Cerity Partners LLC increased its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,498,676 shares of the e-commerce giant’s stock after acquiring an additional 183,237 shares during the period. Amazon.com comprises about 1.6% of Cerity Partners LLC’s holdings, making the stock its 9th largest holding. Cerity Partners LLC’s holdings in Amazon.com were worth $985,581,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of the business. Carderock Capital Management Inc. purchased a new position in Amazon.com during the second quarter valued at approximately $27,000. Maryland Capital Advisors Inc. boosted its stake in shares of Amazon.com by 81.9% during the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 95 shares during the period. Ryan Investment Management Inc. acquired a new stake in shares of Amazon.com during the 2nd quarter valued at $48,000. Cooksen Wealth LLC grew its holdings in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares in the last quarter. Finally, PayPay Securities Corp increased its stake in shares of Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after acquiring an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Analyst upgrades and higher price targets — several firms have raised targets or reiterated bullish ratings (Scotiabank bumped its PT to $300; other shops keep AMZN as a top pick), offering a multi‑month upside case if AWS/AI momentum continues. Scotiabank adjusts PT on Amazon to $300
- Positive Sentiment: AI / AWS bullish narrative — analysts (e.g., Bernstein) and social chatter highlight AWS revenue acceleration and AI workloads as high‑margin growth drivers that could re‑rate the stock over 2026. Amazon seen as strong AI bull case (Bernstein)
- Positive Sentiment: Options/pricing signals show potential contrarian upside — high near‑term put yields suggest hedging demand and a possible oversold setup ahead of earnings, which some traders read as an opportunity for a post‑earnings rally. Is Amazon Too Cheap Ahead of Earnings? (Barchart)
- Positive Sentiment: Product and commerce expansion — operational moves like Dash Cart payment upgrades and UK quick‑commerce pilots support longer‑term retail convenience gains that could improve margins/retention over time. Amazon adds more payment options to Dash Cart
- Neutral Sentiment: Near‑term trading strategies vary — some investors are buying ahead of earnings for a “catch‑up” trade while others prefer to wait for the report to avoid a sell‑the‑news move; the upcoming Q4 print is the main catalyst. 2 Ways to Trade Amazon Ahead of Earnings (MarketBeat)
- Negative Sentiment: Tariff‑driven price pressure — CEO Andy Jassy said tariffs are starting to “creep” into consumer prices as pre‑bought inventory runs down, a development that can hurt demand and squeeze third‑party seller dynamics on the platform. Tariffs starting to bump up product prices (Reuters)
- Negative Sentiment: Macro / market headwinds — a tech‑led selloff tied to geopolitical rhetoric weighed on the Magnificent Seven broadly, making AMZN more sensitive to headline risk today. Tech stocks lead selloff amid rhetoric (Investopedia)
- Negative Sentiment: Insider selling — publicly reported insider sales have been heavy recently (multiple executives selling), which can be perceived negatively by some investors even if sales are for diversification or tax reasons. QuiverQuant: Insider activity and AMZN analysis
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) 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. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The company had revenue of $180.17 billion during the quarter, compared to analyst estimates of $177.53 billion. During the same period in the previous year, the company earned $1.43 earnings per share. The company’s quarterly revenue was up 13.4% compared to the same quarter last year. On average, equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.
Insider Activity
In other news, CEO Matthew S. Garman sold 17,768 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the transaction, the chief executive officer owned 6,273 shares in the company, valued at approximately $1,360,613.70. The trade was a 73.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 22,000 shares of the stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $5,500,660.00. Following the completion of the sale, the chief executive officer owned 493,507 shares of the company’s stock, valued at approximately $123,391,555.21. The trade was a 4.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 79,734 shares of company stock worth $18,534,017. Corporate insiders own 10.80% of the company’s stock.
Analysts Set New Price Targets
A number of research firms recently issued reports on AMZN. Rothschild Redb cut Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Benchmark raised their price target on Amazon.com from $260.00 to $295.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. DA Davidson boosted their price target on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Rosenblatt Securities restated a “buy” rating and issued a $305.00 price objective on shares of Amazon.com in a report on Thursday, December 4th. Finally, Loop Capital raised their price objective on shares of Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, November 18th. One research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $296.41.
Read Our Latest Stock Analysis on Amazon.com
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.
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