James Hardie Director Restructures Shareholdings Via Family Trusts
James Hardie (AU:JHX) director Gary Hendrickson has restructured his shareholdings, transferring shares from his direct account to family trusts. The company clarified that these internal transfers do not change Hendrickson's overall beneficial ownership of James Hardie. The stock currently holds a "Hold" rating from analysts with an average price target of A$39.00.
Morgan Stanley Remains a Buy on James Hardie Industries PLC (JHX)
Morgan Stanley has reiterated a Buy rating on James Hardie Industries PLC (JHX), setting a price target of $44.00. This positive outlook is supported by a similar Buy rating from Oppenheimer, although Barclays maintained a Hold rating. The company recently reported quarterly revenues of $1.24 billion and a net profit of $68.7 million for the period ending December 31.
J.P. Morgan Maintains JAMES HARDIE INDUSTRIES PLC CDI(CHESS DEPOSITARY INTERESTS)(JHIUF.US) With Hold Rating, Raises Target Price to $23
J.P. Morgan has reiterated its "Hold" rating for JAMES HARDIE INDUSTRIES PLC CDI (JHIUF.US) and increased its target price from $22.59 to $23. Analyst Lee Power, who maintains this rating, has a reported success rate of 67.8% and an average return of 13.2% over the past year, according to TipRanks data. TipRanks provides analysis data from financial analysts, calculating their average returns and success rates, which are intended for informational purposes and not as investment recommendations.
Earnings call transcript: James Hardie Q3 2026 beats estimates, stock rises
James Hardie Industries PLC (JHX) reported strong third-quarter fiscal year 2026 results, surpassing analyst expectations with an EPS of $0.26 and revenues of $1.29 billion. The company's stock rose by 3.97% in pre-market trading following the announcement, driven by new product innovations, operational optimizations including plant closures for $25 million in annual savings, and successful integration of AZEK operations. Despite challenges in the home construction market, James Hardie remains confident in achieving organic revenue growth and adjusted EBITDA margin expansion in fiscal year 2027 by focusing on repair and remodel markets, new product innovation, and commercial synergies.
James Hardie Earnings Call: Synergies Rise, Core Softens
James Hardie Industries PLC reported strong Q3 earnings, with total net sales climbing 30% year over year, significantly boosted by the AZEK acquisition. While the integration of AZEK is ahead of schedule and contributing solid revenue growth and synergy wins, the company's legacy fiber cement volumes and U.S. new construction segments are still under pressure, leading to higher leverage. Management has raised guidance for sales and adjusted EBITDA, signaling confidence in integration progress and margin resilience despite ongoing challenges in core markets.
TimesSquare Capital Management LLC Buys 1,601,331 Shares of James Hardie Industries PLC. $JHX
TimesSquare Capital Management LLC significantly increased its stake in James Hardie Industries PLC (NYSE:JHX) by purchasing 1,601,331 shares in Q3, bringing its total holding to 1,601,731 shares valued at approximately $30.77 million. Other institutional investors also adjusted their positions in JHX, which has seen its revenue grow by 30.1% year-over-year. Analysts currently rate James Hardie Industries as a "Moderate Buy" with a consensus price target of $26.71.
Analysts Conflicted on These Materials Names: James Hardie Industries PLC (JHX) and International Flavors & Fragrances (IFF)
Analysts are divided on two Materials sector companies, James Hardie Industries PLC (JHX) and International Flavors & Fragrances (IFF). Barclays maintained a Hold rating on JHX with a $26.00 price target, while IFF received a Buy rating from Barclays with a $78.00 price target, alongside a similar Buy rating from Mizuho Securities. Both companies have an analyst consensus of "Strong Buy" according to TipRanks.
