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James Hardie (AU:JHX)
ASX:JHX
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James Hardie (JHX) AI Stock Analysis

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AU:JHX

James Hardie

(Sydney:JHX)

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Neutral 67 (OpenAI - 4o)
Rating:67Neutral
Price Target:
AU$36.00
â–²(11.77% Upside)
James Hardie's overall stock score reflects solid financial performance and successful strategic initiatives, such as the AZEK integration. However, the stock faces significant challenges, including market softness in North America and valuation concerns. These factors, combined with technical indicators showing mixed momentum, contribute to a moderate overall score.
Positive Factors
Product Expansion
The new multi-year agreement with Boise Cascade enhances James Hardie's distribution network, potentially increasing market penetration and revenue through expanded product offerings in key markets.
Cost Synergy Realization
Achieving significant cost synergies enhances operational efficiency and profitability, providing a competitive edge and supporting long-term financial health.
Innovation Recognition
Recognition for innovation underscores James Hardie's commitment to product development and market leadership, fostering sustainable growth and competitive advantage.
Negative Factors
Revenue Decline
A significant decline in North American net sales highlights challenges in maintaining market share and revenue growth, potentially impacting long-term profitability.
Market Challenges
Weakness in single-family new construction indicates potential headwinds in a key market segment, affecting demand and revenue stability over the medium term.
Rising Leverage
Increased leverage poses risks to financial flexibility and could strain cash flow, potentially impacting the company's ability to invest in growth opportunities.

James Hardie (JHX) vs. iShares MSCI Australia ETF (EWA)

James Hardie Business Overview & Revenue Model

Company DescriptionJames Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection. Its products are used in various markets comprising new residential construction and commercial construction markets. James Hardie Industries plc was founded in 1888 and is based in Dublin, Ireland.
How the Company Makes MoneyJames Hardie generates revenue primarily through the sale of its fiber cement building materials to contractors, builders, and distributors in the construction industry. The company benefits from a diversified revenue model that includes residential siding, which is its largest product segment, as well as other products such as interior wallboard and flooring. The demand for its products is largely driven by housing starts, renovation activity, and overall construction spending. Additionally, James Hardie has established strong partnerships with key distributors and home improvement retailers, enhancing its market reach. The company also invests in product innovation and sustainability initiatives to align with industry trends and meet consumer demands, further contributing to its earnings.

James Hardie Earnings Call Summary

Earnings Call Date:Aug 19, 2025
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Nov 18, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted successful integration with AZEK and strong performance in the Deck, Rail & Accessories segment, along with notable cost synergy achievements. However, these positives were offset by significant challenges in the North American market, particularly in single-family new construction, leading to a decline in net sales and a conservative outlook. The cost pressures from raw material inflation further compounded the challenges.
Q1-2026 Updates
Positive Updates
Successful Integration of AZEK
James Hardie completed the acquisition of AZEK, creating a leading provider of exterior home and outdoor living solutions with an expanded offering and a total addressable market more than twice the size of legacy James Hardie.
Strong Performance in Deck, Rail & Accessories
The Deck, Rail & Accessories segment saw mid-single-digit sell-through growth, driven by continued expansion in the channel and new product innovation, particularly within railing.
Impressive Cost Synergy Realization
Actioned cost synergies accounting for more than 50% of the run rate target for general and administrative cost savings, resulting in $20 million of P&L benefit for FY '26.
Recognition for Innovation
The global innovation team was recognized for outstanding innovative culture by the National Association of Manufacturers, highlighting the company's commitment to new aesthetics and solutions.
Negative Updates
Decline in North America Net Sales
Net sales in North America declined 12% in the quarter, driven by lower volumes and customer efforts to return to more normal inventory levels.
Market Challenges in Single-Family New Construction
Single-family new construction activity was weaker than anticipated, with a significant decline in the South and homebuilders moderating demand expectations.
Lower Volume Outlook and Soft Demand
Projected lower volume outlook due to market softness and defensive inventory posturing at distributors and dealers, contributing to a conservative full-year guidance revision.
Raw Material Inflation Impact
Persistent raw material inflation, especially in pulp, impacted margins, although the company expects this headwind to subside through the year.
Company Guidance
During the James Hardie First Quarter Fiscal Year '26 Results call, significant guidance was provided, highlighting expectations for the upcoming quarters. The company anticipates a high single-digit market demand decline in its Siding & Trim segment, which includes its legacy North American Fiber Cement business, due to pressures from homeowner affordability and macroeconomic uncertainties. For the newly integrated Deck, Rail & Accessories segment, comprising AZEK's legacy business, net sales are expected to range between $775 million and $800 million over the next nine months, driven by low single-digit growth in sell-through. Despite challenges, including a decline in single-family new construction and inventory adjustments, James Hardie remains confident in achieving $1.05 billion to $1.15 billion in adjusted EBITDA for FY '26, with a significant contribution from the AZEK acquisition. The company has also set a goal to deliver more than $500 million in commercial synergies over the next five years, with a commitment to achieving these synergies ahead of schedule.

