Adalta Capital Management LLC Acquires Shares of 10,900 Amrize Ltd $AMRZ

Adalta Capital Management LLC acquired a new stake in Amrize Ltd (NYSE:AMRZ) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 10,900 shares of the company’s stock, valued at approximately $589,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AMRZ. Geode Capital Management LLC bought a new position in shares of Amrize during the second quarter worth $265,000. M&T Bank Corp acquired a new position in Amrize in the second quarter valued at about $205,000. Arrowstreet Capital Limited Partnership acquired a new position in Amrize in the second quarter valued at about $3,870,000. Gabelli Funds LLC acquired a new position in Amrize in the second quarter valued at about $1,083,000. Finally, AXA S.A. acquired a new position in Amrize in the second quarter valued at about $1,065,000.

Amrize Trading Up 2.9%

AMRZ opened at $55.59 on Wednesday. The stock has a market capitalization of $30.74 billion and a P/E ratio of 26.60. Amrize Ltd has a 12 month low of $44.12 and a 12 month high of $65.94. The firm’s fifty day simple moving average is $54.09 and its 200 day simple moving average is $55.56. The company has a current ratio of 1.40, a quick ratio of 0.89 and a debt-to-equity ratio of 0.38.

Amrize (NYSE:AMRZ) last posted its quarterly earnings data 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, research analysts anticipate that Amrize Ltd will post 2.76 EPS for the current fiscal year.

Amrize Cuts Dividend

The business 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 of this dividend was Tuesday, May 12th. Amrize’s payout ratio is currently 21.05%.

Insider Activity at Amrize

In related news, CEO Jan Philipp Jenisch acquired 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $49.96 per share, with a total value of $149,880.00. Following the transaction, the chief executive officer owned 515,000 shares of the company’s stock, valued at $25,729,400. The trade was a 0.59% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nollaig Forrest purchased 2,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were acquired at an average cost of $50.25 per share, for a total transaction of $100,500.00. Following the completion of the transaction, the insider directly owned 20,139 shares in the company, valued at approximately $1,011,984.75. This represents a 11.03% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders acquired 54,920 shares of company stock valued at $2,717,429. 0.54% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts have issued reports on AMRZ shares. Oppenheimer set a $68.00 target price on Amrize in a research note on Friday, May 1st. Wall Street Zen raised Amrize from a “sell” rating to a “hold” rating in a research note on Sunday, March 1st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Amrize in a research note on Monday, February 23rd. Weiss Ratings cut Amrize from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, May 18th. Finally, Wells Fargo & Company decreased their target price on Amrize from $66.00 to $65.00 and set an “overweight” rating for the company in a research note on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $64.86.

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.