Lighthouse Financial LLC Acquires 9,654 Shares of Amazon.com, Inc. $AMZN

Lighthouse Financial LLC boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 64.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,596 shares of the e-commerce giant’s stock after acquiring an additional 9,654 shares during the quarter. Amazon.com comprises 3.6% of Lighthouse Financial LLC’s holdings, making the stock its 8th largest holding. Lighthouse Financial LLC’s holdings in Amazon.com were worth $5,401,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Cooksen Wealth LLC lifted its stake 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 acquiring an additional 47 shares in the last quarter. PayPay Securities Corp lifted its position in shares of Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Access Investment Management LLC acquired a new stake in shares of Amazon.com during the second quarter worth about $74,000. Sagard Holdings Management Inc. purchased a new position in shares of Amazon.com in the second quarter valued at approximately $79,000. Finally, MJT & Associates Financial Advisory Group Inc. grew its holdings in shares of Amazon.com by 17.1% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 363 shares of the e-commerce giant’s stock valued at $80,000 after purchasing an additional 53 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Amazon.com News Roundup

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

• Positive Sentiment: Amazon is reportedly in talks to invest up to $50 billion in OpenAI — a game‑changing strategic stake that would deepen AMZN’s position in the AI infrastructure and services stack and could secure preferential access to advanced models for AWS and enterprise customers. Amazon in talks to invest up to $50 billion in OpenAI (Reuters)
• Positive Sentiment: Amazon confirmed another large round of corporate layoffs (roughly 16,000 roles; ~30,000 total across recent rounds) as it reallocates spending toward AI/data centers — a move investors typically view as margin‑accretive and discipline that improves near‑term earnings leverage. Amazon cuts 16,000 jobs (Reuters)
• Neutral Sentiment: Amazon is closing most Amazon Go and Fresh stores and refocusing grocery around Whole Foods and online — lowers ongoing retail losses but also signals scaling limits for physical experiments. Amazon Fresh, Amazon Go stores to close (LA Times)
• Neutral Sentiment: Logistics partner UPS is trimming roles tied to its Amazon relationship (report: UPS to cut ~30,000 jobs related to the partnership) — could reflect shifting third‑party logistics dynamics as Amazon expands its own supply chain capabilities. UPS cuts tied to Amazon partnership (Barchart)
• Negative Sentiment: Reports that Amazon discovered a “high volume” of illegal child‑abuse content in AI training data raise reputational and regulatory risk for its AI initiatives and could trigger scrutiny or compliance costs. AI training data content concerns (TipRanks)
• Negative Sentiment: Amazon agreed to settle a class action over refund denials for ~$309 million — a non‑material but visible legal expense and reminder of consumer‑facing operational risks. Amazon agrees to $309M settlement (PYMNTS)

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Citizens Jmp reiterated a “market outperform” rating and set a $300.00 target price on shares of Amazon.com in a report on Wednesday, December 3rd. Piper Sandler reiterated an “overweight” rating on shares of Amazon.com in a report on Wednesday, December 3rd. 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. BNP Paribas Exane began coverage on Amazon.com in a research report on Monday, November 24th. They issued an “outperform” rating on the stock. Finally, Stifel Nicolaus set a $300.00 price objective on Amazon.com and gave the stock a “buy” rating in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, fifty-four have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $295.91.

Insider Transactions at Amazon.com

In other news, Director Keith Brian Alexander sold 900 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the sale, the director directly owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. The trade was a 11.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Douglas J. Herrington sold 2,500 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $233.22, for a total value of $583,050.00. Following the transaction, the chief executive officer owned 505,934 shares in the company, valued at $117,993,927.48. This represents a 0.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 49,561 shares of company stock valued at $10,989,862 over the last quarter. 9.70% of the stock is owned by corporate insiders.

Amazon.com Price Performance

AMZN stock opened at $241.73 on Friday. The business has a 50 day moving average price of $233.13 and a 200 day moving average price of $229.55. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The stock has a market cap of $2.58 trillion, a price-to-earnings ratio of 34.14, a PEG ratio of 1.52 and a beta of 1.37. Amazon.com, Inc. has a fifty-two week low of $161.38 and a fifty-two week high of $258.60.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company had revenue of $180.17 billion for the quarter, compared to analysts’ expectations of $177.53 billion. During the same quarter last year, the company earned $1.43 earnings per share. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Equities research 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.