Sowell Financial Services LLC Trims Position in Amazon.com, Inc. $AMZN

Sowell Financial Services LLC reduced its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 7.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 211,442 shares of the e-commerce giant’s stock after selling 16,187 shares during the quarter. Amazon.com makes up about 1.8% of Sowell Financial Services LLC’s portfolio, making the stock its 7th largest holding. Sowell Financial Services LLC’s holdings in Amazon.com were worth $46,426,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Carderock Capital Management Inc. bought a new stake in shares of Amazon.com in the 2nd quarter valued at about $27,000. Maryland Capital Advisors Inc. raised its position in shares of Amazon.com by 81.9% during the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares during the last quarter. Ryan Investment Management Inc. acquired a new position in shares of Amazon.com in the second quarter worth approximately $48,000. Cooksen Wealth LLC lifted its stake in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the period. Finally, Access Investment Management LLC bought a new stake in Amazon.com in the second quarter valued at approximately $74,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Price Performance

AMZN stock opened at $233.06 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The company’s 50-day moving average is $232.23 and its 200-day moving average is $227.01. The stock has a market capitalization of $2.49 trillion, a PE ratio of 32.92, a price-to-earnings-growth ratio of 1.42 and a beta of 1.37. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.43 EPS. Equities research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity

In other news, Director Daniel P. Huttenlocher sold 1,237 shares of the company’s stock in a transaction that occurred on 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 directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This represents a 4.52% 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 Amazon.com 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 sale, the director directly owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. The trade was a 11.15% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 79,734 shares of company stock valued at $18,534,017. Corporate insiders own 10.80% of the company’s stock.

Analyst Upgrades and Downgrades

AMZN has been the subject of several analyst reports. Rothschild Redb lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Truist Financial set a $290.00 price objective on shares of Amazon.com in a research report on Friday, October 31st. UBS Group set a $300.00 target price on shares of Amazon.com in a research note on Friday, December 5th. Citizens Jmp reaffirmed a “market outperform” rating and set a $300.00 price target on shares of Amazon.com in a research report on Wednesday, December 3rd. Finally, BMO Capital Markets increased their price target on Amazon.com from $300.00 to $304.00 and gave the stock an “outperform” rating in a report on Tuesday, December 16th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $296.21.

Key Headlines Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: Alexa+ moves to the web and CES product updates massively raise Amazon’s AI playbook — a browser-based Alexa and fresh Fire TV / Bee device announcements increase addressable user engagement, which can drive AWS usage, advertising monetization and platform stickiness. Amazon lets some users chat with Alexa+ on the web in bid to take on ChatGPT
• Positive Sentiment: Analysts are lifting targets and becoming more bullish: Jefferies and other firms have raised price targets and many analysts revised estimates higher after Q4, signaling potential upside from reaccelerating AWS growth and AI monetization. This institutional re-rating supports buying flows. Jefferies Top Analyst Boosts Price Targets on Amazon and Alphabet Stocks
• Positive Sentiment: Research suggesting AI shopping tools and agentic features could add material revenue — analysts and boutiques highlight multi‑billion dollar upside from AI-driven shopping, recommendations and automation that expand margins over time. That underpins the bullish medium‑term thesis. AI shopping tools could add $31 billion revenue by 2028
• Neutral Sentiment: Retail investor interest remains strong — Amazon tops retail polls and is featured on several “stocks to own” lists, which can support retail inflows but isn’t a fundamental catalyst by itself. 5 Stocks Retail Investors Are Betting on for 2026
• Neutral Sentiment: Jeff Bezos’ 2025 stock sales (~$5.7B) drew headlines — large insider sales can spook some investors even if they’re often for diversification or other personal reasons; monitor for any pattern of incremental insider selling. Jeff Bezos Sold $5.7 Billion of Amazon Stock in 2025
• Neutral Sentiment: Regional and policy items (e.g., Chinese e‑commerce tax pressure, Brazilian conservation pact news) are background risks for global marketplace operations but are not immediate company earnings shocks. Stay aware of regulatory and macro developments in key markets. Chinese eCommerce Sellers Say New Tax ‘Will Kill Us’
• Negative Sentiment: Legal risk: a U.S. judge denied Amazon’s bid to dismiss a consumer price‑gouging class action tied to the pandemic — this keeps the case alive and raises potential litigation costs, damages exposure and reputational risk. Investors will watch any developments and potential settlements. Amazon must face price gouging lawsuit, US judge rules

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.