James Hardie Financial Statement Overview

Summary
James Hardie demonstrates strong profitability and cash flow generation, despite challenges in revenue growth and increased leverage. The company efficiently manages its operations, as reflected in its margins, and maintains a stable return on equity. However, rising debt levels warrant careful monitoring.
Income Statement
72
Positive
James Hardie shows a mixed performance in its income statement. The TTM (Trailing-Twelve-Months) data indicates a decline in revenue growth rate by 2.37%, reflecting a potential challenge in maintaining sales momentum. However, the company maintains a solid gross profit margin of 38.17% and a net profit margin of 8.75%, indicating strong profitability. The EBIT and EBITDA margins are also healthy at 15.05% and 20.73%, respectively, suggesting efficient operational management. Despite the revenue decline, the company remains profitable, which is a positive indicator.
Balance Sheet
65
Positive
The balance sheet reveals a moderate financial position. The debt-to-equity ratio increased to 1.16 in the TTM, indicating higher leverage, which could pose a risk if not managed carefully. Return on equity stands at 15.60%, showcasing decent profitability from shareholders' investments. The equity ratio is not explicitly calculated, but the company's equity position appears stable relative to its assets. Overall, while the company is leveraging more debt, it maintains a reasonable return on equity.
Cash Flow
78
Positive
Cash flow analysis shows a positive trend with a 12.72% growth in free cash flow in the TTM period, indicating improved cash generation capabilities. The operating cash flow to net income ratio is close to 1, at 0.98, suggesting strong cash conversion from earnings. The free cash flow to net income ratio is 0.52, reflecting a healthy level of cash retained after capital expenditures. The cash flow position is robust, supporting the company's operational and financial flexibility.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.79B3.88B3.94B3.78B3.61B2.91B
Gross Profit1.45B1.50B1.59B1.31B1.31B1.05B
EBITDA784.80M902.60M976.20M933.10M844.20M594.80M
Net Income331.30M424.00M510.20M512.00M459.10M262.80M
Balance Sheet
Total Assets6.79B5.23B4.91B4.48B4.24B4.09B
Cash, Cash Equivalents and Short-Term Investments391.60M562.70M365.00M113.00M125.00M208.50M
Total Debt2.61B1.21B1.20B1.14B955.50M922.60M
Total Liabilities4.53B3.07B3.05B2.87B2.91B3.03B
Stockholders Equity2.26B2.16B1.86B1.61B1.33B1.06B
Cash Flow
Free Cash Flow429.00M380.60M464.90M7.80M497.50M666.70M
Operating Cash Flow824.60M802.80M914.20M607.60M757.20M786.90M
Investing Cash Flow-412.20M-446.70M-470.50M-660.10M-348.20M-120.40M
Financing Cash Flow1.31B-165.90M-210.10M-25.40M-449.60M-540.20M

James Hardie Technical Analysis

Technical Analysis Sentiment
Negative
Last Price32.21
Price Trends
50DMA
31.07
Positive
100DMA
35.90
Negative
200DMA
39.69
Negative
Market Momentum
MACD
0.52
Positive
RSI
46.99
Neutral
STOCH
20.91
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JHX, the sentiment is Negative. The current price of 32.21 is below the 20-day moving average (MA) of 33.13, above the 50-day MA of 31.07, and below the 200-day MA of 39.69, indicating a neutral trend. The MACD of 0.52 indicates Positive momentum. The RSI at 46.99 is Neutral, neither overbought nor oversold. The STOCH value of 20.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:JHX.

