James Hardie Industries (NYSE:JHX) Upgraded by Loop Capital to Strong-Buy Rating

Loop Capital upgraded shares of James Hardie Industries (NYSE:JHX) to a strong-buy rating in a research report sent to investors on Monday morning,Zacks reports.

JHX has been the topic of a number of other reports. Stephens raised their target price on shares of James Hardie Industries from $33.00 to $34.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. Raymond James Financial set a $35.00 price target on James Hardie Industries in a research report on Monday, August 10th. Zacks Research raised James Hardie Industries from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Truist Financial increased their price target on James Hardie Industries from $30.00 to $40.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, UBS Group reiterated a “buy” rating on shares of James Hardie Industries in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $32.78.

James Hardie Industries Price Performance

Shares of NYSE JHX opened at $26.87 on Monday. The firm has a 50-day simple moving average of $28.20 and a 200-day simple moving average of $24.08. The stock has a market capitalization of $15.60 billion, a price-to-earnings ratio of 107.50, a price-to-earnings-growth ratio of 2.33 and a beta of 1.77. The company has a quick ratio of 1.03, a current ratio of 1.59 and a debt-to-equity ratio of 0.66. James Hardie Industries has a 52 week low of $16.46 and a 52 week high of $31.43.

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

Institutional Trading of James Hardie Industries

Several hedge funds have recently made changes to their positions in JHX. Blue Trust Inc. increased its holdings in James Hardie Industries by 14.7% in the first quarter. Blue Trust Inc. now owns 6,890 shares of the construction company’s stock valued at $130,000 after buying an additional 884 shares during the last quarter. Parallel Advisors LLC raised its stake 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 buying an additional 1,439 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in James Hardie Industries during the 1st quarter worth about $28,000. Modus Advisors LLC purchased a new stake in James Hardie Industries during the 4th quarter worth about $31,000. Finally, Dimensional Fund Advisors LP boosted its position in shares of James Hardie Industries by 1.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 169,788 shares of the construction company’s stock worth $3,205,000 after acquiring an additional 1,721 shares in the last quarter. Hedge funds and other institutional investors own 7.96% of the company’s stock.

Key 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.