Everett Harris & Co. CA Has $224.78 Million Position in Amazon.com, Inc. $AMZN

Everett Harris & Co. CA decreased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,023,742 shares of the e-commerce giant’s stock after selling 11,877 shares during the quarter. Amazon.com makes up approximately 2.8% of Everett Harris & Co. CA’s portfolio, making the stock its 7th biggest position. Everett Harris & Co. CA’s holdings in Amazon.com were worth $224,783,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AMZN. Barlow Wealth Partners Inc. increased its position in Amazon.com by 0.4% in the 2nd quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after acquiring an additional 44 shares during the period. Probity Advisors Inc. grew its stake in shares of Amazon.com by 0.4% in the second quarter. Probity Advisors Inc. now owns 12,157 shares of the e-commerce giant’s stock worth $2,667,000 after purchasing an additional 45 shares during the last quarter. IMPACTfolio LLC increased its holdings in Amazon.com by 3.8% in the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant’s stock valued at $269,000 after purchasing an additional 45 shares during the period. Cadence Wealth Management LLC increased its holdings in Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant’s stock valued at $292,000 after purchasing an additional 45 shares during the period. Finally, Union Savings Bank raised its position in Amazon.com by 0.4% during the 2nd quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant’s stock worth $2,510,000 after purchasing an additional 45 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: Big cloud demand signal — Anthropic expects to pay cloud providers at least $80 billion through 2029, implying material recurring revenue opportunity for AWS. Anthropic to pay cloud partners $80B
• Positive Sentiment: Institutional buying and notable value investors adding exposure (e.g., Baupost, Duquesne/Druckenmiller, D1 increases) supports conviction that AWS/AI upside is underappreciated. Klarman piling into Amazon
• Neutral Sentiment: Amazon now reports higher annual revenue than Walmart — a symbolic victory that underscores scale but has mixed near-term margin implications. Amazon surpasses Walmart in revenue
• Neutral Sentiment: Insider disclosure — CEO Douglas Herrington sold a small block of shares; notable for transparency but immaterial to company capital structure. SEC Form 4
• Negative Sentiment: Legal risk: Washington Supreme Court ruled Amazon can be sued over suicides linked to sodium nitrite purchased via its marketplace — opens path to multi-jurisdictional claims and litigation costs. Washington court rules Amazon can be sued
• Negative Sentiment: Major holder reductions: Berkshire/Buffett sharply trimmed AMZN, a headline that has amplified selling pressure and questioned near-term investor appetite from traditional long-only allocators. Berkshire cuts Amazon stake
• Negative Sentiment: CapEx and cash-flow concerns — analysts and commentators flag Amazon’s ~ $200B 2026 capex plan (AI/data centers/custom silicon), which could pressure free cash flow and the multiple in the near term. Seeking Alpha: Exploding CapEx
• Negative Sentiment: Operational/setback headlines — reports of layoffs in New York and the halt of the Blue Jay warehouse-robot project highlight execution and cost-management risks. NY layoffs Blue Jay halted

Analyst Ratings Changes

Several equities research analysts have recently weighed in on AMZN shares. Mizuho cut Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Cantor Fitzgerald set a $250.00 target price on shares of Amazon.com and gave the company an “overweight” rating in a research report on Friday, February 6th. Wells Fargo & Company raised their price target on shares of Amazon.com from $301.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $300.00 target price on shares of Amazon.com in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and a consensus price target of $287.30.

Amazon.com Stock Up 0.0%

Shares of NASDAQ AMZN opened at $204.86 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The company has a 50-day moving average price of $228.54 and a 200-day moving average price of $228.15. The stock has a market capitalization of $2.20 trillion, a P/E ratio of 28.57, a P/E/G ratio of 1.31 and a beta of 1.37. Amazon.com, Inc. has a 1 year low of $161.38 and a 1 year high of $258.60.

Amazon.com (NASDAQ:AMZN) last announced 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). The business had revenue of $213.39 billion during the quarter, compared to the consensus estimate 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 was up 13.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.86 EPS. On average, equities research analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $198.37, for a total transaction of $949,002.08. Following the completion of the sale, the chief executive officer owned 512,109 shares in the company, valued at approximately $101,587,062.33. This represents a 0.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold 8,284 shares of company stock valued at $1,740,052 over the last three months. Corporate insiders own 9.70% of the company’s stock.

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.