James Hardie Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
―AU$7.78B34.8019.70%―109.79%158.18%
―$19.02B27.8715.80%―-3.58%-33.40%
―$10.43B7.12-0.05%2.87%2.86%-36.73%
―$10.08B121.010.73%2.62%-4.46%-89.42%
―――――-7.76%-123.85%
―AU$1.72B-33.29-6.65%―69.51%-153.68%
―AU$1.30M―-1530.63%―-92.77%74.05%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:JHX
James Hardie
32.21
-16.06
-33.27%
AU:BSL
Bluescope Steel
22.90
2.82
14.04%
AU:BKW
Brickworks Ltd
33.02
6.92
26.49%
AU:BMH
Baumart Holdings Ltd
0.01
-0.06
-85.71%
AU:GMD
Genesis Minerals Limited
5.84
3.52
151.72%
AU:BGL
Bellevue Gold Limited
1.17
-0.37
-24.03%

James Hardie Corporate Events

James Hardie Announces 2025 AGM Results and Strategic Focus
Oct 30, 2025

James Hardie Industries announced the results of its 2025 Annual General Meeting, with shareholders electing directors Howard Heckes, Gary Hendrickson, and Jesse Singh to the Board. The company is focused on executing strategic growth plans and leveraging its combination with AZEK to drive long-term success in the building products industry. The Board is committed to enhancing shareholder value and will consider shareholder input in reviewing its composition and governance structure.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces AGM Results with Key Resolutions Passed
Oct 30, 2025

James Hardie Industries plc held its 2025 Annual General Meeting in Dublin, where several resolutions were voted on. Key outcomes included the approval of financial statements and the election of certain directors, while other resolutions, such as the remuneration report and some director re-elections, were not passed. These decisions could influence the company’s governance and strategic direction, impacting stakeholders and potentially altering its market positioning.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Highlights Transformative Year and Strategic Growth at 2025 AGM
Oct 29, 2025

James Hardie Industries plc held its 2025 Annual General Meeting, where CEO Aaron Erter highlighted the transformative impact of the AZEK transaction on the company’s operations. The integration of AZEK has enhanced James Hardie’s competitive edge and growth potential, with expected cost synergies of $125 million within three years. The company is focused on expanding its market presence, particularly in the United States, and is committed to continuous shareholder engagement to enhance investment value. The strong performance of the Deck, Rail & Accessories segment and positive preliminary second-quarter results underscore the company’s strategic progress towards sustainable long-term growth.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$40.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Holding Change
Oct 28, 2025

James Hardie Industries has announced a substantial holding notice following an acquisition or disposal of voting rights. This development indicates a change in the ownership structure, potentially impacting the company’s governance and stakeholder dynamics. The notification was triggered by State Street Global Advisors crossing a voting rights threshold, which could influence the company’s strategic decisions and market positioning.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$36.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Announces Quotation of New Securities
Oct 16, 2025

James Hardie Industries PLC has announced the application for the quotation of securities on the Australian Securities Exchange (ASX). The announcement includes the issuance of 120 CHESS Depositary Interests under an employee incentive scheme, which are not subject to transfer restrictions. This move is part of the company’s ongoing efforts to enhance employee engagement and align their interests with corporate performance, potentially impacting its market positioning positively.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Quotation of New Securities on ASX
Oct 10, 2025

James Hardie Industries PLC has announced the application for quotation of 54,757 securities on the Australian Securities Exchange (ASX) under the code JHX. This move is part of an employee incentive scheme, indicating the company’s efforts to align employee interests with shareholder value and potentially enhance its market positioning.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Unquoted Shares to Enhance Equity Structure
Oct 9, 2025

James Hardie Industries PLC announced the issuance of 1,043 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing strategic initiatives to optimize its equity structure, which may influence its market positioning and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Updates Securities Announcement with New CDI Issuance
Oct 9, 2025

James Hardie Industries PLC announced an update to a previous securities announcement, clarifying that no JHXAM shares were transferred to CDIs, but rather 716 new CDIs were issued. This update may impact the company’s market operations by providing clarity on the securities’ status, which could influence investor perceptions and the company’s positioning in the market.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Unquoted Ordinary Shares
Oct 8, 2025

