Bessemer Group Inc. Grows Holdings in Amrize Ltd $AMRZ

Bessemer Group Inc. raised its stake in Amrize Ltd (NYSE:AMRZ) by 4.5% during the first quarter, Holdings Channel.com reports. The institutional investor owned 735,127 shares of the company’s stock after purchasing an additional 31,674 shares during the quarter. Bessemer Group Inc.’s holdings in Amrize were worth $39,903,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in AMRZ. MCF Advisors LLC bought a new stake in shares of Amrize during the 4th quarter worth $27,000. Basepoint Wealth LLC bought a new position in Amrize in the fourth quarter valued at $33,000. Laurel Wealth Advisors LLC bought a new position in Amrize in the fourth quarter valued at $34,000. US Bancorp DE purchased a new stake in Amrize during the third quarter valued at about $38,000. Finally, Itau Unibanco Holding S.A. raised its position in Amrize by 150.0% during the fourth 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 in the last quarter.

Insider Activity at Amrize

In related news, insider Mario Gross purchased 2,800 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average cost of $49.17 per share, with a total value of $137,676.00. Following the completion of the purchase, the insider directly owned 33,747 shares in the company, valued at approximately $1,659,339.99. This represents a 9.05% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Roald Brouwer acquired 1,500 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was purchased at an average price of $49.84 per share, with a total value of $74,760.00. Following the acquisition, the chief technology officer owned 19,757 shares of the company’s stock, valued at $984,688.88. This represents a 8.22% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 54,920 shares of company stock valued at $2,717,429 in the last 90 days. 0.54% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

AMRZ has been the subject of several research analyst reports. Weiss Ratings lowered Amrize from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Vertical Research upgraded Amrize from a “hold” rating to a “buy” rating and set a $70.00 price objective on the stock in a research report on Friday, May 1st. Truist Financial reissued a “hold” rating and set a $48.00 price objective (down from $65.00) on shares of Amrize in a report on Tuesday, July 7th. Citigroup dropped their target price on Amrize from $76.00 to $66.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Finally, Wells Fargo & Company cut their target price on Amrize from $65.00 to $58.00 and set an “overweight” rating for the company in a research note on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $63.00.

Amrize Price Performance

Shares of AMRZ stock opened at $49.85 on Friday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.89 and a current ratio of 1.40. Amrize Ltd has a fifty-two week low of $44.12 and a fifty-two week high of $65.94. The firm has a market cap of $27.57 billion and a P/E ratio of 23.85. The business’s 50 day moving average price is $52.30 and its 200-day moving average price is $55.31.

Amrize (NYSE:AMRZ) last announced 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). Amrize had a net margin of 9.70% and a return on equity of 9.84%. The business had revenue of $2.18 billion for the quarter. The firm’s quarterly revenue was up 4.7% on a year-over-year basis. On average, equities research analysts anticipate that Amrize Ltd will post 2.74 earnings per share for the current year.

Amrize Cuts Dividend

The business also recently disclosed a dividend, which was paid on Wednesday, May 20th. Shareholders of record on Tuesday, May 12th were given a dividend of $0.11 per share. The ex-dividend date of this dividend was Tuesday, May 12th. Amrize’s payout ratio is presently 21.05%.

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.