Mitsubishi UFJ Asset Management Co. Ltd. Takes Position in Amrize Ltd $AMRZ

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Amrize Ltd (NYSE:AMRZ) during the 4th quarter, Holdings Channel.com reports. The fund acquired 482,397 shares of the company’s stock, valued at approximately $26,739,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Laurel Wealth Advisors LLC acquired a new position in shares of Amrize in the fourth quarter valued at about $34,000. State of Wyoming acquired a new stake in Amrize during the third quarter worth about $32,000. US Bancorp DE acquired a new stake in shares of Amrize in the 3rd quarter valued at approximately $38,000. Costello Asset Management INC acquired a new stake in shares of Amrize in the 3rd quarter valued at approximately $44,000. Finally, Global Retirement Partners LLC acquired a new stake in shares of Amrize in the 3rd quarter valued at approximately $48,000.

Insider Activity

In related news, CFO Ian A. Johnston purchased 4,250 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were purchased at an average cost of $58.94 per share, for a total transaction of $250,495.00. Following the completion of the transaction, the chief financial officer directly owned 25,110 shares in the company, valued at approximately $1,479,983.40. This represents a 20.37% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Jan Philipp Jenisch acquired 60,000 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were acquired at an average cost of $58.05 per share, with a total value of $3,483,000.00. Following the acquisition, the chief executive officer directly owned 1,703,582 shares of the company’s stock, valued at $98,892,935.10. This represents a 3.65% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 77,836 shares of company stock valued at $4,511,449. 0.54% of the stock is currently owned by insiders.

Amrize Trading Down 1.2%

NYSE AMRZ opened at $52.85 on Friday. Amrize Ltd has a one year low of $44.12 and a one year high of $65.94. The business’s fifty day moving average is $57.20 and its 200-day moving average is $55.08. The stock has a market capitalization of $29.23 billion and a price-to-earnings ratio of 25.29. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.10.

Amrize (NYSE:AMRZ) 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 net margin of 9.70% and a return on equity of 9.88%. The firm had revenue of $2.18 billion during the quarter. The company’s revenue was up 4.7% compared to the same quarter last year. Equities research analysts predict that Amrize Ltd will post 2.7 EPS for the current year.

Amrize Cuts Dividend

The company also recently disclosed a dividend, which will be paid on Wednesday, May 20th. Investors of record on Tuesday, May 12th will be paid a $0.11 dividend. The ex-dividend date is Tuesday, May 12th.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Weiss Ratings lowered shares of Amrize from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, May 4th. Truist Financial lowered their price target on shares of Amrize from $75.00 to $65.00 and set a “buy” rating for the company in a report on Friday, May 1st. Vertical Research raised shares of Amrize from a “hold” rating to a “buy” rating and set a $70.00 price objective for the company in a research report on Friday, May 1st. Wall Street Zen raised shares of Amrize from a “sell” rating to a “hold” rating in a research report on Sunday, March 1st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $65.00 price target on shares of Amrize in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Amrize has a consensus rating of “Moderate Buy” and an average price target of $64.50.

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.