Why James Hardie Industries (ASX:JHX) Is Up 12.6% After Beating Adjusted Q3 Earnings Expectations
James Hardie Industries (ASX:JHX) saw its stock rise 12.6% after reporting adjusted Q3 earnings that surpassed analyst expectations, despite a noted decline in reported net income compared to the previous year. The company's sales increased significantly, attributed partly to the early benefits and ahead-of-schedule cost synergies from its AZEK acquisition. While the weaker net income highlights ongoing integration and balance sheet risks, the strong revenue growth and synergy progress support the company's investment narrative, emphasizing its ability to convert top-line growth into sustainable earnings.
The Truth About James Hardie Industries: Is This ‘Boring’ Stock Actually a Quiet Monster?
This article examines James Hardie Industries (JHX), a building materials company specializing in fiber cement products, and questions whether it's a valuable investment despite not being a flashy tech stock. It highlights the company's strong brand recognition among contractors and homeowners for durable, low-maintenance materials, and its connection to housing and renovation cycles. The piece concludes that JHX could be a solid long-term play for investors seeking exposure to the housing market, provided they conduct proper due diligence on its financials and market position.
James Hardie Industries PLC. (NYSE:JHX) Receives Consensus Rating of "Moderate Buy" from Analysts
James Hardie Industries PLC. (NYSE:JHX) has received a consensus "Moderate Buy" rating from sixteen analysts, with an average 1-year price objective of $26.15. Several analysts recently upgraded their ratings, and institutional investors have significantly increased their stakes in the company. The construction company reported strong Q4 earnings, exceeding analyst expectations, and has a market capitalization of $11.18 billion.
James Hardie Industries plc (NYSE:JHX) Q3 2026 Earnings Call Transcript
James Hardie Industries plc (NYSE:JHX) posted strong Q3 2026 results, exceeding earnings expectations with an EPS of $0.24 compared to $0.23, and reported significant progress in the integration with AZAC. The company is actively implementing strategic initiatives to drive organic growth in fiber cement and expand margins, including plant optimization and a focused approach to the repair and remodel market, particularly in the Northeast and Midwest. Leadership expressed confidence in achieving both cost and commercial synergy targets from the AZAC combination, enhancing long-term value creation for shareholders.
James Hardie Q3: New Market Opportunities To Be Unlocked Going Forward (Upgrade) (JHX)
James Hardie Industries plc (JHX) has been upgraded to Buy following strong Q3 2026 results that indicate an operational turnaround and resilience in the face of soft housing markets. The company reported a 33.3% year-over-year revenue increase, largely due to the AZEK acquisition, with management raising its 2026 guidance. James Hardie aims to convert material usage from wood/vinyl to composites, presenting significant long-term growth opportunities.
James Hardie (JHX) Q3 2026 Earnings Transcript
James Hardie (JHX) reported a 30% increase in total net sales for Q3 2026, primarily due to the AZEK acquisition, with organic sales growing 1%. The company exceeded guidance, raised full-year forecasts for all major segments, and is on track to achieve significant cost and revenue synergies from the AZEK integration. Despite mixed market conditions in new construction, management is confident in returning to organic growth and margin expansion in FY 2027 through strategic initiatives, including focused R&R market penetration and product innovation.
James Hardie Fiscal 2026 Guidance Modestly Lifted; On Track to Meet Combination Benefits
Morningstar reports that James Hardie (JHX) has modestly lifted its fiscal 2026 guidance and is on track to achieve benefits from its combination with Azek. The company's growth strategy focuses on direct-to-homeowner marketing, market share growth, and category expansion, primarily in North America's fiber cement market. A significant portion of its North American operating income comes from the less cyclical repair and renovation market, providing a steady pipeline for future growth.
James Hardie stock price target raised to $30 by Truist on growth outlook
Truist Securities has increased its price target for James Hardie Industries (NYSE:JHX) to $30 from $28, maintaining a Buy rating on the building materials manufacturer. This adjustment follows James Hardie's recent quarterly results, which surpassed Street expectations, and an upward revision of its fiscal year 2026 guidance. The company demonstrated growth in its decking business, reduced siding volume pressure, and reported solid revenue growth, leading to increased confidence in its future performance independent of broader market conditions.
