Newbridge Financial Services Group Inc. Boosts Holdings in Amazon.com, Inc. $AMZN

Key Points

• Newbridge Financial raised its Amazon stake by 15.0% in Q4 to 97,716 shares (worth $22.56 million), making AMZN its third-largest holding at 3.5% of assets.
• Institutional ownership stands at 72.2% as several large investors added to positions, while insiders have sold 93,186 shares (~$19.9 million) over the past 90 days and now own 10.8% of the stock.
• Market sentiment is largely positive—driven by AWS’s AI momentum and the Globalstar deal—with analysts giving a consensus "Moderate Buy" and a $287.38 target, though some warn the rally looks overbought as the stock trades near its 12‑month high.

Newbridge Financial Services Group Inc. grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 15.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 97,716 shares of the e-commerce giant's stock after buying an additional 12,775 shares during the period. Amazon.com makes up 3.5% of Newbridge Financial Services Group Inc.'s holdings, making the stock its 3rd biggest position. Newbridge Financial Services Group Inc.'s holdings in Amazon.com were worth $22,555,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in AMZN. Brighton Jones LLC increased its position in Amazon.com by 10.9% during the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of Amazon.com by 4.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after purchasing an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG grew its holdings in shares of Amazon.com by 2.8% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock worth $442,481,000 after purchasing an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE grew its holdings in shares of Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after purchasing an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com during the 4th quarter worth $2,153,000. Institutional investors own 72.20% of the company's stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Market sentiment has flipped positive on Amazon as investors focus on AWS’s AI-driven growth and the stock briefly touched record territory. Read More.
• Positive Sentiment: Amazon’s acquisition of Globalstar (satellite connectivity) is being viewed as strategic for its LEO/satellite ambitions (Project Kuiper/complementary assets), helping re-rate the stock. Read More.
• Positive Sentiment: AWS continues to land high‑profile customers (media/AI wins), reinforcing the enterprise AI revenue runway that underpins multiple expansion. Read More.
• Positive Sentiment: Multiple analysts and notable investors are raising targets or adding to positions (Truist, JPMorgan commentary and public buys), supporting momentum and sentiment. Read More.
• Positive Sentiment: Operational tailwind: NiSource expanded power agreements to accelerate energy delivery to Amazon data centers, easing one constraint on AWS capacity growth. Read More.
• Neutral Sentiment: Company initiatives beyond core cloud/retail — e.g., longer theatrical runs for content and investments in energy/space through affiliates — signal diversification but are longer‑term revenue drivers. Read More.
• Neutral Sentiment: Insider activity: CEO Douglas Herrington sold shares under a prearranged 10b5‑1 plan (disclosed sale), which is normal for planned programs but will be watched by some investors. Read More.
• Negative Sentiment: Marketplace friction: hundreds of large third‑party sellers staged a one‑day ad boycott over payout and ad‑payment changes and Amazon introduced fuel surcharges in some regions — a reputational and near‑term revenue risk for retail and ad businesses. Read More.
• Negative Sentiment: Valuation/technical caution: some analysts and market commentators flagged the stock as overbought after the rally, warning of a possible pullback despite the strategic positives. Read More.

Insiders Place Their Bets

In related news, VP Shelley Reynolds sold 2,695 shares of the firm's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the sale, the vice president directly owned 119,780 shares of the company's stock, valued at $24,662,702. This trade represents a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22, for a total value of $3,642,860.22. Following the completion of the sale, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 93,186 shares of company stock valued at $19,921,739 over the last ninety days. 10.80% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

AMZN has been the topic of several analyst reports. William Blair reissued an "outperform" rating on shares of Amazon.com in a report on Thursday, April 9th. Needham & Company LLC reissued a "buy" rating and set a $265.00 target price on shares of Amazon.com in a report on Tuesday, March 17th. Argus reissued a "buy" rating and set a $325.00 target price on shares of Amazon.com in a report on Friday, February 6th. Rothschild & Co Redburn set a $230.00 target price on Amazon.com in a report on Wednesday, January 21st. Finally, Piper Sandler reissued an "overweight" rating and set a $260.00 target price (down from $300.00) on shares of Amazon.com in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Amazon.com currently has an average rating of "Moderate Buy" and a consensus target price of $287.38.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $250.56 on Monday. The stock's 50-day simple moving average is $213.76 and its 200 day simple moving average is $225.14. The firm has a market capitalization of $2.69 trillion, a PE ratio of 34.95, a price-to-earnings-growth ratio of 1.88 and a beta of 1.38. 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 twelve month low of $165.29 and a twelve month high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The business's quarterly revenue was up 13.6% compared to the same quarter last year. During the same period last year, the business earned $1.86 earnings per share. On average, analysts anticipate that Amazon.com, Inc. will post 6.31 EPS 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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