James Hardie Industries plc
About: James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings. Here, it is the largest manufacturer of fiber cement, which is mainly used for exterior siding on houses. Businesses in Australia, New Zealand, and Europe, make up the rest of earnings.
Employees: 5,860
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
221% more capital invested
Capital invested by funds: $259M [Q4 2024] → $834M (+$574M) [Q1 2025]
117% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $1.14M
71% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 38
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
6.27% more ownership
Funds ownership: 1.96% [Q4 2024] → 8.23% (+6.27%) [Q1 2025]
5% more funds holding
Funds holding: 148 [Q4 2024] → 155 (+7) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$35
25%
upside
Avg. target
$35
25%
upside
High target
$35
25%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Keith Hughes | 25%upside $35 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 5 articles about JHX published over the past 30 days
Neutral
GlobeNewsWire
5 days ago
Fiber Cement Market Outlook Report 2025-2030, with Competitor Profiles for James Hardie Industries, Etex Group, Nichiha, CSR, Gyproc, Everest Industries, Swisspearl, Shera, and Ramco Industries
The fiber cement market, valued at $14.437B in 2025, is set to grow at a 4.28% CAGR, reaching $17.807B by 2030. Driven by rising construction, eco-friendly demand, and government regulations, the Asia Pacific region leads growth. Key players include James Hardie, Etex, and Nichiha. The fiber cement market, valued at $14.437B in 2025, is set to grow at a 4.28% CAGR, reaching $17.807B by 2030. Driven by rising construction, eco-friendly demand, and government regulations, the Asia Pacific region leads growth. Key players include James Hardie, Etex, and Nichiha.
Neutral
Business Wire
1 week ago
James Hardie Completes Acquisition of AZEK to Become a Leading Provider of Exterior Home and Outdoor Living Solutions
SYDNEY & CHICAGO--(BUSINESS WIRE)--Today, James Hardie Industries plc (NYSE / ASX: JHX) (“James Hardie” or the “Company”), a leader in high-performance, low-maintenance building product solutions, successfully completed its previously announced acquisition of The AZEK® Company (“AZEK”) in a cash-and-stock transaction for $26.45 in cash and 1.0340 ordinary shares of James Hardie for each share of AZEK common stock held for a total of $54.18 per share, based on the closing stock price of AU$40.77.
Positive
Zacks Investment Research
1 week ago
James Hardie (JHX) Soars 7.1%: Is Further Upside Left in the Stock?
James Hardie (JHX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
Business Wire
2 weeks ago
AZEK INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of AZEK Company Inc. - AZEK
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of AZEK Company Inc. (NYSE: AZEK) to James Hardie Industries plc (NYSE: JHX). Under the terms of the proposed transaction, shareholders of AZEK will receive $26.45 in cash and 1.0340 ordinary shares of James Hardie for each share of AZEK that they own. KSF is seeking to determine whether this considera.
Neutral
Business Wire
3 weeks ago
James Hardie Industries plc Announces Successful Closing of Offering of Senior Secured Notes
SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX: JHX) (“James Hardie” or the “Company”) announced today the successful closing of its previously announced private offering of $700,000,000 aggregate principal amount of senior secured notes due 2031 (the “2031 Notes”) and $1,000,000,000 aggregate principal amount of senior secured notes due 2032 (the “2032 Notes,” and together with the 2031 Notes, the “Notes”) of its wholly-owned subsidiary, JH North America Holdings Inc. (the “Issuer”).
Neutral
Business Wire
1 month ago
James Hardie Industries plc Announces Pricing of Offering of Senior Secured Notes
SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX: JHX) (“James Hardie” or the “Company”) announced today the pricing of a private offering of $700,000,000 aggregate principal amount of senior secured notes due 2031 (the “2031 Notes”) and $1,000,000,000 aggregate principal amount of senior secured notes due 2032 (the “2032 Notes,” and together with the 2031 Notes, the “Notes”) of its wholly-owned subsidiary, JH North America Holdings Inc. (the “Issuer”). The 2031 Notes will bear interes.
Positive
Seeking Alpha
1 month ago
James Hardie Industries: Mixed Results, Long-Term Strategy Intact (Rating Upgrade)
The AZEK acquisition is a strategic move, creating a leading exterior/outdoor living platform and unlocking significant revenue and cost synergies for future growth. Deepening partnerships with major U.S. homebuilders and strong ColorPlus® offering ALLIANCE™ program are driving share gains and material conversion in key markets. While R&R market softness remains a risk, JHX's superior growth outlook, margin performance, and ambitious fiber cement penetration targets justify a premium valuation.
Neutral
Business Wire
1 month ago
James Hardie Industries plc Announces Proposed Private Offering of Senior Secured Notes
SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX: JHX) (“James Hardie” or the “Company”) announced today that its wholly-owned subsidiary, JH North America Holdings Inc. (the “Issuer”), intends to offer, subject to market and other conditions, $1.7 billion aggregate principal amount of senior secured notes (the “Notes”) in one or more tranches for issuance in a private placement not registered under the Securities Act of 1933, as amended (the "Securities Act"). Subject to certain excep.
Positive
Reuters
1 month ago
ASX-listed James Hardie secures $3.5 billion credit to fund AZEK deal
ASX-listed James Hardie said on Monday it had secured new senior credit facilities for a total of $3.5 billion with broad support, including 30 participating banks to support its operations and acquisition of U.S.-listed AZEK.
Neutral
Business Wire
1 month ago
James Hardie Announces Successful Syndication of New Credit Facilities
SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX: JHX) (“James Hardie” or the “Company”) announced today the successful syndication of new credit facilities to support its operations and its planned transaction with The AZEK Company Inc. ( AZEK). Transaction Highlights The Company syndicated new senior secured credit facilities totaling $3.5 billion with broad support including 30 participating banks. Specifically, the Company secured a $1 billion revolving credit facility and $2.5 bil.
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