First Manhattan CO. LLC. increased its holdings in shares of Amrize Ltd (NYSE:AMRZ – Free Report) by 20.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,036,704 shares of the company’s stock after buying an additional 672,030 shares during the quarter. First Manhattan CO. LLC.’s holdings in Amrize were worth $218,305,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. MCF Advisors LLC purchased a new position in shares of Amrize during the fourth quarter valued at $27,000. Basepoint Wealth LLC purchased a new position in shares of Amrize during the fourth quarter valued at $33,000. Laurel Wealth Advisors LLC purchased a new position in shares of Amrize during the fourth quarter valued at $34,000. US Bancorp DE purchased a new position in Amrize in the third quarter valued at about $38,000. Finally, Itau Unibanco Holding S.A. grew its stake in Amrize by 150.0% in the fourth quarter. Itau Unibanco Holding S.A. now owns 750 shares of the company’s stock valued at $41,000 after purchasing an additional 450 shares in the last quarter.
Analyst Ratings Changes
A number of brokerages have commented on AMRZ. Wall Street Zen upgraded Amrize from a “sell” rating to a “hold” rating in a research note on Sunday, March 1st. Truist Financial lowered their target price on Amrize from $75.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. JPMorgan Chase & Co. boosted their target price on Amrize from $60.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Weiss Ratings downgraded Amrize from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, May 18th. Finally, Citigroup lowered their target price on Amrize from $76.00 to $66.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $64.86.
Insider Buying and Selling
In related news, insider Mario Gross purchased 1,200 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was bought at an average price of $48.63 per share, for a total transaction of $58,356.00. Following the purchase, the insider owned 34,747 shares in the company, valued at $1,689,746.61. The trade was a 3.58% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Jan Philipp Jenisch purchased 3,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were bought at an average price of $49.96 per share, with a total value of $149,880.00. Following the purchase, the chief executive officer owned 515,000 shares in the company, valued at $25,729,400. This represents a 0.59% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 54,920 shares of company stock worth $2,717,429. Insiders own 0.54% of the company’s stock.
Amrize Stock Performance
AMRZ opened at $54.34 on Thursday. The company has a market cap of $30.05 billion and a PE ratio of 26.00. The stock has a 50-day moving average of $54.08 and a 200-day moving average of $55.59. Amrize Ltd has a 52-week low of $44.12 and a 52-week high of $65.94. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.89 and a current ratio of 1.40.
Amrize (NYSE:AMRZ – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The company reported ($0.16) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.14) by ($0.02). The company had revenue of $2.18 billion for the quarter. Amrize had a return on equity of 9.84% and a net margin of 9.70%.The firm’s quarterly revenue was up 4.7% on a year-over-year basis. As a group, equities research analysts forecast that Amrize Ltd will post 2.76 earnings per share for the current fiscal year.
Amrize Cuts Dividend
The business also recently declared a dividend, which was paid on Wednesday, May 20th. Stockholders of record on Tuesday, May 12th were paid a dividend of $0.11 per share. The ex-dividend date was Tuesday, May 12th. Amrize’s dividend payout ratio is 21.05%.
Amrize Profile
Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland. Amrize AG operates independently of Holcim AG as of June 23, 2025.
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