James Hardie Industries (NYSE:JHX) Stock Rating Upgraded by JPMorgan Chase & Co.
JPMorgan Chase & Co. has upgraded James Hardie Industries (NYSE:JHX) from a "neutral" to an "overweight" rating. This upgrade follows strong Q3 results where the company beat revenue and EPS expectations, leading to a raised guidance. Despite positive analyst sentiment and recent gains from the AZEK acquisition, concerns remain regarding the stock's high P/E ratio and elevated beta, along with a year-over-year decline in EPS and modest net margin.
James Hardie: Fiscal Q3 Earnings Snapshot
James Hardie Industries PLC (JHX) reported strong fiscal third-quarter results, with net income of $68.7 million, or 12 cents per share. Adjusted earnings of 24 cents per share surpassed Wall Street expectations of 23 cents. The fiber cement maker also exceeded revenue forecasts, posting $1.24 billion against an expected $1.21 billion.
Earnings Flash (JHX) James Hardie Industries plc Posts Q3 Adjusted EPS $0.24 per Share, vs. FactSet Est of $0.23
James Hardie Industries plc reported Q3 adjusted EPS of $0.0.24 per share, surpassing FactSet's estimate of $0.23. The company also posted Q3 revenue of $1.24 billion, exceeding FactSet's estimate of $1.21 billion. Additionally, James Hardie announced an increase in its annual earnings forecast.
James Hardie: Fiscal Q3 Earnings Snapshot
James Hardie Industries PLC (JHX) reported strong fiscal third-quarter results, exceeding Wall Street expectations. The fiber cement maker posted net income of $68.7 million, with adjusted earnings of 24 cents per share, surpassing the average analyst estimate of 23 cents. Revenue for the period reached $1.24 billion, also beating forecasts.
New York State Common Retirement Fund Purchases New Holdings in James Hardie Industries PLC. $JHX
The New York State Common Retirement Fund recently purchased new holdings in James Hardie Industries PLC., acquiring 58,060 shares valued at approximately $1.12 million. This move is part of broader institutional interest, with other major funds like Massachusetts Financial Services and Balyasny Asset Management also significantly increasing their stakes in the construction company. Analysts have largely given James Hardie Industries a "Moderate Buy" rating, with an average price target of $25.93, following a quarter where the company exceeded EPS expectations and saw strong revenue growth year-over-year.
James Hardie: Overview of Fiscal Third Quarter Earnings
James Hardie Industries PLC announced strong fiscal third-quarter results, reporting a net profit of $68.7 million and adjusted earnings of 24 cents per share, surpassing analyst expectations. The fiber cement manufacturer's revenue reached $1.24 billion, also exceeding forecasts. These figures indicate a successful quarter for the Dublin-headquartered company.
Exploring James Hardie Industries's Earnings Expectations
James Hardie Industries (NYSE: JHX) is set to release its Q4 2025 earnings report on Tuesday, February 10, 2026, with analysts anticipating an EPS of $0.23. The company has a consensus "Outperform" rating from analysts with an average one-year price target of $25.67, suggesting an 8.59% upside. Despite strong revenue growth, James Hardie Industries faces challenges with lower net margin, return on equity, return on assets, and a higher debt-to-equity ratio compared to industry averages.
James Hardie Issues New Restricted Stock Units Under Employee Incentive Plan
James Hardie (AU:JHX) has issued 15,365 restricted stock units (RSUs) under its employee incentive scheme. These unquoted awards aim to support long-term staff retention and align employee interests with shareholder value. The RSUs, effective February 2, 2026, are part of the company's capital management strategy.
James Hardie Issues 35,378 Unquoted Ordinary Shares Under Existing Arrangements
James Hardie Industries announced the issuance of 35,378 unquoted ordinary shares on February 2, 2026, under existing arrangements. These shares, with ASX code JHXAM, will not be publicly quoted and represent a modest expansion of the company's capital base, likely linked to corporate or employee equity plans. An analyst currently rates James Hardie stock as a Hold with a A$37.00 price target.
