Amazon.com, Inc. $AMZN Holdings Raised by Thomasville National Bank

Thomasville National Bank increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.7% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 374,020 shares of the e-commerce giant’s stock after purchasing an additional 2,458 shares during the period. Amazon.com makes up approximately 5.2% of Thomasville National Bank’s investment portfolio, making the stock its 2nd largest position. Thomasville National Bank’s holdings in Amazon.com were worth $82,124,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Carderock Capital Management Inc. acquired a new position in Amazon.com during the 2nd quarter worth about $27,000. Maryland Capital Advisors Inc. increased its stake in Amazon.com by 81.9% during the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after purchasing an additional 95 shares during the period. Ryan Investment Management Inc. acquired a new position in shares of Amazon.com in the second quarter valued at approximately $48,000. Cooksen Wealth LLC increased its stake in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after buying an additional 47 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. acquired a new stake in Amazon.com during the 1st quarter worth approximately $59,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Analyst Ratings Changes

AMZN has been the topic of a number of analyst reports. Maxim Group increased their price target on Amazon.com from $272.00 to $280.00 and gave the company a “buy” rating in a research report on Friday, October 31st. HSBC raised their target price on shares of Amazon.com from $260.00 to $285.00 and gave the company a “buy” rating in a report on Friday, October 31st. The Goldman Sachs Group boosted their price target on shares of Amazon.com from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, October 3rd. Zacks Research upgraded shares of Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, JMP Securities set a $300.00 price objective on shares of Amazon.com in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $295.50.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 22,000 shares of the business’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $250.03, for a total value of $5,500,660.00. Following the completion of the sale, the chief executive officer owned 493,507 shares in the company, valued at approximately $123,391,555.21. The trade was a 4.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jonathan Rubinstein sold 8,173 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the transaction, the director owned 80,030 shares in the company, valued at approximately $20,009,900.90. This trade represents a 9.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 82,234 shares of company stock valued at $19,076,767 over the last 90 days. 9.70% of the stock is owned by insiders.

Key Amazon.com News

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

• Positive Sentiment: Big bullish thesis around data-center and AI demand — analysts point to a $61 billion surge in data‑center deal activity, AWS capacity expansion and deeper integration of Nova/Bedrock AI tools as a near‑term catalyst for revenue and margin upside. A $61 Billion Reason to Buy Amazon Stock for 2026
• Positive Sentiment: JPMorgan / bullish analyst commentary: note that Amazon’s 2026 bull case centers on AWS accelerating with AI share gains and more disciplined margins — supports higher earnings multiple vs pure retail comps. Amazon’s 2026 Bull Case Isn’t Retail — It’s AWS, AI And Margin Discipline
• Positive Sentiment: Value/quality narratives gaining traction — multiple pieces argue AMZN is undervalued or “dirt cheap” given earnings power from AWS and ads, which can attract value and long-only flows. Amazon’s Stock Is Dirt Cheap
• Positive Sentiment: Analyst/market support — coverage notes (moderate buy consensus and inclusion on “most buy recommendations” lists) help keep demand for shares, especially into year‑end rebalancing. Amazon.com, Inc. (NASDAQ:AMZN) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ownership breakdown and flows heading into 2026 — pieces reviewing who owns AMZN can influence positioning but are informational unless they show large institutional rotation. Heading into 2026, Let’s Look at Who Owns Amazon Stock (AMZN)
• Neutral Sentiment: Company product/strategy commentary — Alexa chief’s remarks about changing consumer behavior underline long‑term product experiments (wearables, ambient AI) that support strategic optionality but are multi‑year. Amazon’s Alexa chief predicts an end to doom scrolling: the next generation is ‘going to just think differently’
• Negative Sentiment: AWS Christmas‑Eve outage raises reliability/governance questions — outages can pressure enterprise sentiment, lead to customer churn or contract concessions if recurring. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Regulatory/competitive tension from AI shopping agents — Amazon is blocking some third‑party AI bots and faces a strategic “fight or join” choice; restrictive moves could harm partner ecosystems or spur regulatory scrutiny. Amazon Tightens Platform Access as AI Shopping Agents Expand
• Negative Sentiment: Technical risk: some charts/analysts warn a correction below $200 could be needed before the uptrend resumes, flagging downside risk for short‑term traders. Amazon: A Correction Under $200 May Be Necessary Before Uptrend Resumes (Technical Analysis)

Amazon.com Price Performance

Shares of NASDAQ:AMZN opened at $232.25 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60. The firm has a market capitalization of $2.48 trillion, a P/E ratio of 32.80, a P/E/G ratio of 1.60 and a beta of 1.37. The company’s fifty day moving average price is $230.70 and its 200 day moving average price is $226.01.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 company had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. During the same quarter last year, the company posted $1.43 earnings per share. The business’s quarterly revenue was up 13.4% compared to the same quarter last year. As a group, sell-side analysts predict that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.