Sumitomo Mitsui DS Asset Management Company Ltd Takes Position in Amrize Ltd $AMRZ

Sumitomo Mitsui DS Asset Management Company Ltd bought a new stake in Amrize Ltd (NYSE:AMRZ) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 54,307 shares of the company’s stock, valued at approximately $2,937,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Amrize by 5.6% in the fourth quarter. Vanguard Group Inc. now owns 31,770,926 shares of the company’s stock valued at $1,722,500,000 after acquiring an additional 1,676,843 shares during the period. Wellington Management Group LLP increased its stake in Amrize by 48.8% in the 3rd quarter. Wellington Management Group LLP now owns 11,622,024 shares of the company’s stock worth $561,018,000 after buying an additional 3,809,133 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in Amrize by 1.6% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,674,921 shares of the company’s stock worth $532,076,000 after buying an additional 156,903 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in Amrize by 4.6% in the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,518,018 shares of the company’s stock worth $459,242,000 after buying an additional 420,728 shares during the period. Finally, Allspring Global Investments Holdings LLC increased its stake in Amrize by 4.9% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 4,601,319 shares of the company’s stock worth $255,051,000 after buying an additional 214,393 shares during the period.

Amrize Trading Down 1.2%

NYSE AMRZ opened at $52.85 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.10 and a current ratio of 1.64. The company has a market capitalization of $29.23 billion and a price-to-earnings ratio of 25.29. The company’s 50-day simple moving average is $57.20 and its two-hundred day simple moving average is $55.08. Amrize Ltd has a one year low of $44.12 and a one year high of $65.94.

Amrize (NYSE:AMRZ) last posted its 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 quarterly revenue was up 4.7% on a year-over-year basis. Equities analysts forecast that Amrize Ltd will post 2.7 EPS for the current fiscal year.

Amrize Cuts Dividend

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

Analyst Ratings Changes

AMRZ has been the topic of several recent analyst reports. Oppenheimer set a $68.00 price target on shares of Amrize in a research note on Friday, May 1st. Weiss Ratings downgraded shares of Amrize from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. JPMorgan Chase & Co. raised their price target on shares of Amrize from $60.00 to $70.00 and gave the stock an “overweight” rating in a research note on Thursday, March 5th. Truist Financial reduced their price target on shares of Amrize from $75.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Finally, Vertical Research raised shares of Amrize from a “hold” rating to a “buy” rating and set a $70.00 price target on the stock in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $64.50.

Insider Buying and Selling at Amrize

In other Amrize news, CFO Ian A. Johnston bought 4,250 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were acquired at an average price of $58.94 per share, with a total value of $250,495.00. Following the transaction, the chief financial officer 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. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Jaime Hill bought 3,184 shares of the business’s stock in a transaction on Monday, March 9th. The shares were acquired at an average cost of $56.34 per share, for a total transaction of $179,386.56. Following the transaction, the insider directly owned 26,000 shares in the company, valued at approximately $1,464,840. This trade represents a 13.96% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 77,836 shares of company stock worth $4,511,449. 0.54% of the stock is currently owned by company insiders.

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.