Amazon.com, Inc. $AMZN Shares Acquired by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,697,210 shares of the e-commerce giant’s stock after purchasing an additional 208,246 shares during the quarter. Amazon.com accounts for about 1.7% of Allspring Global Investments Holdings LLC’s holdings, making the stock its 3rd biggest holding. Allspring Global Investments Holdings LLC’s holdings in Amazon.com were worth $1,036,345,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wilson Asset Management International PTY Ltd. acquired a new position in shares of Amazon.com in the second quarter worth approximately $11,102,000. ARK Investment Management LLC raised its holdings in Amazon.com by 8.3% during 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 purchasing an additional 86,978 shares during the last quarter. Buckhead Capital Management LLC lifted its position in shares of Amazon.com by 16.1% in the 2nd quarter. Buckhead Capital Management LLC now owns 28,407 shares of the e-commerce giant’s stock worth $6,232,000 after purchasing an additional 3,948 shares during the period. Flaharty Asset Management LLC lifted its position in shares of Amazon.com by 87.7% in the 1st quarter. Flaharty Asset Management LLC now owns 5,088 shares of the e-commerce giant’s stock worth $968,000 after purchasing an additional 2,377 shares during the period. Finally, Border to Coast Pensions Partnership Ltd boosted its stake in shares of Amazon.com by 6.0% in 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 purchasing an additional 63,924 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Amazon is preparing a Walmart‑style, 225,000 sq. ft. “big‑box” store near Chicago that would combine in‑person retail with e‑commerce fulfillment—an execution play that could broaden margins and omnichannel reach. Amazon’s latest store concept is a Walmart-style supercenter
• Positive Sentiment: Amazon Pharmacy added Novo Nordisk’s oral Wegovy pill (insurance and cash options), expanding pharmacy revenue and recurring prescription flows—a near‑term revenue and margin catalyst for the pharmacy business. Amazon Pharmacy starts offering Novo Nordisk’s Wegovy weight-loss pill
• Positive Sentiment: AWS momentum is reviving the AI narrative—analysts point to accelerating AWS revenue, a large backlog and stronger AI demand that could drive margin expansion and re‑rate the stock. Will Accelerating AWS Revenue Growth Drive AMZN Stock’s 2026 Rally?
• Positive Sentiment: Broad analyst support and higher price targets (multiple firms reiterating Outperform/Buy and lifting targets) are underpinning investor sentiment ahead of earnings. Amazon Starts 2026 Strong—What It Could Mean for the Year
• Neutral Sentiment: Television and media bullishness: high‑profile investors/commentators (e.g., Jim Cramer) are publicly optimistic about AMZN’s upside in 2026—supports momentum but is sentiment‑driven. Jim Cramer Says He Is “Looking for Amazon to Put Up Much Bigger Gains in 2026”
• Neutral Sentiment: Regulatory tail risk eased somewhat after reports the EU digital rule overhaul will not impose the strictest new measures on big tech—reduces a headline regulatory overhang. Big Tech spared strict rules in EU digital rule overhaul
• Negative Sentiment: Market noise from reports that Amazon may announce layoffs has pressured the stock at times; a formal announcement would be a near‑term negative catalyst despite potential cost savings. Amazon Stock (AMZN) Slips on Layoff Expectations
• Negative Sentiment: Significant insider selling headlines and scrutiny of employee productivity/RTO initiatives may create perception issues; heavy insider sales can be viewed unfavorably by some investors. Amazon Stock (AMZN) Opinions on AWS Growth and AI Investments (insider selling summary)
• Negative Sentiment: Merchant complaints about an Amazon AI tool creating orders without sellers’ knowledge surfaced—possible reputational/operational risk if not addressed. Amazon AI tool blindsides merchants by offering products without their knowledge

Amazon.com Stock Up 0.4%

Shares of NASDAQ:AMZN opened at $247.38 on Friday. The business’s 50 day moving average is $233.22 and its 200 day moving average is $227.83. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $258.60. The stock has a market cap of $2.64 trillion, a price-to-earnings ratio of 34.94, a PEG ratio of 1.55 and a beta of 1.37. The company has a quick ratio of 0.80, a current ratio of 1.01 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 forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $216.94, for a total transaction of $4,311,031.68. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jonathan Rubinstein sold 8,173 shares of the stock in a transaction dated 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 completion of the sale, the director owned 80,030 shares of the company’s stock, valued at approximately $20,009,900.90. This trade represents a 9.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 79,734 shares of company stock valued at $18,534,017 over the last three months. Insiders own 9.70% of the company’s stock.

Analyst Upgrades and Downgrades

AMZN has been the topic of several recent analyst reports. Susquehanna set a $300.00 target price on shares of Amazon.com and gave the company a “positive” rating in a report on Friday, October 31st. Guggenheim raised Amazon.com to a “strong-buy” rating in a research note on Wednesday, December 10th. HSBC upped their target price on Amazon.com from $260.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, October 31st. UBS Group set a $300.00 target price on Amazon.com in a report on Friday, December 5th. Finally, CIBC increased their price target on Amazon.com to $315.00 in a report on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $295.23.

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.