Amazon.com, Inc. $AMZN Shares Acquired by HWG Holdings LP

HWG Holdings LP boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 17.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 71,075 shares of the e-commerce giant’s stock after buying an additional 10,597 shares during the period. Amazon.com comprises about 4.0% of HWG Holdings LP’s portfolio, making the stock its 10th biggest holding. HWG Holdings LP’s holdings in Amazon.com were worth $15,606,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in AMZN. Vanguard Group Inc. raised its stake in Amazon.com by 2.1% in 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 purchasing an additional 17,447,045 shares in the last quarter. State Street Corp increased its holdings 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 worth $82,073,203,000 after purchasing an additional 5,163,208 shares during the period. Geode Capital Management LLC raised its position 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 valued at $47,332,625,000 after buying an additional 3,721,658 shares in the last quarter. Kingstone Capital Partners Texas LLC raised its position in shares of 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 valued at $29,100,194,000 after buying an additional 132,616,953 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of Amazon.com in the second quarter valued at approximately $27,438,011,000. Institutional investors own 72.20% of the company’s stock.

Wall Street Analyst Weigh In

AMZN has been the topic of a number of recent research reports. Sanford C. Bernstein set a $300.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, October 31st. Roth Capital increased their target price on Amazon.com from $250.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, October 31st. HSBC raised their price target on Amazon.com from $260.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Barclays reaffirmed an “overweight” rating and set a $300.00 price objective (up previously from $275.00) on shares of Amazon.com in a research report on Friday, October 31st. Finally, Wolfe Research increased their price objective on shares of Amazon.com from $265.00 to $270.00 in a research note on Tuesday, September 30th. 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. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $295.50.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Analyst upgrades and bullish price-target revisions are piling up: MarketBeat lists AMZN among the “Most Upgraded” stocks of 2025, citing stronger AWS growth (~20%) and low‑teens retail growth that underpin consensus upside (MarketBeat notes ~20–27% consensus upside). The 5 Most Upgraded Stocks from 2025: Double-Digit Upside in 2026
• Positive Sentiment: Multiple bullish pieces argue there’s meaningful upside into 2026 (one outlet says AMZN “could have nearly 50% upside”), reinforcing a buy-on-dips narrative that supports medium-term demand for the stock. Why Amazon stock could have nearly 50% upside in 2026
• Positive Sentiment: ETF and institutional positioning is still supportive: Benzinga notes 200+ ETFs continue to hold AMZN despite underperformance in 2025, which can limit forced outflows and leave the shares positioned for a rebound if growth momentum continues. Amazon Is Lagging In 2025, Yet 200+ ETFs Still Can’t Let It Go
• Neutral Sentiment: Longer-term technology positioning: Zacks highlights Amazon’s quantum and AI investments as strategic edges versus pure-play quantum firms — a potential long-term positive but not an immediate earnings catalyst. 2026 Big Tech Quantum Bets: IBM and Amazon’s Edge Over Pure-Plays?
• Negative Sentiment: Market scrutiny over hyperscaler AI spending: commentary (Zacks) questions whether Mag‑7 hyperscalers—Amazon included—are spending too aggressively on AI, which could weigh on near‑term margins and free cash flow if costs outpace monetization. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Insider selling is heavy: QuiverQuant data shows extensive insider sales across senior executives recently — a sentiment/flow signal investors watch and that can amplify near‑term downside pressure. Amazon Stock (AMZN) Opinions on AI Expansion and Holiday Sales
• Negative Sentiment: Logistics cost headwinds: MarketBeat’s “Christmas Stress Test” coverage highlights a diesel-price surge amid soft freight volumes — that mix raises shipping costs for retailers (including Amazon) and may compress Q1 2026 margins. A Christmas Stress Test: Why Diesel Pricing Stress Means Profits
• Neutral Sentiment: Minor operational change: Reuters reports Amazon dropped plans for drone delivery in Italy — a small program pullback that is unlikely to move core fundamentals but could be read as a near‑term disappointment. Amazon halts plans for drone delivery in Italy

Amazon.com Trading Down 0.2%

Shares of Amazon.com stock opened at $232.07 on Tuesday. The firm’s 50 day moving average is $231.40 and its 200 day moving average is $226.40. The firm has a market capitalization of $2.48 trillion, a PE ratio of 32.78, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a current ratio of 1.01, a quick ratio of 0.80 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, beating analysts’ consensus estimates of $1.57 by $0.38. The firm had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company’s quarterly revenue was up 13.4% on a year-over-year basis. During the same quarter last year, the business posted $1.43 earnings per share. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, Director Keith Brian Alexander sold 900 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the transaction, the director owned 7,170 shares of the company’s stock, valued at $1,670,610. This represents a 11.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the sale, the director directly owned 26,148 shares in the company, valued at $5,925,398.28. The trade was a 4.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 82,234 shares of company stock worth $19,076,767 over the last three months. 10.80% of the stock is owned by corporate insiders.

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.