Chicago Partners Investment Group LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 134,174 shares of the e-commerce giant’s stock after buying an additional 3,443 shares during the quarter. Amazon.com comprises 0.8% of Chicago Partners Investment Group LLC’s investment portfolio, making the stock its 23rd largest holding. Chicago Partners Investment Group LLC’s holdings in Amazon.com were worth $30,759,000 at the end of the most recent reporting period.
Other institutional investors have also recently added to or reduced their stakes in the company. Wilson Asset Management International PTY Ltd. bought a new position in Amazon.com during the 2nd quarter worth $11,102,000. American Capital Advisory LLC boosted its position in shares of Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock valued at $1,774,000 after acquiring an additional 3,152 shares during the period. ARK Investment Management LLC grew its stake 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 valued at $250,213,000 after acquiring an additional 86,978 shares in the last quarter. Buckhead Capital Management LLC increased 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 worth $6,232,000 after acquiring an additional 3,948 shares during the period. Finally, Alpha Wealth Funds LLC raised its stake in Amazon.com by 172.8% in the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after purchasing an additional 1,908 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the transaction, the chief executive officer directly owned 6,273 shares in the company, valued at approximately $1,360,613.70. This trade represents a 73.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com 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 sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at $479,070,771.40. The trade was a 0.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 47,061 shares of company stock worth $10,351,262 in the last ninety days. Insiders own 9.70% of the company’s stock.
Amazon.com Stock Performance
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s revenue was up 13.6% compared to the same quarter last year. During the same period last year, the company posted $1.86 EPS. On average, analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.
Analyst Ratings Changes
AMZN has been the topic of a number of analyst reports. Canaccord Genuity Group set a $300.00 target price on shares of Amazon.com and gave the stock a “buy” rating in a research report on Friday, October 31st. China Renaissance increased their price target on Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Cantor Fitzgerald set a $250.00 price objective on Amazon.com and gave the company an “overweight” rating in a report on Friday. Pivotal Research upped their target price on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, BNP Paribas Exane began coverage on Amazon.com in a report on Monday, November 24th. They set an “outperform” rating on the stock. Fifty-five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $290.28.
Read Our Latest Analysis on Amazon.com
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
- Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
- Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
- Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
- Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
- Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
- Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)
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.
Read More
- Five stocks we like better than Amazon.com
- The day the gold market broke
- Your Bank Account Is No Longer Safe
- What a Former CIA Agent Knows About the Coming Collapse
- He just nailed another gold prediction …
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.
