Swedbank AB Raises Position in Amazon.com, Inc. $AMZN

Swedbank AB increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 6.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,248,047 shares of the e-commerce giant’s stock after purchasing an additional 915,363 shares during the period. Amazon.com accounts for about 3.6% of Swedbank AB’s investment portfolio, making the stock its 5th biggest holding. Swedbank AB’s holdings in Amazon.com were worth $3,567,584,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BayBridge Capital Group LLC lifted its holdings in Amazon.com by 28.9% during the 3rd quarter. BayBridge Capital Group LLC now owns 10,380 shares of the e-commerce giant’s stock worth $2,279,000 after buying an additional 2,325 shares during the last quarter. Optas LLC lifted its stake in Amazon.com by 0.9% during the third quarter. Optas LLC now owns 41,590 shares of the e-commerce giant’s stock worth $9,132,000 after purchasing an additional 380 shares during the last quarter. Successful Portfolios LLC boosted its holdings in Amazon.com by 7.7% in the third quarter. Successful Portfolios LLC now owns 13,003 shares of the e-commerce giant’s stock worth $2,855,000 after purchasing an additional 931 shares during the period. Crane Advisory LLC boosted its holdings in Amazon.com by 10.6% in the third quarter. Crane Advisory LLC now owns 5,238 shares of the e-commerce giant’s stock worth $1,193,000 after purchasing an additional 504 shares during the period. Finally, Cypress Wealth Services LLC increased its stake in Amazon.com by 9.6% during the third quarter. Cypress Wealth Services LLC now owns 27,500 shares of the e-commerce giant’s stock valued at $6,038,000 after purchasing an additional 2,417 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com Stock Up 0.2%

Shares of Amazon.com stock opened at $232.53 on Wednesday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The company has a market capitalization of $2.49 trillion, a P/E ratio of 32.84, a PEG ratio of 1.60 and a beta of 1.37. The business’s fifty day moving average price is $231.61 and its two-hundred day moving average price is $226.55. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.01 and a quick ratio of 0.80.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating 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 company had revenue of $180.17 billion for the quarter, compared to analyst estimates of $177.53 billion. During the same period last year, the company earned $1.43 earnings per share. The company’s quarterly revenue was up 13.4% compared to the same quarter last year. As a group, research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on AMZN shares. HSBC raised their price target on shares of Amazon.com from $260.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a report on Monday, December 8th. Bank of America upped their target price on Amazon.com from $272.00 to $303.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Zacks Research raised Amazon.com from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Morgan Stanley restated an “overweight” rating and set a $315.00 price objective (up previously from $300.00) on shares of Amazon.com 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 issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $295.50.

Amazon.com News Summary

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

Insider Activity

In related news, Director Jonathan Rubinstein sold 8,173 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $2,043,495.19. Following the transaction, the director owned 80,030 shares in the company, valued at $20,009,900.90. This trade represents a 9.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.94, for a total value of $4,311,031.68. Following the sale, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. The trade was a 0.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 79,734 shares of company stock worth $18,534,017 in the last 90 days. 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.