James Hardie Industries PLC announced the issuance of 12,486 unquoted ordinary shares as part of previously disclosed transactions. This move reflects the company’s ongoing financial strategies and may influence its market positioning by potentially affecting shareholder value and investment appeal.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$46.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Holdings
Oct 8, 2025

James Hardie Industries has announced a change in its substantial holdings, as FMR LLC’s voting rights in the company have decreased from 3.0502% to 2.7133% following a recent acquisition or disposal of voting rights. This adjustment in holdings reflects a shift in the company’s shareholder structure, which could have implications for its governance and influence among stakeholders.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$46.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports Strong Q2 Performance and Positive Outlook
Oct 7, 2025

James Hardie Industries has announced its preliminary financial results for the second quarter of fiscal year 2026, reporting net sales between $1.29 billion and $1.30 billion and an adjusted EBITDA ranging from $326 million to $331 million. The company has seen improved performance in its Siding & Trim segment, with sales exceeding expectations despite challenges in the single-family new construction market. The integration of AZEK and synergy initiatives are on track, with opportunities to expand product shelf space and drive commercial synergies in the next fiscal year.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$46.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Updates Compensation Structure
Oct 2, 2025

James Hardie Industries plc has announced an update to its compensation structure and alignment, as authorized by its Board of Directors. This move is part of the company’s ongoing efforts to enhance its operational efficiency and align its compensation practices with industry standards, potentially impacting its market positioning and stakeholder relations.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Holding
Oct 1, 2025

James Hardie Industries has announced a substantial holding notice following an acquisition or disposal of voting rights, as required by ASX Listing Rule 3.17.3. The notification, submitted by FMR LLC, indicates that the threshold of 3% voting rights was crossed on September 26, 2025, with the current position standing at 2.9928%. This change in voting rights could have implications for the company’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Receives Substantial Holding Notice
Sep 30, 2025

James Hardie Industries has received a substantial holding notice concerning the acquisition or disposal of voting rights by State Street Global Advisors and its affiliates. This development indicates a shift in the ownership structure, which could potentially impact the company’s governance and strategic decisions.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Sees Increased Stake by Wellington Management
Sep 26, 2025

On September 18, 2025, Wellington Management Group LLP acquired additional shares in James Hardie Industries, increasing its holding to 46,610,599 shares from 46,562,310. This acquisition reflects continued investor interest and confidence in James Hardie’s market position and growth prospects, potentially impacting shareholder value and market dynamics.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$39.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Holdings
Sep 24, 2025

James Hardie Industries has announced a substantial holding notice, indicating a change in voting rights due to an acquisition or disposal. This notification, received on September 23, 2025, reflects the company’s compliance with ASX Listing Rule 3.17.3, and highlights the involvement of State Street Global Advisors in the transaction. The adjustment in voting rights could impact the company’s governance and influence its strategic decision-making processes.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces 2025 AGM Details
Sep 23, 2025

James Hardie Industries plc has announced the availability of materials for its 2025 Annual General Meeting (AGM) on its website. The AGM is scheduled to take place on October 29, 2025, at the company’s headquarters in Dublin, with options for shareholders to participate via teleconference, although electronic voting will not be available. This announcement is significant as it ensures transparency and accessibility for shareholders, reflecting the company’s commitment to engaging its stakeholders effectively.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues New Shares Under Employee Incentive Scheme
Sep 22, 2025

James Hardie Industries PLC announced the issuance of 7,185 ordinary shares under an employee incentive scheme. This move reflects the company’s commitment to rewarding its employees and aligning their interests with the company’s growth objectives, potentially enhancing employee motivation and retention.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Announces New Securities Quotation
Sep 22, 2025

James Hardie Industries PLC has announced a new application for the quotation of securities on the ASX. This move involves the issuance of CHESS Depositary Interests under an employee incentive scheme, which signals the company’s ongoing commitment to employee engagement and retention. The announcement may impact the company’s market position by potentially increasing liquidity and aligning employee interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake in Company
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Nigel Stein acquiring 995 additional ordinary shares under the company’s 2020 Non-Executive Director Equity Plan. This acquisition increases Stein’s direct interest to 7,542 ordinary shares, reflecting the company’s commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries plc announced a change in the director’s interest, with Suzanne Rowland acquiring 742 additional ordinary shares, increasing her direct interest to 5,109 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing efforts to align director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director’s Share Acquisition
Sep 22, 2025

