Wilmington Savings Fund Society FSB Invests $5.97 Million in Amrize Ltd $AMRZ

Key Points

• Wilmington Savings Fund Society FSB opened a new position in Amrize (NYSE:AMRZ) in Q3, buying 123,100 shares valued at about $5.97 million (disclosed in an SEC filing).
• Several large institutions also hold or established big stakes, notably Vanguard (~$1.065 billion) and Norges Bank (~$670.9 million) in Q2, while Public Sector Pension increased its position to 306,957 shares (~$14.8 million).
• Amrize recently beat EPS estimates with $0.62 per share (vs. $0.59 expected) despite revenue of $2.84 billion being slightly below consensus and down 0.4% y/y, and the company declared a $0.44 per-share dividend payable May 4 (ex-dividend April 24).

Wilmington Savings Fund Society FSB acquired a new position in Amrize Ltd (NYSE:AMRZ - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 123,100 shares of the company's stock, valued at approximately $5,974,000.

A number of other hedge funds also recently bought and sold shares of AMRZ. Public Sector Pension Investment Board increased its position in shares of Amrize by 8.8% during the 3rd quarter. Public Sector Pension Investment Board now owns 306,957 shares of the company's stock valued at $14,811,000 after purchasing an additional 24,738 shares during the last quarter. Norges Bank purchased a new position in shares of Amrize in the second quarter worth approximately $670,915,000. Vanguard Group Inc. purchased a new position in shares of Amrize in the second quarter worth approximately $1,065,029,000. Prudential PLC bought a new stake in Amrize during the second quarter valued at approximately $754,000. Finally, 111 Capital bought a new stake in Amrize during the third quarter valued at approximately $996,000.

Amrize Stock Up 0.2%

Shares of AMRZ opened at $56.47 on Wednesday. The business's 50 day moving average is $57.94 and its 200 day moving average is $53.76. 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 12-month low of $44.12 and a 12-month high of $65.94. The company has a market capitalization of $31.23 billion and a PE ratio of 22.96.

Amrize (NYSE:AMRZ - Get Free Report) last posted its quarterly 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 business had revenue of $2.84 billion during the quarter, compared to the consensus estimate of $2.95 billion. The business's revenue for the quarter was down .4% on a year-over-year basis.

Amrize Dividend Announcement

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

Analysts Set New Price Targets

Several research analysts have weighed in on AMRZ shares. Truist Financial increased their price target on shares of Amrize from $60.00 to $75.00 and gave the stock a "buy" rating in a research report on Friday, February 20th. Wells Fargo & Company boosted their price objective on shares of Amrize from $59.00 to $66.00 and gave the company an "overweight" rating in a research report on Thursday, February 19th. Oppenheimer reaffirmed an "outperform" rating and issued a $70.00 target price (up from $64.00) on shares of Amrize in a report on Thursday, February 19th. Vertical Research assumed coverage on Amrize in a research report on Tuesday, November 25th. They set a "hold" rating and a $54.00 target price on the stock. Finally, Bank of America set a $58.00 price target on Amrize in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $64.14.

Insider Activity

In related news, insider Jaime Hill purchased 3,184 shares of the firm's stock in a transaction on Monday, March 9th. The shares were acquired at an average price of $56.34 per share, for a total transaction of $179,386.56. Following the purchase, the insider directly owned 26,000 shares in the company, valued at $1,464,840. This trade represents a 13.96% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Ian A. Johnston acquired 4,250 shares of the company's stock in a transaction on Tuesday, March 10th. The shares were bought at an average cost of $58.94 per share, with a total value of $250,495.00. Following the acquisition, the chief financial officer directly owned 25,110 shares in the company, valued at approximately $1,479,983.40. The trade was a 20.37% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 77,834 shares of company stock valued at $4,511,344 in the last quarter.

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.

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