James Hardie Industries to acquire AZEK for $8.75B in cash, stock
James Hardie Industries (JHX) is set to acquire AZEK Company (AZEK) in a definitive agreement valued at approximately $8.75 billion. The transaction will involve cash and stock, with AZEK shareholders receiving $11.00 per share in cash and 0.250 shares of James Hardie stock for each AZEK share. This acquisition aims to create a stronger residential building materials company.
James Hardie Industries to acquire AZEK for $8.75B in cash, stock
James Hardie Industries is set to acquire AZEK for $8.75 billion in a cash and stock deal. This acquisition will expand James Hardie's portfolio of building materials and enhance its market position. The transaction is expected to close later this year, subject to regulatory approvals.
James Hardie (JHX) Falls on 5th Day as Weak Demand Weighs on Growth Outlook
James Hardie Industries (JHX) has experienced a five-day decline in its stock price due to concerns over weak demand impacting its growth outlook. The company's sales forecasts have been revised downwards, prompting investors to react negatively to the potential for reduced financial performance. This sustained drop reflects market apprehension regarding the construction materials sector's immediate future.
INVESTOR REMINDER: Former AZEK Shareholders with Losses
Girard Sharp LLP has launched an investigation into potential class action claims against James Hardie (NYSE: JHX) and its executives. This inquiry stems from significant stock declines after James Hardie's acquisition of The AZEK Company in July 2025. The investigation focuses on whether James Hardie made misrepresentations or omissions regarding its North America Fiber Cement segment's strength prior to the merger, following a reported 12% sales decline and a nearly 35% drop in stock price.
James Hardie Industries (JHX) Projected to Post Earnings on Tuesday
James Hardie Industries (JHX) is expected to announce its Q3 2026 earnings on Tuesday, February 10th. Analysts are forecasting earnings of $0.23 per share and revenue of $1.2052 billion for the quarter. The company's stock, which currently has a "Moderate Buy" consensus rating from analysts, was down 0.1% on Tuesday.
James Hardie Industries PLC. (NYSE:JHX) Sees Large Growth in Short Interest
Short interest in James Hardie Industries (NYSE:JHX) increased significantly by 30.5% in January, reaching over 13.6 million shares and representing 3.2% of the company's float. This corresponds to a short-interest ratio of 2.3 days. Despite this, analyst sentiment leans positive with a "Moderate Buy" rating and an average target price of $25.93.
Wealth Enhancement Advisory Services LLC Acquires New Shares in James Hardie Industries PLC. $JHX
Wealth Enhancement Advisory Services LLC recently acquired 113,681 new shares of James Hardie Industries PLC (NYSE:JHX), valued at approximately $2.18 million, during the third quarter. Other institutional investors also adjusted their holdings, with Massachusetts Financial Services notably increasing its stake. James Hardie Industries reported strong Q3 earnings, beating analyst expectations with $0.26 EPS and revenue up 34.5% year-over-year, leading to a "Moderate Buy" rating from analysts.
INVESTOR REMINDER: Former AZEK Shareholders with Losses
Girard Sharp LLP has initiated an investigation into potential class action claims related to James Hardie's acquisition of The AZEK Company in July 2025. This follows a significant 35% stock drop for James Hardie after reporting a 12% sales decline in its North America Fiber Cement segment in August 2025. The investigation will focus on whether James Hardie made misrepresentations or omissions regarding its fiber cement segment prior to the merger, and the firm is seeking former AZEK investors who suffered losses.
Phoenix Financial Ltd. Invests $105.84 Million in James Hardie Industries PLC. $JHX
Phoenix Financial Ltd. has acquired a significant new stake in James Hardie Industries PLC, purchasing over 5.5 million shares valued at approximately $105.84 million. This investment now represents about 1.4% of Phoenix's total holdings and gives them roughly 1.28% ownership of James Hardie. The construction company currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $25.93, and reported quarterly earnings that beat estimates.
