James Hardie (JHX) is held by 13 ASX ETFs. Over the last 3 months it rose 3.0%: on $10,000, +$297. We explain 3 big moves in that time.
About JHX
- SectorMaterials
- IndustryMaterials
- Size$20.3b
- Held by13 ETFs
- Big moves3 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −5.2%peak −6.1%16 Sep 2026· Takeover / M&A
James Hardie shares fell sharply as investors sold into positive news flow around the AZEK merger integration and a US$980m asset sale, with broader sector and market weakness adding pressure.
- +5.8%7 Aug 2026· Guidance Up
James Hardie lifted FY27 sales guidance due to AZEK integration and positive siding volumes.
- +6.1%peak +8.7%23 Jul 2026· Earnings Beat
James Hardie's share price surged after releasing strong preliminary Q1 FY2027 results, with revenue forecasted at $1.48B, beating market expectations and driving investor optimism about US housing demand recovery.
Held by 13 ETFs
Of every $10,000 in each fund, how much is in JHX today.
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$1111.11%
- GEARBetaShares Geared Australian Equities Complex ETF$920.92%
- SFYSTATE STREET SPDR S&P/ASX 50 ETF$550.55%
- VASVanguard Australian Shares Index ETF$480.48%
- QOZBetaShares FTSE RAFI Australia 200 ETF$480.48%
- AYLDGlobal X S&P/ASX 200 Covered Call Complex ETF$450.45%
- AECVBETASHARES AUSTRALIAN SHARES CATHOLIC VALUES ETF$430.43%
- STWSTATE STREET SPDR S&P/ASX 200 ETF$430.43%
- IOZiShares Core S&P/ASX 200 ETF$420.42%
- AUSTBetaShares Managed Risk Australian Shares Complex ETF$420.42%
Why did JHX fall 5.2% on 16 Sep 2026?
James Hardie
James Hardie shares fell sharply as investors sold into positive news flow around the AZEK merger integration and a US$980m asset sale, with broader sector and market weakness adding pressure.
The news cycle on the day of the move is dominated by commentary about James Hardie's AZEK merger synergies and a US$980m asset sale, suggesting the market may be reacting to deal-related concerns such as dilution, integration risk, or disappointment in the sale price — a classic 'sell the news' dynamic. However, there is no formal ASX announcement in Layer 1 to anchor the catalyst precisely, and the sector (GICS_MATERIALS, -1.32%) and broader market (S&P 500, -0.45%) were both weak, contributing modestly to the decline. The move is 3.1x ATR on only 1.6x normal volume, which is large relative to market-wide factors alone but not conclusive without a hard catalyst, leaving confidence low-to-moderate.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
Sector / macro signals
What it did to the 13 ETFs holding JHX
On $10,000 in each fund, at the weight it holds today
- EX201.11% of the fund−$6
- GEAR0.92% of the fund−$5
- SFY0.55% of the fund−$3
- VAS0.48% of the fund−$3
- QOZ0.48% of the fund−$3
- AYLD0.45% of the fund−$2
- AECV0.43% of the fund−$2
- STW0.43% of the fund−$2
- IOZ0.42% of the fund−$2
- AUST0.42% of the fund−$2
The 10 that hold it most. All 13 are listed on the page under Held by.