Munro Partners Grows Stock Position in Amazon.com, Inc. $AMZN

Munro Partners grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 918,788 shares of the e-commerce giant’s stock after acquiring an additional 109,275 shares during the quarter. Amazon.com accounts for approximately 5.5% of Munro Partners’ investment portfolio, making the stock its 2nd largest position. Munro Partners’ holdings in Amazon.com were worth $201,738,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Carderock Capital Management Inc. acquired a new position in shares of Amazon.com during the second quarter worth $27,000. Maryland Capital Advisors Inc. increased its stake in shares of Amazon.com by 81.9% in the second 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 during the period. Ryan Investment Management Inc. bought a new position in shares of Amazon.com during the second quarter valued at $48,000. Cooksen Wealth LLC raised its position in Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after purchasing an additional 47 shares during the last quarter. Finally, Access Investment Management LLC acquired a new position in shares of Amazon.com in the second quarter worth approximately $74,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 19,872 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 2,208,310 shares of the company’s stock, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jonathan Rubinstein sold 8,173 shares of Amazon.com 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 transaction, the director directly owned 80,030 shares in the company, valued at approximately $20,009,900.90. This represents a 9.27% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 79,734 shares of company stock valued at $18,534,017 over the last three months. Insiders own 10.80% of the company’s stock.

More Amazon.com News

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

• Positive Sentiment: Evercore / senior analysts name Amazon as a top large?cap internet pick for 2026, citing resilient consumer demand and AWS momentum — a catalyst for continued buyside interest and upward price targets. Mark Mahaney names his favourite internet stocks for 2026
• Positive Sentiment: Wall Street upgrade momentum: MarketBeat highlights Amazon among the most upgraded names and notes broad analyst confidence into the next earnings window — supportive for price if AWS growth and beats continue. The 5 Most Upgraded Stocks from 2025: Double-Digit Upside in 2026
• Positive Sentiment: TipRanks frames Amazon’s aggressive investment cycle and AI/AWS tailwinds as a long?term growth story (the firm projects a push toward the $3T market?cap territory), which keeps buy?side conviction despite short?term spending. Amazon Forecast 2026: Tech Giant Eyes $3 Trillion Club
• Neutral Sentiment: Balance-sheet resiliency: Zacks includes AMZN among names with solid interest?coverage, underscoring financial strength that helps absorb CapEx and cyclical shocks. 4 Stocks With Solid Interest Coverage to Navigate the 2026 Market
• Neutral Sentiment: Legal/regulatory watch: Amazon filed support in a SCOTUS brief backing Flowers Foods on delivery?driver classification — a win if courts limit broad gig?worker reclassification, but the issue remains a policy risk to labor costs. Amazon backs Flowers Foods at SCOTUS on delivery driver legal status
• Negative Sentiment: Rising diesel prices are a near?term headwind for Amazon’s logistics costs: supply?driven diesel surges (despite weak freight volumes) point to higher shipping expense and margin pressure into Q1. A Christmas Stress Test: Why Diesel Pricing Stress Means Profits
• Negative Sentiment: Heavy AI/data?center CapEx remains a two?edged sword: Market coverage notes Amazon spent large sums on data centers and AI in 2025, which pressured free cash flow — investors must balance near?term FCF impact vs. longer?term AWS monetization. How the Mag 7’s 2025 Laggards Could Turn Into 2026 Winners
• Negative Sentiment: Political/regulatory rhetoric heats up: public calls (e.g., Senator Sanders) to tax or restrict automation add headline risk around Amazon’s robotics/AI labor strategy — potential for policy pushback that could affect costs or public perception. Bernie Sanders Says Companies Like Amazon Would Replace Workers With Robots

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Oppenheimer reissued an “outperform” rating and set a $305.00 target price (up previously from $290.00) on shares of Amazon.com in a research note on Monday, December 1st. DA Davidson upped their target price on Amazon.com from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Canaccord Genuity Group set a $300.00 target price on Amazon.com and gave the stock a “buy” rating in a research note on Friday, October 31st. Desjardins boosted their price target on Amazon.com to $218.00 in a research note on Monday, December 8th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research 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 company’s stock. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $295.50.

Amazon.com Trading Up 0.2%

Shares of Amazon.com stock opened at $232.53 on Wednesday. The stock has a fifty day simple moving average of $231.61 and a 200 day simple moving average of $226.55. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The company has a market capitalization of $2.49 trillion, a P/E ratio of 32.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a return on equity of 23.62% and a net margin of 11.06%.The business’s revenue was up 13.4% on a year-over-year basis. During the same period last year, the business earned $1.43 EPS. On average, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

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.