James Hardie Industries has announced a change in the director’s interest, with Rada Rodriguez acquiring 737 additional ordinary shares, bringing her total to 7,418 shares. This change is part of the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning the interests of its directors with those of its shareholders.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with John C Pfeifer acquiring 742 additional ordinary shares, bringing his total to 2,929 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s ongoing commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Director’s Increased Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Renee Peterson acquiring 2,301 ordinary shares, increasing her direct interest to 12,502 shares. This change reflects the issuance of shares under the James Hardie 2020 Non-Executive Director Equity Plan, indicating the company’s ongoing efforts to align its leadership’s interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Anne Lloyd acquiring 709 ordinary shares, increasing her direct interest to 5,789 shares. This acquisition was made under the James Hardie 2020 Non-Executive Director Equity Plan, reflecting the company’s commitment to aligning director interests with shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake Through Equity Plan
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest notice, highlighting that Persio V. Lisboa, a director of the company, acquired 959 ordinary shares through the James Hardie 2020 Non-Executive Director Equity Plan. This acquisition increases Lisboa’s direct interest in the company, reflecting confidence in James Hardie’s strategic direction and potentially influencing stakeholder perception positively.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Shareholding
Sep 22, 2025

James Hardie Industries announced a change in the director’s interest, with Peter John Charles Davis acquiring 716 additional Ordinary Shares/CDIs, bringing his total to 5,075 shares. This change is part of the company’s 2020 Non-Executive Director Equity Plan, reflecting ongoing adjustments in executive holdings that could influence investor perceptions and stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Holding Notice
Sep 22, 2025

James Hardie Industries has announced a substantial holding notice following the acquisition of shares by Wellington Management Group LLP. The acquisition, which took place on September 18, 2025, resulted in Wellington Management Group increasing its interest in James Hardie to 46,610,599 shares. This development could potentially impact James Hardie’s market positioning and shareholder dynamics.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$33.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports Change in Substantial Holding
Sep 19, 2025

On September 17, 2025, James Hardie Industries plc reported a change in substantial holding, as required by ASX Listing Rule 3.17.3. This notification involved an acquisition or disposal of voting rights, highlighting the dynamic nature of shareholder positions within the company. The announcement underscores the importance of transparency in corporate governance and may influence investor perceptions and market dynamics.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Holding Notice
Sep 17, 2025

James Hardie Industries has announced a substantial holding notice as required under ASX Listing Rule 3.17.3. The notice reveals that State Street Corporation and its affiliates have crossed a voting rights threshold, now holding a significant percentage of voting rights in James Hardie. This development could impact the company’s governance and influence decisions affecting stakeholders.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Releases September 2025 Form 6-K Report
Sep 12, 2025

James Hardie Industries has released a Form 6-K report for September 2025, detailing various forward-looking statements and updates on its securities. The report emphasizes the company’s strategic initiatives, including the acquisition of AZEK, and highlights potential risks and uncertainties affecting future performance. The document also includes notifications regarding unquoted securities and changes in substantial holdings, reflecting the company’s ongoing efforts to manage its financial and operational strategies effectively.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Unquoted Ordinary Shares
Sep 10, 2025

James Hardie Industries PLC has announced the issuance of 166 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing financial strategies and may have implications for its market operations, although the shares are not intended to be quoted on the ASX.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Director Increases Stake in Company Shares
Sep 10, 2025

James Hardie Industries announced a change in the director’s interest in securities, specifically involving Suzanne B. Rowland. The change includes the acquisition of 770 ordinary shares, increasing her indirect interest to 5,770 shares, while her direct interest slightly decreased to 4,367 shares. This on-market purchase reflects active engagement in the company’s stock by its board members, potentially signaling confidence in the company’s future performance.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Substantial Share Acquisition by Wellington Management
Sep 9, 2025

