Joel Isaacson & Co. LLC Grows Stock Position in Amazon.com, Inc. $AMZN

Joel Isaacson & Co. LLC boosted 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 Securities and Exchange Commission. The fund owned 183,976 shares of the e-commerce giant’s stock after buying an additional 14,679 shares during the period. Amazon.com accounts for approximately 1.5% of Joel Isaacson & Co. LLC’s holdings, making the stock its 15th largest 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 and hedge funds also recently modified their holdings of the company. Wilson Asset Management International PTY Ltd. purchased a new position in Amazon.com in the second quarter valued at approximately $11,102,000. American Capital Advisory LLC increased its position in shares of Amazon.com by 63.9% in the third quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant’s stock worth $1,774,000 after acquiring an additional 3,152 shares in the last quarter. ARK Investment Management LLC raised its stake in shares of 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 valued at $250,213,000 after acquiring an additional 86,978 shares during the period. Buckhead Capital Management LLC lifted its holdings in shares of 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 valued at $6,232,000 after acquiring an additional 3,948 shares in the last quarter. Finally, Alpha Wealth Funds LLC boosted its position in Amazon.com by 172.8% during the 2nd quarter. Alpha Wealth Funds LLC now owns 3,012 shares of the e-commerce giant’s stock worth $667,000 after purchasing an additional 1,908 shares during the period. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insider Buying and Selling

In other news, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Douglas J. Herrington sold 4,784 shares of the business’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 value of $1,113,284.64. Following the transaction, the chief executive officer owned 498,182 shares of the company’s stock, valued at $115,931,933.22. This represents a 0.95% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 47,061 shares of company stock worth $10,351,262. Company insiders own 9.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on AMZN. Bank of America cut their price objective on Amazon.com from $303.00 to $286.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. William Blair reissued an “outperform” rating on shares of Amazon.com in a research report on Monday, November 3rd. President Capital upped their price target on Amazon.com from $280.00 to $320.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Zacks Research lowered shares of Amazon.com from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. Finally, BMO Capital Markets restated an “outperform” rating and issued a $310.00 target price (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. Fifty-five research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Amazon.com has an average rating of “Moderate Buy” and a consensus price target of $290.28.

Amazon.com Price Performance

AMZN opened at $210.27 on Monday. The company has a market capitalization of $2.25 trillion, a P/E ratio of 29.33, a PEG ratio of 1.32 and a beta of 1.37. The company has a 50-day moving average of $233.50 and a 200-day moving average of $229.80. 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, 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 results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter last year, the business posted $1.86 earnings per share. Equities analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

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)

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.