JAMES HARDIE INDUSTRIES PLC
In the published model solve dated 2026-Q2, anchored at $28.47, JAMES HARDIE INDUSTRIES PLC (JHX) is priced for today's economics sustained for ~10.9 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: 2026-08-21 (items 3.03, 5.03, 5.07, 9.01); 2026-08-20 (items 1.01, 7.01, 9.01); 2026-08-06 (items 2.02, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-06-26 (items 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.