James Hardie Industries has announced a substantial holding notice related to the acquisition of shares by Wellington Management Group LLP. The acquisition involved an increase in shares from 46,294,184 to 46,745,136, reflecting a strategic move in the regular course of trading. This development could potentially impact James Hardie’s market positioning and stakeholder interests, as it indicates increased investor confidence and potential shifts in shareholder dynamics.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$37.20 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Restricted Stock Units to Employees
Sep 8, 2025

James Hardie Industries PLC has announced the issuance of 638,984 restricted stock units under an employee incentive scheme. These securities are unquoted and subject to transfer restrictions, reflecting the company’s ongoing efforts to incentivize and retain its workforce, which may strengthen its market position and operational stability.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues Unquoted Ordinary Shares
Sep 8, 2025

James Hardie Industries PLC announced the issuance of 51,884 unquoted ordinary shares as part of a previously disclosed transaction. This move is part of the company’s ongoing financial strategies and may influence its market positioning by potentially affecting shareholder value and investment appeal.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Announces 2025 AGM Details
Sep 8, 2025

James Hardie Industries has announced the scheduling of its 2025 Annual General Meeting (AGM) to be held on October 29, 2025, in Dublin and via teleconference. The meeting will allow security holders to place items on the agenda or nominate directors by submitting requests by September 15, 2025. This AGM is a significant event for stakeholders, providing an opportunity to influence the company’s governance and strategic direction.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Announces 2025 AGM Details
Sep 7, 2025

James Hardie Industries has announced its 2025 Annual General Meeting (AGM) scheduled for September 29th in Dublin and via teleconference. The meeting allows security holders to propose agenda items or director nominations by September 15th, reflecting the company’s commitment to stakeholder engagement and transparent governance.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports No Change in Securities for August 2025
Sep 5, 2025

James Hardie Industries PLC announced that there was no change in the number of CHESS Depositary Interests (CDIs) and other securities issued over quoted securities for August 2025. The stability in the number of issued securities indicates a steady position in the market, with no immediate impact on the company’s operations or stakeholder interests.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Advances Sustainability and Expands Product Portfolio
Sep 3, 2025

James Hardie Industries released its annual sustainability report, highlighting significant progress in integrating sustainability into its operations and expanding its product offerings. The report outlines achievements in reducing emissions, waste management, and product innovation, including the debut of new collections and the expansion of existing ones. The company’s recent acquisition of The AZEK Company enhances its portfolio with high-performance, sustainable brands, positioning James Hardie for greater impact in the industry. The report also emphasizes the company’s commitment to human rights, workforce well-being, and community contributions, including collaborations with Habitat for Humanity.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$31.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Earnings Call: Mixed Sentiments Amid Challenges
Sep 1, 2025

The recent earnings call for James Hardie Industries plc painted a mixed picture for the company. While there were notable achievements such as the successful integration with AZEK and strong performance in the Deck, Rail & Accessories segment, these were overshadowed by challenges in the North American market. The decline in net sales and a conservative outlook were primarily driven by difficulties in the single-family new construction sector and compounded by raw material inflation.

James Hardie Sees Increased Investment from Wellington Management
Aug 29, 2025

On August 21, 2025, James Hardie Industries plc received a substantial holding notice indicating that Wellington Management Group LLP acquired additional shares, increasing its holding from 31,952,409 to 41,428,390 shares. This acquisition reflects a significant increase in Wellington’s investment in James Hardie, potentially impacting the company’s market dynamics and shareholder structure.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Addresses ASX Inquiry on Q1 FY26 Earnings
Aug 27, 2025

James Hardie Industries responded to an ASX inquiry regarding its earnings for the quarter ended June 30, 2025, stating that its earnings did not materially differ from market expectations. The company did not publish earnings guidance for the quarter but considered sell-side analyst forecasts and market conditions, such as a downturn in the North American housing market, in its assessment. Despite softer operating conditions, the variance between James Hardie’s earnings and consensus analyst forecasts was less than 15%, which the company does not consider market sensitive.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Industries Enhances Employee Engagement with New Securities Quotation
Aug 26, 2025

James Hardie Industries PLC has announced the application for quotation of 117,097 CHESS Depositary Interests on the ASX, issued under an employee incentive scheme. This move is part of the company’s strategy to enhance employee engagement and aligns with its ongoing efforts to strengthen its market position by leveraging employee ownership.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Shareholding
Aug 26, 2025

