Security National Bank Raises Holdings in Amazon.com, Inc. $AMZN

Security National Bank increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 77,241 shares of the e-commerce giant’s stock after buying an additional 3,472 shares during the period. Amazon.com accounts for about 2.6% of Security National Bank’s holdings, making the stock its 6th largest holding. Security National Bank’s holdings in Amazon.com were worth $16,960,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Wilson Asset Management International PTY Ltd. bought a new stake in shares of Amazon.com during the 2nd quarter valued at about $11,102,000. ARK Investment Management LLC boosted its holdings in shares of Amazon.com by 8.3% in the second quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after buying an additional 86,978 shares during the last quarter. Buckhead Capital Management LLC grew its position in Amazon.com by 16.1% during the second quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock valued at $6,232,000 after buying an additional 3,948 shares during the period. Flaharty Asset Management LLC increased its holdings in Amazon.com by 87.7% during the first quarter. Flaharty Asset Management LLC now owns 5,088 shares of the e-commerce giant’s stock valued at $968,000 after buying an additional 2,377 shares during the last quarter. Finally, Border to Coast Pensions Partnership Ltd raised its position in Amazon.com by 6.0% in the second quarter. Border to Coast Pensions Partnership Ltd now owns 1,136,311 shares of the e-commerce giant’s stock worth $249,295,000 after acquiring an additional 63,924 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon is preparing a Walmart‑style, 225,000 sq. ft. “big‑box” store near Chicago that would combine in‑person retail with e‑commerce fulfillment—an execution play that could broaden margins and omnichannel reach. Amazon’s latest store concept is a Walmart-style supercenter
• Positive Sentiment: Amazon Pharmacy added Novo Nordisk’s oral Wegovy pill (insurance and cash options), expanding pharmacy revenue and recurring prescription flows—a near‑term revenue and margin catalyst for the pharmacy business. Amazon Pharmacy starts offering Novo Nordisk’s Wegovy weight-loss pill
• Positive Sentiment: AWS momentum is reviving the AI narrative—analysts point to accelerating AWS revenue, a large backlog and stronger AI demand that could drive margin expansion and re‑rate the stock. Will Accelerating AWS Revenue Growth Drive AMZN Stock’s 2026 Rally?
• Positive Sentiment: Broad analyst support and higher price targets (multiple firms reiterating Outperform/Buy and lifting targets) are underpinning investor sentiment ahead of earnings. Amazon Starts 2026 Strong—What It Could Mean for the Year
• Neutral Sentiment: Television and media bullishness: high‑profile investors/commentators (e.g., Jim Cramer) are publicly optimistic about AMZN’s upside in 2026—supports momentum but is sentiment‑driven. Jim Cramer Says He Is “Looking for Amazon to Put Up Much Bigger Gains in 2026”
• Neutral Sentiment: Regulatory tail risk eased somewhat after reports the EU digital rule overhaul will not impose the strictest new measures on big tech—reduces a headline regulatory overhang. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Market noise from reports that Amazon may announce layoffs has pressured the stock at times; a formal announcement would be a near‑term negative catalyst despite potential cost savings. Amazon Stock (AMZN) Slips on Layoff Expectations
• Negative Sentiment: Significant insider selling headlines and scrutiny of employee productivity/RTO initiatives may create perception issues; heavy insider sales can be viewed unfavorably by some investors. Amazon Stock (AMZN) Opinions on AWS Growth and AI Investments (insider selling summary)
• Negative Sentiment: Merchant complaints about an Amazon AI tool creating orders without sellers’ knowledge surfaced—possible reputational/operational risk if not addressed. Amazon AI tool blindsides merchants by offering products without their knowledge

Insider Buying and Selling at Amazon.com

In related news, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the transaction, the chief executive officer directly owned 6,273 shares of the company’s stock, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. The trade was a 4.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 79,734 shares of company stock worth $18,534,017. Insiders own 9.70% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on AMZN. Loop Capital upped their price objective on Amazon.com from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Tuesday, November 18th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $305.00 price objective on shares of Amazon.com in a research note on Thursday, December 4th. BNP Paribas Exane began coverage on Amazon.com in a research note on Monday, November 24th. They set an “outperform” rating for the company. Cowen reissued a “buy” rating on shares of Amazon.com in a report on Tuesday, November 25th. Finally, Monness Crespi & Hardt lifted their price target on shares of Amazon.com from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $295.23.

Amazon.com Trading Up 0.4%

Shares of AMZN opened at $247.38 on Friday. The firm has a market cap of $2.64 trillion, a P/E ratio of 34.94, a price-to-earnings-growth ratio of 1.55 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a 50 day simple moving average of $233.22 and a two-hundred day simple moving average of $227.83.

Amazon.com (NASDAQ:AMZN) last released its earnings results 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. The firm had revenue of $180.17 billion for the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.43 earnings per share. On average, equities analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Amazon.com Company 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.