James Hardie Industries (NYSE:JHX) Upgraded by JPMorgan Chase & Co. to “Overweight” Rating

James Hardie Industries (NYSE:JHX) was upgraded by equities researchers at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating in a research report issued on Wednesday.

Other equities analysts have also recently issued reports about the stock. Vertical Research upgraded shares of James Hardie Industries from a “hold” rating to a “buy” rating and set a $21.00 price objective on the stock in a research report on Wednesday, November 19th. Citigroup raised James Hardie Industries from a “neutral” rating to a “buy” rating in a research report on Tuesday, November 4th. Zacks Research upgraded James Hardie Industries from a “hold” rating to a “strong-buy” rating in a report on Monday, January 19th. Oppenheimer increased their price objective on James Hardie Industries from $28.00 to $30.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 19th. Finally, Raymond James Financial set a $21.00 price objective on James Hardie Industries in a research report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, James Hardie Industries has a consensus rating of “Moderate Buy” and an average target price of $25.93.

James Hardie Industries Price Performance

JHX stock opened at $24.36 on Wednesday. James Hardie Industries has a one year low of $16.46 and a one year high of $33.46. The firm has a 50-day moving average of $21.95 and a two-hundred day moving average of $21.51. The firm has a market capitalization of $10.47 billion, a PE ratio of 50.75, a P/E/G ratio of 7.52 and a beta of 1.80. The company has a current ratio of 1.79, a quick ratio of 1.23 and a debt-to-equity ratio of 0.80.

James Hardie Industries (NYSE:JHX) last released its quarterly earnings results on Tuesday, February 10th. The construction company reported $0.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.01. The business had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.21 billion. James Hardie Industries had a net margin of 4.67% and a return on equity of 18.40%. The firm’s revenue was up 30.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.36 earnings per share. On average, analysts forecast that James Hardie Industries will post 1.39 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Hantz Financial Services Inc. raised its stake in shares of James Hardie Industries by 641.2% during the 2nd quarter. Hantz Financial Services Inc. now owns 1,223 shares of the construction company’s stock worth $33,000 after purchasing an additional 1,058 shares in the last quarter. MAI Capital Management grew its stake in shares of James Hardie Industries by 4,266.7% in the 2nd quarter. MAI Capital Management now owns 1,310 shares of the construction company’s stock valued at $35,000 after buying an additional 1,280 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in James Hardie Industries by 11,238.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,474 shares of the construction company’s stock worth $40,000 after buying an additional 1,461 shares during the last quarter. Global Retirement Partners LLC raised its position in James Hardie Industries by 3,431.1% during the fourth quarter. Global Retirement Partners LLC now owns 1,589 shares of the construction company’s stock valued at $33,000 after acquiring an additional 1,544 shares in the last quarter. Finally, AlphaCore Capital LLC bought a new position in James Hardie Industries during the second quarter valued at approximately $52,000. Hedge funds and other institutional investors own 7.96% of the company’s stock.

Trending Headlines about James Hardie Industries

Here are the key news stories impacting James Hardie Industries this week:

• Positive Sentiment: Q3 results beat expectations: EPS of $0.24 beat the Street ~$0.23 and revenue rose ~30% year‑over‑year, showing strong top‑line momentum. James Hardie Reports Third Quarter FY26 Results
• Positive Sentiment: Acquisition lift: Management attributes the large revenue jump to the AZEK acquisition, which materially increased Q3 sales and expands James Hardie’s product mix and distribution. James Hardie lifts Q3 sales 30% on AZEK acquisition
• Positive Sentiment: Guidance raised: Management raised guidance following the quarter, reinforcing the better‑than‑expected results and supporting near‑term revenue and earnings visibility. James Hardie shares rise as Q3 earnings beat estimates, guidance raised
• Neutral Sentiment: Market reaction and investor takeaway: Shares jumped in immediate trading as investors priced in the acquisition benefit and the guidance bump; read the earnings call transcript for management detail. Q3 2026 Earnings Call Transcript
• Negative Sentiment: Profitability still pressured year‑over‑year: EPS declined from $0.36 a year earlier to $0.24 this quarter and net margin remains modest (~4.7%), indicating margin pressure despite revenue growth. James Hardie (JHX) Reports Q3 Earnings
• Negative Sentiment: Valuation and volatility: The shares trade at a rich P/E (~50.8) and carry above‑market beta (~1.8), which raises sensitivity to execution risk and macro housing/commodity cycles.

About James Hardie Industries

James Hardie Industries plc (NYSE: JHX) is a global manufacturer of high-performance fiber cement building products. The company specializes in exterior cladding, trim and soffit, as well as interior backerboard solutions designed for residential and commercial construction. By combining cement, sand and cellulose fibers, James Hardie produces durable, low-maintenance materials that resist moisture, fire and termite damage, catering to builders, contractors and homeowners through a network of distributors and retail channels.

The company’s flagship products include Hardie® Plank® and Hardie® Panel® siding systems, Hardie® BackerBoard® for tile applications, and a range of architectural trim solutions.