Silver Oak Securities Incorporated grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.1% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 67,283 shares of the e-commerce giant’s stock after acquiring an additional 7,245 shares during the quarter. Amazon.com comprises 1.1% of Silver Oak Securities Incorporated’s portfolio, making the stock its 13th largest holding. Silver Oak Securities Incorporated’s holdings in Amazon.com were worth $14,773,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Carderock Capital Management Inc. purchased a new position in shares of Amazon.com in the 2nd quarter valued at approximately $27,000. Maryland Capital Advisors Inc. increased its stake in shares of Amazon.com by 81.9% in the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares in the last quarter. Ryan Investment Management Inc. bought a new position in shares of Amazon.com in the 2nd quarter worth about $48,000. Cooksen Wealth LLC boosted its stake in Amazon.com by 23.5% during 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, PayPay Securities Corp grew its holdings in Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.
Analyst Upgrades and Downgrades
A number of analysts have recently commented on the company. Evercore ISI reissued an “outperform” rating on shares of Amazon.com in a research report on Monday, January 5th. Monness Crespi & Hardt lifted their price objective on Amazon.com from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. BNP Paribas started coverage on Amazon.com in a research note on Monday, November 24th. They issued an “outperform” rating on the stock. Wall Street Zen lowered Amazon.com from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $295.61.
Amazon.com Stock Performance
AMZN opened at $242.60 on Wednesday. The company’s 50 day moving average is $232.93 and its 200 day moving average is $228.29. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.59 trillion, a price-to-earnings ratio of 34.27, a PEG ratio of 1.55 and a beta of 1.37. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping the consensus estimate of $1.57 by $0.38. The firm had revenue of $180.17 billion during the quarter, compared to analyst estimates of $177.53 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.Amazon.com’s revenue was up 13.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.43 EPS. On average, equities research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.
Key Amazon.com News
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Amazon’s consumer AI push (Alexa+ Web) is being framed as a major strategic catalyst — it can boost Prime stickiness, ARPU and showcase AWS’s ability to run large-scale AI workloads. This is a core reason analysts have turned bullish on the name. Amazon Unveils Alexa+ Web—The AI Strategy Wall Street Has Waited For
- Positive Sentiment: AWS margin expansion and backlog strength are accelerating — analysts point to higher margins and a large AI/cloud backlog as a durable profit engine that supports valuation upside. Amazon’s AWS Margin Expansion Accelerates
- Positive Sentiment: Analysts reiterated/upgraded bullish views and raised targets (BofA reiterated Buy with a $303 PT; TD Cowen raised its PT toward $315; Bernstein and others named AMZN a top large-cap AI/tech pick), reinforcing upside expectations. AI Sentiment on Amazon (AMZN) Could Improve in 2026, BofA Says
- Positive Sentiment: Regulatory/legacy legal risk eased slightly when Italy’s antitrust fine was reduced, removing some near-term headline risk. Italy antitrust cuts Amazon record fine to $878.2 million
- Neutral Sentiment: Amazon is expanding retail experiments (big-box concept and “Just Walk Out” for pop-ups), which signal long-term omnichannel ambition but are incremental near-term revenue drivers. Amazon supersizes its Walmart rivalry with new big-box retail concept Amazon Brings Just Walk Out Tech to Pop-Up Stores
- Negative Sentiment: The Financial Times / Reuters story that Amazon is pressuring suppliers for price cuts (up to ~30%) as it reverses prior tariff concessions is the likely immediate drag — the move can compress supplier economics, risk supply frictions or political backlash and signals margin-focused cost-taking that markets sometimes view as operational strain. Amazon pushes suppliers for cuts ahead of Supreme Court tariff ruling, FT reports
Insider Transactions at Amazon.com
In related news, Director Jonathan Rubinstein sold 8,173 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 transaction of $2,043,495.19. Following the completion of the transaction, the director directly owned 80,030 shares in the company, valued at approximately $20,009,900.90. The trade was a 9.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 79,734 shares of company stock valued at $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.
Featured Stories
- Five stocks we like better than Amazon.com
- “Ominous day” coming to stocks…
- Punch these codes into your ordinary brokerage account
- The Crash Has Already Started (Most Just Don’t See It Yet)
- Trump Planning to Use Public Law 63-43: Prepare Now
- A month before the crash
Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.
