James Hardie Industries plc (JHX) reported a strong start to fiscal 2027, with quarterly revenue rising $1.5 billion, up 63.9% from a year earlier. Gross profit climbed to $548.7 million, while net income attributable to common shareholders increased to $104.3 million.
Operating performance also improved, though at a slower pace than sales. Operating profit reached $217.7 million, up 9.5% year over year, and diluted earnings per share rose to $0.18.
- Cash from operating activities increased to $344 million.
- Capital spending on property, plant and equipment fell to $89.8 million.
- Cash and equivalents stood at $322 million.
- Total liabilities rose to $7.0 billion.
The company also posted a significant jump in cost of sales, which reached $925.9 million. Shares moved higher after the report, with the stock up 6.43% since the market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
James Hardie Industries plc Hedge Fund Activity
We have seen 145 institutional investors add shares of James Hardie Industries plc stock to their portfolio, and 145 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 20,166,220 shares (+181.9%) to their portfolio in Q1 2026, for an estimated $381,948,206
- D1 CAPITAL PARTNERS L.P. added 3,897,570 shares (+16.0%) to their portfolio in Q1 2026, for an estimated $73,819,975
- CITADEL ADVISORS LLC removed 2,659,683 shares (-35.0%) from their portfolio in Q1 2026, for an estimated $50,374,396
- ALYESKA INVESTMENT GROUP, L.P. added 2,617,473 shares (+50.7%) to their portfolio in Q1 2026, for an estimated $49,574,938
- BARCLAYS PLC added 2,556,886 shares (+807.3%) to their portfolio in Q1 2026, for an estimated $48,427,420
- SCHONFELD STRATEGIC ADVISORS LLC added 2,346,396 shares (+229.3%) to their portfolio in Q1 2026, for an estimated $44,440,740
- HOLOCENE ADVISORS, LP added 2,223,898 shares (+2251.0%) to their portfolio in Q1 2026, for an estimated $42,120,628
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
James Hardie Industries plc Price Targets
Multiple analysts have issued price targets for $JHX recently. We have seen 3 analysts offer price targets for $JHX in the last 6 months, with a median target of $30.0.
Here are some recent targets:
- James Hardie from Stephens & Co. set a target price of $31.0 on 06/26/2026
- Matthew Bouley from Barclays set a target price of $21.0 on 05/21/2026
- Keith Hughes from Truist Securities set a target price of $30.0 on 02/11/2026
