Amrize Ltd $AMRZ Stock: Pictet Asset Management Holding SA Raises Holdings

Key Points

• Pictet Asset Management increased its Amrize stake 4.3%, adding 253,512 shares to reach 6.13 million shares, valued at about $230.1 million. Several other institutional investors also reported increasing their holdings.
• Amrize reported quarterly EPS of $1.05, matching estimates, while revenue reached $3.77 billion, up 2.6% year over year.
• Analyst views remain mixed: MarketBeat’s consensus rating is Hold, with an average price target of $49.06; the stock was quoted at $41.90.

Pictet Asset Management Holding SA increased its holdings in shares of Amrize Ltd (NYSE:AMRZ - Free Report) by 4.3% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 6,126,150 shares of the company's stock after purchasing an additional 253,512 shares during the period. Pictet Asset Management Holding SA owned 1.11% of Amrize worth $230,110,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Caldwell Sutter Capital Inc. raised its stake in Amrize by 11.5% in the first quarter. Caldwell Sutter Capital Inc. now owns 2,675 shares of the company's stock valued at $150,000 after buying an additional 275 shares during the period. Grove Bank & Trust lifted its position in shares of Amrize by 2.1% in the third quarter. Grove Bank & Trust now owns 17,477 shares of the company's stock valued at $653,000 after buying an additional 353 shares during the last quarter. Norman Fields Gottscho Capital Management LLC boosted its stake in shares of Amrize by 4.3% during the 2nd quarter. Norman Fields Gottscho Capital Management LLC now owns 11,515 shares of the company's stock worth $614,000 after acquiring an additional 475 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of Amrize by 3.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 14,506 shares of the company's stock worth $542,000 after acquiring an additional 543 shares during the period. Finally, Choreo LLC boosted its stake in shares of Amrize by 4.2% during the 3rd quarter. Choreo LLC now owns 17,713 shares of the company's stock worth $662,000 after acquiring an additional 706 shares during the period.

Amrize Stock Performance

NYSE:AMRZ opened at $41.90 on Friday. The stock has a market cap of $23.17 billion, a P/E ratio of 18.96, a PEG ratio of 1.64 and a beta of 0.04. The stock has a 50 day simple moving average of $39.53 and a 200 day simple moving average of $50.30. The company has a current ratio of 1.07, a quick ratio of 0.67 and a debt-to-equity ratio of 0.33. Amrize Ltd has a 1-year low of $35.78 and a 1-year high of $65.94.

Amrize (NYSE:AMRZ - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The company reported $1.05 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.05. Amrize had a return on equity of 10.02% and a net margin of 9.93%. The business had revenue of $3.77 billion during the quarter. During the same quarter last year, the firm earned $0.98 earnings per share. The business's revenue for the quarter was up 2.6% compared to the same quarter last year. Research analysts anticipate that Amrize Ltd will post 2.30 earnings per share for the current year.

Amrize Dividend Announcement

The company also recently announced a dividend, which will be paid on Wednesday, November 18th. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.11 per share. The ex-dividend date of this dividend is Tuesday, November 10th. Amrize's dividend payout ratio (DPR) is currently 4.98%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on AMRZ shares. Bank of America lowered Amrize from a "neutral" rating to an "underperform" rating and decreased their target price for the stock from $50.00 to $40.00 in a report on Wednesday, September 2nd. Wells Fargo & Company cut their price target on Amrize from $40.00 to $39.00 and set an "equal weight" rating for the company in a report on Friday, October 30th. DA Davidson lifted their price objective on shares of Amrize from $40.00 to $43.00 and gave the stock a "neutral" rating in a research report on Friday, October 30th. Oppenheimer reduced their price objective on shares of Amrize from $55.00 to $52.00 and set an "outperform" rating for the company in a research report on Monday, November 2nd. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Amrize from $52.00 to $48.00 and set a "neutral" rating on the stock in a report on Tuesday, October 13th. Eight investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Amrize currently has an average rating of "Hold" and an average price target of $49.06.

Insider Activity at Amrize

In other Amrize news, CEO Jan Jenisch purchased 4,000 shares of the firm's stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average cost of $42.50 per share, for a total transaction of $170,000.00. Following the completion of the purchase, the chief executive officer owned 519,000 shares of the company's stock, valued at approximately $22,057,500. The trade was a 0.78% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Mario Gross purchased 3,568 shares of the firm's stock in a transaction that occurred on Tuesday, August 11th. The stock was acquired at an average price of $46.60 per share, for a total transaction of $166,268.80. Following the completion of the purchase, the insider directly owned 38,485 shares of the company's stock, valued at $1,793,401. This represents a 10.22% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 48,983 shares of company stock valued at $2,158,755. 0.54% of the stock is currently owned by insiders.

About Amrize

Amrize is a North American building materials and construction solutions company serving customers across the United States and Canada. Its operations span the construction materials and building envelope markets.

The company supplies cement, aggregates, ready-mix concrete and asphalt, as well as roofing and other building-envelope products and services. These materials and solutions support residential, commercial and infrastructure projects.

Amrize became an independent publicly traded company in 2025 through the spin-off of Holcim's North American business.

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