Barrett & Company Inc. Raises Holdings in Amazon.com, Inc. $AMZN

Key Points

• Barrett & Company increased its Amazon stake by 60.2% in the second quarter, reaching 36,795 shares valued at approximately $8.77 million. Amazon now represents 2.5% of the firm’s portfolio, while institutional investors collectively own 72.2% of the stock.
• Amazon insiders sold 71,589 shares worth about $18.6 million over the past 90 days, including CEO Andrew Jassy’s 20,000-share sale under a prearranged Rule 10b5-1 plan. Insiders retain an 8.9% ownership stake.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and average price target of $323.26. Amazon also exceeded quarterly earnings and revenue expectations, reporting $5.75 in EPS and $200.61 billion in revenue, up 19.6% year over year.

Barrett & Company Inc. boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 60.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 36,795 shares of the e-commerce giant's stock after buying an additional 13,831 shares during the period. Amazon.com accounts for 2.5% of Barrett & Company Inc.'s portfolio, making the stock its 10th biggest holding. Barrett & Company Inc.'s holdings in Amazon.com were worth $8,770,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Red Crane Wealth Management LLC lifted its holdings in shares of Amazon.com by 2.3% in the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant's stock valued at $346,000 after buying an additional 38 shares during the period. Robinson Smith Wealth Advisors LLC grew its holdings in shares of Amazon.com by 0.7% in the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant's stock worth $1,147,000 after acquiring an additional 40 shares during the last quarter. Sfam LLC increased its stake in Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant's stock worth $255,000 after purchasing an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. raised its holdings in shares of Amazon.com by 3.4% during the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant's stock valued at $251,000 after acquiring an additional 40 shares during the period. Finally, CoreFirst Bank & Trust raised its stake in Amazon.com by 1.1% during the 1st quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant's stock valued at $754,000 after purchasing an additional 40 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Insider Activity at Amazon.com

In related news, CEO Andrew R. Jassy sold 20,000 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $5,180,200.00. Following the completion of the transaction, the chief executive officer directly owned 2,235,766 shares of the company's stock, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $606,860.43. Following the transaction, the vice president owned 119,780 shares of the company's stock, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 71,589 shares of company stock valued at $18,568,785 over the last 90 days. Insiders own 8.90% of the company's stock.

Key Headlines Impacting Amazon.com

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

• Positive Sentiment: AI and AWS remain the key growth drivers. Recent coverage highlights accelerating AWS growth, Amazon’s planned purchase of roughly 2 million Nvidia GPUs and approximately $200 billion in 2026 AI-infrastructure investment. These initiatives could support cloud revenue, advertising and future operating leverage, although they require substantial near-term capital spending. Amazon and Nvidia AI infrastructure article
• Positive Sentiment: Amazon is expanding its strategic infrastructure and logistics footprint. A multiyear, multibillion-dollar Corning agreement will provide optical-fiber and connectivity products for data centers, while Amazon expects its own delivery network to handle nearly 90% of U.S. packages by 2029. Both developments could improve capacity, efficiency and control over fulfillment costs. Amazon Corning fiber agreement
• Positive Sentiment: Zoox reached another commercialization milestone. Amazon’s autonomous-vehicle unit expanded paid robotaxi service to Las Vegas’ Harry Reid International Airport, broadening a potential future growth platform beyond e-commerce and cloud computing. Zoox Las Vegas airport expansion
• Neutral Sentiment: High spending is creating both opportunity and valuation risk. Analysts continue to identify AMZN as a leading AI and cloud beneficiary, but elevated data-center investment has pushed Amazon’s trailing free cash flow negative. Investors are assessing whether current spending will generate returns comparable to the company’s earlier AWS buildout. Amazon capital spending and higher rates article
• Negative Sentiment: DOJ scrutiny is the most immediate overhang. The Justice Department expanded its beef-price investigation to eight retailers, including Amazon, seeking pricing data as it examines possible anticompetitive conduct in the meat supply chain. The inquiry does not establish wrongdoing, but it raises regulatory and potential litigation risk. DOJ beef price probe
• Negative Sentiment: Labor concerns and insider selling add pressure. Workers at Amazon’s Riverside, California warehouse held a one-day strike over alleged retaliation and union-recognition issues. CEO Douglas Herrington separately sold 1,000 shares under a prearranged Rule 10b5-1 plan; the sale was small relative to his remaining holdings but may draw limited investor attention.

Analyst Ratings Changes

AMZN has been the subject of several recent research reports. DA Davidson reiterated a "neutral" rating and set a $250.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Royal Bank Of Canada lifted their price target on Amazon.com from $320.00 to $330.00 and gave the stock an "outperform" rating in a research report on Friday, July 31st. Arete Research boosted their price objective on shares of Amazon.com from $301.00 to $310.00 and gave the stock a "buy" rating in a report on Monday, May 18th. Oppenheimer restated an "outperform" rating on shares of Amazon.com in a research note on Friday, July 31st. Finally, Mizuho set a $330.00 price target on shares of Amazon.com and gave the stock an "outperform" rating in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $323.26.

Amazon.com Price Performance

Amazon.com stock opened at $258.51 on Friday. The business's 50-day simple moving average is $254.14 and its 200 day simple moving average is $242.33. 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 12-month low of $196.00 and a 12-month high of $287.20. The stock has a market cap of $2.79 trillion, a price-to-earnings ratio of 20.80, a P/E/G ratio of 1.99 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion during the quarter, compared to analysts' expectations of $197.03 billion. During the same quarter in the previous year, the company posted $1.68 EPS. The business's revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, research analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current year.

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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