ST Germain D J Co. Inc. Grows Position in Amazon.com, Inc. $AMZN

ST Germain D J Co. Inc. raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 3.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 154,407 shares of the e-commerce giant’s stock after acquiring an additional 5,616 shares during the quarter. Amazon.com makes up 1.4% of ST Germain D J Co. Inc.’s portfolio, making the stock its 15th biggest holding. ST Germain D J Co. Inc.’s holdings in Amazon.com were worth $33,903,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in AMZN. EWG Elevate Inc. raised its stake in Amazon.com by 1.1% in the 3rd quarter. EWG Elevate Inc. now owns 7,116 shares of the e-commerce giant’s stock valued at $1,563,000 after purchasing an additional 76 shares during the last quarter. Threadgill Financial LLC grew its holdings in shares of Amazon.com by 33.1% during the third quarter. Threadgill Financial LLC now owns 65,221 shares of the e-commerce giant’s stock worth $14,321,000 after buying an additional 16,221 shares in the last quarter. Catalyst Private Wealth LLC raised its position in shares of Amazon.com by 2.2% in the third quarter. Catalyst Private Wealth LLC now owns 8,916 shares of the e-commerce giant’s stock valued at $1,958,000 after buying an additional 192 shares during the last quarter. Grant Private Wealth Management Inc lifted its stake in shares of Amazon.com by 1.1% during the third quarter. Grant Private Wealth Management Inc now owns 33,449 shares of the e-commerce giant’s stock valued at $7,344,000 after buying an additional 373 shares during the period. Finally, Doliver Advisors LP lifted its stake in shares of Amazon.com by 0.5% during the third quarter. Doliver Advisors LP now owns 38,481 shares of the e-commerce giant’s stock valued at $8,449,000 after buying an additional 197 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on AMZN. Wedbush reiterated an “outperform” rating and issued a $340.00 price target on shares of Amazon.com in a report on Wednesday, December 3rd. JPMorgan Chase & Co. reiterated a “buy” rating and issued a $305.00 target price on shares of Amazon.com in a research note on Friday, December 12th. CICC Research increased their target price on Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 5th. Desjardins lifted their price target on Amazon.com to $218.00 in a report on Monday, December 8th. Finally, Benchmark upped their price objective on shares of Amazon.com from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Amazon.com currently has an average rating of “Moderate Buy” and an average price target of $295.50.

Insiders Place Their Bets

In related news, CEO Matthew S. Garman sold 17,768 shares of Amazon.com stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.90, for a total transaction of $3,853,879.20. Following the transaction, the chief executive officer owned 6,273 shares in the company, valued at approximately $1,360,613.70. The trade was a 73.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Douglas J. Herrington sold 22,000 shares of the stock in a transaction on Friday, October 31st. The shares were 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 of the company’s stock, valued at approximately $123,391,555.21. This represents a 4.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 82,234 shares of company stock worth $19,076,767. 9.70% of the stock is owned by company insiders.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon Now — MarketBeat highlights Amazon’s December launch of “Amazon Now” (ultra‑fast urban delivery) as a potential catalyst: faster fulfillment could raise order frequency, deepen Prime engagement and become a meaningful 2026 growth lever if margins hold. Amazon Now Delivery Push Could Boost Its 2026 Outlook
• Positive Sentiment: OpenAI talks / chip deal — Reports that OpenAI is in talks with Amazon about a large strategic investment and potentially using Amazon’s custom chips would be a direct revenue and strategic win for AWS/Graviton/Trainium silicon and strengthens AMZN’s positioning in AI infrastructure. OpenAI and Amazon in talks for $10 billion funding deal
• Positive Sentiment: AI leadership & org changes — Amazon named a senior AWS veteran to lead a unified AI/chip/quantum organization, a move investors view as accelerating AI R&D and productization that could widen AWS’s competitive moat. Amazon Names New AI Chief To Take On OpenAI, Google & Microsoft
• Positive Sentiment: Analyst optimism — Several firms (including BMO, Bank of America and others) have reaffirmed Buy ratings or raised price targets (BMO to $304), keeping bullish analyst support that helps underpin the rally. BMO Capital Markets Increases Amazon.com (NASDAQ:AMZN) Price Target to $304.00
• Neutral Sentiment: Grid / power access ruling — A FERC decision to ease colocation of data centers with power plants reduces a potential infrastructure bottleneck for hyperscalers like AWS, but raises regulatory and grid‑cost allocation questions that are mixed for near‑term margins. Feds pave the way for Big Tech to plug data centers right into power plants
• Negative Sentiment: Talent loss to Starbucks — Starbucks hired Anand Varadarajan, a longtime Amazon grocery/supply chain tech leader, which is a small execution risk for Amazon’s grocery tech bench and highlights competition for senior talent. Starbucks hires Amazon grocery tech leader as new CTO amid turnaround push
• Negative Sentiment: Legal & governance pressure — Ongoing litigation tied to delivery‑driver accidents and investor demands for disclosures on immigration policy impacts add legal and operational risk that could pressure costs or require new disclosures. Charleston-Based Law Firm Yarborough Applegate Leads Nation in Holding Amazon Accountable for Delivery Driver Wrecks Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies

Amazon.com Stock Up 0.3%

Shares of NASDAQ:AMZN opened at $227.35 on Friday. The stock has a 50-day simple moving average of $229.52 and a 200-day simple moving average of $225.38. The stock has a market capitalization of $2.43 trillion, a P/E ratio of 32.11, a PEG ratio of 1.56 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 debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating the consensus estimate 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%. Amazon.com’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter last year, the firm posted $1.43 earnings per share. Equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Amazon.com 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.