JAMES HARDIE INDUSTRIES PLC
In the published model solve dated 2026-Q2, anchored at $26.07, JAMES HARDIE INDUSTRIES PLC (JHX) is priced for today's economics sustained for ~9.7 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• James Hardie is the dominant maker of fiber cement siding, the durable, fire-resistant exterior cladding it has spent decades persuading homeowners to choose over vinyl and wood, and it just acquired AZEK to add composite decking and outdoor-living products. • The AZEK deal reshaped the company: full-year sales rose 25% to $4.84 billion but GAAP net income fell to $104 million from $424 million, and long-term debt climbed to about $4.5 billion. • At $24.88 only the growth-DCF reaches the price
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290 institutional managers reported holding JHX in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 37%. 59 opened new positions that quarter. Held by Wellington Management, FMR (Fidelity), MFS Investment Management, among others. On the short side, 20.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
JHX's share count grew 22.1% over the past five years even with $799.70M spent on repurchases. It pays no dividend. Cash returned over the past three years: $721.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at JHX over the trailing three years: 2026: 1 buy totaling $69k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
JHX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2026-05-20 | +3.9% | pending |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
JHX's latest 8-K filings: 2026-07-23 (items 2.02, 9.01); 2026-06-26 (items 7.01, 9.01); 2026-05-20 (items 7.01, 9.01); 2026-05-19 (items 2.02, 9.01); 2026-05-15 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.