Pictet Asset Management Holding SA Grows Position in Amrize Ltd $AMRZ

Pictet Asset Management Holding SA increased its holdings in shares of Amrize Ltd (NYSE:AMRZ) by 4.7% in the first quarter, Holdings Channel reports. The firm owned 5,216,765 shares of the company’s stock after buying an additional 234,731 shares during the period. Pictet Asset Management Holding SA’s holdings in Amrize were worth $283,017,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Allspring Global Investments Holdings LLC boosted its stake in Amrize by 4.9% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 4,601,319 shares of the company’s stock worth $255,051,000 after buying an additional 214,393 shares during the period. 111 Capital acquired a new position in shares of Amrize in the 3rd quarter worth approximately $996,000. J. Safra Sarasin Holding AG lifted its holdings in shares of Amrize by 31.3% in the 4th quarter. J. Safra Sarasin Holding AG now owns 112,250 shares of the company’s stock worth $6,174,000 after acquiring an additional 26,755 shares during the last quarter. Savvy Advisors Inc. acquired a new position in shares of Amrize in the 4th quarter worth approximately $1,960,000. Finally, Cannell & Spears LLC purchased a new position in shares of Amrize during the 3rd quarter worth approximately $53,387,000.

Analyst Ratings Changes

A number of brokerages have recently weighed in on AMRZ. JPMorgan Chase & Co. lifted their price objective on Amrize from $60.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Stephens reissued an “overweight” rating and set a $65.00 target price on shares of Amrize in a research note on Monday, May 18th. Wall Street Zen upgraded Amrize from a “sell” rating to a “hold” rating in a report on Sunday, March 1st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Amrize in a research report on Monday, June 22nd. Finally, Morgan Stanley set a $63.00 price target on shares of 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, ten have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Amrize has a consensus rating of “Moderate Buy” and a consensus target price of $64.71.

Insider Activity

In related news, insider Nollaig Forrest purchased 2,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was acquired at an average price of $50.25 per share, for a total transaction of $100,500.00. Following the acquisition, the insider directly owned 20,139 shares of the company’s stock, valued at $1,011,984.75. This trade represents a 11.03% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Roald Brouwer acquired 1,500 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The shares were bought at an average cost of $49.84 per share, for a total transaction 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 SEC filing for this purchase provides additional information. Insiders have bought 54,920 shares of company stock worth $2,717,429 in the last three months. 0.54% of the stock is currently owned by company insiders.

Amrize Stock Performance

Shares of AMRZ stock opened at $55.78 on Friday. The stock’s 50-day moving average is $53.67 and its two-hundred day moving average is $55.68. 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 1 year low of $44.12 and a 1 year high of $65.94. The firm has a market cap of $30.85 billion and a price-to-earnings ratio of 26.69.

Amrize (NYSE:AMRZ) last announced its earnings results on Wednesday, April 29th. The company reported ($0.16) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.02). The business had revenue of $2.18 billion for the quarter. Amrize had a return on equity of 9.84% and a net margin of 9.70%.The business’s revenue for the quarter was up 4.7% compared to the same quarter last year. Analysts predict that Amrize Ltd will post 2.75 earnings per share for the current year.

Amrize Cuts Dividend

The company also recently disclosed a dividend, which was paid on Wednesday, May 20th. Investors of record on Tuesday, May 12th were given a $0.11 dividend. The ex-dividend date was Tuesday, May 12th. Amrize’s dividend payout ratio (DPR) is presently 21.05%.

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.