Ninety One SA PTY Ltd Has $14.21 Million Stock Holdings in Amazon.com, Inc. $AMZN

Ninety One SA PTY Ltd trimmed its position in Amazon.com, Inc. (NASDAQ:AMZN) by 58.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,729 shares of the e-commerce giant’s stock after selling 89,364 shares during the period. Amazon.com makes up approximately 2.1% of Ninety One SA PTY Ltd’s portfolio, making the stock its 14th biggest position. Ninety One SA PTY Ltd’s holdings in Amazon.com were worth $14,213,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Wilson Asset Management International PTY Ltd. purchased a new position in Amazon.com during the 2nd quarter valued at about $11,102,000. ARK Investment Management LLC lifted its holdings in Amazon.com by 8.3% in the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after buying an additional 86,978 shares during the period. Buckhead Capital Management LLC grew its position in shares of Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after buying an additional 3,948 shares during the last quarter. Border to Coast Pensions Partnership Ltd increased its stake in shares of Amazon.com by 6.0% during the second quarter. Border to Coast Pensions Partnership Ltd now owns 1,136,311 shares of the e-commerce giant’s stock valued at $249,295,000 after buying an additional 63,924 shares during the period. Finally, Alpha Wealth Funds LLC increased its stake in shares of Amazon.com by 172.8% during the second quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock valued at $667,000 after buying an additional 1,908 shares during the period. Institutional investors own 72.20% of the company’s stock.

Insider Transactions at Amazon.com

In other Amazon.com news, Director Daniel P. Huttenlocher sold 1,237 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This trade represents a 4.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Matthew S. Garman sold 17,768 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the completion of the transaction, the chief executive officer owned 6,273 shares in the company, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 79,734 shares of company stock worth $18,534,017 over the last quarter. Corporate insiders own 10.80% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Deutsche Bank Aktiengesellschaft raised their price target on Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Rothschild & Co Redburn reaffirmed a “neutral” rating and set a $250.00 target price on shares of Amazon.com in a research note on Tuesday, November 18th. China Renaissance increased their price target on shares of Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. Zacks Research downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Finally, Roth Capital lifted their price objective on Amazon.com from $250.00 to $270.00 and gave the company a “buy” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $295.34.

Amazon.com News Summary

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

• Positive Sentiment: Alexa+ Web launch strengthens Prime’s value proposition and ties consumer stickiness to AWS demand — a clear growth-and-retention play that analysts say could lift ARPU and justify higher price targets. Amazon Unveils Alexa+ Web—The AI Strategy Wall Street Has Waited For
• Positive Sentiment: Street bullish on AWS driving renewed momentum — multiple analysts (Jefferies, Evercore, Wolfe Research) highlight AWS as the engine for AI inference and enterprise demand, supporting upside to estimates and targets near $300+. Amazon’s AWS Makes It Top Large Cap Internet Stock For 2026: Analyst
• Positive Sentiment: Amazon-backed Anthropic is releasing new tools (Cowork, Claude Healthcare) that expand enterprise and vertical demand for large-scale inference — a tailwind for AWS capacity and long-term platform monetization. Anthropic Introduces Cowork to Make its Claude Code Product Easier to Use
• Neutral Sentiment: Technical/momentum debate — some note Amazon looks “overbought” on short-term indicators, while others view that as confirmation of a bullish trend; this dynamic can produce choppy sessions even as the longer trend stays intact.
• Neutral Sentiment: Upcoming earnings/near-term catalyst — Q4 results and early data on Alexa+ Web adoption (earnings in late Jan/early Feb) are the next decisive events; they can either validate the rally or prompt a deeper pullback. Amazon.Com’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Competitive moves (Microsoft’s Copilot Checkout) highlight a shifting AI/retail battleground; these are constructive for the category but indicate tighter competition for commerce-AI wins. Microsoft Wants to Power Retail Without Competing With It
• Negative Sentiment: Regulatory/legal overhang — Italy’s antitrust fine remains sizable (reduced to €752.4M), a reminder of ongoing EU/competition risks that can pressure sentiment around tech platforms. Italy antitrust cuts Amazon record fine to $878.2 million
• Negative Sentiment: Minor institutional selling — Spence Asset Management trimmed its stake, which can be interpreted as small near-term selling pressure amid a recent rally. Spence Asset Management trims Amazon.com stake by 3,667 shares
• Negative Sentiment: Profit-taking/technical pullback — after a multi-week rally and new 52-week highs, some traders are locking gains, explaining the modest near-term decrease in the share price.

Amazon.com Stock Performance

Shares of AMZN opened at $246.47 on Tuesday. 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 $2.63 trillion, a P/E ratio of 34.81, a P/E/G ratio of 1.55 and a beta of 1.37. The business’s 50 day moving average price is $233.07 and its 200-day moving average price is $228.15. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, beating 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 quarter last year, the company earned $1.43 EPS. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.