Marathon Asset Management Ltd Reduces Position in Amazon.com, Inc. $AMZN

Marathon Asset Management Ltd reduced its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 16.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 517,446 shares of the e-commerce giant’s stock after selling 101,506 shares during the period. Amazon.com accounts for approximately 4.2% of Marathon Asset Management Ltd’s holdings, making the stock its 2nd biggest position. Marathon Asset Management Ltd’s holdings in Amazon.com were worth $113,562,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Barlow Wealth Partners Inc. grew its holdings in Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after buying an additional 44 shares during the last quarter. Ridgecrest Wealth Partners LLC boosted its position in shares of Amazon.com by 0.5% in the second quarter. Ridgecrest Wealth Partners LLC now owns 8,399 shares of the e-commerce giant’s stock valued at $1,843,000 after acquiring an additional 45 shares during the period. Probity Advisors Inc. grew its stake in shares of Amazon.com by 0.4% in the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock worth $2,667,000 after acquiring an additional 45 shares during the last quarter. IMPACTfolio LLC increased its position in Amazon.com by 3.8% during the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock worth $269,000 after acquiring an additional 45 shares during the period. Finally, Union Savings Bank increased its position in Amazon.com by 0.4% during the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after acquiring an additional 45 shares during the period. Institutional investors own 72.20% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on AMZN. Daiwa Capital Markets raised their price target on shares of Amazon.com from $254.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, November 11th. Canaccord Genuity Group set a $300.00 target price on shares of Amazon.com and gave the company a “buy” rating in a research note on Friday, October 31st. Loop Capital boosted their price target on Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $300.00 price target on shares of Amazon.com in a report on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. reissued a “buy” rating and set a $305.00 price objective on shares of Amazon.com in a report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $296.21.

Amazon.com Trading Up 3.4%

Shares of Amazon.com stock opened at $240.95 on Wednesday. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The stock has a market capitalization of $2.58 trillion, a P/E ratio of 34.03, a price-to-earnings-growth ratio of 1.46 and a beta of 1.37. The company has a 50-day simple moving average of $232.46 and a 200 day simple moving average of $227.23. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. During the same period in the prior year, the company earned $1.43 EPS. Amazon.com’s revenue for the quarter was up 13.4% on a year-over-year basis. Research analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Amazon.com News Roundup

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

• Positive Sentiment: AWS wins and enterprise AI deals bolster growth visibility — AUMOVIO picked AWS as its preferred cloud to accelerate autonomous-vehicle development, highlighting continued enterprise demand for AWS AI/cloud services. Autonomous Vehicle Developer AUMOVIO to Use AWS Cloud and AI Capabilities
• Positive Sentiment: Alexa+ web push intensifies AI competition and monetization paths — Amazon launched browser-based Alexa+ (Alexa.com) to compete with ChatGPT/Gemini, expanding AI reach beyond devices and supporting the narrative of higher future engagement and ad/commerce monetization. Amazon lets some users chat with Alexa+ on the web in bid to take on ChatGPT
• Positive Sentiment: Analyst upgrades and price-target lifts reinforce upside — Jefferies and other sell‑side calls have raised targets/ratings on AMZN, reflecting confidence in AWS reacceleration, ad growth and AI monetization which supports the rally. AMZN, GOOGL: Jefferies Top Analyst Boosts Price Targets on Amazon and Alphabet Stocks
• Positive Sentiment: Ads and cloud momentum cited as core bull case — Coverage and commentary highlight Amazon’s ad business closing gaps with peers and AWS reacceleration as primary profit drivers, supporting multiple expansion. Why These 3 Mega-Caps Could Still Surprise Investors in 2026
• Neutral Sentiment: New product launches and partner ecosystem updates — Third‑party tools (atom11 Ads copilot) and integrations (TomTom/Alexa in‑vehicle work, Zenity on AWS Marketplace) expand the ecosystem but are incremental to core revenue today. atom11 Launches Neo, Award-Winning Amazon Ads Copilot for Amazon Sellers
• Neutral Sentiment: Ring expands into commercial surveillance — New Ring trailers for parking lots can add revenue but raise privacy/regulatory considerations; impact is modest vs. AWS/ads. Amazon’s Ring Unit Debuts Surveillance Trailers for Parking Lots
• Negative Sentiment: Merchant backlash over AI shopping tool (Shop Direct) raises operational and reputational risk — Some retailers say Amazon scraped listings and listed their products without permission, creating potential reseller friction or regulatory scrutiny for the new shopping agents. Amazon’s AI shopping tool sparks backlash from online retailers that didn’t want websites scraped
• Negative Sentiment: Large FTC settlement payout underway — Amazon is distributing checks as part of a reported $2.5 billion FTC settlement, a material cash outflow and negative near-term headline. Amazon is cutting checks to millions of customers as part of a $2.5 billion FTC settlement. Here’s who qualifies and how to get paid
• Negative Sentiment: Price‑gouging lawsuit allowed to proceed — A federal judge denied Amazon’s motion to dismiss a COVID-era price‑gouging suit; continued litigation adds legal risk and potential liabilities. Amazon must face price gouging lawsuit, US judge rules

Insider Activity at Amazon.com

In other news, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction 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 transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Douglas J. Herrington sold 2,500 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $233.22, for a total value of $583,050.00. Following the completion of the transaction, the chief executive officer directly owned 505,934 shares in the company, valued at $117,993,927.48. The trade was a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 79,734 shares of company stock valued at $18,534,017 over the last quarter. 10.80% 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.