Amazon.com, Inc. $AMZN Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 8.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 183,976 shares of the e-commerce giant’s stock after acquiring an additional 14,679 shares during the quarter. Amazon.com comprises 1.5% of Joel Isaacson & Co. LLC’s investment portfolio, making the stock its 15th biggest holding. Joel Isaacson & Co. LLC’s holdings in Amazon.com were worth $40,396,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Cooksen Wealth LLC increased its stake in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock worth $54,000 after acquiring an additional 47 shares during the period. PayPay Securities Corp boosted its holdings in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock valued at $55,000 after purchasing an additional 96 shares in the last quarter. Access Investment Management LLC acquired a new position in Amazon.com during the 2nd quarter worth approximately $74,000. Sagard Holdings Management Inc. purchased a new position in shares of Amazon.com during the 2nd quarter worth approximately $79,000. Finally, MJT & Associates Financial Advisory Group Inc. lifted its holdings in shares of Amazon.com by 17.1% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 363 shares of the e-commerce giant’s stock valued at $80,000 after buying an additional 53 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 news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 2,208,310 shares of the company’s stock, valued at $479,070,771.40. The trade was a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $232.71, for a total transaction of $1,113,284.64. Following the transaction, the chief executive officer directly owned 498,182 shares in the company, valued at $115,931,933.22. The trade was a 0.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 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.

Trending Headlines about Amazon.com

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)

Amazon.com Price Performance

AMZN stock opened at $210.27 on Monday. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The stock’s 50 day moving average price is $233.50 and its 200 day moving average price is $229.80. The firm has a market cap of $2.25 trillion, a P/E ratio of 29.33, a PEG ratio of 1.32 and a beta of 1.37.

Amazon.com (NASDAQ:AMZN) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The company had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. During the same period in the previous year, the business posted $1.86 EPS. The business’s quarterly revenue was up 13.6% on a year-over-year basis. On average, sell-side analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

Analysts Set New Price Targets

AMZN has been the topic of a number of recent analyst reports. New Street Research upped their price objective on Amazon.com from $340.00 to $350.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Monness Crespi & Hardt reiterated a “buy” rating and issued a $280.00 price target (down previously from $300.00) on shares of Amazon.com in a report on Monday, February 2nd. Pivotal Research raised their price objective on shares of Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Needham & Company LLC restated a “buy” rating and set a $265.00 target price on shares of Amazon.com in a research report on Friday. Finally, Truist Financial dropped their target price on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a report on Friday. Fifty-five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus target price of $290.28.

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.