Kozak & Associates Inc. Has $19.48 Million Stake in Amazon.com, Inc. $AMZN

Key Points

• Kozak & Associates trimmed its stake in Amazon by 4% to 83,635 shares, worth about $19.48 million, making AMZN roughly 3.7% of the firm's portfolio and its 12th largest holding.
• Company insiders have been net sellers recently — SVP David Zapolsky and CEO Douglas Herrington sold sizeable blocks (10,649 and 6,835 shares respectively) and insiders sold 71,686 shares (~$14.7 million) over the last 90 days, with insiders owning 10.8% of the stock.
• Amazon posted a slight EPS miss ($1.95 vs. $1.97) but revenue beat ($213.4B, +13.6% YoY), analysts remain largely constructive (consensus "Moderate Buy," target ~$286.93), and management sees major AI-driven upside for AWS (CEO projects up to $600B by 2036), though bond issuance and operational/logistics risks pose near-term headwinds.

Kozak & Associates Inc. lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 4.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 83,635 shares of the e-commerce giant's stock after selling 3,463 shares during the quarter. Amazon.com comprises about 3.7% of Kozak & Associates Inc.'s investment portfolio, making the stock its 12th largest position. Kozak & Associates Inc.'s holdings in Amazon.com were worth $19,476,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Fairway Wealth LLC grew its holdings 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 bought a new position in shares of Amazon.com in the third quarter worth about $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC lifted its position 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 purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp grew its stake in shares of Amazon.com by 62.3% during the third 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 during the last quarter. Institutional investors own 72.20% of the company's stock.

Insider Buying and Selling at Amazon.com

In related news, SVP David Zapolsky sold 10,649 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 41,190 shares in the company, valued at approximately $8,461,661.70. The trade was a 20.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Douglas J. Herrington sold 6,835 shares of the company's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the completion of the sale, the chief executive officer directly owned 522,361 shares of the company's stock, valued at $107,512,341.02. The trade was a 1.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 71,686 shares of company stock worth $14,688,739 over the last ninety days. 10.80% of the stock is owned by corporate insiders.

Amazon.com Stock Up 1.6%

Shares of Amazon.com stock opened at $215.20 on Wednesday. The business has a fifty day simple moving average of $221.99 and a 200 day simple moving average of $226.43. The stock has a market cap of $2.31 trillion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 1.59 and a beta of 1.40. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 12 month low of $161.38 and a 12 month high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.Amazon.com's quarterly revenue was up 13.6% on a year-over-year basis. During the same quarter last year, the business posted $1.86 EPS. Research analysts predict that Amazon.com, Inc. will post 6.31 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Benchmark restated a "buy" rating on shares of Amazon.com in a research report on Thursday, January 29th. Citizens Jmp boosted their target price on Amazon.com from $300.00 to $315.00 and gave the stock an "outperform" rating in a research report on Monday, February 2nd. Guggenheim reaffirmed a "buy" rating and set a $300.00 price target on shares of Amazon.com in a research note on Friday, February 6th. New Street Research decreased their price target on Amazon.com from $350.00 to $285.00 and set a "buy" rating on the stock in a report on Thursday, February 12th. Finally, Piper Sandler reiterated an "overweight" rating and issued a $260.00 price objective (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. One equities 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 company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $286.93.

Amazon.com News Summary

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

• Positive Sentiment: OpenAI–AWS government deal expands AWS addressable market — reports say OpenAI will sell access to its models to U.S. federal agencies via AWS (covers classified and unclassified work), which could accelerate high‑margin cloud revenue and strengthen AWS’s government pipeline. OpenAI to sell AI to US agencies through Amazon cloud unit, the Information reports
• Positive Sentiment: CEO says AI could double AWS revenue to $600B by 2036 — Andy Jassy’s projection positions AWS as a multi‑hundred‑billion‑dollar growth engine driven by AI workloads, supporting investor expectations for aggressive capex and monetization of AI services. Exclusive: Amazon CEO sees AI doubling his prior AWS sales projections to $600 billion by 2036
• Positive Sentiment: 1‑hour and 3‑hour delivery rollout targets faster same‑day commerce and fee revenue — Amazon expanded ultrafast paid delivery into many U.S. cities to compete with Walmart and quick‑commerce players; this can drive higher-frequency orders and new margin via fees. Amazon launches 1-hour shipping in US cities to challenge Walmart
• Positive Sentiment: Analysts stay constructive — recent analyst commentary and target increases (Needham, Wolfe Research and others) highlight upside based on AWS/AI momentum and retail recovery, supporting buyside interest. This Is The Cheapest Magnificent 7 Stock and the Best One to Buy Now, Says Top Analyst
• Neutral Sentiment: Appeals court pauses lower‑court order blocking Perplexity AI agents from visiting Amazon — legal uncertainty around AI scraping/agents is temporarily resolved, but the longer‑term policy and business impact for AMZN’s marketplace and traffic is unclear. Court Blocks Amazon Ban on Perplexity AI Agents
• Neutral Sentiment: Large bond issuance and revised hyperscaler debt forecasts — Amazon’s recent multi‑tranche bond activity and analysts’ revised expectations signal heavy capex funding for AI/data centers; seen as growth investment but increases leverage in the sector. Analysts revise AI hyperscaler debt forecasts after Amazon bond sale
• Negative Sentiment: Report: Amazon plans a drastic cut in packages sent through the U.S. Postal Service — a move to reallocate volume could lower logistics costs long‑term but risks transitional expense, regulatory scrutiny and vendor relations that could create near‑term volatility. Amazon plans drastic cut in packages it sends through post office, WSJ reports
• Negative Sentiment: Operational headwinds — articles report internal AI tools that are underperforming and a string of outages; those issues raise execution risk for productivity initiatives and could weigh on near‑term margins or customer experience. Inside Amazon: AI That's Supposed to Boost Productivity Is Backfiring

Amazon.com 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.