Bryn Mawr Trust Advisors LLC Acquires New Shares in Amazon.com, Inc. $AMZN

Key Points

• Bryn Mawr Trust Advisors acquired 114,167 Amazon shares worth approximately $27.2 million in the second quarter, making Amazon its 15th-largest holding. Institutional investors and hedge funds own 72.2% of Amazon’s stock.
• Analyst sentiment remains strongly positive: 56 analysts rate Amazon a Buy and one rates it a Strong Buy, producing a “Moderate Buy” consensus and an average price target of $323.26.
• Amazon reported robust quarterly results, with revenue up 19.6% year over year and EPS well above expectations, while AWS demand supports the outlook. However, aggressive AI infrastructure spending, policy uncertainty and a fatal Amazon Air crash remain key risks.

Bryn Mawr Trust Advisors LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 114,167 shares of the e-commerce giant's stock, valued at approximately $27,211,000. Amazon.com accounts for 1.2% of Bryn Mawr Trust Advisors LLC's investment portfolio, making the stock its 15th largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Mill Capital Management LLC acquired a new stake in Amazon.com in the 2nd quarter valued at approximately $46,172,000. Plan Group Financial LLC acquired a new position in Amazon.com during the 2nd quarter worth $740,000. Towercrest Capital Management bought a new position in shares of Amazon.com in the second quarter worth $1,166,000. Laraway Financial Advisors Inc bought a new position in shares of Amazon.com in the second quarter worth $2,183,000. Finally, Cornerstone Capital Inc. acquired a new position in shares of Amazon.com during the second quarter valued at $43,171,000. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on AMZN. Evercore set a $355.00 price target on shares of Amazon.com and gave the stock an "outperform" rating in a research report on Friday, August 28th. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an "outperform" rating in a research note on Friday, July 31st. Raymond James Financial restated an "outperform" rating and issued a $390.00 target price (up from $280.00) on shares of Amazon.com in a research report on Friday, July 31st. Citizens Jmp reiterated a "market outperform" rating and set a $315.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Finally, Oppenheimer restated an "outperform" rating on shares of Amazon.com in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $323.26.

More Amazon.com News

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

• Positive Sentiment: AWS demand remains a major bullish factor. Anthropic reportedly committed to spend more than $100 billion on AWS over 10 years, potentially representing about one-fifth of Amazon’s contracted cloud backlog. Amazon also recently reported strong quarterly growth, with revenue up 19.6% year over year and EPS substantially above expectations. Anthropic AWS contract article
• Positive Sentiment: Valuation appears more attractive to some investors. Commentary highlighted Amazon’s roughly 21 P/E ratio, below the premium multiples historically assigned to the company and below some large retail peers. However, the appeal is tempered by Amazon’s aggressive AI infrastructure spending. Amazon valuation article
• Neutral Sentiment: AI investment and policy risks remain in focus. Amazon is reportedly on track for approximately $220 billion in capital expenditures this year, up from $132 billion in 2025, raising questions about free cash flow and returns. Separately, proposed restrictions on advanced AI and the Pentagon’s continued concerns about Anthropic could affect AWS-related opportunities, although the near-term financial impact is uncertain. AI policy article
• Negative Sentiment: The Miami crash is the dominant near-term overhang. An Amazon-branded Boeing 767-300 operated by contractor 21 Air overran the runway by about 1,300 feet, struck vehicles and airport equipment, and came to rest near a Tesla vehicle facility. Five people died and others were injured. The FAA and NTSB are investigating aircraft speed, runway safeguards and operational oversight; potential liability, reputational damage and tighter scrutiny of Amazon Air could weigh on sentiment, although the affected aircraft represents only a small portion of Amazon’s roughly 250-flight air network. NTSB Miami crash update

Insider Activity at Amazon.com

In related news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. This represents a 1.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the firm's stock in a transaction on Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares in the company, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 71,589 shares of company stock valued at $18,568,785. 8.90% of the stock is owned by corporate insiders.

Amazon.com Stock Performance

NASDAQ AMZN opened at $258.51 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The firm's fifty day simple moving average is $254.51 and its 200-day simple moving average is $243.04. The company has a market capitalization of $2.79 trillion, a PE ratio of 20.80, a price-to-earnings-growth ratio of 1.99 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted 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. The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company's revenue for the quarter was up 19.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.68 earnings per share. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal 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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