Jenisch Jan Philipp purchased $170K of AMRZ (indirect holdings)

Jenisch Jan Philipp (Chairman & CEO) purchased 26,000 shares of Amrize Ltd (AMRZ) at an average of $42.46 ($42.37–$42.53, $1.10M total) across 3 trades on 2026-09-02.

Bank of America downgraded Amrize to Underperform, cutting its price target to $40 from $50 due to slower earnings growth, market risks, and valuation concerns. The brokerage lowered its 2027-28 adjusted EBITDA and EPS estimates, citing stable U.S. cement prices, Canadian demand pressure from U.S. tariffs, and vulnerable roofing margins. BofA forecasts adjusted EBITDA growth of 3% and adjusted EPS growth of 6% annually over 2026-28, excluding large acquisitions. The bank also trimmed its buildin

BofA Securities downgraded Amrize Ltd (NYSE:AMRZ) to Underperform, cutting its price target to $40 from $50. The stock is near its 52-week low, down 20% YTD. BofA reduced 2027-28 EBITDA estimates by 3%, citing growth concerns, U.S. cement price stability, and Canada macro risks. Amrize's Q2 earnings missed estimates, though revenue beat forecasts. Other analysts also downgraded the stock due to earnings misses and management changes.

Amrize AG (AMRZ) fell 2.9% to CHF 34.13 after JPMorgan downgraded it to Neutral, citing executive departures and missed earnings. The stock hit a 52-week low of CHF 33.64, with JPMorgan lowering its price target to $52 from $57. The broader market showed no significant movement, indicating the decline is company-specific.

Amrize (NYSE:AMRZ) appointed Samuel J. Poletti as CFO, replacing Baris Oran. Poletti previously led Amrize's spin-off from Holcim. The company also named Dillon Cumming as VP of Investor Relations. Amrize reported $11.8B revenue in 2025 and operates 1,000 sites with 19,000 employees.

Amrize Ltd (AMRZ) appointed Samuel J. Poletti as CFO, effective August 24, 2026, replacing Baris Oran, who is stepping down for personal reasons. Poletti, 45, previously served as Chief Strategy and M&A Officer at Amrize and held roles at Holcim. Oran will remain an employee until August 24, 2027, per a 12-month notice period.