California State Teachers Retirement System Has $1.62 Billion Stake in Amrize Ltd $AMRZ

California State Teachers Retirement System increased its holdings in shares of Amrize Ltd (NYSE:AMRZ) by 5,444.5% in the second quarter, Holdings Channel.com reports. The firm owned 30,472,836 shares of the company’s stock after purchasing an additional 29,923,230 shares during the quarter. California State Teachers Retirement System owned approximately 0.06% of Amrize worth $1,624,202,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in AMRZ. MCF Advisors LLC acquired a new position in Amrize in the 4th quarter worth $27,000. Basepoint Wealth LLC acquired a new stake in shares of Amrize in the 4th quarter valued at about $33,000. US Bancorp DE bought a new stake in shares of Amrize in the third quarter valued at about $38,000. Itau Unibanco Holding S.A. lifted its holdings 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 purchasing an additional 450 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd grew its holdings in shares of Amrize by 141.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 847 shares of the company’s stock worth $46,000 after buying an additional 496 shares in the last quarter.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on AMRZ shares. William Blair set a $40.00 target price on Amrize in a research report on Wednesday, September 2nd. JPMorgan Chase & Co. cut shares of Amrize from an “overweight” rating to a “neutral” rating and decreased their price target for the stock from $57.00 to $52.00 in a research note on Wednesday, September 2nd. Morgan Stanley set a $63.00 price objective on shares of Amrize and gave the company an “overweight” rating in a report on Monday, June 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Amrize in a research report on Friday, June 26th. Finally, Weiss Ratings cut shares of Amrize from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, August 31st. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $55.50.

Amrize Stock Performance

AMRZ opened at $40.52 on Friday. Amrize Ltd has a 52-week low of $39.74 and a 52-week high of $65.94. The firm has a market capitalization of $22.41 billion, a PE ratio of 18.67, a PEG ratio of 1.20 and a beta of 0.04. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.73 and a current ratio of 1.10. The business’s 50-day simple moving average is $47.23 and its 200 day simple moving average is $52.53.

Amrize (NYSE:AMRZ) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.88 EPS for the quarter, missing the consensus estimate of $0.92 by ($0.04). The company had revenue of $3.49 billion for the quarter. Amrize had a net margin of 9.89% and a return on equity of 10.22%. As a group, sell-side analysts expect that Amrize Ltd will post 2.67 earnings per share for the current fiscal year.

Amrize Dividend Announcement

The business also recently disclosed a dividend, which was paid on Wednesday, August 26th. Stockholders of record on Tuesday, August 18th were issued a $0.11 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. Amrize’s dividend payout ratio is presently 20.28%.

Insiders Place Their Bets

In other news, CEO Jan Jenisch bought 26,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average cost of $42.47 per share, with a total value of $1,104,220.00. Following the completion of the purchase, the chief executive officer owned 1,767,000 shares of the company’s stock, valued at $75,044,490. This represents a 1.49% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Stephen Clark bought 5,260 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were purchased at an average price of $47.31 per share, for a total transaction of $248,850.60. Following the completion of the acquisition, the insider owned 10,637 shares of the company’s stock, valued at $503,236.47. The trade was a 97.82% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 48,983 shares of company stock valued at $2,158,755 in the last ninety days. 0.54% of the stock is currently owned by insiders.

Amrize Company Profile

Amrize is a North American building materials and solutions company formed through the separation of Holcim’s North American business. The company began trading publicly on the New York Stock Exchange in 2025 under the symbol AMRZ.

Amrize supplies essential construction materials, including cement, aggregates, ready-mix concrete and asphalt. It also provides a range of building products and solutions used in residential, commercial and infrastructure construction, including concrete products, roofing systems and other materials designed to support building and construction projects.

The company serves customers across the United States and Canada through a network of production facilities, distribution operations and local businesses.