Arizona State Retirement System Takes Position in Amrize Ltd $AMRZ

Key Points

• Arizona State Retirement System purchased 136,647 shares of Amrize (NYSE:AMRZ) in the fourth quarter, a new stake valued at about $7.39 million, indicating notable institutional interest.
• Company insiders increased holdings—CEO Jan Philipp Jenisch bought 60,000 shares and CTO Roald Brouwer bought 3,000 shares, with insiders acquiring 77,834 shares (~$4.51M) over the quarter.
• Wall Street sentiment is positive with a consensus rating of Moderate Buy and a $64.07 price target (JPMorgan raised its target to $70), and Amrize declared a $0.44-per-share dividend payable May 4.

Arizona State Retirement System purchased a new stake in Amrize Ltd (NYSE:AMRZ - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 136,647 shares of the company's stock, valued at approximately $7,390,000.

Several other hedge funds and other institutional investors have also bought and sold shares of AMRZ. State of Wyoming bought a new position in shares of Amrize during the third quarter worth $32,000. US Bancorp DE acquired a new stake in Amrize during the 3rd quarter worth $38,000. Costello Asset Management INC bought a new position in Amrize during the third quarter worth about $44,000. Global Retirement Partners LLC bought a new position in Amrize during the third quarter worth about $48,000. Finally, Jones Financial Companies Lllp acquired a new position in Amrize in the third quarter valued at about $53,000.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. JPMorgan Chase & Co. increased their price target on Amrize from $60.00 to $70.00 and gave the stock an "overweight" rating in a report on Thursday, March 5th. Wall Street Zen upgraded Amrize from a "sell" rating to a "hold" rating in a report on Sunday, March 1st. Citigroup boosted their price objective on Amrize from $63.00 to $67.00 and gave the company a "buy" rating in a research report on Thursday, January 8th. Weiss Ratings raised Amrize from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, March 18th. Finally, UBS Group raised their target price on shares of Amrize from $53.00 to $57.00 and gave the stock a "neutral" rating in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $64.07.

Insider Activity

In other Amrize news, CTO Roald Brouwer acquired 3,000 shares of Amrize stock in a transaction dated Wednesday, March 11th. The stock was bought at an average cost of $58.72 per share, for a total transaction of $176,160.00. Following the purchase, the chief technology officer directly owned 16,257 shares in the company, valued at approximately $954,611.04. This represents a 22.63% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Jan Philipp Jenisch acquired 60,000 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was bought at an average price of $58.05 per share, with a total value of $3,483,000.00. Following the acquisition, the chief executive officer directly owned 1,703,582 shares in the company, valued at $98,892,935.10. This represents a 3.65% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have acquired 77,834 shares of company stock worth $4,511,344. 0.54% of the stock is currently owned by insiders.

Amrize Price Performance

AMRZ stock opened at $57.56 on Monday. The stock has a 50-day moving average price of $58.21 and a two-hundred day moving average price of $54.72. The stock has a market cap of $31.84 billion and a PE ratio of 23.40. The company has a current ratio of 1.64, a quick ratio of 1.10 and a debt-to-equity ratio of 0.37. 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 released its quarterly earnings results on Tuesday, February 17th. The company reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.03. The firm had revenue of $2.84 billion during the quarter, compared to analyst estimates of $2.95 billion. Amrize's revenue for the quarter was down .4% on a year-over-year basis. Equities analysts forecast that Amrize Ltd will post 2.76 EPS for the current fiscal year.

Amrize Announces Dividend

The company also recently declared a dividend, which will be paid on Monday, May 4th. Shareholders of record on Monday, April 27th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Friday, April 24th.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.