Amrize (NYSE:AMRZ) Stock Gets Price Target Cut from Wells Fargo & Company

Amrize (NYSE:AMRZ) had its target price cut by Wells Fargo & Company from $40.00 to $39.00 in a research report sent to investors on Friday,Benzinga reports. They currently have an equal weight rating on the stock.

Several other brokerages have also issued reports on AMRZ. UBS Group cut their price objective on Amrize from $57.00 to $42.00 and set a “neutral” rating for the company in a report on Tuesday, September 22nd. Oppenheimer reduced their price target on shares of Amrize from $62.00 to $55.00 and set an “outperform” rating on the stock in a report on Friday, September 18th. Zacks Research cut Amrize from a “hold” rating to a “strong sell” rating in a report on Wednesday, August 19th. Royal Bank Of Canada dropped their target price on Amrize from $48.00 to $32.00 and set an “underperform” rating on the stock in a research report on Friday, October 9th. Finally, Bank of America lowered Amrize from a “neutral” rating to an “underperform” rating and reduced their target price for the company from $50.00 to $40.00 in a research report on Wednesday, September 2nd. Eight investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $49.24.

Amrize Price Performance

Shares of AMRZ opened at $41.40 on Friday. The business’s 50 day moving average price is $39.73 and its two-hundred day moving average price is $50.59. The firm has a market cap of $22.90 billion, a PE ratio of 18.73, a price-to-earnings-growth ratio of 1.55 and a beta of 0.03. Amrize has a 52-week low of $35.78 and a 52-week high of $65.94. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.67 and a current ratio of 1.07.

Amrize (NYSE:AMRZ) last issued its quarterly earnings results on Wednesday, October 28th. The company reported $1.05 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.05. Amrize had a net margin of 9.93% and a return on equity of 10.02%. The business had revenue of $3.77 billion during the quarter. During the same quarter last year, the firm posted $0.98 EPS. The firm’s quarterly revenue was up 2.6% on a year-over-year basis. On average, equities analysts anticipate that Amrize will post 2.41 EPS for the current year.

Amrize Dividend Announcement

The business also recently announced a dividend, which will be paid on Wednesday, November 18th. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.11 per share. The ex-dividend date is Tuesday, November 10th. Amrize’s payout ratio is presently 4.98%.

Insider Buying and Selling

In related news, insider Mario Gross acquired 3,568 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were purchased at an average price of $46.60 per share, for a total transaction of $166,268.80. Following the completion of the acquisition, the insider owned 38,485 shares of the company’s stock, valued at approximately $1,793,401. This trade represents a 10.22% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jan Jenisch purchased 4,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average cost of $42.50 per share, with a total value of $170,000.00. Following the acquisition, the chief executive officer owned 519,000 shares in the company, valued at $22,057,500. The trade was a 0.78% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought 48,983 shares of company stock valued at $2,158,755 in the last 90 days. 0.54% of the stock is currently owned by insiders.

Institutional Trading of Amrize

Large investors have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC increased its holdings in shares of Amrize by 3.7% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 4,772,941 shares of the company’s stock worth $263,371,000 after buying an additional 171,622 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich grew its position in Amrize by 8.8% in the 3rd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 2,102,975 shares of the company’s stock valued at $78,985,000 after purchasing an additional 170,551 shares during the period. Renaissance Technologies LLC lifted its position in shares of Amrize by 10.4% in the 1st quarter. Renaissance Technologies LLC now owns 1,956,600 shares of the company’s stock worth $109,609,000 after purchasing an additional 183,900 shares during the period. Amundi boosted its stake in shares of Amrize by 30.9% during the 1st quarter. Amundi now owns 1,654,739 shares of the company’s stock worth $92,698,000 after purchasing an additional 390,750 shares during the period. Finally, National Pension Service increased its position in shares of Amrize by 7.5% during the second quarter. National Pension Service now owns 1,493,022 shares of the company’s stock worth $79,578,000 after purchasing an additional 103,962 shares in the last quarter.

Key Headlines Impacting Amrize

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Third-quarter earnings exceeded some estimates. Amrize reported quarterly adjusted earnings of approximately $1.02 per share, above the $0.98 consensus estimate, while net income rose 3.3% year over year to $558 million. Revenue increased roughly 2.2%-2.6% to $3.77 billion. Amrize Q3 Earnings Surpass Estimates
• Positive Sentiment: Pricing remained a key strength. Aggregates pricing increased 6.9% and cement pricing rose 1.8%, helping offset inflationary pressures and support profitability. Amrize: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Shareholder returns received support. Amrize completed its $1 billion share-repurchase program and plans to cancel the repurchased shares, which could reduce the share count. It also declared a quarterly dividend of $0.11 per share, payable November 18 to eligible shareholders. Amrize Completes $1 Billion Share Repurchase Program
• Neutral Sentiment: Results were broadly resilient but not uniformly strong. EPS matched the company’s reported consensus estimate of $1.05 in one earnings report, while adjusted earnings were described as flat year over year, highlighting limited underlying earnings growth.
• Negative Sentiment: Full-year revenue guidance was reduced relative to expectations. Amrize now expects 2026 revenue of $12.2 billion-$12.4 billion, below the roughly $12.5 billion analyst consensus, signaling softer demand or greater operating pressure than anticipated.
• Negative Sentiment: Wells Fargo cut its price target from $40 to $39 and maintained an “equal weight” rating. The revision indicates limited near-term upside in the bank’s view and adds to the cautious outlook surrounding AMRZ.

Amrize Company Profile

Amrize is a North American building-solutions company that supplies materials and products used in residential, commercial and infrastructure construction. Its portfolio includes cement, aggregates, ready-mix concrete, asphalt, roofing systems and other building products.

The company serves customers across the United States and Canada through a network of production facilities, distribution locations and related operations. Its products support applications ranging from roads, bridges and other public infrastructure to commercial buildings and residential construction.

Amrize was formed through the separation of Holcim’s North American business and began trading independently on the New York Stock Exchange under the symbol AMRZ in 2025.