SCHEDULE: BlackRock Amends James Hardie Stake Disclosure

Sentiment:

Schedule 13G Amendment


BlackRock, Inc. has filed an Amendment No. 7 to its Schedule 13G, disclosing a 1.2% beneficial ownership stake in James Hardie Industries PLC as of December 31, 2025.

Summary

  • BlackRock, Inc. reported beneficial ownership of 5,297,422 shares of James Hardie Industries PLC common stock.
  • This ownership represents 1.2% of the class of securities outstanding.
  • BlackRock, Inc. holds sole voting power over 5,038,227 shares and sole dispositive power over 5,297,422 shares.
  • The filing is an Amendment No. 7 to a Schedule 13G, indicating a routine update to a previously reported stake.
  • BlackRock, Inc. certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of James Hardie Industries PLC.

Sentiment

Score: 5

Explanation: The filing is a routine compliance disclosure of beneficial ownership, indicating a neutral sentiment as it does not contain performance data or significant changes in investment strategy.

Positives

  • Continued investment by a major institutional investor like BlackRock, Inc. in James Hardie Industries PLC.

Risks

  • The filing states that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, mitigating control-related risks for James Hardie Industries PLC.

Future Outlook

NA

Management Comments

  • "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This filing is a routine disclosure of institutional ownership and does not provide specific industry context or trends for James Hardie Industries PLC.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Internal Policy UpdateBlackRock, Inc. updated its Power of Attorney, revoking a previous one dated April 30, 2023, and appointing new attorneys-in-fact for compliance with ownership reporting requirements.01/21/2025This is an internal BlackRock governance update to streamline its SEC filing processes and does not directly impact James Hardie Industries PLC's corporate governance.

Stakeholder Impact

  • Shareholders of James Hardie Industries PLC are informed of BlackRock, Inc.'s continued, albeit non-controlling, investment in the company.

Key Dates

DateDescription
04/30/2023Date of previous Power of Attorney that was revoked by BlackRock, Inc.
01/21/2025Date BlackRock, Inc. executed the current Power of Attorney.
12/31/2025Date of event which requires the filing of this statement (reporting period end date).
01/21/2026Date the Schedule 13G Amendment No. 7 was signed by BlackRock, Inc.

Keywords

BlackRock, James Hardie Industries PLC, Schedule 13G, beneficial ownership, institutional investor, common stock, passive investment

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