Amazon.com, Inc. $AMZN is Barton Investment Management’s 3rd Largest Position

Barton Investment Management lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 512,687 shares of the e-commerce giant’s stock after selling 3,758 shares during the quarter. Amazon.com comprises about 11.5% of Barton Investment Management’s holdings, making the stock its 3rd largest position. Barton Investment Management’s holdings in Amazon.com were worth $112,571,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AMZN. Carderock Capital Management Inc. purchased a new position in Amazon.com in the 2nd quarter valued at $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 acquiring an additional 95 shares in the last quarter. Ryan Investment Management Inc. acquired a new position in shares of Amazon.com during the second quarter worth about $48,000. Cooksen Wealth LLC raised its holdings in Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its position in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares during the period. 72.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on AMZN shares. Benchmark boosted their target price on Amazon.com from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Robert W. Baird set a $285.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research report on Friday, October 31st. Barclays reissued an “overweight” rating and issued a $300.00 target price (up previously from $275.00) on shares of Amazon.com in a report on Friday, October 31st. CIBC increased their target price on shares of Amazon.com to $315.00 in a report on Monday, October 20th. Finally, Maxim Group raised their price objective on Amazon.com from $272.00 to $280.00 and gave the company a “buy” rating in a research note 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 given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $295.61.

Key Amazon.com News

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

• Positive Sentiment: AWS growth tied to AI is cited by analysts as a key re-acceleration driver for revenue and long-term margin expansion — a core bullish fundamental. Amazon’s Cloud Growth Tied To AI Advances, Analyst Says
• Positive Sentiment: TD Cowen and other firms are lifting price targets and highlighting a booming ad business that could materially increase revenue and operating profit long term. Amazon (AMZN) Stock: TD Cowen Increases Price Target on Advertising Boom
• Positive Sentiment: Analyst notes show AWS margin expansion and backlog strength, supporting upside to profit estimates as cloud efficiency improves. Amazon’s AWS Margin Expansion Accelerates: More Upside for the Stock?
• Neutral Sentiment: Technically the stock showed strong momentum recently (RSI/overbought readings), which can mean both continued strength or a short pause as traders lock gains ahead of earnings. Why Amazon’s ‘Overbought’ Signal Isn’t a Red Flag
• Negative Sentiment: Amazon is pushing suppliers for price cuts (reports cite asks up to ~30%) as tariff dynamics shift — this signals margin pressure, vendor friction and potential merchandising disruption in near term. Amazon Seeks Supplier Discounts Amid Ongoing Tariff Fight
• Negative Sentiment: Regulatory/legal headwinds persist: Amazon plans to appeal an Italian antitrust fine even after a reduction, keeping litigation risk and potential reputational/cost uncertainty in play. Amazon to appeal against Italian fine, even after it was cut, paper says
• Negative Sentiment: Market commentary and day-trade flows explain why AMZN fell more than the broader market today — short-term sellers reacting to headlines and rotation away from mega-cap momentum names. Why Amazon (AMZN) Dipped More Than Broader Market Today

Insider Transactions at Amazon.com

In related news, 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 directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the sale, the director directly owned 7,170 shares in the company, valued at approximately $1,670,610. The trade was a 11.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 79,734 shares of company stock worth $18,534,017 in the last three months. 9.70% of the stock is currently owned by company insiders.

Amazon.com Trading Down 2.5%

Amazon.com stock opened at $236.65 on Thursday. The stock has a 50-day moving average price of $232.66 and a 200 day moving average price of $228.35. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The stock has a market cap of $2.53 trillion, a PE ratio of 33.43, a P/E/G ratio of 1.52 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion during 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 period in the previous year, the firm posted $1.43 earnings per share. Equities research analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal 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.