Amazon.com, Inc. $AMZN Stock Position Raised by Sarasin & Partners LLP

Sarasin & Partners LLP lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,565,671 shares of the e-commerce giant’s stock after purchasing an additional 29,023 shares during the quarter. Amazon.com accounts for about 5.6% of Sarasin & Partners LLP’s holdings, making the stock its 3rd largest position. Sarasin & Partners LLP’s holdings in Amazon.com were worth $570,015,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in AMZN. Carderock Capital Management Inc. bought a new position in shares of Amazon.com in the second quarter valued at approximately $27,000. Maryland Capital Advisors Inc. increased its holdings 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 worth $46,000 after acquiring an additional 95 shares during the period. Ryan Investment Management Inc. purchased a new stake in Amazon.com in the 2nd quarter worth approximately $48,000. Cooksen Wealth LLC boosted its holdings in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after purchasing an additional 47 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. bought a new position in Amazon.com in the 1st quarter valued at $59,000. Institutional investors own 72.20% of the company’s stock.

Key Amazon.com News

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

• Positive Sentiment: Big bullish thesis around data-center and AI demand — analysts point to a $61 billion surge in data‑center deal activity, AWS capacity expansion and deeper integration of Nova/Bedrock AI tools as a near‑term catalyst for revenue and margin upside. A $61 Billion Reason to Buy Amazon Stock for 2026
• Positive Sentiment: JPMorgan / bullish analyst commentary: note that Amazon’s 2026 bull case centers on AWS accelerating with AI share gains and more disciplined margins — supports higher earnings multiple vs pure retail comps. Amazon’s 2026 Bull Case Isn’t Retail — It’s AWS, AI And Margin Discipline
• Positive Sentiment: Value/quality narratives gaining traction — multiple pieces argue AMZN is undervalued or “dirt cheap” given earnings power from AWS and ads, which can attract value and long-only flows. Amazon’s Stock Is Dirt Cheap
• Positive Sentiment: Analyst/market support — coverage notes (moderate buy consensus and inclusion on “most buy recommendations” lists) help keep demand for shares, especially into year‑end rebalancing. Amazon.com, Inc. (NASDAQ:AMZN) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ownership breakdown and flows heading into 2026 — pieces reviewing who owns AMZN can influence positioning but are informational unless they show large institutional rotation. Heading into 2026, Let’s Look at Who Owns Amazon Stock (AMZN)
• Neutral Sentiment: Company product/strategy commentary — Alexa chief’s remarks about changing consumer behavior underline long‑term product experiments (wearables, ambient AI) that support strategic optionality but are multi‑year. Amazon’s Alexa chief predicts an end to doom scrolling: the next generation is ‘going to just think differently’
• Negative Sentiment: AWS Christmas‑Eve outage raises reliability/governance questions — outages can pressure enterprise sentiment, lead to customer churn or contract concessions if recurring. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Regulatory/competitive tension from AI shopping agents — Amazon is blocking some third‑party AI bots and faces a strategic “fight or join” choice; restrictive moves could harm partner ecosystems or spur regulatory scrutiny. Amazon Tightens Platform Access as AI Shopping Agents Expand
• Negative Sentiment: Technical risk: some charts/analysts warn a correction below $200 could be needed before the uptrend resumes, flagging downside risk for short‑term traders. Amazon: A Correction Under $200 May Be Necessary Before Uptrend Resumes (Technical Analysis)

Insider Activity

In other news, Director Jonathan Rubinstein sold 8,173 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 $2,043,495.19. Following the transaction, the director owned 80,030 shares in the company, valued at approximately $20,009,900.90. The trade was a 9.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the sale, the chief executive officer owned 6,273 shares of the company’s stock, valued at $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 82,234 shares of company stock valued at $19,076,767. Company insiders own 9.70% of the company’s stock.

Amazon.com Trading Up 0.0%

Shares of AMZN opened at $232.25 on Friday. The firm has a market cap of $2.48 trillion, a price-to-earnings ratio of 32.80, a PEG ratio of 1.60 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. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60. The firm has a 50 day moving average price of $230.70 and a 200-day moving average price of $226.01.

Amazon.com (NASDAQ:AMZN) last released its 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 company 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 firm’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter last year, the firm earned $1.43 EPS. As a group, equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Maxim Group upped their price target on shares of Amazon.com from $272.00 to $280.00 and gave the stock a “buy” rating in a report on Friday, October 31st. KeyCorp restated an “overweight” rating on shares of Amazon.com in a research report on Friday, December 5th. JMP Securities set a $300.00 target price on Amazon.com in a research note on Friday, October 31st. Evercore ISI raised their price target on Amazon.com from $280.00 to $335.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, Canaccord Genuity Group set a $300.00 price objective on Amazon.com and gave the stock a “buy” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $295.50.

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.