Watchtower Advisors LP Purchases New Shares in Amrize Ltd $AMRZ

Key Points

• Watchtower Advisors bought 284,416 shares of AMRZ in Q3 valued at about $13.8 million, making Amrize its 8th-largest holding and representing 0.05% of the company per the SEC filing.
• Insider buying has increased recently: Jaime Hill purchased 1,000 shares and CFO Ian A. Johnston bought 4,250 shares in March, with insiders acquiring 72,634 shares (≈$4.22M) over the last quarter.
• Analyst and earnings snapshot: The consensus rating is "Moderate Buy" with an average target of $64.14 and several firms lifting targets to $66–$70; Amrize beat EPS forecasts ($0.62 vs. $0.59) but missed revenue estimates and trades near $58.

Watchtower Advisors LP purchased a new position in shares of Amrize Ltd (NYSE:AMRZ - Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 284,416 shares of the company's stock, valued at approximately $13,803,000. Amrize accounts for 6.4% of Watchtower Advisors LP's investment portfolio, making the stock its 8th largest holding. Watchtower Advisors LP owned 0.05% of Amrize as of its most recent SEC filing.

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

Insider Transactions at Amrize

In other news, insider Jaime Hill acquired 1,000 shares of Amrize stock in a transaction that occurred on Wednesday, March 11th. The stock was purchased at an average cost of $58.91 per share, with a total value of $58,910.00. Following the completion of the acquisition, the insider owned 27,000 shares in the company, valued at $1,590,570. This trade represents a 3.85% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Ian A. Johnston bought 4,250 shares of the firm's stock in a transaction on Tuesday, March 10th. The shares were purchased at an average price of $58.94 per share, for a total transaction of $250,495.00. Following the completion of the transaction, the chief financial officer owned 25,110 shares of the company's stock, 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 72,634 shares of company stock worth $4,224,656 over the last quarter.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Amrize in a report on Monday, February 23rd. Oppenheimer restated an "outperform" rating and set a $70.00 price objective (up from $64.00) on shares of Amrize in a research report on Thursday, February 19th. Wells Fargo & Company boosted their price target on shares of Amrize from $59.00 to $66.00 and gave the stock an "overweight" rating in a research note on Thursday, February 19th. Bank of America set a $58.00 price target on shares of Amrize in a report on Monday, January 12th. Finally, Berenberg Bank set a $70.00 price objective on Amrize in a report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $64.14.

Amrize Stock Performance

Shares of AMRZ opened at $58.18 on Thursday. The company has a quick ratio of 1.10, a current ratio of 1.64 and a debt-to-equity ratio of 0.37. Amrize Ltd has a 52-week low of $44.12 and a 52-week high of $65.94. The company has a 50-day simple moving average of $57.88 and a 200-day simple moving average of $53.62. The company has a market capitalization of $32.18 billion and a PE ratio of 23.65.

Amrize (NYSE:AMRZ - Get Free Report) last issued its earnings results on Tuesday, February 17th. The company reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.03. The company had revenue of $2.84 billion for the quarter, compared to analyst estimates of $2.95 billion. The business's quarterly revenue was down .4% compared to the same quarter last year.

Amrize Company 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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