Willis Johnson & Associates Inc. lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 30.2% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 12,924 shares of the e-commerce giant’s stock after acquiring an additional 2,994 shares during the quarter. Willis Johnson & Associates Inc.’s holdings in Amazon.com were worth $2,838,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Fairway Wealth LLC grew its position in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock worth $25,000 after acquiring an additional 60 shares during the last quarter. Sellwood Investment Partners LLC purchased a new stake in Amazon.com during the 3rd quarter valued at $27,000. Cooksen Wealth LLC increased its position in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant’s stock valued at $54,000 after acquiring an additional 47 shares during the period. PayPay Securities Corp grew its stake in shares of Amazon.com by 62.3% in the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant’s stock worth $55,000 after purchasing an additional 96 shares during the last quarter. Finally, Access Investment Management LLC purchased a new position in Amazon.com during the 2nd quarter valued at about $74,000. Institutional investors own 72.20% of the company’s stock.
Insider Buying and Selling
In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the completion of the sale, the chief executive officer directly owned 9,405 shares of the company’s stock, valued at approximately $1,930,094.10. This represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP David Zapolsky sold 10,649 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $8,461,661.70. The trade was a 20.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,686 shares of company stock valued at $14,688,739 in the last 90 days. 9.70% of the stock is owned by insiders.
Amazon.com Stock Up 3.9%
Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). The company had revenue of $213.39 billion for the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. Amazon.com’s quarterly revenue was up 13.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.86 earnings per share. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.
Analyst Ratings Changes
Several equities research analysts have weighed in on the company. New Street Research dropped their price objective on Amazon.com from $350.00 to $285.00 and set a “buy” rating for the company in a report on Thursday, February 12th. KeyCorp set a $285.00 target price on shares of Amazon.com in a research note on Friday, February 6th. Truist Financial decreased their price target on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Wells Fargo & Company set a $304.00 price objective on Amazon.com and gave the company an “overweight” rating in a research report on Monday, February 23rd. Finally, Citigroup decreased their target price on Amazon.com from $320.00 to $265.00 and set a “buy” rating for the company in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $287.29.
Get Our Latest Stock Analysis on AMZN
Trending Headlines about Amazon.com
Here are the key news stories impacting Amazon.com this week:
- Positive Sentiment: Wall Street is lifting targets and highlighting AI partnerships—analysts point to Amazon’s deepening ties with Anthropic/OpenAI and rising AWS AI demand as justification for higher price targets and Buy ratings. Wall Street sets Amazon stock price 12-month target Amazon: Anthropic Partnership and AI-Driven AWS Growth Support Upside and Buy Recommendation
- Positive Sentiment: Institutional/active managers are buying: ARK increased Amazon exposure (Cathie Wood buys) and other funds reiterated bullish stances—flows and high-profile purchases add backing to the AI/capex narrative. ARK Invest’s Latest Moves: Amazon (AMZN) In, Roku (ROKU) Out – March 2026 Trades Cathie Wood Dumps $40M of ROKU, Pumps $14M in Amazon
- Positive Sentiment: Amazon Data Services bought George Washington University’s Virginia campus for $427M—a concrete expansion of data‑center capacity that supports AWS growth and AI infrastructure demand. Amazon Stock Rises After $427 Million Campus Deal
- Neutral Sentiment: Political/energy pledge: Amazon joined other big tech in a White House pledge to cover AI data‑center power costs—reduces one political criticism but is non‑binding and leaves questions on sourcing and costs. Big Tech signs Trump pledge to cover their own AI energy costs
- Neutral Sentiment: Macro tailwind for chips and data centers: industry pieces note a ~$650B AI capex wave (GPU/accelerator demand) that underpins AWS growth — positive for long‑term TAM but indirect for near‑term earnings. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
- Negative Sentiment: Regional operational risk: recent drone strikes damaged AWS facilities in the UAE/Bahrain, causing outages and drawing attention to geopolitical exposure for cloud operations. That news is a near‑term headwind for sentiment and raises risk of service disruption in affected regions. Amazon’s Bahrain data center targeted by Iran for support of U.S. military, state media says Banking, payments services disrupted after Amazon UAE data centers hit in drone strikes
- Negative Sentiment: Cost and execution concerns persist: Amazon’s aggressive AI/data‑center CapEx and prior guidance drove a sharp February selloff; ongoing high spending and insider sales (executive stock sales disclosed) keep some investors cautious about near‑term free cash flow. SEC Form 4 — insider selling disclosure Amazon’s Drop Was Loud, But Its Rebound Could Be Louder
- Negative Sentiment: Workforce and robotics cuts: reported layoffs in Amazon’s robotics unit (≈100 roles) signal cost cutting but also reduce near‑term innovation capacity—mixed operational implication, negative for sentiment. Amazon cuts more jobs; this time in robotics unit
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.
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