AWH Capital L.P. Invests $3.20 Million in Amrize Ltd $AMRZ

AWH Capital L.P. bought a new stake in Amrize Ltd (NYSE:AMRZ) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 64,500 shares of the company’s stock, valued at approximately $3,196,000. Amrize comprises about 3.7% of AWH Capital L.P.’s investment portfolio, making the stock its 16th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Groupe la Francaise purchased a new stake in Amrize in the 2nd quarter valued at about $60,000. Allianz SE acquired a new stake in shares of Amrize in the second quarter worth approximately $80,000. Credit Industriel ET Commercial purchased a new stake in Amrize in the second quarter valued at approximately $109,000. Westerkirk Capital Inc. purchased a new stake in Amrize in the second quarter valued at approximately $134,000. Finally, M&T Bank Corp acquired a new position in Amrize during the second quarter worth approximately $205,000.

Insider Activity at Amrize

In related news, CEO Jan Philipp Jenisch purchased 55,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 30th. The stock was acquired at an average cost of $52.64 per share, for a total transaction of $2,895,200.00. Following the completion of the acquisition, the chief executive officer owned 1,505,000 shares in the company, valued at $79,223,200. This trade represents a 3.79% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jaime Hill acquired 4,000 shares of the stock in a transaction that occurred on Tuesday, November 4th. The shares were bought at an average cost of $50.69 per share, for a total transaction of $202,760.00. Following the completion of the transaction, the insider directly owned 18,101 shares of the company’s stock, valued at $917,539.69. This represents a 28.37% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have acquired 65,000 shares of company stock valued at $3,399,720.

Amrize Stock Down 0.1%

AMRZ opened at $56.26 on Friday. The stock has a market capitalization of $31.11 billion and a price-to-earnings ratio of 30.57. The firm has a fifty day simple moving average of $50.18. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.38 and a quick ratio of 0.85. Amrize Ltd has a 12-month low of $44.12 and a 12-month high of $56.43.

Amrize (NYSE:AMRZ) last posted its quarterly earnings results on Wednesday, October 29th. The company reported $0.98 earnings per share for the quarter, missing the consensus estimate of $1.01 by ($0.03). The company had revenue of $3.68 billion during the quarter, compared to analysts’ expectations of $3.49 billion. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year.

Analyst Ratings Changes

Several brokerages have recently issued reports on AMRZ. Barclays initiated coverage on shares of Amrize in a research note on Tuesday, October 7th. They set an “equal weight” rating for the company. Oppenheimer assumed coverage on shares of Amrize in a research note on Tuesday, September 9th. They set an “outperform” rating and a $62.00 price objective on the stock. Zacks Research upgraded Amrize from a “strong sell” rating to a “hold” rating in a research note on Friday, October 10th. Royal Bank Of Canada downgraded shares of Amrize from an “outperform” rating to a “sector perform” rating and increased their price objective for the company from $56.00 to $60.00 in a research note on Monday. Finally, UBS Group lifted their target price on Amrize from $52.00 to $53.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $59.00.

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.