45,000 Shares in Amrize Ltd $AMRZ Acquired by Brant Point Investment Management LLC

Brant Point Investment Management LLC bought a new stake in shares of Amrize Ltd (NYSE:AMRZ) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 45,000 shares of the company’s stock, valued at approximately $2,230,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Groupe la Francaise acquired a new position in Amrize in the second quarter worth approximately $60,000. Allianz SE bought a new stake in shares of Amrize during the 2nd quarter worth $80,000. Credit Industriel ET Commercial acquired a new position in shares of Amrize in the 2nd quarter worth $109,000. Westerkirk Capital Inc. acquired a new position in shares of Amrize in the 2nd quarter worth $134,000. Finally, M&T Bank Corp acquired a new stake in shares of Amrize during the second quarter worth $205,000.

Amrize Trading Up 3.8%

Shares of NYSE AMRZ opened at $54.73 on Monday. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.38 and a quick ratio of 0.85. Amrize Ltd has a one year low of $44.12 and a one year high of $56.29. The business’s 50-day simple moving average is $49.54. The firm has a market cap of $30.27 billion and a price-to-earnings ratio of 29.74.

Amrize (NYSE:AMRZ) last issued its earnings results on Wednesday, October 29th. The company reported $0.98 earnings per share for the quarter, missing analysts’ consensus estimates of $1.01 by ($0.03). The firm had revenue of $3.68 billion during the quarter, compared to the consensus estimate of $3.49 billion. The business’s quarterly revenue was up 6.6% on a year-over-year basis.

Insider Activity at Amrize

In related news, insider Jaime Hill purchased 4,000 shares of the company’s stock in a transaction dated Tuesday, November 4th. The shares were acquired at an average cost of $50.69 per share, with a total value of $202,760.00. Following the completion of the purchase, the insider owned 18,101 shares of the company’s stock, valued at $917,539.69. The trade was a 28.37% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Nicholas C. Gangestad acquired 2,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The shares were purchased at an average price of $47.34 per share, with a total value of $94,680.00. Following the completion of the acquisition, the director owned 4,958 shares of the company’s stock, valued at $234,711.72. This represents a 67.61% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 65,000 shares of company stock worth $3,399,720 in the last 90 days.

Analysts Set New Price Targets

A number of research firms recently weighed in on AMRZ. Stephens initiated coverage on Amrize in a research report on Friday, November 14th. They issued an “overweight” rating and a $60.00 price target for the company. Zacks Research raised shares of Amrize from a “strong sell” rating to a “hold” rating in a research note on Friday, October 10th. Wells Fargo & Company raised their target price on shares of Amrize from $57.00 to $58.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Kepler Capital Markets raised shares of Amrize to a “strong-buy” rating in a research report on Tuesday, October 21st. Finally, JPMorgan Chase & Co. upped their price target on shares of Amrize from $52.00 to $60.00 and gave the company an “overweight” rating in a research report on Tuesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $58.33.

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.