Russell Investments Group Ltd. lifted its position in shares of Amrize Ltd (NYSE:AMRZ – Free Report) by 50.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 630,741 shares of the company’s stock after buying an additional 210,710 shares during the quarter. Russell Investments Group Ltd.’s holdings in Amrize were worth $30,471,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of the company. Vanguard Group Inc. purchased a new position in shares of Amrize during the second quarter valued at approximately $1,065,029,000. Norges Bank acquired a new stake in Amrize during the second quarter worth approximately $670,915,000. Dodge & Cox purchased a new stake in Amrize in the 2nd quarter worth approximately $622,085,000. JPMorgan Chase & Co. purchased a new stake in Amrize in the 2nd quarter worth approximately $220,404,000. Finally, Legal & General Group Plc acquired a new position in Amrize in the 2nd quarter valued at $161,761,000.
More Amrize News
Here are the key news stories impacting Amrize this week:
- Positive Sentiment: Significant insider buying from senior management (CEO disclosed a multi-million dollar purchase and other executives have added shares), which signals management conviction in the business. Insider Buying: Amrize CEO Acquires Stock
- Positive Sentiment: SEC filings show multiple recent purchases by the CTO, CFO and other insiders — cumulative insider accumulation increases alignment with shareholders. SEC Filing: Insider Transactions
- Positive Sentiment: Institutional buying and favorable analyst coverage (several raises/reaffirms and a “Moderate Buy” consensus) provide a constructive medium‑term backdrop. Brokerages Give AMRZ Moderate Buy
- Neutral Sentiment: Management emphasised an investment‑led growth strategy on the earnings call — positive for long term but may delay margin/near-term revenue improvements. Earnings Call Signals Investment‑Led Growth
- Negative Sentiment: Q4 revenue missed estimates (reported $2.84B vs. ~$2.95B expected) and was slightly down YoY — the top‑line miss is the main near‑term driver of weaker sentiment. MarketBeat: AMRZ Earnings/Revenue Details
- Negative Sentiment: Disclosure of a large increase in CEO compensation (reported jump year‑over‑year) could raise governance concerns for some investors. QuiverQuant: CEO 2025 Pay Revealed
- Negative Sentiment: Today’s pullback appears to be light‑volume and may reflect short‑term profit‑taking or cautious reaction to the revenue miss despite insider buys.
Amrize Stock Performance
Amrize (NYSE:AMRZ – Get Free Report) last issued its earnings results on Tuesday, February 17th. The company reported $0.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.03. The firm had revenue of $2.84 billion for the quarter, compared to analysts’ expectations of $2.95 billion. The company’s quarterly revenue was down .4% on a year-over-year basis.
Insider Buying and Selling at Amrize
In other Amrize news, CTO Roald Brouwer acquired 3,000 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was bought at an average cost of $58.72 per share, for a total transaction of $176,160.00. Following the completion of the purchase, the chief technology officer directly owned 16,257 shares in the company, valued at $954,611.04. This represents a 22.63% 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, CFO Ian A. Johnston acquired 4,250 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was acquired at an average cost of $58.94 per share, with a total value of $250,495.00. Following the transaction, the chief financial officer directly owned 25,110 shares of the company’s stock, valued at approximately $1,479,983.40. This represents a 20.37% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders bought 72,634 shares of company stock valued at $4,224,656.
Analyst Ratings Changes
AMRZ has been the topic of several analyst reports. Stephens started coverage on Amrize in a report on Friday, November 14th. They set an “overweight” rating and a $60.00 price objective on the stock. Weiss Ratings lowered Amrize from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 3rd. Wall Street Zen raised Amrize from a “sell” rating to a “hold” rating in a research note on Sunday, March 1st. Oppenheimer restated an “outperform” rating and issued a $70.00 price target (up from $64.00) on shares of Amrize in a report on Thursday, February 19th. Finally, UBS Group upped their price objective on shares of Amrize from $53.00 to $57.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Amrize currently has a consensus rating of “Moderate Buy” and an average price target of $64.14.
Check Out Our Latest Analysis on AMRZ
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.
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