Lombard Odier Asset Management USA Corp Acquires New Shares in Amrize Ltd $AMRZ

Lombard Odier Asset Management USA Corp acquired a new position in shares of Amrize Ltd (NYSE:AMRZ) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 20,172 shares of the company’s stock, valued at approximately $1,130,000.

A number of other institutional investors and hedge funds have also bought and sold shares of AMRZ. MCF Advisors LLC bought a new position in Amrize in the fourth quarter valued at about $27,000. Basepoint Wealth LLC bought a new stake in shares of Amrize during the fourth quarter worth about $33,000. Laurel Wealth Advisors LLC bought a new stake in shares of Amrize during the fourth quarter worth about $34,000. US Bancorp DE acquired a new position in shares of Amrize in the third quarter valued at approximately $38,000. Finally, Itau Unibanco Holding S.A. increased its stake in shares of Amrize by 150.0% in the fourth quarter. Itau Unibanco Holding S.A. now owns 750 shares of the company’s stock valued at $41,000 after buying an additional 450 shares during the period.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on AMRZ shares. Morgan Stanley set a $63.00 target price on shares of Amrize and gave the stock an “overweight” rating in a research report on Monday, June 22nd. Royal Bank Of Canada decreased their price target on shares of Amrize from $61.00 to $60.00 and set a “sector perform” rating for the company in a research report on Friday, May 1st. Oppenheimer dropped their price target on shares of Amrize from $68.00 to $65.00 and set an “outperform” rating for the company in a research note on Tuesday, July 21st. Truist Financial reiterated a “hold” rating and set a $48.00 price target (down from $65.00) on shares of Amrize in a report on Tuesday, July 7th. Finally, Citigroup reduced their price objective on shares of Amrize from $76.00 to $66.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Amrize presently has a consensus rating of “Moderate Buy” and a consensus target price of $62.79.

Amrize Price Performance

Shares of AMRZ opened at $49.25 on Friday. The business has a 50-day moving average of $52.09 and a 200-day moving average of $55.11. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.40 and a quick ratio of 0.89. The company has a market capitalization of $27.24 billion and a price-to-earnings ratio of 23.56. Amrize Ltd has a 1 year low of $44.12 and a 1 year high of $65.94.

Amrize (NYSE:AMRZ) last announced its earnings results on Wednesday, April 29th. The company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.14) by ($0.02). The company had revenue of $2.18 billion during the quarter. Amrize had a net margin of 9.70% and a return on equity of 9.84%. The company’s revenue was up 4.7% compared to the same quarter last year. As a group, equities research analysts anticipate that Amrize Ltd will post 2.76 earnings per share for the current year.

Amrize Cuts Dividend

The company also recently disclosed a dividend, which was paid on Wednesday, May 20th. Stockholders of record on Tuesday, May 12th were paid a $0.11 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. Amrize’s dividend payout ratio is currently 21.05%.

Insider Activity

In other news, CEO Jan Philipp Jenisch bought 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average price of $49.96 per share, for a total transaction of $149,880.00. Following the completion of the acquisition, the chief executive officer directly owned 515,000 shares in the company, valued at approximately $25,729,400. This represents a 0.59% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Mario Gross purchased 1,200 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were purchased at an average cost of $48.63 per share, for a total transaction of $58,356.00. Following the transaction, the insider directly owned 34,747 shares of the company’s stock, valued at approximately $1,689,746.61. The trade was a 3.58% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders purchased 54,920 shares of company stock valued at $2,717,429. Company insiders own 0.54% of the company’s stock.

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.