Q2 Earnings Noted: Social media conversations focused on Amrize Ltd's second-quarter results showing a 14% profit increase even as fuel and freight expenses climbed. Analysts on these platforms highlighted the resilience in operations following the company's spin-off. Observers noted elevated trading volumes as the stock appeared among daily losers.
Valuation Comments: Participants described the shares as potentially attractive below 10 times EBITDA during the post-spin adjustment period. Discussions emphasized steady fundamentals amid recent market fluctuations. Some viewed the current price action as creating entry points based on earnings stability.
Market Sentiment: Broader chatter reflected interest in how the company navigates higher costs in coming quarters. Users shared charts and data points tracking volume surges without speculating on future directions. Overall exchanges remained centered on reported financial metrics and sector comparisons.
Note: This discussion summary was generated from an AI condensation of post data.
Amrize Ltd Insider Trading Activity
Amrize Ltd insiders have traded $AMRZ stock on the open market 27 times in the past 6 months. Of those trades, 27 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AMRZ stock by insiders over the last 6 months:
- JAN PHILIPP JENISCH (Chairman & CEO) has made 11 purchases buying 107,418 shares for an estimated $5,829,021 and 0 sales.
- MARIO GROSS (Chief Supply Chain Officer) has made 5 purchases buying 7,200 shares for an estimated $372,968 and 0 sales.
- ROALD BROUWER (Chief Technology Officer) has made 3 purchases buying 6,500 shares for an estimated $360,680 and 0 sales.
- IAN A JOHNSTON (Chief Financial Officer) has made 3 purchases buying 5,450 shares for an estimated $327,175 and 0 sales.
- JAIME HILL (President, Building Materials) has made 3 purchases buying 5,184 shares for an estimated $295,196 and 0 sales.
- NOLLAIG FORREST (Chief Mktg & Corp Affairs Off) purchased 2,000 shares for an estimated $100,500
- STEPHEN S CLARK (Chief People Officer) purchased 2 shares for an estimated $113
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Amrize Ltd Revenue
Amrize Ltd had revenues of $3.5B in Q2 2026. This is an increase of 1.39% from the same period in the prior year.
You can track AMRZ financials on Quiver Quantitative's AMRZ stock page.
You can access data on AMRZ stock through the Quiver Quantitative API.
Amrize Ltd Hedge Fund Activity
We have seen 259 institutional investors add shares of Amrize Ltd stock to their portfolio, and 166 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 6,006,540 shares (-47.2%) from their portfolio in Q1 2026, for an estimated $336,486,370
- DODGE & COX removed 5,385,441 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $301,692,404
- VICTORY CAPITAL MANAGEMENT INC added 4,859,803 shares (+inf%) to their portfolio in Q2 2026, for an estimated $259,027,499
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 4,063,176 shares (+124752.1%) to their portfolio in Q1 2026, for an estimated $227,619,119
- UBS GROUP AG removed 2,536,040 shares (-18.8%) from their portfolio in Q1 2026, for an estimated $142,068,960
- BARCLAYS PLC removed 2,457,549 shares (-53.3%) from their portfolio in Q1 2026, for an estimated $137,671,894
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,349,389 shares (+24.3%) to their portfolio in Q1 2026, for an estimated $131,612,771
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Amrize Ltd Price Targets
Multiple analysts have issued price targets for $AMRZ recently. We have seen 7 analysts offer price targets for $AMRZ in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Timna Tanners from Wells Fargo set a target price of $58.0 on 07/08/2026
- Keith Hughes from Truist Securities set a target price of $48.0 on 07/07/2026
- Trey Grooms from Stephens & Co. set a target price of $65.0 on 05/18/2026
- Anthony Pettinari from Citigroup set a target price of $66.0 on 05/04/2026
- Anthony Codling from RBC Capital set a target price of $60.0 on 05/01/2026
- Adrian Huerta from JP Morgan set a target price of $70.0 on 03/05/2026
- Bryan Blair from Oppenheimer set a target price of $70.0 on 02/19/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
