James Hardie Industries plc (JHX)

• Market cap: $11.7B
• 1 day: 1.77%
• 5 days: 1.31%
• 1 month: -25.33%
• 3 months: -13.10%
• 6 months: -37.45%
• Year to date: -34.25%
• 1 year: -44.80%
• 5 years: -12.35%
• 10 years: 57.13%
• 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: 5,860

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

396% more call options, than puts

Call options by funds: $705K | Put options by funds: $142K

236% more capital invested

Capital invested by funds: $834M [Q1] → $2.8B (+$1.97B) [Q2]

106% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 35

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

22% more funds holding

Funds holding: 156 [Q1] → 190 (+34) [Q2]

16.02% more ownership

Funds ownership: 8.23% [Q1] → 24.25% (+16.02%) [Q2]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 24% upside
• Avg. target: $28 39% upside
• High target: $34 69% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Keith Hughes	24% upside $25	Buy Maintained	20 Aug 2025
Baird Timothy Wojs	24% upside $25	Outperform Maintained	20 Aug 2025
Jefferies Philip Ng	69% upside $34	Buy Initiated	8 Aug 2025