Vanguard Group 13F: Adds $89M to Amrize (AMRZ) Stake

Vanguard Group has increased its stake in Amrize Ltd (NYSE: AMRZ) by 1,676,843 shares, according to a recent filing. As of the reporting period ending on January 29, 2026, Vanguard holds 31,770,926 shares valued at approximately $1.68 billion. This move represents a 5.57% increase in their holdings.

What Changed in Vanguard Group's Amrize Ltd Position

Vanguard Group's recent filing shows a boost in its Amrize Ltd position, raising its total shares from 30,094,083 to 31,770,926. The additional 1,676,843 shares reflect a 5.57% increase, indicating Vanguard's growing confidence in the company. The total value of this position is now about $1.68 billion.

Other Institutional Activity in Amrize Ltd

Other funds also adjusted their positions in Amrize Ltd. BlackRock, Inc. added 1,233,932 shares, ending with 15,432,336 shares worth about $864.5 million. DZ Bank AG increased its holdings by 2,349,389 shares, bringing its total to 12,010,037 shares valued at $672.2 million. On the other hand, UBS Group AG reduced its stake by 2,536,040 shares, leaving it with 10,929,766 shares, valued at $612.3 million.

Amrize Ltd Stock Up 41.5%

Shares of NYSE: AMRZ are trading near $52.91. Amrize Ltd has a market cap of $29.43 billion and a P/E ratio of 25.44. The stock's 52-week range is between $44.12 and $65.94. It has a 50-day moving average of $54.08 and a 200-day moving average of $53.85. The company's current ratio is 1.40, with a quick ratio of 0.81 and a debt-to-equity ratio of 54.23.

Recent Earnings

In its latest quarterly results, Amrize Ltd reported revenue of $11.91 billion, reflecting a 4.7% growth. The company's net margin stood at 9.7%, with a return on equity of 10.08%. Earnings per share were $2.09. The next earnings report is scheduled for April 29, 2026.

Dividend

Amrize Ltd offers an annual dividend rate of $0.11, yielding 0.22%. The dividend payout ratio is currently 0.0.

Insider Buying and Selling at Amrize Ltd

Recent insider activity at Amrize Ltd includes several purchases. On May 19, 2026, CEO Jan Philipp Jenisch bought 19,001 shares at an average price of $49.39. Chief Supply Chain Officer Mario Gross acquired 2,800 shares on May 19 at $49.17 and an additional 1,200 shares on May 20 at $48.63. Chief Technology Officer Brouwer Roald purchased 1,500 shares at $49.84 on May 21, and Chief Marketing & Corporate Affairs Officer Forrest Nollaig bought 2,000 shares at $50.25 on May 22.

Analysts Set New Price Targets

Several analysts have weighed in on Amrize Ltd. On May 18, 2026, Stephens & Co. reiterated its buy rating with a $65 target. Citigroup maintained its buy rating with a $66 target on May 4. Truist Securities kept a buy rating, setting a $65 target on May 1. The consensus among 21 analysts suggests a buy rating, with an average price target of $64.91.

About Amrize Ltd

Amrize Ltd, based in Zug, Switzerland, provides building solutions for North America's infrastructure, commercial, and residential construction markets. The company operates through two segments: Building Materials and Building Envelope. Its Building Materials segment offers cement, aggregates, and ready-mix concrete. The Building Envelope segment provides roofing and wall systems, including membranes and insulation. Led by CEO Jan Philipp Jenisch, Amrize employs about 19,000 people.

Bottom Line

Vanguard Group's increased stake in Amrize Ltd suggests confidence in the company's prospects. As one of the leading providers in the building materials sector, Amrize continues to attract institutional interest. Investors should note that 13F filings are historical and may not reflect current positions.