James Hardie Industries (NYSE:JHX) Upgraded at Loop Capital

James Hardie Industries (NYSE:JHX) was upgraded by Loop Capital to a “strong-buy” rating in a research report issued to clients and investors on Monday, Zacks reports.

Several other equities analysts have also recently weighed in on the stock. Barclays raised shares of James Hardie Industries from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $26.00 to $35.00 in a research note on Monday, August 10th. Raymond James Financial set a $35.00 target price on shares of James Hardie Industries in a report on Monday, August 10th. Robert W. Baird set a $34.00 target price on shares of James Hardie Industries in a research report on Friday, August 7th. UBS Group reiterated a “buy” rating on shares of James Hardie Industries in a research note on Wednesday. Finally, Stephens boosted their price target on shares of James Hardie Industries from $33.00 to $34.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $32.78.

James Hardie Industries Stock Down 0.7%

JHX stock opened at $26.87 on Monday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.59 and a quick ratio of 1.03. The stock has a market capitalization of $15.60 billion, a P/E ratio of 107.50, a P/E/G ratio of 2.33 and a beta of 1.77. James Hardie Industries has a fifty-two week low of $16.46 and a fifty-two week high of $31.43. The business has a 50-day moving average of $28.20 and a 200-day moving average of $24.08.

James Hardie Industries (NYSE:JHX) last announced its earnings results on Thursday, August 6th. The construction company reported $0.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.32 by $0.04. The business had revenue of $1.47 billion for the quarter, compared to analyst estimates of $1.42 billion. James Hardie Industries had a return on equity of 10.56% and a net margin of 2.69%.James Hardie Industries’s revenue for the quarter was up 63.9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.29 EPS. On average, sell-side analysts anticipate that James Hardie Industries will post 1.41 earnings per share for the current fiscal year.

Institutional Trading of James Hardie Industries

Institutional investors and hedge funds have recently made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in James Hardie Industries during the first quarter worth $28,000. Modus Advisors LLC acquired a new stake in James Hardie Industries in the fourth quarter valued at about $31,000. MidFirst Bank acquired a new stake in James Hardie Industries in the fourth quarter valued at about $65,000. Parallel Advisors LLC grew its position in James Hardie Industries by 46.5% in the first quarter. Parallel Advisors LLC now owns 4,532 shares of the construction company’s stock valued at $86,000 after acquiring an additional 1,439 shares during the last quarter. Finally, Blue Trust Inc. lifted its holdings in shares of James Hardie Industries by 14.7% in the first quarter. Blue Trust Inc. now owns 6,890 shares of the construction company’s stock worth $130,000 after acquiring an additional 884 shares during the last quarter. Institutional investors own 7.96% of the company’s stock.

More James Hardie Industries News

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

• Positive Sentiment: At its 2026 Investor Day, James Hardie reaffirmed its fiscal 2027 sales outlook, excluding Europe, and raised its free-cash-flow target. Management also outlined long-term growth opportunities focused on fiber-cement products, market expansion and portfolio optimization. James Hardie Reaffirms Fiscal 2027 Sales Outlook, Raises Free Cash Flow Target
• Positive Sentiment: The company confirmed its second-quarter fiscal 2027 and full-year sales and adjusted EBITDA outlooks, supporting the view that operating momentum remains intact. Its strategy presentation emphasized long-term value creation and disciplined capital allocation. James Hardie Hosts 2026 Investor Day, Outlines Path to Long-term Value Creation
• Positive Sentiment: Oppenheimer reaffirmed its “outperform” rating and set a $36 price target, implying substantial upside from the recent trading level. This provides a favorable counterpoint to the market’s near-term caution.
• Neutral Sentiment: The company’s planned sale of its European fiber-gypsum and cement-bonded products business for €840 million is intended to simplify the portfolio and concentrate resources on higher-priority growth areas. However, the exclusion of Europe from the outlook may limit the immediate earnings impact.
• Negative Sentiment: Investors appear to be taking profits after JHX recently approached a 52-week high and reassessing whether the Investor Day produced enough incremental upside beyond guidance already raised in August. The high trading volume is consistent with repositioning around the event. James Hardie Industries Slides as Investors Reassess Near-Term Catalysts
• Negative Sentiment: Reported insider activity shows executives sold shares and made no open-market purchases during the past six months. While not necessarily evidence of deteriorating fundamentals, the selling can reinforce short-term investor caution.

James Hardie Industries Company Profile

James Hardie Industries plc is a building materials company specializing in fiber cement and fiber gypsum products. Its products are used in residential and commercial construction, remodeling and repair applications, including exterior siding, trim, soffits, weatherboard, roofing components and interior wall systems.

The company markets products under brands that include Hardie and Fermacell. Its fiber cement materials are designed to provide durability and resistance to fire, moisture, pests and weather, serving applications where alternatives such as wood, vinyl or traditional gypsum may be used.

Founded in Australia in 1888, James Hardie has developed into an international manufacturer and supplier serving customers across North America, Australia and New Zealand, Europe and other markets.