Amrize Ltd $AMRZ Shares Acquired by CHICAGO TRUST Co NA

CHICAGO TRUST Co NA grew its holdings in Amrize Ltd (NYSE:AMRZ) by 90.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 25,638 shares of the company’s stock after acquiring an additional 12,202 shares during the period. CHICAGO TRUST Co NA’s holdings in Amrize were worth $959,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Continuum Advisory LLC bought a new position in shares of Amrize during the second quarter valued at approximately $62,000. IFP Advisors Inc lifted its stake in Amrize by 1,707.3% in the third quarter. IFP Advisors Inc now owns 1,988 shares of the company’s stock worth $74,000 after acquiring an additional 1,878 shares during the period. NewEdge Advisors LLC lifted its stake in Amrize by 1,419.7% in the second quarter. NewEdge Advisors LLC now owns 2,082 shares of the company’s stock worth $111,000 after acquiring an additional 1,945 shares during the period. Oslo Pensjonsforsikring AS bought a new stake in Amrize in the first quarter valued at $133,000. Finally, Caldwell Sutter Capital Inc. boosted its holdings in Amrize by 11.5% in the first quarter. Caldwell Sutter Capital Inc. now owns 2,675 shares of the company’s stock valued at $150,000 after acquiring an additional 275 shares in the last quarter.

Insider Buying and Selling

In other Amrize news, insider Stephen S. Clark purchased 5,260 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was bought at an average cost of $47.31 per share, with a total value of $248,850.60. Following the transaction, the insider directly owned 10,637 shares in the company, valued at approximately $503,236.47. The trade was a 97.82% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Mario Gross acquired 3,568 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The shares were acquired at an average cost of $46.60 per share, for a total transaction of $166,268.80. Following the purchase, the insider directly owned 38,485 shares of the company’s stock, valued at $1,793,401. This represents a 10.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 48,983 shares of company stock worth $2,158,755 over the last 90 days. Corporate insiders own 0.54% of the company’s stock.

Key Amrize News

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Third-quarter earnings exceeded some estimates. Amrize reported quarterly adjusted earnings of approximately $1.02 per share, above the $0.98 consensus estimate, while net income rose 3.3% year over year to $558 million. Revenue increased roughly 2.2%-2.6% to $3.77 billion. Amrize Q3 Earnings Surpass Estimates
• Positive Sentiment: Pricing remained a key strength. Aggregates pricing increased 6.9% and cement pricing rose 1.8%, helping offset inflationary pressures and support profitability. Amrize: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Shareholder returns received support. Amrize completed its $1 billion share-repurchase program and plans to cancel the repurchased shares, which could reduce the share count. It also declared a quarterly dividend of $0.11 per share, payable November 18 to eligible shareholders. Amrize Completes $1 Billion Share Repurchase Program
• Neutral Sentiment: Results were broadly resilient but not uniformly strong. EPS matched the company’s reported consensus estimate of $1.05 in one earnings report, while adjusted earnings were described as flat year over year, highlighting limited underlying earnings growth.
• Negative Sentiment: Full-year revenue guidance was reduced relative to expectations. Amrize now expects 2026 revenue of $12.2 billion-$12.4 billion, below the roughly $12.5 billion analyst consensus, signaling softer demand or greater operating pressure than anticipated.
• Negative Sentiment: Wells Fargo cut its price target from $40 to $39 and maintained an “equal weight” rating. The revision indicates limited near-term upside in the bank’s view and adds to the cautious outlook surrounding AMRZ.

Analyst Ratings Changes

A number of research analysts have issued reports on AMRZ shares. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Amrize from $64.00 to $56.00 and set a “buy” rating on the stock in a research report on Wednesday, September 23rd. Truist Financial dropped their target price on shares of Amrize from $48.00 to $35.00 and set a “hold” rating for the company in a research report on Monday, October 5th. Longbow Research assumed coverage on shares of Amrize in a research note on Monday, October 12th. They set a “buy” rating on the stock. Citigroup cut their target price on shares of Amrize from $58.00 to $50.00 and set a “buy” rating on the stock in a research note on Friday, October 2nd. Finally, UBS Group reduced their price target on shares of Amrize from $57.00 to $42.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Eight research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $49.24.

Amrize Price Performance

Shares of AMRZ stock opened at $41.40 on Friday. The stock has a market cap of $22.90 billion, a price-to-earnings ratio of 18.73, a PEG ratio of 1.49 and a beta of 0.20. The business’s fifty day moving average is $39.73 and its 200 day moving average is $50.59. Amrize Ltd has a twelve month low of $35.78 and a twelve month high of $65.94. The company has a quick ratio of 0.73, a current ratio of 1.10 and a debt-to-equity ratio of 0.33.

Amrize (NYSE:AMRZ) last announced its quarterly earnings data on Wednesday, October 28th. The company reported $1.05 EPS for the quarter, meeting the consensus estimate of $1.05. The business had revenue of $3.77 billion during the quarter. Amrize had a return on equity of 9.96% and a net margin of 9.93%. The business’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.98 EPS. Research analysts expect that Amrize Ltd will post 2.41 EPS for the current fiscal year.

Amrize Announces Dividend

The firm also recently announced a dividend, which will be paid on Wednesday, November 18th. Stockholders of record on Tuesday, November 10th will be given a $0.11 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. Amrize’s dividend payout ratio is currently 4.98%.

About Amrize

Amrize is a North American building-solutions company that supplies materials and products used in residential, commercial and infrastructure construction. Its portfolio includes cement, aggregates, ready-mix concrete, asphalt, roofing systems and other building products.

The company serves customers across the United States and Canada through a network of production facilities, distribution locations and related operations. Its products support applications ranging from roads, bridges and other public infrastructure to commercial buildings and residential construction.

Amrize was formed through the separation of Holcim’s North American business and began trading independently on the New York Stock Exchange under the symbol AMRZ in 2025.