James Hardie Industries
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 7,296 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
33%
upside
Avg. target
$35
33%
upside
High target
$35
33%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Keith Hughes | 33%upside $35 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 13 articles about JHX published over the past 30 days
Neutral
Business Wire
1 week 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 week 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 week 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
2 weeks 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
2 weeks 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.
Positive
Zacks Investment Research
3 weeks ago
James Hardie Partners With Pahlisch to Expand Northwest Reach
JHX secures exclusive deal with Pahlisch, expanding Northwest footprint as default siding choice in all new home developments.
Neutral
PRNewsWire
3 weeks ago
James Hardie Building Products Inc. Announces Strategic Alliance with Pahlisch Homes
– Multi-Year Agreement to Supply Hardie® Siding and Trim Across New Communities in the Pacific Northwest and Northern Rockies – CHICAGO , May 22, 2025 /PRNewswire/ -- James Hardie Building Products Inc. (James Hardie), a subsidiary of James Hardie Industries plc (ASX: JHX; NYSE: JHX) and the industry leader in fiber cement siding and exterior design solutions, today announced a new strategic agreement with Pahlisch Homes. Through this exclusive three-year collaboration, Hardie® siding and trim will become the standard exterior solution across Pahlisch's new home developments throughout the Pacific Northwest.
Neutral
Zacks Investment Research
3 weeks ago
CODYY or JHX: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) or James Hardie (JHX). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
The Motley Fool
3 weeks ago
James Hardie Delivers Strong Q4 Results
James Hardie Industries (JHX -2.79%) reported fourth quarter and full-year results for fiscal 2025 on May 20, posting $2.9 billion in North America sales, a $1 billion EBITDA, and a 35% EBITDA margin.
Negative
Proactive Investors
3 weeks ago
James Hardie shares tumble as net profit falls 17%, outlook dims on tariff risks
James Hardie Industries plc shares dropped on Wednesday after the building materials manufacturer posted a 17% decline in annual net profit, with cautious guidance adding to investor unease over its proposed $14 billion takeover of US-based AZEK Company. The company reported net profit attributable to shareholders of US$424 million for the 2025 financial year, down from US$510.2 million the prior year, while revenue slipped 1% to US$3.88 billion.
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