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: 5,679
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
1 analyst rating
Truist Securities Keith Hughes | 47%upside $35 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 14 articles about JHX published over the past 30 days









