Scissortail Wealth Management LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 65.9% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 31,025 shares of the e-commerce giant’s stock after purchasing an additional 12,320 shares during the quarter. Amazon.com accounts for about 1.5% of Scissortail Wealth Management LLC’s holdings, making the stock its 21st biggest position. Scissortail Wealth Management LLC’s holdings in Amazon.com were worth $6,812,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Boomfish Wealth Group LLC increased its position in shares of Amazon.com by 4.6% in the third quarter. Boomfish Wealth Group LLC now owns 17,258 shares of the e-commerce giant’s stock worth $3,789,000 after acquiring an additional 756 shares in the last quarter. Coalescence Partners Investment Management LP boosted its stake in Amazon.com by 26.1% in the 3rd quarter. Coalescence Partners Investment Management LP now owns 198,655 shares of the e-commerce giant’s stock worth $43,619,000 after purchasing an additional 41,159 shares during the period. McAdam LLC grew its position in Amazon.com by 8.6% during the 3rd quarter. McAdam LLC now owns 32,747 shares of the e-commerce giant’s stock worth $7,190,000 after purchasing an additional 2,607 shares in the last quarter. Floyd Financial Group LLC raised its stake in Amazon.com by 36.3% during the 3rd quarter. Floyd Financial Group LLC now owns 29,424 shares of the e-commerce giant’s stock valued at $6,475,000 after purchasing an additional 7,831 shares during the period. Finally, Bank of Stockton lifted its holdings in shares of Amazon.com by 5.7% in the third quarter. Bank of Stockton now owns 17,758 shares of the e-commerce giant’s stock valued at $3,899,000 after purchasing an additional 961 shares in the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.
Amazon.com News Summary
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
- Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
- Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
- Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
- Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
- Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
- Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Report on AMZN
Insider Activity at Amazon.com
In other Amazon.com news, CEO Douglas J. Herrington sold 4,784 shares of Amazon.com stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $232.71, for a total transaction of $1,113,284.64. Following the sale, the chief executive officer directly owned 498,182 shares of the company’s stock, valued at approximately $115,931,933.22. The trade was a 0.95% 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, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction on 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 in the company, valued at approximately $479,070,771.40. This represents a 0.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 47,061 shares of company stock worth $10,351,262 in the last ninety days. Company insiders own 9.70% of the company’s stock.
Amazon.com Price Performance
NASDAQ AMZN opened at $210.27 on Monday. The stock has a 50-day simple moving average of $233.50 and a 200 day simple moving average of $229.80. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The stock has a market capitalization of $2.25 trillion, a PE ratio of 29.33, a P/E/G ratio of 1.32 and a beta of 1.37. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. Amazon.com’s revenue for the quarter was up 13.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.86 earnings per share. Research analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current 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.
Further Reading
- Five stocks we like better than Amazon.com
- The day the gold market broke
- Your Bank Account Is No Longer Safe
- What a Former CIA Agent Knows About the Coming Collapse
- He just nailed another gold prediction …
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
Receive News & Ratings for Amazon.com Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Amazon.com and related companies with MarketBeat.com's FREE daily email newsletter.
