Amrize Ltd $AMRZ Shares Acquired by Wilson Asset Management International PTY Ltd.

Key Points

• Wilson Asset Management International increased its stake in Amrize by 8.3%, buying 18,942 shares to hold 247,477 shares worth $13.38M, representing 3.4% of its portfolio and the fund's 12th largest holding.
• Company insiders have been buying stock recently (Jaime Hill bought 1,000 shares at $58.91; CTO Roald Brouwer bought 2,000 at $54.88), with insiders acquiring 77,834 shares worth $4.51M in the last 90 days and now owning 0.54% of the company.
• Analysts are increasingly positive—JPMorgan and Vertical Research raised targets to about $70 and issued overweight/buy ratings—leaving a consensus of Moderate Buy and an average price target of $64.21.

Wilson Asset Management International PTY Ltd. grew its stake in Amrize Ltd (NYSE:AMRZ - Free Report) by 8.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 247,477 shares of the company's stock after buying an additional 18,942 shares during the period. Amrize accounts for 3.4% of Wilson Asset Management International PTY Ltd.'s investment portfolio, making the stock its 12th largest holding. Wilson Asset Management International PTY Ltd.'s holdings in Amrize were worth $13,384,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of AMRZ. Geode Capital Management LLC acquired a new position in shares of Amrize in the 2nd quarter valued at $265,000. M&T Bank Corp acquired a new position in shares of Amrize in the 2nd quarter valued at $205,000. Arrowstreet Capital Limited Partnership acquired a new position in shares of Amrize in the 2nd quarter valued at $3,870,000. Gabelli Funds LLC acquired a new position in shares of Amrize in the 2nd quarter valued at $1,083,000. Finally, AXA S.A. acquired a new position in shares of Amrize in the 2nd quarter valued at $1,065,000.

Insider Activity at Amrize

In related news, insider Jaime Hill acquired 1,000 shares of the firm's stock in a transaction on Wednesday, March 11th. The stock was bought at an average cost of $58.91 per share, with a total value of $58,910.00. Following the transaction, the insider owned 28,000 shares of the company's stock, valued at $1,649,480. The trade was a 3.70% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CTO Roald Brouwer acquired 2,000 shares of the firm's stock in a transaction on Friday, March 13th. The shares were bought at an average cost of $54.88 per share, with a total value of $109,760.00. Following the completion of the transaction, the chief technology officer directly owned 18,257 shares in the company, valued at $1,001,944.16. This trade represents a 12.30% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired 77,834 shares of company stock worth $4,511,344 in the last ninety days. Company insiders own 0.54% of the company's stock.

Analyst Ratings Changes

AMRZ has been the subject of a number of research analyst reports. JPMorgan Chase & Co. upped their target price on Amrize from $60.00 to $70.00 and gave the company an "overweight" rating in a research report on Thursday, March 5th. Wall Street Zen raised Amrize from a "sell" rating to a "hold" rating in a research report on Sunday, March 1st. Wells Fargo & Company decreased their target price on Amrize from $66.00 to $65.00 and set an "overweight" rating for the company in a research report on Wednesday, April 15th. Vertical Research raised Amrize from a "hold" rating to a "buy" rating and set a $70.00 target price for the company in a research report on Friday, May 1st. Finally, Oppenheimer set a $68.00 target price on Amrize in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $64.21.

Amrize Stock Up 4.8%

Shares of NYSE:AMRZ opened at $53.37 on Wednesday. The stock has a market cap of $29.52 billion and a P/E ratio of 25.53. The firm has a fifty day moving average price of $57.63 and a 200 day moving average price of $55.00. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.10. Amrize Ltd has a 1-year low of $44.12 and a 1-year high of $65.94.

Amrize (NYSE:AMRZ - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The company reported ($0.16) earnings per share for the quarter, missing analysts' consensus estimates of ($0.14) by ($0.02). The business had revenue of $2.18 billion for the quarter. Amrize had a return on equity of 9.88% and a net margin of 9.70%.The firm's revenue was up 4.7% on a year-over-year basis. Sell-side analysts predict that Amrize Ltd will post 2.72 EPS for the current year.

Amrize Cuts Dividend

The business also recently disclosed a dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Tuesday, May 12th will be given a dividend of $0.11 per share. The ex-dividend date of this dividend is Tuesday, May 12th.

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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