Dodge & Cox Sells 6,684,165 Shares of Amrize Ltd $AMRZ

Dodge & Cox reduced its stake in shares of Amrize Ltd (NYSE:AMRZ) by 53.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,786,541 shares of the company’s stock after selling 6,684,165 shares during the quarter. Dodge & Cox owned 1.05% of Amrize worth $280,419,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. State of Wyoming bought a new stake in Amrize during the third quarter worth about $32,000. US Bancorp DE bought a new position in Amrize in the 3rd quarter valued at about $38,000. Costello Asset Management INC bought a new position in Amrize in the 3rd quarter valued at about $44,000. Global Retirement Partners LLC acquired a new position in shares of Amrize in the 3rd quarter valued at approximately $48,000. Finally, Jones Financial Companies Lllp acquired a new position in shares of Amrize in the 3rd quarter valued at approximately $53,000.

Amrize Price Performance

Shares of NYSE:AMRZ opened at $55.51 on Friday. Amrize Ltd has a one year low of $44.12 and a one year high of $65.94. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.10. The company has a market cap of $30.70 billion and a price-to-earnings ratio of 22.56. The firm has a 50 day simple moving average of $57.93 and a 200 day simple moving average of $53.67.

Amrize (NYSE:AMRZ) last posted its earnings results on Tuesday, February 17th. The company reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.03. The company had revenue of $2.84 billion for the quarter, compared to the consensus estimate of $2.95 billion. The firm’s revenue was down .4% compared to the same quarter last year.

Insider Transactions at Amrize

In other news, CEO Jan Philipp Jenisch purchased 60,000 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were purchased at an average cost of $58.05 per share, with a total value of $3,483,000.00. Following the completion of the purchase, the chief executive officer owned 1,703,582 shares of the company’s stock, valued at $98,892,935.10. This trade represents a 3.65% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, insider Jaime Hill purchased 1,000 shares of Amrize stock in a transaction dated Wednesday, March 11th. The shares were purchased at an average price of $58.91 per share, for a total transaction of $58,910.00. Following the completion of the acquisition, the insider owned 28,000 shares of the company’s stock, valued at approximately $1,649,480. The trade was a 3.70% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders purchased 72,634 shares of company stock worth $4,224,656.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on AMRZ shares. JPMorgan Chase & Co. upped their price target on shares of Amrize from $60.00 to $70.00 and gave the stock an “overweight” rating in a report on Thursday, March 5th. Sanford C. Bernstein restated an “outperform” rating and set a $70.00 price objective on shares of Amrize in a research report on Thursday, December 18th. Truist Financial upped their target price on Amrize from $60.00 to $75.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Amrize in a report on Monday, February 23rd. Finally, Bank of America set a $58.00 price target on Amrize in a research note on Monday, January 12th. One equities research 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, Amrize currently has an average rating of “Moderate Buy” and an average price target of $64.14.

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.