Banque Pictet & Cie SA Sells 26,340 Shares of Amrize Ltd (NYSE: AMRZ)

Banque Pictet & Cie SA reduced its stake in Amrize Ltd (NYSE: AMRZ) by 20.6% during the fourth quarter, according to the firm’s latest filing with the Securities and Exchange Commission. The institutional investor held 101,732 shares after selling 26,340 shares in the quarter. Its remaining position was valued at $5,595,000 as of the most recent disclosure.

Portfolio changes among institutional investors

Other institutional investors also adjusted their positions in Amrize:

• Geode Capital Management LLC purchased a new stake in the second quarter valued at about $265,000.
• Choreo LLC purchased a new position in the second quarter worth about $257,000.
• M&T Bank Corp purchased a new position in the second quarter valued at about $205,000.
• Westerkirk Capital Inc. bought a new position in the second quarter worth approximately $134,000.
• Arrowstreet Capital Limited Partnership bought a new position in the second quarter valued at approximately $3,870,000.

Amrize shares and key market metrics

Amrize stock opened at $54.39 on Friday. The company’s market capitalization is $30.08 billion, with a price-to-earnings ratio of 22.11. Shares are trading above the 200-day moving average of $53.84 and below the 50-day moving average of $57.86. The company’s debt-to-equity ratio is 0.37, with a current ratio of 1.64 and a quick ratio of 1.10. Amrize has a 1-year low of $44.12 and a 1-year high of $65.94.

Recent earnings and revenue trend

Amrize reported quarterly results on Tuesday, February 17. The company posted earnings of $0.62 per share, beating analysts’ consensus estimates of $0.59 by $0.03. Revenue for the quarter was $2.84 billion, compared with a consensus estimate of $2.95 billion. Quarterly revenue was down 0.4% versus the same quarter last year.

Dividend announcement

Amrize also announced a dividend to be paid on Monday, May 4. Investors of record as of Monday, April 27 will receive a $0.44 dividend. The ex-dividend date is Friday, April 24.

Insider transactions

In insider activity, CTO Roald Brouwer purchased 3,000 shares on Wednesday, March 11 at an average cost of $58.72 per share, for a total value of $176,160.00. After the purchase, the CTO directly owned 16,257 shares, valued at approximately $954,611.04, representing a 22.63% increase in the position.

Separately, insider Mario Gross purchased 3,200 shares on Friday, March 13 at an average price of $55.29 per share, totaling $176,928.00. Following the transaction, Gross owned 30,947 shares valued at approximately $1,711,059.63, representing an 11.53% increase in ownership. The article also notes that insiders bought 77,834 shares worth $4,511,344 over the last 90 days, and that insiders own 0.54% of the company’s stock.

Wall Street coverage and targets

Several analysts issued updates on Amrize shares:

• Sanford C. Bernstein reiterated an “outperform” rating and set a $70.00 target price (Thursday, December 18).
• Wall Street Zen raised the stock from “sell” to “hold” (Sunday, March 1).
• Truist Financial raised its price objective from $60.00 to $75.00 and maintained a “buy” rating (Friday, February 20).
• Weiss Ratings upgraded the stock from “hold (c+)” to “buy (b-)” (Wednesday, March 18).
• Citigroup increased its target price from $63.00 to $67.00 and maintained a “buy” rating (Thursday, January 8).

Overall, one analyst rated the stock as Strong Buy, ten rated it Buy, and six assigned Hold ratings. Based on MarketBeat.com data, Amrize has an average rating of “Moderate Buy” and an average target price of $64.14.

Company profile

Amrize AG focuses on the 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.