Lombard Odier Asset Management Switzerland SA Makes New $1.07 Million Investment in Amrize Ltd $AMRZ

Lombard Odier Asset Management Switzerland SA bought a new position in Amrize Ltd (NYSE:AMRZ) during the first quarter, according to its most recent 13F filing with the SEC. The fund bought 19,071 shares of the company’s stock, valued at approximately $1,068,000.

Several other hedge funds have also recently made changes to their positions in AMRZ. Vanguard Group Inc. raised its position in Amrize by 5.6% during the fourth quarter. Vanguard Group Inc. now owns 31,770,926 shares of the company’s stock valued at $1,722,500,000 after purchasing an additional 1,676,843 shares during the period. Norges Bank bought a new position in shares of Amrize during the 4th quarter valued at approximately $929,333,000. Wellington Management Group LLP increased its position in shares of Amrize by 48.8% during the 3rd quarter. Wellington Management Group LLP now owns 11,622,024 shares of the company’s stock valued at $561,018,000 after purchasing an additional 3,809,133 shares during the last quarter. Harris Associates L P purchased a new stake in Amrize during the 4th quarter valued at $615,406,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank lifted its position in Amrize by 1.6% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 9,674,921 shares of the company’s stock worth $532,076,000 after buying an additional 156,903 shares during the last quarter.

Amrize Trading Up 1.6%

Shares of NYSE AMRZ opened at $50.05 on Tuesday. Amrize Ltd has a fifty-two week low of $44.12 and a fifty-two week high of $65.94. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.89 and a current ratio of 1.40. The company has a market cap of $27.68 billion and a price-to-earnings ratio of 23.95. The business’s 50 day moving average price is $52.10 and its 200-day moving average price is $55.06.

Amrize (NYSE:AMRZ) last posted its quarterly earnings data 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 net margin of 9.70% and a return on equity of 9.84%. Amrize’s revenue was up 4.7% on a year-over-year basis. On average, sell-side analysts expect that Amrize Ltd will post 2.76 earnings per share for the current year.

Amrize Cuts Dividend

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

Wall Street Analyst Weigh In

Several research analysts have commented on AMRZ shares. Morgan Stanley set a $63.00 price objective on shares of Amrize and gave the stock an “overweight” rating in a research note on Monday, June 22nd. Royal Bank Of Canada reduced their target price on shares of Amrize from $61.00 to $60.00 and set a “sector perform” rating on the stock in a research note on Friday, May 1st. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Amrize in a report on Friday, June 26th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Amrize in a research note on Monday, June 22nd. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $62.79.

Insider Activity at Amrize

In related news, CEO Jan Philipp Jenisch purchased 3,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were purchased at an average cost of $49.96 per share, for a total transaction of $149,880.00. Following the completion of the acquisition, the chief executive officer owned 515,000 shares in the company, valued at approximately $25,729,400. This trade represents a 0.59% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Nollaig Forrest purchased 2,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was bought at an average price of $50.25 per share, for a total transaction of $100,500.00. Following the completion of the acquisition, the insider owned 20,139 shares of the company’s stock, valued at approximately $1,011,984.75. The trade was a 11.03% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 54,920 shares of company stock valued at $2,717,429 over the last ninety days. Company insiders own 0.54% of the company’s stock.

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.