Bradley Foster & Sargent Inc. CT Grows Stock Holdings in Amazon.com, Inc. $AMZN

Key Points

• Bradley Foster & Sargent increased its Amazon stake by 2% in the first quarter, adding 18,141 shares to hold 917,235 shares worth approximately $191 million. Institutional investors collectively own 72.2% of Amazon.
• Amazon reported a strong quarter, with revenue rising 19.6% year over year to $200.61 billion and EPS of $5.75, well above analyst estimates. Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $322.56.
• AWS and AI demand are major growth catalysts, but Amazon’s planned roughly $220 billion in 2026 capital spending could pressure free cash flow and margins. Planned sales by Jeff Bezos and other insiders may also weigh on investor sentiment.

Bradley Foster & Sargent Inc. CT raised its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.0% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 917,235 shares of the e-commerce giant's stock after buying an additional 18,141 shares during the period. Amazon.com comprises approximately 3.0% of Bradley Foster & Sargent Inc. CT's holdings, making the stock its 5th largest holding. Bradley Foster & Sargent Inc. CT's holdings in Amazon.com were worth $191,033,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in Amazon.com by 1.1% during the first quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock worth $158,348,557,000 after buying an additional 8,913,959 shares during the last quarter. State Street Corp increased its stake in shares of Amazon.com by 1.8% in the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant's stock valued at $89,708,913,000 after acquiring an additional 6,971,680 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant's stock valued at $51,753,622,000 after acquiring an additional 2,479,324 shares during the period. Norges Bank bought a new position in Amazon.com during the 4th quarter worth approximately $32,868,735,000. Finally, Auto Owners Insurance Co grew its holdings in 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 valued at $2,272,397,000 after purchasing an additional 98,090,585 shares during the period. Institutional investors own 72.20% of the company's stock.

Trending Headlines about Amazon.com

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

• Positive Sentiment: AWS and AI demand remain the main bullish catalysts. Recent coverage highlights AWS growth of roughly 37%, a reported $496 billion backlog, and sustained demand for AI infrastructure. Amazon has raised its 2026 capital-expenditure outlook to approximately $220 billion and plans to expand data-center capacity, signaling confidence that demand will continue. Amazon: $3 Trillion Is a Milestone, Not a Ceiling
• Positive Sentiment: Recent operating results and analyst views support the stock. Amazon’s latest quarter exceeded consensus estimates, with revenue of $200.61 billion, up 19.6% year over year. Zacks upgraded the shares to “Strong Buy,” while other analysts raised price targets, reinforcing the view that AWS, advertising, and retail improvements can offset higher spending. AI Boom: Top Stocks to Consider for Your Portfolio
• Positive Sentiment: Amazon Pharmacy is expanding its healthcare opportunity. Eligible Medicare Part D patients can access certain GLP-1 weight-loss drugs, including Wegovy and Zepbound, for $50 per month through a federal program. The initiative could increase pharmacy traffic and strengthen Amazon’s position in prescription fulfillment, though near-term financial benefits are uncertain. Amazon Pharmacy Offers Weight-Loss Drugs
• Neutral Sentiment: Amazon’s AI spending is producing both optimism and concern. Bullish investors argue strong AWS demand and committed capacity can justify the investment cycle, while valuation experts warn that hyperscalers may be “overinvesting” before returns are clear. The heavier spending could pressure free cash flow and margins if AI monetization slows. Amazon’s Massive Capex Expansion
• Negative Sentiment: Large shareholder sales are creating supply concerns. Jeff Bezos plans to sell roughly 15 million shares valued near $4 billion, while Amazon CEO Douglas Herrington sold 1,000 shares under a pre-arranged Rule 10b5-1 plan. Berkshire Hathaway also exited its Amazon position in the first quarter. These transactions do not change Amazon’s fundamentals but may weigh on sentiment after the stock’s rally. Bezos Plans to Sell Amazon Stock

Amazon.com Stock Up 0.8%

Shares of AMZN stock opened at $274.48 on Friday. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The stock has a market cap of $2.96 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 1.83 and a beta of 1.45. The firm's 50-day moving average is $246.35 and its 200-day moving average is $237.46. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping 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 business had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the previous year, the firm posted $1.68 EPS. Amazon.com's revenue was up 19.6% compared to the same quarter last year. Sell-side analysts predict that Amazon.com, Inc. will post 8.05 EPS for the current year.

Insider Activity

In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the business's stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the sale, the chief executive officer owned 14,159 shares of the company's stock, valued at approximately $3,729,480.60. The trade was a 52.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the firm's stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company's stock, valued at approximately $11,060,750.70. This trade represents a 18.37% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 77,867 shares of company stock valued at $20,532,092. Company insiders own 8.90% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Piper Sandler reaffirmed an "overweight" rating and set a $320.00 price objective (up from $315.00) on shares of Amazon.com in a research note on Friday, July 31st. Morgan Stanley restated an "overweight" rating and issued a $335.00 price target (up from $330.00) on shares of Amazon.com in a report on Friday, July 31st. BNP Paribas Exane raised their price target on Amazon.com from $320.00 to $345.00 and gave the stock an "outperform" rating in a research report on Tuesday, May 5th. Royal Bank Of Canada boosted their price objective on Amazon.com from $320.00 to $330.00 and gave the company an "outperform" rating in a research report on Friday, July 31st. Finally, Monness Crespi & Hardt increased their target price on Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $322.56.

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.

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