TimberTech Launches “The Future of Decking” Campaign
TimberTech has launched a new marketing campaign called “The Future of Decking” to highlight its leadership in outdoor living products. The campaign features futuristic animation and expert interviews explaining how TimberTech products offer authentic wood aesthetics, superior performance, and sustainability, using recycled content and advanced materials. This initiative aims to reinforce the brand's commitment to resilient beauty and innovative, low-maintenance decking solutions.
Kornitzer Capital Management Inc. KS Makes New $9.58 Million Investment in James Hardie Industries PLC. $JHX
Kornitzer Capital Management Inc. KS has recently invested $9.58 million in James Hardie Industries PLC, acquiring 498,525 shares. This new stake represents approximately 0.12% of the company. Other institutional investors like Massachusetts Financial Services and Balyasny Asset Management also significantly increased their holdings in James Hardie Industries, with institutional ownership now at 7.96%.
INVESTOR REMINDER: Former AZEK Shareholders with Losses
Girard Sharp LLP has launched an investigation into potential class action claims for former shareholders of The AZEK Company (AZEK) who received shares of James Hardie plc (JHX) during the July 2025 acquisition. The investigation focuses on alleged misrepresentations and omissions by James Hardie regarding its North America Fiber Cement segment's strength, which came to light after a significant sales decline and stock price collapse in August 2025. Former AZEK investors who suffered losses are encouraged to contact Girard Sharp for a free consultation.
James Hardie Sets Date for Q3 FY26 Earnings Release and Investor Call
James Hardie (AU:JHX) is scheduled to release its third-quarter fiscal 2026 financial results on February 10-11, followed by a webcast conference call with CEO Aaron Erter and CFO Ryan Lada. This announcement will offer investors fresh insights into the company's operational and financial performance, particularly within the evolving construction and renovation markets. An analyst recently issued a Buy rating for JHX stock with a price target of A$41.70.
Exterior home and outdoor living company James Hardie sets Feb. 10 earnings call
James Hardie Industries plc (ASX / NYSE: JHX) announced it will release its third-quarter fiscal year 2026 financial results after the U.S. market closes on Tuesday, February 10th and before the Australian market opens on Wednesday, February 11th. The company will host a conference call with CEO Aaron Erter and CFO Ryan Lada to discuss the results, which will be webcast live on its investor relations website.
The Truth About James Hardie Industries plc: Why Everyone Is Suddenly Watching This “Boring” Sto
James Hardie Industries plc, a fiber cement building materials giant, is gaining attention not through viral memes but through its prevalence in home renovation and design content. The article explores why this "workhorse" stock, tied to housing cycles and renovation trends, might be a solid long-term investment for those seeking stability and real-world demand instead of speculative hypergrowth. It emphasizes the product's durability, aesthetic appeal, and market position against competitors, concluding it's a "thoughtful cop" for patient investors.
James Hardie Issues Unquoted Shares to Settle AZEK Merger Equity Awards
James Hardie (AU:JHX) issued 4,074 unquoted ordinary shares on January 12, 2026, to settle outstanding AZEK equity awards following its merger with The AZEK Company on July 1, 2025. This issuance, facilitated by a prior ASX Listing Rule waiver, modestly expands James Hardie’s unquoted capital as it integrates AZEK. Currently, an analyst rates JHX stock as a Buy with a A$41.70 price target.
INVESTOR REMINDER: Former AZEK Shareholders with Losses
Girard Sharp LLP has initiated an investigation into potential class action claims against James Hardie plc, following a significant stock decline. The investigation focuses on whether James Hardie made misrepresentations regarding its North America Fiber Cement segment prior to its acquisition of The AZEK Company in July 2025. Former AZEK investors who received James Hardie shares and subsequently suffered losses are encouraged to contact the firm.
James Hardie Industries (NYSE:JHX) Sees Unusually-High Trading Volume - Still a Buy?
