SEB Asset Management AB Acquires Shares of 111,420 Amrize Ltd $AMRZ

SEB Asset Management AB acquired a new position in shares of Amrize Ltd (NYSE:AMRZ) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 111,420 shares of the company’s stock, valued at approximately $6,242,000.

Several other hedge funds have also made changes to their positions in AMRZ. MCF Advisors LLC purchased a new stake in Amrize in the fourth quarter valued at $27,000. Basepoint Wealth LLC purchased a new stake in Amrize during the fourth quarter worth about $33,000. Laurel Wealth Advisors LLC acquired a new position in shares of Amrize in the fourth quarter valued at approximately $34,000. US Bancorp DE purchased a new stake in shares of Amrize during the third quarter worth $38,000. Finally, Itau Unibanco Holding S.A. increased its holdings in Amrize by 150.0% during the 4th quarter. Itau Unibanco Holding S.A. now owns 750 shares of the company’s stock worth $41,000 after purchasing an additional 450 shares during the period.

Amrize Price Performance

AMRZ stock opened at $48.65 on Wednesday. The firm has a 50 day moving average of $52.16 and a 200-day moving average of $55.23. The company has a market cap of $26.91 billion and a price-to-earnings ratio of 23.28. 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 Ltd has a 12-month low of $44.12 and a 12-month high of $65.94.

Amrize (NYSE:AMRZ) last issued its quarterly earnings data on Wednesday, April 29th. The company reported ($0.16) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.02). Amrize had a return on equity of 9.84% and a net margin of 9.70%.The business had revenue of $2.18 billion for the quarter. Amrize’s revenue was up 4.7% compared to the same quarter last year. As a group, equities analysts expect that Amrize Ltd will post 2.74 EPS for the current fiscal year.

Amrize Cuts Dividend

The company also recently announced a dividend, which was paid on Wednesday, May 20th. Investors of record on Tuesday, May 12th were given a dividend of $0.11 per share. The ex-dividend date was Tuesday, May 12th. Amrize’s dividend payout ratio (DPR) is 21.05%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. Truist Financial reaffirmed a “hold” rating and issued a $48.00 target price (down from $65.00) on shares of Amrize in a report on Tuesday, July 7th. Vertical Research upgraded Amrize from a “hold” rating to a “buy” rating and set a $70.00 price objective on the stock in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Amrize in a research note on Friday, June 26th. Wells Fargo & Company lowered their target price on shares of Amrize from $65.00 to $58.00 and set an “overweight” rating for the company in a report on Wednesday, July 8th. Finally, Stephens reaffirmed an “overweight” rating and set a $65.00 price objective on shares of Amrize in a report on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $62.79.

Insider Activity

In other Amrize news, insider Mario Gross purchased 1,200 shares of Amrize stock in a transaction on Wednesday, May 20th. The shares were bought at an average price of $48.63 per share, with a total value of $58,356.00. Following the purchase, the insider directly owned 34,747 shares in the company, valued at $1,689,746.61. This trade represents a 3.58% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Nollaig Forrest bought 2,000 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was acquired at an average price of $50.25 per share, with a total value of $100,500.00. Following the completion of the purchase, the insider directly 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. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 54,920 shares of company stock worth $2,717,429 in the last three months. 0.54% of the stock is owned by insiders.

Amrize Company 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.