Locust Wood Capital Advisers LLC Makes New Investment in Amrize Ltd $AMRZ

Locust Wood Capital Advisers LLC bought a new stake in Amrize Ltd (NYSE:AMRZ) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 761,948 shares of the company’s stock, valued at approximately $36,977,000.

Several other institutional investors and hedge funds also recently made changes to their positions in AMRZ. Global Retirement Partners LLC purchased a new stake in Amrize in the 3rd quarter worth about $48,000. BNP Paribas Financial Markets purchased a new position in shares of Amrize in the second quarter worth about $59,000. Groupe la Francaise bought a new stake in shares of Amrize in the second quarter valued at approximately $60,000. Allianz SE purchased a new stake in shares of Amrize during the 2nd quarter valued at approximately $80,000. Finally, ASR Vermogensbeheer N.V. boosted its holdings in Amrize by 2.3% in the 3rd quarter. ASR Vermogensbeheer N.V. now owns 72,577 shares of the company’s stock worth $3,502,000 after buying an additional 1,661 shares during the period.

Analyst Ratings Changes

AMRZ has been the subject of a number of analyst reports. Zacks Research raised Amrize from a “strong sell” rating to a “hold” rating in a report on Friday, October 10th. UBS Group raised their target price on Amrize from $53.00 to $57.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Morgan Stanley set a $61.00 target price on Amrize and gave the company an “overweight” rating in a report on Wednesday, October 29th. Weiss Ratings raised shares of Amrize from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 12th. Finally, Wall Street Zen upgraded shares of Amrize to a “hold” rating in a research report on Saturday, October 25th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amrize currently has a consensus rating of “Moderate Buy” and a consensus price target of $60.67.

Insider Buying and Selling at Amrize

In related news, CTO Roald Brouwer acquired 4,000 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were purchased at an average price of $51.77 per share, for a total transaction of $207,080.00. Following the completion of the acquisition, the chief technology officer owned 9,000 shares in the company, valued at approximately $465,930. This represents a 80.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, Director Nicholas C. Gangestad bought 2,000 shares of the stock in a transaction dated Wednesday, November 19th. The stock was bought at an average cost of $47.34 per share, with a total value of $94,680.00. Following the purchase, the director owned 4,958 shares in the company, valued at $234,711.72. The trade was a 67.61% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 65,000 shares of company stock worth $3,399,720 over the last 90 days.

Amrize Price Performance

AMRZ stock opened at $53.60 on Thursday. The company has a current ratio of 1.45, a quick ratio of 0.97 and a debt-to-equity ratio of 0.38. Amrize Ltd has a one year low of $44.12 and a one year high of $58.11. The stock has a market cap of $29.65 billion and a PE ratio of 29.13. The business has a 50 day moving average of $53.42.

Amrize (NYSE:AMRZ) last posted its quarterly earnings data on Wednesday, October 29th. The company reported $0.98 earnings per share for the quarter, missing the consensus estimate of $1.01 by ($0.03). The firm had revenue of $3.68 billion for the quarter, compared to analysts’ expectations of $3.49 billion. The business’s revenue was up 6.6% on a year-over-year basis.

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.