James Hardie Industries PLC. $JHX Shares Purchased by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC grew its holdings in shares of James Hardie Industries PLC. (NYSE:JHX) by 91.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,263 shares of the construction company’s stock after buying an additional 32,107 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in James Hardie Industries were worth $1,809,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in JHX. Hudson Bay Capital Management LP boosted its position in James Hardie Industries by 430.8% during the 2nd quarter. Hudson Bay Capital Management LP now owns 265,398 shares of the construction company’s stock worth $7,137,000 after purchasing an additional 215,398 shares during the period. Rexford Capital Inc. acquired a new position in shares of James Hardie Industries during the second quarter worth about $129,000. Tower Research Capital LLC TRC boosted its position in shares of James Hardie Industries by 95,062.5% in the second quarter. Tower Research Capital LLC TRC now owns 22,839 shares of the construction company’s stock worth $614,000 after buying an additional 22,815 shares during the period. Conversant Capital LLC acquired a new stake in shares of James Hardie Industries in the second quarter valued at about $21,512,000. Finally, Captrust Financial Advisors raised its holdings in shares of James Hardie Industries by 34.4% during the 2nd quarter. Captrust Financial Advisors now owns 15,443 shares of the construction company’s stock valued at $415,000 after buying an additional 3,954 shares during the period. Hedge funds and other institutional investors own 7.96% of the company’s stock.

James Hardie Industries Trading Up 0.7%

JHX opened at $20.51 on Friday. James Hardie Industries PLC. has a 12-month low of $16.46 and a 12-month high of $34.96. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.79 and a quick ratio of 1.23. The stock has a market capitalization of $8.82 billion, a PE ratio of 42.74, a P/E/G ratio of 7.69 and a beta of 1.80. The firm’s fifty day moving average price is $19.80 and its 200 day moving average price is $22.59.

James Hardie Industries (NYSE:JHX) last released its earnings results on Monday, November 17th. The construction company reported $0.26 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.01. The company had revenue of $1.29 billion during the quarter, compared to the consensus estimate of $1.30 billion. James Hardie Industries had a net margin of 4.67% and a return on equity of 18.40%. The company’s revenue was up 34.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.36 EPS. As a group, research analysts expect that James Hardie Industries PLC. will post 1.39 EPS for the current fiscal year.

Key Stores Impacting James Hardie Industries

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

• Positive Sentiment: Bullish analyst piece initiating coverage at BUY, arguing JHX’s revenue mix and AZEK acquisition provide resilience beyond the housing cycle — this supports upside case and gives investors a catalyst for a re‑rating. Remodelling The Narrative: JHX Beyond The Housing Cycle
• Neutral Sentiment: Several non‑executive directors have increased equity holdings via board incentive/equity plans — a sign of board alignment but largely routine (grants vs. open‑market buys), so impact on near‑term price is unclear. Director Equity Updates
• Negative Sentiment: A large cluster of plaintiff firms (Rosen, Kahn Swick & Foti, Glancy Prongay & Murray, Bronstein Gewirtz, Hagens Berman, Levi & Korsinsky, Robbins Geller, Berger Montague, BFA Law, etc.) have filed/announced investigation notices alleging securities fraud and are soliciting lead‑plaintiff applications — the litigation centers on alleged misleading statements about “normal/robust” inventory levels while channel destocking occurred, and the December 23, 2025 lead‑plaintiff deadline is imminent. This litigation risk is a clear near‑term negative for sentiment and could pressure the stock if claims proceed. Hagens Berman Lawsuit Notice
• Negative Sentiment: Zacks downgraded JHX from “strong‑buy” to “hold” — a negative analyst signal that may weigh on momentum and investor conviction in the near term. Zacks Research

Analysts Set New Price Targets

Several brokerages have issued reports on JHX. Raymond James Financial set a $21.00 price objective on shares of James Hardie Industries in a research report on Monday, December 8th. Wolfe Research initiated coverage on shares of James Hardie Industries in a report on Tuesday, September 30th. They set an “outperform” rating and a $25.00 price target for the company. Vertical Research raised shares of James Hardie Industries from a “hold” rating to a “buy” rating and set a $21.00 price target on the stock in a research note on Wednesday, November 19th. Robert W. Baird decreased their price objective on shares of James Hardie Industries from $28.00 to $26.00 and set an “outperform” rating for the company in a research report on Wednesday, November 19th. Finally, CLSA raised James Hardie Industries to a “hold” rating in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $25.93.

About James Hardie Industries

James Hardie Industries plc (NYSE: JHX) is a global manufacturer of high-performance fiber cement building products. The company specializes in exterior cladding, trim and soffit, as well as interior backerboard solutions designed for residential and commercial construction. By combining cement, sand and cellulose fibers, James Hardie produces durable, low-maintenance materials that resist moisture, fire and termite damage, catering to builders, contractors and homeowners through a network of distributors and retail channels.

The company’s flagship products include Hardie® Plank® and Hardie® Panel® siding systems, Hardie® BackerBoard® for tile applications, and a range of architectural trim solutions.