James Hardie Industries (JHX)

• Market cap: $10.3B
• 1 day: -3.48%
• 5 days: -5.35%
• 1 month: 9.50%
• 3 months: -24.68%
• 6 months: -31.66%
• Year to date: -22.15%
• 1 year: -22.98%
• 5 years: 52.52%
• 10 years: 78.80%
• Sector: Materials
• Industry: Building Materials

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: 5,679

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

222% more capital invested

Capital invested by funds: $259M [Q4 2024] → $834M (+$575M) [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 47% upside
• Avg. target: $35 47% upside
• High target: $35 47% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Keith Hughes

47% upside $35

Buy Maintained

21 May 2025