M&T Bank Corp acquired a new position in shares of Amrize Ltd (NYSE:AMRZ – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 13,228 shares of the company’s stock, valued at approximately $715,000.
Several other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of Amrize by 41.0% during the third quarter. Vanguard Group Inc. now owns 30,094,083 shares of the company’s stock worth $1,468,460,000 after acquiring an additional 8,743,543 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Amrize by 48.8% during the third quarter. Wellington Management Group LLP now owns 11,622,024 shares of the company’s stock worth $561,018,000 after acquiring an additional 3,809,133 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in shares of Amrize by 1.6% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,674,921 shares of the company’s stock worth $532,076,000 after acquiring an additional 156,903 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in shares of Amrize by 4.6% during the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,518,018 shares of the company’s stock worth $459,242,000 after acquiring an additional 420,728 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC raised its holdings in shares of Amrize by 4.9% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,601,319 shares of the company’s stock worth $255,051,000 after acquiring an additional 214,393 shares in the last quarter.
Analysts Set New Price Targets
AMRZ has been the subject of several recent research reports. Wells Fargo & Company cut their price objective on Amrize from $66.00 to $65.00 and set an “overweight” rating for the company in a report on Wednesday, April 15th. UBS Group raised their target price on Amrize from $53.00 to $57.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Royal Bank Of Canada cut their target price on Amrize from $61.00 to $60.00 and set a “sector perform” rating on the stock in a report on Friday. Truist Financial cut their target price on Amrize from $75.00 to $65.00 and set a “buy” rating on the stock in a report on Friday. Finally, JPMorgan Chase & Co. raised their target price on Amrize from $60.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Amrize has a consensus rating of “Moderate Buy” and an average price target of $64.29.
Amrize Trading Down 0.8%
AMRZ stock opened at $53.34 on Friday. Amrize Ltd has a 1-year low of $44.12 and a 1-year high of $65.94. The company has a current ratio of 1.64, a quick ratio of 1.10 and a debt-to-equity ratio of 0.37. The business’s 50 day moving average is $57.86 and its 200-day moving average is $54.87. The firm has a market cap of $29.50 billion and a P/E ratio of 25.52.
Amrize (NYSE:AMRZ – Get Free Report) last issued its earnings results on Wednesday, April 29th. The company reported ($0.16) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.02). Amrize had a return on equity of 9.88% and a net margin of 9.70%.The company had revenue of $2.18 billion during the quarter. The firm’s revenue was up 4.7% compared to the same quarter last year. Equities analysts anticipate that Amrize Ltd will post 2.76 earnings per share for the current fiscal year.
Amrize Cuts Dividend
The business also recently announced a dividend, which will be paid on Wednesday, May 20th. Stockholders of record on Tuesday, May 12th will be issued a $0.11 dividend. The ex-dividend date of this dividend is Tuesday, May 12th.
Insiders Place Their Bets
In related news, CEO Jan Philipp Jenisch bought 60,000 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was acquired at an average cost of $58.05 per share, with a total value of $3,483,000.00. Following the acquisition, the chief executive officer owned 1,703,582 shares in the company, valued at approximately $98,892,935.10. This represents a 3.65% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Ian A. Johnston bought 4,250 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was bought at an average cost of $58.94 per share, with a total value of $250,495.00. Following the completion of the acquisition, the chief financial officer owned 25,110 shares in the company, valued at $1,479,983.40. This represents a 20.37% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired a total of 77,834 shares of company stock worth $4,511,344 in the last 90 days. 0.54% of the stock is owned by corporate insiders.
Key Headlines Impacting Amrize
Here are the key news stories impacting Amrize this week:
- Positive Sentiment: Vertical Research upgraded AMRZ from “hold” to “buy” and set a $70 price target (≈31% upside vs. current price), which may support upside momentum. The Fly / TickerReport
- Positive Sentiment: Company reaffirmed shareholder-friendly actions: announced a quarterly dividend (record May 12) and outlined plans to begin a previously-approved share repurchase program after Q1 results — items that can underpin the stock. (Company release / earnings commentary)
- Positive Sentiment: Significant insider and institutional buying highlighted by recent disclosures (multiple insider purchases and large institutional additions), which investors often view as a bullish signal. Quiver Quant
- Neutral Sentiment: Truist lowered its price target from $75 to $65 but maintained a “buy” rating — reduces upside vs. prior target but still constructive. Benzinga
- Neutral Sentiment: RBC trimmed its target slightly from $61 to $60 and moved to “sector perform”, a modestly less bullish stance that may temper short-term upside. Benzinga
- Neutral Sentiment: Analyst consensus remains mixed but centered around a median target near $66; recent reports show a range of targets from the mid-$50s to $75, so analyst views are varied and could drive volatility as investors pick which estimates to follow.
- Negative Sentiment: Q1 results: revenue grew but EPS missed estimates and the Building Envelope (roofing) segment showed weaker demand, margin pressures and a temporary plant disruption — factors that explain recent selling pressure. Seeking Alpha – Q1 presentation
- Negative Sentiment: Market reaction and analysis pointed to seasonal Q1 cash burn and concerns about roofing demand that drove a prior intra-day slide; near-term sentiment may remain sensitive to guidance, margin recovery and cash-flow cadence. Quiver Quant
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.
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