Market Cap
$14.7B
JHX
James Hardie Industries plc
$24.99 ▼ -0.83%
Prev close $25.20Market cap$14.7B
ConsensusBuy
12-mo target$35.22 (+40.9%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)21 Institutional Exits Materials & Mining
Snapshot
The big-picture read on JHX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (65%)
Inst. Holders
1 funds
Inst. Value
$27.00
Inst. Activity
1 buys / 21 sells
Insider Activity
$68.7K buy / $28.3M sell
Insider Net $
-$28.2M
SEC Reports
2
Price chart 30d -15.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 short_volume
Short Volume: JHX — 63.4% short (1.8M / 2.8M)
Short: 1,755,234 | Exempt: 500 | TRF Vol: 2,768,926 | Short Ratio: 63.4% | Off-exchange volume (dark
Sep 15, 2026 Insider
PETERSON RENEE J was granted 743 shares
Director
Sep 15, 2026 Insider
Rowland Suzanne B was granted 748 shares
Director
Sep 15, 2026 Insider
Aug 28, 2026 SEC Hendrickson Gary E was granted 1,140 shares
Director
Two insiders at James Hardie Industries plc sold a total of $4.07M in open-market shares within a 7-day window, includin
CLUSTER — Impact 2/10
James Hardie Industries management filed DEFA14A definitive additional proxy materials responding to ACSI and ISS proxy
DEFA14A — Impact 3/10
Sep 30, 2025 Inst.
Russell Investments Group, Ltd. — DOUBLED
30,407 shares ($584.1K)
Sep 30, 2025 Inst.
Sanctuary Advisors, LLC — TRIM
17,500 shares ($412.3K)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Sep 16, 2026 | Oppenheimer | REITERATE | Outperform | 52% |
| Sep 14, 2026 | Loop Capital | INITIATE | Buy | 54% |
| Aug 10, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Aug 7, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 28, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 6 | 0 | 0 | 65% | |
| Aug 1, 2026 | 4 | 7 | 6 | 0 | 0 | 65% | |
| Jul 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| Jun 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| May 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| Apr 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| Mar 1, 2026 | 5 | 7 | 5 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 6 | 6 | 0 | 0 | 65% |
Price targets
Where 9 covering analysts think JHX trades over the next 12 months.
$35.22 +40.9% upside Strong Buy
Current$24.99 Low$31.50 Median$35.00 High$40.00 9 analysts
$31.50$40.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 2.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: JHX — 63.4% short (1.8M / 2.8M)
Short: 1,755,234 | Exempt: 500 | TRF Vol: 2,768,926 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: JHX — 66.6% short (2.0M / 3.1M)
Short: 2,047,348 | Exempt: 28 | TRF Vol: 3,074,135 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: JHX — 67.7% short (2.6M / 3.8M)
Short: 2,554,358 | Exempt: 0 | TRF Vol: 3,773,898 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: JHX — 72.6% short (3.3M / 4.5M)
Short: 3,292,232 | Exempt: 3,200 | TRF Vol: 4,534,843 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: JHX — 69.4% short (2.9M / 4.1M)
Short: 2,854,314 | Exempt: 0 | TRF Vol: 4,110,346 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.31–$0.42 | 45.2% | -2.7% | 4↑ 0↓ | $1.5B | 8 |
| Next Q | $0.26 | $0.23–$0.30 | 7.8% | -2.1% | 1↑ 1↓ | $1.2B | 8 |
| Current FY | $1.36 | $1.18–$1.81 | 25.0% | +2.8% | 5↑ 0↓ | $5.6B | 9 |
| Next FY | $1.60 | $1.25–$2.18 | 17.5% | +0.1% | 4↑ 0↓ | $5.9B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.377 | — |
| 7d ago | $0.384 | -0.007 |
| 30d ago | $0.388 | -0.011 |
| 60d ago | $0.287 | +0.090 |
| 90d ago | $0.286 | +0.091 |
Institutional ownership
Which big funds own JHX (from quarterly 13F filings) and who is adding or trimming.
1 institutional holders with $27.00 total value (1 shares) as of 2026-Q2. Top holders: HUNTINGTON.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 1 | $27.00 | 100.0% | NEAR_EXIT -100.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | DOUBLED | 11,603 | 30,407 | +162.1% | $584.1K |
| Sanctuary Advisors, LLC | TRIM | 23,546 | 17,500 | -25.7% | $412.3K |
| OSAIC HOLDINGS, INC. | NEAR_EXIT | 2,386 | 509 | -78.7% | $13.7K |
| HUNTINGTON NATIONAL BANK | NEAR_EXIT | 2,843 | 1 | -100.0% | $27.00 |
| UBS Group AG | EXIT | 4,556,131 | 0 | -100.0% | $0.00 |
| Point72 Asset Management, L.P. | EXIT | 6,896,344 | 0 | -100.0% | $0.00 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 14,082,005 | 0 | -100.0% | $0.00 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | EXIT | 12,718,075 | 0 | -100.0% | $0.00 |
| MORGAN STANLEY | EXIT | 6,420,955 | 0 | -100.0% | $0.00 |
| MILLENNIUM MANAGEMENT LLC | EXIT | 2,022,387 | 0 | -100.0% | $0.00 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 46 transactions. Net -$28.2M — $68.7K bought, $28.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | PETERSON RENEE J | Director | AWARD | 743 | — | — |
| Sep 15, 2026 | Rowland Suzanne B | Director | AWARD | 748 | — | — |
| Sep 15, 2026 | Hendrickson Gary E | Director | AWARD | 1,140 | — | — |
| Sep 15, 2026 | HECKES HOWARD C | Director | AWARD | 1,268 | — | — |
| Sep 15, 2026 | Stein Nigel | Director | AWARD | 903 | — | — |
| Sep 15, 2026 | Singh Jesse G | Director | AWARD | 744 | — | — |
| Sep 15, 2026 | Pfeifer John C | Director | AWARD | 751 | — | — |
| Sep 15, 2026 | Sindel Alan Robert Harold | Director | AWARD | 1,224 | — | — |
| Aug 25, 2026 | Skelly Jonathan | Pres. James Hardie NA | SELL | 50,000 | $30.46 | $1.5M |
| Aug 25, 2026 | Skelly Jonathan | Pres. James Hardie NA | SELL | 15,000 | $30.45 | $456.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JHX.
Shares short
15,189,864
Settlement Sep 15, 2026
Change vs prior
+47.8%
Semi-monthly cycle
Days to cover
1.8
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All JHX filing & press-release reports (2)
- CLUSTER reportAug 28, 2026
- DEFA14A reportAug 11, 2026