National Pension Service Purchases 103,962 Shares of Amrize Ltd $AMRZ

National Pension Service grew its position in shares of Amrize Ltd (NYSE:AMRZ) by 7.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,493,022 shares of the company’s stock after purchasing an additional 103,962 shares during the quarter. National Pension Service’s holdings in Amrize were worth $79,578,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in AMRZ. California State Teachers Retirement System increased its stake in shares of Amrize by 5,444.5% in the second quarter. California State Teachers Retirement System now owns 30,472,836 shares of the company’s stock valued at $1,624,202,000 after buying an additional 29,923,230 shares during the period. Norges Bank bought a new stake in Amrize during the 4th quarter worth approximately $929,333,000. Wellington Management Group LLP grew its holdings in Amrize by 48.8% during the 3rd quarter. Wellington Management Group LLP now owns 11,622,024 shares of the company’s stock worth $561,018,000 after acquiring an additional 3,809,133 shares during the last quarter. Harris Associates L P acquired a new position in Amrize in the 4th quarter valued at approximately $615,406,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its position in Amrize by 4.6% in the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,518,018 shares of the company’s stock valued at $459,242,000 after acquiring an additional 420,728 shares during the period.

Analyst Ratings Changes

Several equities analysts have recently issued reports on AMRZ shares. Morgan Stanley set a $63.00 price target on shares of Amrize and gave the company an “overweight” rating in a research note on Monday, June 22nd. Truist Financial restated a “hold” rating and issued a $48.00 price objective (down from $65.00) on shares of Amrize in a report on Tuesday, July 7th. Weiss Ratings lowered Amrize from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, August 31st. Oppenheimer cut their target price on Amrize from $68.00 to $65.00 and set an “outperform” rating on the stock in a report on Tuesday, July 21st. Finally, William Blair set a $40.00 price target on Amrize in a research report on Wednesday, September 2nd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Amrize presently has a consensus rating of “Hold” and a consensus price target of $55.50.

Amrize Trading Up 0.2%

NYSE:AMRZ opened at $40.52 on Friday. The firm’s fifty day moving average is $47.23 and its 200-day moving average is $52.53. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.73 and a current ratio of 1.10. Amrize Ltd has a 52 week low of $39.74 and a 52 week high of $65.94. The firm has a market cap of $22.41 billion, a P/E ratio of 18.67, a P/E/G ratio of 1.20 and a beta of 0.04.

Amrize (NYSE:AMRZ) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.88 earnings per share for the quarter, missing the consensus estimate of $0.92 by ($0.04). Amrize had a return on equity of 10.22% and a net margin of 9.89%.The firm had revenue of $3.49 billion for the quarter. Equities analysts expect that Amrize Ltd will post 2.67 earnings per share for the current year.

Amrize Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, August 26th. Shareholders of record on Tuesday, August 18th were issued a dividend of $0.11 per share. The ex-dividend date was Tuesday, August 18th. Amrize’s dividend payout ratio (DPR) is presently 20.28%.

Insider Activity

In other Amrize news, Director Jacques Sanche acquired 4,150 shares of the stock in a transaction dated Wednesday, August 26th. The stock was purchased at an average cost of $45.02 per share, with a total value of $186,833.00. Following the transaction, the director owned 9,766 shares in the company, valued at approximately $439,665.32. The trade was a 73.90% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Baris Oran acquired 3,000 shares of the company’s stock in a transaction dated Tuesday, August 11th. The stock was acquired at an average cost of $47.38 per share, for a total transaction of $142,140.00. Following the completion of the purchase, the chief financial officer directly owned 3,000 shares in the company, valued at $142,140. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 48,983 shares of company stock worth $2,158,755. 0.54% of the stock is owned by insiders.

Amrize Profile

Amrize is a North American building materials and solutions company formed through the separation of Holcim’s North American business. The company began trading publicly on the New York Stock Exchange in 2025 under the symbol AMRZ.

Amrize supplies essential construction materials, including cement, aggregates, ready-mix concrete and asphalt. It also provides a range of building products and solutions used in residential, commercial and infrastructure construction, including concrete products, roofing systems and other materials designed to support building and construction projects.

The company serves customers across the United States and Canada through a network of production facilities, distribution operations and local businesses.