Amazon.com, Inc. $AMZN Holdings Boosted by Howland Capital Management LLC

Howland Capital Management LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 21.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 282,441 shares of the e-commerce giant’s stock after buying an additional 50,118 shares during the quarter. Amazon.com accounts for 2.4% of Howland Capital Management LLC’s portfolio, making the stock its 10th largest position. Howland Capital Management LLC’s holdings in Amazon.com were worth $62,016,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of AMZN. Vanguard Group Inc. grew its position in Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock worth $186,420,422,000 after acquiring an additional 17,447,045 shares during the last quarter. State Street Corp boosted its stake in shares of Amazon.com by 1.4% during the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock valued at $82,073,203,000 after purchasing an additional 5,163,208 shares during the period. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% in the second quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares during the last quarter. Norges Bank purchased a new position in shares of Amazon.com in the second quarter worth $27,438,011,000. Finally, Northern Trust Corp raised its holdings in Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after buying an additional 302,858 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Price Performance

Shares of AMZN stock opened at $232.99 on Thursday. The business’s fifty day moving average is $234.09 and its 200 day moving average is $229.96. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The stock has a market cap of $2.49 trillion, a price-to-earnings ratio of 32.91, a PEG ratio of 1.49 and a beta of 1.37. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Analysts and partners highlight AWS strength — several firms raised targets or reiterated Buy as AWS deals and enterprise AI demand accelerate, supporting medium-term revenue upside. AWS-Prosus partnership
• Positive Sentiment: Amazon expands Alexa and AI strategy: Alexa+ widely rolled out and talks to use OpenAI models could boost device engagement, advertising and Prime stickiness if integrations scale. OpenAI-Alexa report
• Positive Sentiment: Execution signals — leadership move in Selling Partner Services (Amit Agarwal named) and Dharmesh Mehta joining CEO Jassy’s advisory team suggests operational focus on marketplace growth and technical strategy. Leadership change
• Neutral Sentiment: Delivery and retail metrics remain strong (record same/next-day volume — billions of Prime deliveries), supporting core commerce scale but with margin/capex trade-offs. Delivery speed story
• Neutral Sentiment: Earnings preview: market focus is AWS revenue, AI-related capex and margins — options traders imply a large post-earnings move, increasing short-term volatility risk/reward. Options-implied move
• Neutral Sentiment: Amazon is piloting AI tools for TV and film production (Amazon MGM Studios’ AI Studio) — potential long-term content cost savings but uncertain near-term revenue impact. AI studio tools
• Negative Sentiment: Infrastructure headwinds in Europe: long delays to power-grid connections are slowing planned data‑center expansions, which could constrain AWS capacity growth and push up capex/timing risk. Power-grid delays
• Negative Sentiment: Sentiment and execution concerns: new Alexa subscription pricing and ongoing job cuts / heavy AI/data-center spending keep near-term margin pressure and investor patience in check. Alexa price reaction

Insider Transactions at Amazon.com

In related news, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the completion of the transaction, the chief executive officer directly owned 2,208,310 shares in the company, valued at $479,070,771.40. This trade represents a 0.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Matthew S. Garman sold 17,768 shares of Amazon.com 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 directly owned 6,273 shares of the company’s stock, valued at approximately $1,360,613.70. This trade represents a 73.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 47,061 shares of company stock worth $10,351,262. 9.70% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on AMZN. Zacks Research lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Bank of America cut their target price on Amazon.com from $303.00 to $286.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Barclays reaffirmed an “overweight” rating and set a $300.00 price target (up previously from $275.00) on shares of Amazon.com in a research report on Friday, October 31st. Citizens Jmp lifted their price objective on Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a research report on Monday. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $296.37.

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.