Bank OZK Buys 2,961 Shares of Amazon.com, Inc. $AMZN

Key Points

• Bank OZK initiated a position in Amazon, purchasing 2,961 shares worth approximately $706,000 in the second quarter. Institutional investors collectively own 72.2% of Amazon’s outstanding stock.
• Amazon insiders have been net sellers, with executives including CEO Andy Jassy selling shares under pre-arranged Rule 10b5-1 plans; insiders sold 71,589 shares worth about $18.6 million over the past 90 days.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $321.19. Amazon also exceeded quarterly earnings and revenue estimates, reporting $5.75 in EPS and $200.61 billion in revenue.

Bank OZK bought a new position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,961 shares of the e-commerce giant's stock, valued at approximately $706,000.

Several other large investors have also added to or reduced their stakes in the company. Auto Owners Insurance Co lifted its holdings in shares of Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant's stock worth $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. Bank of America Corp DE acquired a new position in Amazon.com in the 2nd quarter worth approximately $22,218,775,000. Bank of New York Mellon Corp purchased a new position in Amazon.com during the 2nd quarter worth approximately $16,341,405,000. Amundi raised its position in Amazon.com by 14.1% during the 1st quarter. Amundi now owns 61,400,503 shares of the e-commerce giant's stock worth $12,787,883,000 after buying an additional 7,590,952 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant's stock valued at $13,757,993,000 after acquiring an additional 1,879,630 shares during the period. Hedge funds and other institutional investors own 72.20% of the company's stock.

Insider Buying and Selling at Amazon.com

In other news, SVP David Zapolsky sold 9,258 shares of the firm's stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the transaction, the senior vice president owned 41,190 shares in the company, valued at $10,699,926.30. This trade represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by insiders.

Analysts Set New Price Targets

AMZN has been the topic of several recent research reports. Phillip Securities downgraded shares of Amazon.com from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Raymond James Financial restated an "outperform" rating and set a $390.00 target price (up from $280.00) on shares of Amazon.com in a research report on Friday, July 31st. BMO Capital Markets reaffirmed an "outperform" rating and issued a $360.00 price target (up from $355.00) on shares of Amazon.com in a report on Tuesday, July 28th. Citigroup reaffirmed a "market outperform" rating on shares of Amazon.com in a research report on Friday, August 14th. Finally, DA Davidson reiterated a "neutral" rating and set a $250.00 price objective on shares of Amazon.com in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $321.19.

Amazon.com Stock Up 0.1%

AMZN stock opened at $249.67 on Friday. The stock has a market capitalization of $2.69 trillion, a P/E ratio of 20.09, a P/E/G ratio of 1.93 and a beta of 1.44. The firm has a 50-day simple moving average of $256.39 and a 200-day simple moving average of $246.96. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 52 week low of $196.00 and a 52 week high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating analysts' consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period last year, the company posted $1.68 EPS. Amazon.com's quarterly revenue was up 19.6% compared to the same quarter last year. Equities analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Amazon.com News Summary

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

• Positive Sentiment: AWS and AI infrastructure remain the central bullish case. Analysts and commentators argue that Amazon’s roughly $200 billion 2026 capital-expenditure plan reflects substantial demand for AWS computing, custom chips and AI capacity. Amazon is also reportedly preparing to receive approximately $2.4 billion in backup-generator orders from Generac in 2027 and 2028, underscoring the scale of its data-center expansion. Amazon AI capital expenditures article Generac data-center orders article
• Positive Sentiment: Expansion of merchant services could broaden revenue beyond Amazon.com. New tools let sellers manage listings, inventory and orders across channels including Walmart, Shopify, TikTok and eBay. Amazon is also extending Prime delivery and fulfillment services to merchants’ own websites, potentially increasing third-party logistics revenue and seller dependence on its ecosystem. Amazon merchant services article
• Neutral Sentiment: Anthropic remains strategically important, but its infrastructure is becoming more diversified. Anthropic committed about $11.6 billion to an Akamai CPU agreement, which can be viewed as a setback for AWS. However, Amazon retains a major equity stake and an ongoing AWS relationship, limiting the immediate financial impact. Anthropic Akamai agreement article
• Negative Sentiment: Investors remain concerned that AI spending may outpace monetization. Goldman Sachs estimates hyperscalers may need roughly $300 billion in additional AI revenue to justify their investments, while Michael Burry and Jefferies’ Chris Wood have warned of leverage, overcapacity and potential write-offs. Those concerns could pressure AMZN’s valuation despite strong AWS demand. Goldman Sachs AI spending article
• Negative Sentiment: Amazon’s $3 billion India quick-commerce investment adds near-term cost and execution risk while the company attempts to catch rivals with a relatively small market share. The decision to block Meta’s Muse shopping agent also risks diverting AI-driven purchases toward Shopify and other platforms. Amazon India investment article

Amazon.com Profile

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon's websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.

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