James Hardie Industries (NYSE:JHX) experienced unusually high trading volume, with shares trading 22% higher on Tuesday, closing at $23.1550. Despite mixed fundamentals, analysts maintain a "Moderate Buy" consensus with a $25.93 price target, citing recent upgrades and increased institutional investment from firms like Wellington Management Group. The company also reported a 34.5% revenue increase and a slight EPS beat in its last quarterly earnings.
James Hardie Industries PLC. $JHX Shares Acquired by Massachusetts Financial Services Co. MA
Massachusetts Financial Services Co. MA increased its stake in James Hardie Industries (NYSE:JHX) by 6.9% in the third quarter, acquiring 882,795 additional shares to hold a total of 13,600,870 shares valued at approximately $261.3 million. Other institutional investors like Balyasny Asset Management and Goldman Sachs also significantly boosted their holdings. Analysts currently rate James Hardie Industries with a "Moderate Buy" consensus and an average price target of $25.93, following a Q3 earnings beat.
New Strong Buy Stocks for January 20th
Zacks Equity Research has identified five new "Strong Buy" stocks for January 20th, based on increased earnings estimates over the last 60 days. These companies include Alps Electric (APELY), KNOT Offshore Partners (KNOP), James Hardie Industries (JHX), Carter's (CRI), and Astronics (ATRO). The report highlights their recent financial performance and positive analyst revisions.
James Hardie Issues 4,074 Unquoted Ordinary Shares Under Existing Arrangement
James Hardie (AU:JHX) has announced the issue of 4,074 unquoted ordinary shares under ASX security code JHXAM. These shares, issued on January 12, 2026, are unquoted and not intended for public trading, likely serving internal purposes such as incentive arrangements, with minimal impact on the company's capital structure. Analysts currently rate JHX stock as a Buy with a A$41.70 price target.
Stephens Investment Management Group LLC Acquires Shares of 2,006,873 James Hardie Industries PLC. $JHX
Stephens Investment Management Group LLC has acquired a new position of 2,006,873 shares in James Hardie Industries PLC (NYSE:JHX), valued at approximately $38.55 million. This purchase represents about 0.47% of the company. James Hardie Industries currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $25.93. The company recently reported Q3 EPS of $0.26, beating estimates by $0.01, and revenue growth of 34.5% year-over-year.
SG Americas Securities LLC Purchases New Holdings in James Hardie Industries PLC. $JHX
SG Americas Securities LLC initiated a new position in James Hardie Industries PLC (ASX: JHX) during the third quarter, acquiring 68,550 shares valued at approximately $1.32 million. This move is part of a broader trend of institutional investors increasing their stakes in the company, following James Hardie Industries' strong Q3 results which slightly beat earnings expectations. Analysts generally maintain a "Moderate Buy" rating with a consensus target price of $25.93, reflecting optimism about the construction company's future growth.
Bank of America Securities Remains a Buy on James Hardie Industries PLC (JHX)
Bank of America Securities reiterated a Buy rating on James Hardie Industries PLC (JHX) with a price target of A$42.20. Analyst Shaurya Visen holds a 4-star rating with an 8.3% average return. The company reported a quarterly revenue of $1.29 billion and a GAAP net loss of $55.8 million in its latest earnings.
Bank of America Securities Remains a Buy on James Hardie Industries PLC (JHX)
Bank of America Securities reiterated a Buy rating on James Hardie Industries PLC (JHX) with a price target of A$42.20. Analyst Shaurya Visen, who holds a 4-star rating, based this recommendation on the company's financial performance, despite a reported GAAP net loss in the latest quarter. The company also announced plans to close manufacturing facilities, incurring pre-tax charges.
James Hardie announces manufacturing network optimisation, plans US plant closures
James Hardie Industries plc plans to close two US manufacturing facilities in Fontana, California, and Summerville, South Carolina, within 60 days to optimize its manufacturing network. This move aims to improve efficiency and reduce costs, with an expected annual saving of about USD 25 million starting in Q1 2027. The company anticipates one-time pre-tax charges of USD 40 million to USD 44 million related to the closures.
