Amrize Ltd $AMRZ Stake Boosted by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. increased its position in shares of Amrize Ltd (NYSE:AMRZ) by 25.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,712 shares of the company’s stock after purchasing an additional 10,389 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Amrize were worth $2,743,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in AMRZ. Geode Capital Management LLC bought a new stake in Amrize in the second quarter valued at $265,000. M&T Bank Corp bought a new stake in Amrize in the second quarter valued at $205,000. Arrowstreet Capital Limited Partnership bought a new stake in Amrize in the second quarter valued at $3,870,000. Gabelli Funds LLC bought a new stake in Amrize in the second quarter valued at $1,083,000. Finally, AXA S.A. bought a new stake in Amrize in the second quarter valued at $1,065,000.

Amrize Price Performance

Shares of AMRZ opened at $53.34 on Monday. The firm has a market capitalization of $29.50 billion and a price-to-earnings ratio of 25.52. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.10 and a current ratio of 1.64. Amrize Ltd has a one year low of $44.12 and a one year high of $65.94. The stock’s fifty day moving average is $57.86 and its 200-day moving average is $54.96.

Amrize (NYSE:AMRZ) last issued its quarterly earnings results on Wednesday, April 29th. The company reported ($0.16) EPS for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.02). The business had revenue of $2.18 billion for the quarter. Amrize had a net margin of 9.70% and a return on equity of 9.88%. The company’s revenue for the quarter was up 4.7% compared to the same quarter last year. Equities analysts anticipate that Amrize Ltd will post 2.72 EPS for the current year.

Amrize Cuts Dividend

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

Key Stories Impacting Amrize

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Vertical Research upgraded AMRZ from “hold” to “buy” and set a $70 price target (?31% upside vs. current price), which may support upside momentum. The Fly / TickerReport
• Positive Sentiment: Company reaffirmed shareholder-friendly actions: announced a quarterly dividend (record May 12) and outlined plans to begin a previously-approved share repurchase program after Q1 results — items that can underpin the stock. (Company release / earnings commentary)
• Positive Sentiment: Significant insider and institutional buying highlighted by recent disclosures (multiple insider purchases and large institutional additions), which investors often view as a bullish signal. Quiver Quant
• Neutral Sentiment: Truist lowered its price target from $75 to $65 but maintained a “buy” rating — reduces upside vs. prior target but still constructive. Benzinga
• Neutral Sentiment: RBC trimmed its target slightly from $61 to $60 and moved to “sector perform”, a modestly less bullish stance that may temper short-term upside. Benzinga
• Neutral Sentiment: Analyst consensus remains mixed but centered around a median target near $66; recent reports show a range of targets from the mid-$50s to $75, so analyst views are varied and could drive volatility as investors pick which estimates to follow.
• Negative Sentiment: Q1 results: revenue grew but EPS missed estimates and the Building Envelope (roofing) segment showed weaker demand, margin pressures and a temporary plant disruption — factors that explain recent selling pressure. Seeking Alpha – Q1 presentation
• Negative Sentiment: Market reaction and analysis pointed to seasonal Q1 cash burn and concerns about roofing demand that drove a prior intra-day slide; near-term sentiment may remain sensitive to guidance, margin recovery and cash-flow cadence. Quiver Quant

Insider Activity at Amrize

In other Amrize news, CTO Roald Brouwer purchased 3,000 shares of the stock in a transaction dated Wednesday, March 11th. The shares were bought at an average cost of $58.72 per share, with a total value of $176,160.00. Following the completion of the acquisition, the chief technology officer owned 16,257 shares of the company’s stock, valued at approximately $954,611.04. This trade represents a 22.63% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Ian A. Johnston purchased 4,250 shares of the stock in a transaction dated Tuesday, March 10th. The shares were acquired at an average cost of $58.94 per share, for a total transaction of $250,495.00. Following the completion of the acquisition, the chief financial officer directly owned 25,110 shares of the company’s stock, valued at approximately $1,479,983.40. This trade represents a 20.37% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders acquired 77,834 shares of company stock valued at $4,511,344. 0.54% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

AMRZ has been the topic of a number of recent research reports. Weiss Ratings upgraded Amrize from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 18th. JPMorgan Chase & Co. raised their target price on Amrize from $60.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Royal Bank Of Canada cut their target price on Amrize from $61.00 to $60.00 and set a “sector perform” rating on the stock in a research note on Friday. Vertical Research upgraded Amrize from a “hold” rating to a “buy” rating and set a $70.00 target price on the stock in a research note on Friday. Finally, Wall Street Zen upgraded Amrize from a “sell” rating to a “hold” rating in a research note on Sunday, March 1st. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $64.29.

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.