Vanguard Group Inc. Purchases 1,676,843 Shares of Amrize Ltd $AMRZ

Key Points

• Vanguard Group boosted its holdings in Amrize by 5.6% in Q4, buying 1,676,843 shares to own 31,770,926 shares (about 5.74% of the company) valued at roughly $1.72 billion.
• Company insiders increased their positions: CEO Jan Philipp Jenisch bought 60,000 shares for about $3.48 million (raising his stake to 1,703,582 shares), and insiders purchased 77,834 shares totaling ~$4.51 million over the last quarter, representing 0.54% ownership.
• Analysts remain broadly positive — Amrize has an average rating of Moderate Buy with an average target of $64.07 and several firms raising targets (e.g., Truist to $75, JPMorgan to $70), even as the stock recently traded down and the company reported a slight EPS miss.

Vanguard Group Inc. boosted its position in shares of Amrize Ltd (NYSE:AMRZ - Free Report) by 5.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 31,770,926 shares of the company's stock after purchasing an additional 1,676,843 shares during the quarter. Vanguard Group Inc. owned about 5.74% of Amrize worth $1,722,500,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. FNY Investment Advisers LLC raised its holdings in Amrize by 9.8% during the 4th quarter. FNY Investment Advisers LLC now owns 5,690 shares of the company's stock worth $307,000 after purchasing an additional 510 shares during the last quarter. State of Wyoming bought a new stake in Amrize during the 3rd quarter worth about $32,000. Transcend Capital Advisors LLC grew its position in shares of Amrize by 10.7% during the 4th quarter. Transcend Capital Advisors LLC now owns 7,302 shares of the company's stock worth $395,000 after buying an additional 707 shares during the period. US Bancorp DE acquired a new position in shares of Amrize during the 3rd quarter worth about $38,000. Finally, Costello Asset Management INC acquired a new position in shares of Amrize in the 3rd quarter valued at approximately $44,000.

Insider Activity at Amrize

In related news, CEO Jan Philipp Jenisch acquired 60,000 shares of the company's stock in a transaction dated Friday, March 6th. The shares were bought at an average price of $58.05 per share, for a total transaction of $3,483,000.00. Following the purchase, the chief executive officer directly owned 1,703,582 shares in the company, valued at approximately $98,892,935.10. This trade represents a 3.65% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Ian A. Johnston acquired 4,250 shares of the company's stock in a transaction dated Tuesday, March 10th. The shares were bought at an average price of $58.94 per share, for a total transaction of $250,495.00. Following the purchase, the chief financial officer owned 25,110 shares in the company, valued at approximately $1,479,983.40. This represents a 20.37% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have purchased 77,834 shares of company stock worth $4,511,344. Insiders own 0.54% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Truist Financial boosted their price objective on Amrize from $60.00 to $75.00 and gave the company a "buy" rating in a research report on Friday, February 20th. Citigroup upped their price target on Amrize from $63.00 to $67.00 and gave the stock a "buy" rating in a research report on Thursday, January 8th. UBS Group upped their price target on Amrize from $53.00 to $57.00 and gave the stock a "neutral" rating in a research report on Thursday, January 8th. Wells Fargo & Company reduced their price target on Amrize from $66.00 to $65.00 and set an "overweight" rating for the company in a research report on Wednesday, April 15th. Finally, JPMorgan Chase & Co. upped their price target on Amrize from $60.00 to $70.00 and gave the stock an "overweight" rating in a research report on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Amrize presently has an average rating of "Moderate Buy" and an average target price of $64.07.

Amrize Trading Down 5.4%

NYSE:AMRZ opened at $53.72 on Friday. Amrize Ltd has a twelve month low of $44.12 and a twelve month high of $65.94. The company has a quick ratio of 1.10, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. The business has a 50 day moving average price of $57.86 and a two-hundred day moving average price of $54.87. The company has a market cap of $29.71 billion and a P/E ratio of 25.70.

Amrize (NYSE:AMRZ - Get Free Report) last announced its quarterly earnings data 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 for the quarter. The company's revenue was up 4.7% on a year-over-year basis. As a group, analysts expect that Amrize Ltd will post 2.76 EPS for the current fiscal year.

Amrize Cuts Dividend

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