JHXBasic Materials · Building MaterialsThe 10 Wall Street analysts covering James Hardie Industries Plc hold a median 12-month price target of $35 — +18.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 14 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores James Hardie Industries Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (73): Sales and profits are climbing, and climbing faster than before.
Issuance (11): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on JHX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +18.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Oct 2026 | Baird | Maintains | Outperform | $34 → $32 |
| 6 Oct 2026 | Melius Research | Initiates | Buy | $36 |
| 28 Sept 2026 | Citigroup | Downgrade | Neutral | — |
| 16 Sept 2026 | Oppenheimer | Reiterates | Outperform | — |
| 14 Sept 2026 | Loop Capital | Initiates | Buy | — |
| 10 Aug 2026 | Barclays | Upgrade | Overweight | — |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 7 Aug 2026 | Stephens & Co. | Maintains | Overweight | — |
| 7 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 29 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 28 July 2026 | Stephens & Co. | Maintains | Overweight | — |
| 24 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 14 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 26 June 2026 | Stephens & Co. | Initiates | Overweight | — |
| 21 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 8 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 11 Feb 2026 | Truist Securities | Maintains | Buy | — |
| 8 Dec 2025 | Barclays | Initiates | Equal-Weight | — |
| 19 Nov 2025 | Baird | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
JHX appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, James Hardie Industries Plc returned +47.4% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 40% of US stocks
Cheaper than 37% of US stocks
Cheaper than 25% of US stocks
Higher than 89% of US stocks
Higher than 79% of US stocks
Higher than 45% of US stocks
Higher than 74% of US stocks
Higher than 54% of US stocks
Higher than 50% of US stocks
Higher than 77% of US stocks
Higher than 81% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
James Hardie Industries Plc has a market value of $15.8B and an enterprise value of $20.4B.
Revenue in the twelve months to 30 June 2026: $5.4B. The latest quarter grew 63.9% year on year.
Net income over the same four quarters: $145.7M, a 2.7% net margin.
Free cash flow in the twelve months to 30 June 2026: $352.4M, after $4.0M of capital spending.
Trailing P/E: 109.0×; forward P/E: 17.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.20%, paying out 0% of earnings.
James Hardie Industries Plc employs 7,500 people — $721K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own James Hardie Industries Plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The excerpt reports that Airbnb and Mohawk contributed to Baron Real Estate Fund performance, while PENN Entertainment detracted amid broad weakness in gaming stocks. It provides no specific portfolio activity or performance information about James Hardie Industries.
Why it matters — The excerpt does not discuss JHX, so it offers no direct company-specific information for JHX watchers.
James Hardie announced the timing of its second-quarter FY27 earnings release and conference call.
Why it matters — The announcement provides JHX watchers with the timing of the company's upcoming quarterly results and related call.
James Hardie announced “The Home of Resilient Beauty™,” a masterbrand platform uniting its Hardie, TimberTech, AZEK and StruXure brands around a shared commitment to the future of homebuilding and remodeling.
Why it matters — JHX watchers may note the company is bringing its exterior and outdoor living brands together under a shared platform.
The 10 Wall Street analysts covering James Hardie Industries Plc have a median 12-month price target of $35, with estimates ranging from $31 to $40. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering James Hardie Industries Plc, 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks James Hardie Industries Plc 14 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, James Hardie Industries Plc ranks 14 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (73 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +18.5% from the last close, and Ticker Nerd's factor model ranks James Hardie Industries Plc 14 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering James Hardie Industries Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for JHX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $31 to $40 over the next 12 months.
James Hardie Industries Plc returned +47.4% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
James Hardie Industries plc is a building materials company focused on exterior home and outdoor living solutions. The company manufactures and sells fiber cement, fiber gypsum, and cement-bonded building products used in residential and commercial construction, including siding, trim, cladding, backer board, and related accessories.
The most recent item we track (Seeking Alpha, 26 Oct 2026): "Baron Real Estate Fund Q3 2026 Portfolio Activity". The excerpt reports that Airbnb and Mohawk contributed to Baron Real Estate Fund performance, while PENN Entertainment detracted amid broad weakness in gaming stocks. It provides no specific portfolio activity or performance information about James Hardie Industries.
James Hardie Industries plc is a building materials company focused on exterior home and outdoor living solutions. The company manufactures and sells fiber cement, fiber gypsum, and cement-bonded building products used in residential and commercial construction, including siding, trim, cladding, backer board, and related accessories. It also offers composite and PVC decking and railing products for outdoor spaces. James Hardie serves builders, contractors, distributors, and homeowners across North America, Australia and New Zealand, and Europe, with its products designed to support durable, low-maintenance building applications. The company is headquartered in Dublin, Ireland, and its portfolio is centered on products that play a practical role in exterior design, weather resistance, and modern building performance.
CEO Mr. Aaron M. Erter · 7,500 employees · Ireland · https://www.jameshardie.com
