Teacher Retirement System of Texas Has $22.92 Million Stake in Amrize Ltd $AMRZ

Teacher Retirement System of Texas raised its stake in shares of Amrize Ltd (NYSE:AMRZ) by 109.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 472,200 shares of the company’s stock after buying an additional 247,200 shares during the period. Teacher Retirement System of Texas’ holdings in Amrize were worth $22,916,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. Allspring Global Investments Holdings LLC acquired a new position in shares of Amrize during the 2nd quarter valued at about $62,646,000. Credit Industriel ET Commercial bought a new stake in Amrize during the second quarter worth approximately $109,000. TD Asset Management Inc acquired a new position in Amrize during the second quarter valued at approximately $8,190,000. Generali Asset Management SPA SGR bought a new position in shares of Amrize in the second quarter valued at approximately $4,923,000. Finally, Allianz Asset Management GmbH acquired a new stake in shares of Amrize in the second quarter worth $158,530,000.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on AMRZ shares. Royal Bank Of Canada lowered shares of Amrize from an “outperform” rating to a “sector perform” rating and raised their target price for the company from $56.00 to $60.00 in a research note on Monday, December 8th. Barclays assumed coverage on Amrize in a research report on Tuesday, October 7th. They issued an “equal weight” rating on the stock. UBS Group boosted their price objective on Amrize from $53.00 to $57.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Weiss Ratings upgraded Amrize from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 12th. Finally, Zacks Research raised Amrize from a “strong sell” rating to a “hold” rating in a research report on Friday, October 10th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Amrize has an average rating of “Moderate Buy” and a consensus target price of $60.67.

Insider Transactions at Amrize

In other news, CTO Roald Brouwer acquired 4,000 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were bought at an average price of $51.77 per share, with a total value of $207,080.00. Following the acquisition, the chief technology officer owned 9,000 shares of the company’s stock, valued at $465,930. This trade represents a 80.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Jan Philipp Jenisch acquired 55,000 shares of the stock in a transaction dated Thursday, October 30th. The shares were purchased at an average price of $52.64 per share, for a total transaction of $2,895,200.00. Following the completion of the transaction, the chief executive officer owned 1,505,000 shares of the company’s stock, valued at $79,223,200. This trade represents a 3.79% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 65,000 shares of company stock worth $3,399,720 over the last 90 days.

Amrize Stock Performance

NYSE:AMRZ opened at $54.31 on Friday. The stock’s 50-day moving average is $53.63. The company has a market cap of $30.04 billion and a P/E ratio of 29.52. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.97 and a current ratio of 1.45. Amrize Ltd has a 52-week low of $44.12 and a 52-week high of $58.11.

Amrize (NYSE:AMRZ) last released its earnings results on Wednesday, October 29th. The company reported $0.98 earnings per share for the quarter, missing analysts’ consensus estimates of $1.01 by ($0.03). The company had revenue of $3.68 billion during the quarter, compared to analyst estimates of $3.49 billion. The business’s quarterly revenue was up 6.6% compared to the same quarter last year.

About Amrize

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.