Healthcare of Ontario Pension Plan Trust Fund Makes New $3.03 Million Investment in Amrize Ltd $AMRZ

Healthcare of Ontario Pension Plan Trust Fund bought a new stake in Amrize Ltd (NYSE:AMRZ) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 54,058 shares of the company’s stock, valued at approximately $3,028,000.

Other large investors have also bought and sold shares of the company. Caldwell Sutter Capital Inc. increased its holdings in Amrize by 11.5% during the 1st quarter. Caldwell Sutter Capital Inc. now owns 2,675 shares of the company’s stock valued at $150,000 after purchasing an additional 275 shares in the last quarter. Rothschild Investment LLC boosted its stake in Amrize by 4.3% in the fourth quarter. Rothschild Investment LLC now owns 6,835 shares of the company’s stock worth $370,000 after purchasing an additional 280 shares in the last quarter. Baldwin Investment Management LLC increased its stake in shares of Amrize by 4.4% in the fourth quarter. Baldwin Investment Management LLC now owns 8,980 shares of the company’s stock valued at $486,000 after buying an additional 375 shares in the last quarter. Itau Unibanco Holding S.A. raised 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 buying an additional 450 shares during the last quarter. Finally, Mengis Capital Management Inc. lifted its position in Amrize by 8.5% during the 4th quarter. Mengis Capital Management Inc. now owns 5,750 shares of the company’s stock worth $311,000 after buying an additional 450 shares in the last quarter.

Amrize Stock Performance

Shares of Amrize stock opened at $49.68 on Friday. The firm has a fifty day moving average of $52.12 and a two-hundred day moving average of $54.93. 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 stock has a market capitalization of $27.48 billion and a price-to-earnings ratio of 23.77. Amrize Ltd has a 52 week low of $44.12 and a 52 week high of $65.94.

Amrize (NYSE:AMRZ) last announced its quarterly earnings data on Wednesday, April 29th. The company reported ($0.16) EPS 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 company had revenue of $2.18 billion for the quarter. The firm’s revenue was up 4.7% compared to the same quarter last year. As a group, equities research analysts predict that Amrize Ltd will post 2.76 EPS for the current year.

Amrize Cuts Dividend

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

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Oppenheimer dropped their target price on shares of Amrize from $68.00 to $65.00 and set an “outperform” rating for the company in a research note on Tuesday, July 21st. Wells Fargo & Company dropped their price objective on shares of Amrize from $65.00 to $58.00 and set an “overweight” rating for the company in a research report on Wednesday, July 8th. Citigroup decreased their price objective on Amrize from $76.00 to $66.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Stephens restated an “overweight” rating and set a $65.00 target price on shares of Amrize in a research report on Monday, May 18th. Finally, Truist Financial reaffirmed a “hold” rating and set a $48.00 price target (down from $65.00) on shares of Amrize in a research note on Tuesday, July 7th. One equities research 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $62.79.

Insider Activity

In other news, CEO Jan Philipp Jenisch acquired 3,000 shares of Amrize stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average price of $49.96 per share, with a total value of $149,880.00. Following the purchase, the chief executive officer directly owned 515,000 shares of the company’s stock, valued at $25,729,400. The trade was a 0.59% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mario Gross bought 1,200 shares of the stock in a transaction on Wednesday, May 20th. The stock was purchased at an average cost of $48.63 per share, with a total value of $58,356.00. Following the purchase, the insider directly owned 34,747 shares of the company’s stock, valued at approximately $1,689,746.61. This represents a 3.58% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have acquired 54,920 shares of company stock valued at $2,717,429. Insiders own 0.54% of the company’s stock.

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.