James Hardie Industries has announced a substantial holding notice, indicating that AustralianSuper Pty Ltd’s shareholding in the company has fallen below the 3% threshold, now standing at 2.64% of the ordinary share capital. This change in shareholding could have implications for the company’s market dynamics and investor relations, as it reflects a significant adjustment in the ownership structure.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie to Engage in Key Investor Conferences
Aug 25, 2025

James Hardie Industries has announced its participation in several key investor conferences in September, including events hosted by Jefferies, Zelman & Associates, and RBC Capital Markets. This engagement is part of the company’s strategy to strengthen its industry positioning and foster relationships with investors, potentially impacting its market presence and stakeholder relations.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Substantial Holding
Aug 25, 2025

James Hardie Industries has announced a substantial holding notice following the acquisition or disposal of voting rights by FMR LLC, which crossed the 4% threshold on August 20, 2025. This change in voting rights, now at 3.9444%, could impact the company’s shareholder dynamics and influence its decision-making processes.

The most recent analyst rating on (AU:JHX) stock is a Sell with a A$26.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Reports Q1 FY26 Results Amid Strategic Shifts
Aug 20, 2025

James Hardie Industries plc, a leader in exterior home and outdoor living solutions, has reported its first quarter fiscal year 2026 results, reflecting a period of strategic adjustments and financial recalibrations. The company, known for its fiber cement and composite products, operates across North America, Europe, and Asia Pacific, and recently completed the acquisition of The AZEK Company, expanding its portfolio in the outdoor living sector.

James Hardie Reports Strong Q1 FY26 Results and Successful AZEK Integration
Aug 19, 2025

James Hardie Industries announced its first quarter results for FY26, reporting net sales of $900 million and operating income of $139 million. The company highlighted the successful integration of its recent acquisition, AZEK, which exceeded expectations with strong growth in its Deck, Rail & Accessories segment. James Hardie remains focused on capturing material conversion opportunities and delivering long-term value to shareholders, with early positive feedback from dealer customers on the AZEK combination.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$51.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Completes Share Issuance Post-AZEK Merger
Aug 15, 2025

On August 1, 2025, James Hardie Industries completed the issuance of 61,276 unquoted ordinary shares as part of the settlement of AZEK equity awards following the merger with The AZEK Company Inc. This strategic acquisition, finalized on July 1, 2025, is expected to enhance James Hardie’s market position by expanding its product offerings and strengthening its competitive edge in the building materials sector.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Issues New Unquoted Shares
Aug 8, 2025

James Hardie Industries PLC announced the issuance of 61,276 unquoted ordinary shares as part of previously announced transactions. This move is part of the company’s ongoing financial strategies and could impact its market positioning by potentially enhancing its capital structure and shareholder value.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Receives Substantial Holding Notice from FMR LLC
Aug 7, 2025

James Hardie Industries has received a substantial holding notice from FMR LLC, indicating an acquisition of voting rights that crossed the 4% threshold as of August 5, 2025. This change in voting rights reflects a slight increase from a previous position and may impact the company’s shareholder dynamics, potentially influencing future corporate decisions and strategies.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Announces Change in Voting Rights Structure
Aug 6, 2025

James Hardie Industries has announced a change in the breakdown of voting rights, with FMR LLC crossing a threshold of 5% voting rights on July 31, 2025, as part of a stock merger following a merger and acquisition completion. This adjustment in voting rights could impact the company’s governance and influence within the market, potentially affecting stakeholders’ interests.

The most recent analyst rating on (AU:JHX) stock is a Buy with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

James Hardie Receives Substantial Holding Notice from Vanguard
Aug 1, 2025

On July 29, 2025, James Hardie Industries received a substantial holding notice from The Vanguard Group, Inc., indicating a notifiable interest in 32,797,638 ordinary shares of the company. This development reflects a significant investment by Vanguard, potentially impacting James Hardie’s market perception and shareholder dynamics.

The most recent analyst rating on (AU:JHX) stock is a Hold with a A$55.00 price target. To see the full list of analyst forecasts on James Hardie stock, see the AU:JHX Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 31, 2025