Sarasin & Partners LLP Purchases 29,023 Shares of Amazon.com, Inc. $AMZN

Sarasin & Partners LLP increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,565,671 shares of the e-commerce giant’s stock after purchasing an additional 29,023 shares during the period. Amazon.com makes up 5.6% of Sarasin & Partners LLP’s investment portfolio, making the stock its 3rd largest holding. Sarasin & Partners LLP’s holdings in Amazon.com were worth $570,015,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Carderock Capital Management Inc. acquired a new stake in shares of Amazon.com in the 2nd quarter worth about $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 purchasing an additional 95 shares in the last quarter. Ryan Investment Management Inc. purchased a new stake in shares of Amazon.com in the second quarter worth approximately $48,000. Cooksen Wealth LLC lifted its holdings in shares of Amazon.com by 23.5% in the second 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 in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. bought a new position in shares of Amazon.com in the first quarter valued at approximately $59,000. Institutional investors own 72.20% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AMZN shares. Loop Capital upped their price target on Amazon.com from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Mizuho lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. President Capital increased their target price on shares of Amazon.com from $280.00 to $320.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. BNP Paribas Exane began coverage on shares of Amazon.com in a research report on Monday, November 24th. They set an “outperform” rating on the stock. Finally, Evercore ISI upped their price objective on shares of Amazon.com from $280.00 to $335.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $295.50.

Amazon.com Stock Performance

Shares of AMZN stock opened at $232.25 on Friday. 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 market cap of $2.48 trillion, a price-to-earnings ratio of 32.80, a P/E/G ratio of 1.60 and a beta of 1.37. Amazon.com, Inc. has a 52 week low of $161.38 and a 52 week high of $258.60. The firm’s 50-day simple moving average is $230.70 and its two-hundred day simple moving average is $226.01.

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 the consensus estimate of $1.57 by $0.38. The company had revenue of $180.17 billion during 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%. Amazon.com’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.43 EPS. As a group, equities analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Trending Headlines about Amazon.com

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)

Insiders Place Their Bets

In other Amazon.com news, CEO Matthew S. Garman sold 17,768 shares of the business’s 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 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.94, for a total value of $4,311,031.68. Following the transaction, the chief executive officer directly owned 2,208,310 shares in the company, valued at $479,070,771.40. This represents a 0.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over 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.

About Amazon.com

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.