Stephens Rates James Hardie Industries (JHX) buy

Stephens reiterated its buy rating for James Hardie Industries plc (NYSE:JHX) on June 26, 2026, maintaining a price target of $31. This move signals confidence in the building materials company, which is known for its fiber cement products.

James Hardie Industries plc Stock Up 2.3%

Shares of NYSE:JHX traded near $26.02 on Friday. James Hardie Industries, with a market cap of approximately $15.1 billion, has a P/E ratio of 136.9 and a forward P/E of 15.2. The stock's 52-week range is between $16.46 and $29.83, with a 50-day moving average of $22.07 and a 200-day moving average of $21.24. The company's current ratio is 1.58, indicating strong liquidity, although its quick ratio is lower at 0.68. Its debt-to-equity ratio stands at 76.09.

Recent Earnings

James Hardie Industries reported revenue of about $4.84 billion, with a revenue growth of 44.5%. The company's net margin is 2.15%, and it has a return on equity of 2.42%. The next earnings report is expected on May 19, 2026.

Insider Buying and Selling at James Hardie Industries plc

Recent insider transactions at James Hardie Industries include several trades by CFO Lada Ryan. On June 16, 2026, Ryan sold 7,700 shares at an average price of $24.45. On the same day, Ryan also bought 7,700 shares at the same price. Additionally, on June 15, 2026, Ryan purchased 14,232 shares and 11,422 shares, while COO Ryan Kilcullen acquired 9,900 shares, with these transactions not being part of a pre-planned trading program.

Analysts Set New Price Targets

On June 26, 2026, Stephens & Co. reiterated its buy rating for James Hardie Industries with a price target of $31. Barclays maintained a hold rating with targets of $21 and $22 in previous months. Truist Securities maintains a buy rating with a $30 target. The consensus among analysts is a strong buy, with a mean target price of $28.46.

About James Hardie Industries

James Hardie Industries plc, headquartered in Dublin, Ireland, is a leading manufacturer of building materials, specializing in fiber cement products. The company operates in segments including Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. CEO Aaron M. Erter leads the company, which employs about 7,500 people globally.

Bottom Line

Stephens' reiterated buy rating and $31 price target for James Hardie Industries reflect a positive outlook on the company's market position. As a leader in building materials, James Hardie's stock performance is closely watched by investors. This analyst action is part of ongoing assessments that provide insight into potential future performance. As always, remember that analyst ratings are one of many factors to consider when evaluating a stock.