CHICAGO TRUST Co NA Reduces Position in Amazon.com, Inc. $AMZN

CHICAGO TRUST Co NA reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 7.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 54,983 shares of the e-commerce giant’s stock after selling 4,220 shares during the quarter. Amazon.com accounts for approximately 1.7% of CHICAGO TRUST Co NA’s holdings, making the stock its 11th biggest holding. CHICAGO TRUST Co NA’s holdings in Amazon.com were worth $12,073,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Wilson Asset Management International PTY Ltd. acquired a new stake in shares of Amazon.com during the second quarter worth about $11,102,000. ARK Investment Management LLC increased its holdings in Amazon.com by 8.3% in the 2nd quarter. ARK Investment Management LLC now owns 1,140,494 shares of the e-commerce giant’s stock worth $250,213,000 after buying an additional 86,978 shares during the period. Buckhead Capital Management LLC raised its position in Amazon.com by 16.1% during the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after buying an additional 3,948 shares during the last quarter. Flaharty Asset Management LLC lifted its stake in Amazon.com by 87.7% during the 1st quarter. Flaharty Asset Management LLC now owns 5,088 shares of the e-commerce giant’s stock valued at $968,000 after acquiring an additional 2,377 shares during the period. Finally, Border to Coast Pensions Partnership Ltd lifted its stake in Amazon.com by 6.0% during the 2nd quarter. Border to Coast Pensions Partnership Ltd now owns 1,136,311 shares of the e-commerce giant’s stock valued at $249,295,000 after acquiring an additional 63,924 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Transactions at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 22,000 shares of the 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 $5,500,660.00. Following the completion of the transaction, the chief executive officer owned 493,507 shares of the company’s stock, valued at $123,391,555.21. This represents a 4.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the sale, the director directly owned 26,148 shares in the company, valued at $5,925,398.28. This represents a 4.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 82,234 shares of company stock worth $19,076,767 in the last three months. 9.70% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on AMZN. Cowen reiterated a “buy” rating on shares of Amazon.com in a research note on Tuesday, November 25th. BNP Paribas started coverage on Amazon.com in a report on Monday, November 24th. They set an “outperform” rating on the stock. Rothschild Redb downgraded Amazon.com from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Rosenblatt Securities reaffirmed a “buy” rating and set a $305.00 price objective on shares of Amazon.com in a research note on Thursday, December 4th. Finally, Pivotal Research lifted their target price on shares of Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $295.50.

Key Stores Impacting Amazon.com

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

• Positive Sentiment: Analysts and retail outlets are pitching Amazon as a buy heading into 2026 on expected cloud demand and AI-driven data center spending; this supportive narrative is helping sentiment. Is Amazon Stock a Buy Ahead of 2026?
• Positive Sentiment: Long-term bulls list AMZN among top “buy and hold” or top Magnificent Seven picks for 2026 because of AWS scale and retail cash generation — a reason investors accumulate on weakness. If I Could Buy Only 1 “Magnificent Seven” Stock in 2026, This Would Be It
• Positive Sentiment: Sector‑wide rebound in tech and easing AI fears helped AMZN get a lift in a thin holiday market, per analysts noting improving sentiment for large cloud names. The Zacks Analyst Blog Analog Devices, Amazon.com and Fortive
• Neutral Sentiment: Pieces comparing Amazon to Microsoft frame AMZN as a core cloud/AI play but stress tradeoffs (retail exposure, capex) — useful for positioning but not a clear near‑term price catalyst. Amazon vs. Microsoft: Which Stock Is a Better Buy for 2026 and Beyond?
• Neutral Sentiment: Market commentary notes AMZN’s unique mix (retail + AWS) and underperformance vs. peers; that creates both upside if cloud execution accelerates and vulnerability if it lags. Tech Corner: AMZN Underperformance & Unique Outlook
• Negative Sentiment: NVIDIA’s $20B Groq deal tightens competition for low‑latency inference hardware — a development that could raise AWS infrastructure costs or force Amazon to accelerate capex to stay competitive. This is a material industry risk for AMZN’s cloud franchise. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (AMZN)
• Negative Sentiment: Operational risk resurfaced after an AWS outage on Dec. 24, reigniting concerns about cloud reliability and monopoly risks — outages can spur customer migrations or pricing pressure. Amazon Web Service’s Christmas Eve Outage Reignites Concerns Over Cloud Monopoly Risks
• Negative Sentiment: Critical takes and warnings highlight valuation/operational flags and note some institutional selling — items that could pressure near‑term price action if they gather momentum. Amazon Stock Faces Dangers – Here Are Some Warning Signs

Amazon.com Price Performance

Amazon.com stock opened at $232.52 on Friday. The stock has a market capitalization of $2.49 trillion, a P/E ratio of 32.84, a P/E/G ratio of 1.60 and a beta of 1.37. The company’s fifty day moving average price is $231.09 and its 200 day moving average price is $226.12. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60.

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

Amazon.com Company 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.