HF Advisory Group LLC Acquires 16,287 Shares of Amrize Ltd $AMRZ

HF Advisory Group LLC raised its stake in shares of Amrize Ltd (NYSE:AMRZ) by 323.3% in the second quarter, HoldingsChannel reports. The institutional investor owned 21,325 shares of the company’s stock after acquiring an additional 16,287 shares during the period. HF Advisory Group LLC’s holdings in Amrize were worth $1,137,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. MCF Advisors LLC bought a new position in shares of Amrize during the fourth quarter worth $27,000. Basepoint Wealth LLC bought a new stake in Amrize in the 4th quarter valued at $33,000. Laurel Wealth Advisors LLC purchased a new stake in Amrize in the 4th quarter worth $34,000. US Bancorp DE purchased a new stake in Amrize in the 3rd quarter worth $38,000. Finally, Itau Unibanco Holding S.A. boosted its holdings in shares of Amrize by 150.0% during the 4th quarter. Itau Unibanco Holding S.A. now owns 750 shares of the company’s stock valued at $41,000 after purchasing an additional 450 shares during the last quarter.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Amrize in a research report on Friday, June 26th. Wells Fargo & Company decreased their target price on Amrize from $65.00 to $58.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 8th. Vertical Research raised Amrize from a “hold” rating to a “buy” rating and set a $70.00 price target for the company in a research note on Friday, May 1st. Oppenheimer cut their price target on Amrize from $68.00 to $65.00 and set an “outperform” rating for the company in a report on Tuesday, July 21st. Finally, Morgan Stanley set a $63.00 price objective on Amrize and gave the stock an “overweight” rating in a research note on Monday, June 22nd. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Amrize has an average rating of “Moderate Buy” and a consensus target price of $62.79.

Insiders Place Their Bets

In other Amrize news, CEO Jan Philipp Jenisch bought 21,417 shares of Amrize stock in a transaction on Friday, May 15th. The shares were acquired at an average price of $49.67 per share, for a total transaction of $1,063,782.39. Following the completion of the purchase, the chief executive officer directly owned 1,724,999 shares in the company, valued at approximately $85,680,700.33. This trade represents a 1.26% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Nollaig Forrest bought 2,000 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were acquired at an average price of $50.25 per share, with a total value of $100,500.00. Following the completion of the transaction, the insider owned 20,139 shares of the company’s stock, valued at approximately $1,011,984.75. The trade was a 11.03% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 54,918 shares of company stock worth $2,717,324 in the last 90 days. 0.54% of the stock is owned by insiders.

More Amrize News

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Second-quarter revenue increased 8.6% year over year to $3.49 billion, while net income rose 14.4% to $476 million. Growth was supported by demand from data centers, energy projects, advanced manufacturing and infrastructure modernization. Amrize Reports Second Quarter 2026 Results
• Positive Sentiment: Amrize raised its 2026 revenue guidance to $12.5 billion-$12.7 billion, above the roughly $12.4 billion analyst consensus, and set adjusted EBITDA guidance at $3.1 billion-$3.2 billion. Amrize Lifts 2026 Revenue Outlook
• Positive Sentiment: The company returned $502 million to shareholders during the quarter through $197 million of share repurchases and $305 million of dividends. Amrize also declared a quarterly dividend of $0.11 per share, payable August 26, 2026. Amrize Declares Dividend
• Neutral Sentiment: Management cited strong demand across both Building Materials and Building Envelope, whose revenue rose 8.2% and 9.4%, respectively. Recent reports also highlighted broad insider buying, although institutional ownership changes were mixed.
• Negative Sentiment: Adjusted earnings of $0.88 per share fell short of the $0.92 consensus estimate, creating the main near-term catalyst for selling even though earnings increased from $0.78 a year earlier. Amrize Misses Q2 Earnings Estimates
• Negative Sentiment: Higher fuel, freight and other operating costs limited adjusted EBITDA growth to 5.8% and pressured margins. Investors may therefore question how much of the revenue growth will translate into future profit.

Amrize Stock Performance

Amrize stock opened at $46.76 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.40 and a quick ratio of 0.89. Amrize Ltd has a 1-year low of $46.31 and a 1-year high of $65.94. The firm has a market capitalization of $25.86 billion, a P/E ratio of 21.55, a price-to-earnings-growth ratio of 0.98 and a beta of 0.11. The company’s 50-day moving average is $51.94 and its 200 day moving average is $54.72.

Amrize (NYSE:AMRZ) last announced its earnings results on Thursday, August 6th. The company reported $0.88 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.92 by ($0.04). The business had revenue of $3.49 billion for the quarter. Amrize had a net margin of 9.89% and a return on equity of 10.17%. Research analysts forecast that Amrize Ltd will post 2.76 EPS for the current year.

Amrize Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Wednesday, May 20th. Investors of record on Tuesday, May 12th were issued a dividend of $0.11 per share. The ex-dividend date was Tuesday, May 12th. Amrize’s payout ratio is presently 20.28%.

Amrize 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.