B&D White Capital Company LLC Grows Stock Position in Amazon.com, Inc. $AMZN

B&D White Capital Company LLC grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 619,144 shares of the e-commerce giant’s stock after acquiring an additional 107,288 shares during the quarter. Amazon.com comprises approximately 17.4% of B&D White Capital Company LLC’s holdings, making the stock its largest holding. B&D White Capital Company LLC’s holdings in Amazon.com were worth $135,945,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Amazon.com by 2.1% during the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the period. State Street Corp increased its position in shares of Amazon.com by 1.4% during the 2nd 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 last quarter. Geode Capital Management LLC raised its holdings in Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock valued at $47,332,625,000 after buying an additional 3,721,658 shares during the period. Kingstone Capital Partners Texas LLC lifted its position in Amazon.com by 542,733.6% in the second quarter. Kingstone Capital Partners Texas LLC now owns 132,641,388 shares of the e-commerce giant’s stock worth $29,100,194,000 after buying an additional 132,616,953 shares during the last quarter. Finally, Norges Bank purchased a new position in Amazon.com during the second quarter worth $27,438,011,000. Institutional investors own 72.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AMZN. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 target price (up previously from $275.00) on shares of Amazon.com in a research note on Monday, January 5th. Roth Mkm increased their price objective on shares of Amazon.com from $250.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. William Blair restated an “outperform” rating on shares of Amazon.com in a research report on Monday, November 3rd. Scotiabank increased their price target on Amazon.com from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, President Capital raised their price target on Amazon.com from $280.00 to $320.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $295.42.

Amazon.com Stock Up 1.3%

Shares of NASDAQ:AMZN opened at $234.34 on Friday. The business’s 50 day moving average is $231.59 and its 200 day moving average is $228.89. The stock has a market cap of $2.51 trillion, a P/E ratio of 33.10, a price-to-earnings-growth ratio of 1.45 and a beta of 1.37. Amazon.com, Inc. has a 52-week low of $161.38 and a 52-week high of $258.60. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. During the same period in the prior year, the business earned $1.43 EPS. The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. Sell-side analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Insider Buying and Selling

In other news, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Douglas J. Herrington sold 2,500 shares of Amazon.com stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $233.22, for a total transaction of $583,050.00. Following the transaction, the chief executive officer directly owned 505,934 shares in the company, valued at approximately $117,993,927.48. The trade was a 0.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 79,734 shares of company stock valued at $18,534,017 over the last quarter. 9.70% of the stock is owned by company insiders.

Key Amazon.com News

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

• Positive Sentiment: Several analysts raised price targets and reiterated buy ratings, supporting upside expectations for valuation and growth (TD Cowen, Scotiabank, Arete). TD Cowen raises PT to $315 Scotiabank raises PT to $300 Arete raises PT to $283
• Positive Sentiment: Amazon is being highlighted as a leading AI beneficiary (Bernstein notes a strong AI bull case) and continues to roll out AI products—most notably a Health AI assistant for One Medical—which supports AWS/AI growth narratives. Bernstein: AMZN strong AI bull case Amazon launches AI tool for One Medical
• Positive Sentiment: Brick-and-mortar expansion: Amazon plans its largest-ever retail/fulfillment “big-box” store in the Chicago suburbs, signaling new omnichannel scale and potentially faster local fulfillment. WSJ: Amazon launching largest-ever store
• Neutral Sentiment: Amazon set its Q4 2025 earnings webcast for Feb. 5 — a near-term catalyst where guidance and AWS commentary could move the stock. Earnings webcast Feb. 5
• Neutral Sentiment: Market commentators (e.g., Jim Cramer) note potential rotation back into the Magnificent Seven over time — a thematic tailwind but not immediate. Cramer: Mag 7 rotation possible
• Negative Sentiment: Reports say Amazon plans another round of corporate job cuts next week as it pursues roughly 30,000 white‑collar reductions — a sign of cost-cutting but also of internal pressure on growth and morale. That pushed some investor caution. Reuters: Amazon plans more corporate job cuts NYPost: More job cuts planned
• Negative Sentiment: Some sell‑side and technical warnings: Raymond James trimmed its target citing agentic commerce headwinds, Rothschild & Co Redburn lowered its PT to $230, and chart-focused pieces flagged a risky technical pattern — all factors that can dampen near-term upside. Raymond James trims target Rothschild lowers PT to $230 Invezz: technical warning
• Negative Sentiment: Institutional activity: Cypress Funds trimmed its Amazon stake, a small but visible sign of portfolio rebalancing. Cypress Funds trims stake

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.