250.00 price target on shares of Amazon.com in a report on Tuesday, November 18th. Finally, HSBC increased their price objective on shares of Amazon.com from $260.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $295.50.

Insider Activity

In related news, CEO Douglas J. Herrington sold 22,000 shares of Amazon.com stock in a transaction that occurred 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 directly owned 493,507 shares in the company, valued at $123,391,555.21. This trade represents a 4.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 transaction of $4,311,031.68. Following the sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 82,234 shares of company stock valued at $19,076,767. 10.80% of the stock is owned by company insiders.

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.