Weaver Capital Management LLC Increases Holdings in Amazon.com, Inc. $AMZN

Weaver Capital Management LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 7.7% during the third quarter, HoldingsChannel reports. The fund owned 34,551 shares of the e-commerce giant’s stock after purchasing an additional 2,465 shares during the period. Amazon.com accounts for about 1.6% of Weaver Capital Management LLC’s investment portfolio, making the stock its 16th biggest holding. Weaver Capital Management LLC’s holdings in Amazon.com were worth $7,586,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in shares of 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 valued at $186,420,422,000 after buying an additional 17,447,045 shares in the last quarter. State Street Corp lifted its position in Amazon.com by 1.4% in the second quarter. State Street Corp now owns 374,097,285 shares of the e-commerce giant’s stock valued at $82,073,203,000 after acquiring an additional 5,163,208 shares during the last quarter. Geode Capital Management LLC boosted its stake in 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 acquiring an additional 3,721,658 shares in the last quarter. Kingstone Capital Partners Texas LLC grew its holdings in shares of Amazon.com by 542,733.6% during 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 purchasing an additional 132,616,953 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Amazon.com during the second quarter worth about $27,438,011,000. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon is preparing a Walmart‑style, 225,000 sq. ft. “big‑box” store near Chicago that would combine in‑person retail with e‑commerce fulfillment—an execution play that could broaden margins and omnichannel reach. Amazon’s latest store concept is a Walmart-style supercenter
• Positive Sentiment: Amazon Pharmacy added Novo Nordisk’s oral Wegovy pill (insurance and cash options), expanding pharmacy revenue and recurring prescription flows—a near‑term revenue and margin catalyst for the pharmacy business. Amazon Pharmacy starts offering Novo Nordisk’s Wegovy weight-loss pill
• Positive Sentiment: AWS momentum is reviving the AI narrative—analysts point to accelerating AWS revenue, a large backlog and stronger AI demand that could drive margin expansion and re‑rate the stock. Will Accelerating AWS Revenue Growth Drive AMZN Stock’s 2026 Rally?
• Positive Sentiment: Broad analyst support and higher price targets (multiple firms reiterating Outperform/Buy and lifting targets) are underpinning investor sentiment ahead of earnings. Amazon Starts 2026 Strong—What It Could Mean for the Year
• Neutral Sentiment: Television and media bullishness: high‑profile investors/commentators (e.g., Jim Cramer) are publicly optimistic about AMZN’s upside in 2026—supports momentum but is sentiment‑driven. Jim Cramer Says He Is “Looking for Amazon to Put Up Much Bigger Gains in 2026”
• Neutral Sentiment: Regulatory tail risk eased somewhat after reports the EU digital rule overhaul will not impose the strictest new measures on big tech—reduces a headline regulatory overhang. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Market noise from reports that Amazon may announce layoffs has pressured the stock at times; a formal announcement would be a near‑term negative catalyst despite potential cost savings. Amazon Stock (AMZN) Slips on Layoff Expectations
• Negative Sentiment: Significant insider selling headlines and scrutiny of employee productivity/RTO initiatives may create perception issues; heavy insider sales can be viewed unfavorably by some investors. Amazon Stock (AMZN) Opinions on AWS Growth and AI Investments (insider selling summary)
• Negative Sentiment: Merchant complaints about an Amazon AI tool creating orders without sellers’ knowledge surfaced—possible reputational/operational risk if not addressed. Amazon AI tool blindsides merchants by offering products without their knowledge

Amazon.com Stock Up 0.4%

Shares of Amazon.com stock opened at $247.38 on Friday. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The company has a market cap of $2.64 trillion, a P/E ratio of 34.94, a PEG ratio of 1.55 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. The firm has a fifty day moving average of $233.22 and a two-hundred day moving average of $227.73.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business 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 business’s revenue was up 13.4% compared to the same quarter last year. During the same period in the previous year, the business posted $1.43 earnings per share. On average, analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AMZN. China Renaissance upped their target price on Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Evercore ISI reissued an “outperform” rating on shares of Amazon.com in a report on Monday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $300.00 target price (up from $275.00) on shares of Amazon.com in a report on Monday, January 5th. Rothschild Redb downgraded shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, BMO Capital Markets raised their price objective on shares of Amazon.com from $300.00 to $304.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $295.23.

Insider Activity at Amazon.com

In related news, CEO Matthew S. Garman sold 17,768 shares of Amazon.com stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.90, for a total value of $3,853,879.20. Following the sale, the chief executive officer directly owned 6,273 shares in the company, valued at $1,360,613.70. The trade was a 73.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Andrew R. Jassy sold 19,872 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $216.94, for a total value of $4,311,031.68. Following the completion of the transaction, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at $479,070,771.40. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 79,734 shares of company stock worth $18,534,017 in the last three months. 9.70% of the stock is currently owned by corporate insiders.

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.