West Branch Capital LLC Has $20.60 Million Stake in Amazon.com, Inc. $AMZN

West Branch Capital LLC raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 93,809 shares of the e-commerce giant’s stock after buying an additional 3,887 shares during the quarter. Amazon.com comprises about 5.4% of West Branch Capital LLC’s investment portfolio, making the stock its 5th largest holding. West Branch Capital LLC’s holdings in Amazon.com were worth $20,598,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Carderock Capital Management Inc. purchased a new stake in shares of Amazon.com during the 2nd quarter valued at $27,000. Maryland Capital Advisors Inc. increased its position in Amazon.com by 81.9% during the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 95 shares in the last quarter. Ryan Investment Management Inc. purchased a new stake in Amazon.com in the second quarter valued at about $48,000. Cooksen Wealth LLC boosted its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares in the last quarter. Finally, Access Investment Management LLC purchased a new stake in shares of Amazon.com during the second quarter worth about $74,000. 72.20% of the stock is currently owned by institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: Amazon launched Alexa+ Web — a browser-based AI assistant bundled into Prime — a strategic move aimed at lowering churn, increasing Prime value, and driving both consumer engagement and AWS validation; Street reaction was strongly bullish. Amazon Unveils Alexa+ Web—The AI Strategy Wall Street Has Waited For
• Positive Sentiment: Bernstein’s Mark Shmulik named Amazon a top large-cap tech pick for 2026, reinforcing buy-side conviction and supporting upside expectations for AMZN. Bernstein Analyst Names Amazon, Meta ‘Top Large-Cap Tech Picks for 2026’
• Positive Sentiment: Analysts are highlighting AWS as a key AI-inference and production workload play; multiple commentaries (Jefferies/Benzinga) frame AWS execution as a re-accelerating profit engine — a catalyst for higher price targets. Amazon’s AWS Makes It Top Large Cap Internet Stock For 2026: Analyst
• Positive Sentiment: Amazon-backed Anthropic rolled out healthcare tools and usability features (Cowork/Claude updates), strengthening Amazon’s ecosystem exposure to enterprise AI demand and providing downstream revenue/technology synergies for AWS. Anthropic Introduces Cowork to Make its Claude Code Product Easier to Use
• Neutral Sentiment: Technically, MarketBeat notes an RSI reading near 70 — often labeled “overbought” — but argues this can reflect momentum confirmation during a healthy uptrend rather than an immediate sell signal. This tempers short-term volatility expectations. Why Amazon’s ‘Overbought’ Signal Isn’t a Red Flag
• Neutral Sentiment: Competitive product moves (e.g., Microsoft’s Copilot Checkout) show big tech pushing into commerce/retail AI; this increases strategic competition for Amazon in AI-enabled commerce even as it validates market demand for AI-driven retail tooling. Microsoft Wants to Power Retail Without Competing With It
• Negative Sentiment: Regulatory/legal risk: Italy’s antitrust authority cut but kept a large fine against Amazon (reduced to €752.4M). This remains a material near-term cash/PR overhang and a potential headline risk ahead of earnings. Italy antitrust cuts Amazon record fine to $878.2 million

Analyst Ratings Changes

AMZN has been the subject of several research analyst reports. Robert W. Baird set a $285.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research report on Friday, October 31st. CICC Research upped their target price on Amazon.com from $240.00 to $280.00 and gave the company an “outperform” rating in a research report on Wednesday, November 5th. Rothschild Redb lowered Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Rothschild & Co Redburn reiterated a “neutral” rating and set a $250.00 price target on shares of Amazon.com in a research note on Tuesday, November 18th. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $301.00 target price (up previously from $295.00) on shares of Amazon.com in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $295.34.

Amazon.com Stock Down 0.4%

Amazon.com stock opened at $246.47 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80. The stock has a market capitalization of $2.63 trillion, a PE ratio of 34.81, a price-to-earnings-growth ratio of 1.55 and a beta of 1.37. The business has a 50 day simple moving average of $233.07 and a 200-day simple moving average of $228.15. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The firm’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.43 EPS. On average, analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity

In related news, Director Jonathan Rubinstein sold 8,173 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $250.03, for a total value of $2,043,495.19. Following the transaction, the director directly owned 80,030 shares of the company’s stock, valued at approximately $20,009,900.90. This trade represents a 9.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 22,000 shares of Amazon.com stock in a transaction dated 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 79,734 shares of company stock worth $18,534,017. Company insiders own 10.80% of the company’s stock.

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.