SCHEDULE: BlackRock Amends James Hardie Stake Disclosure

BlackRock, Inc. has filed an Amendment No. 7 to its Schedule 13G, disclosing a 1.2% beneficial ownership 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 represents 1.2% of the class of securities.
• BlackRock 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.
• The ownership is held by various BlackRock business units and subsidiaries, including BlackRock Life Limited, BlackRock Investment Management (UK) Limited, and BlackRock Financial Management, Inc.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership by a large institutional investor, indicating a neutral sentiment. It does not contain information that would significantly alter the perception of the company's performance or prospects.

Positives

• BlackRock's continued ownership, even at 1.2%, indicates ongoing institutional interest in James Hardie Industries PLC.
• The confirmation that BlackRock's stake is for ordinary course of business and not for influencing control suggests stability in the shareholder base and management.

Negatives

• The reported stake of 1.2% is below the 5% threshold that would typically trigger a new Schedule 13G filing, indicating a relatively minor position for a large institutional investor like BlackRock, or a reduction from a previous higher stake (since it is Amendment No. 7).

Risks

• No specific risks related to James Hardie Industries PLC are mentioned in this ownership disclosure.

Future Outlook

NA

Management Comments

• 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 Schedule 13G filing is a routine disclosure by a large institutional investor, BlackRock, detailing its passive ownership stake in James Hardie Industries PLC. Such filings provide transparency into significant institutional holdings, which can influence market perception of a company's stability and investor confidence. BlackRock, as one of the world's largest asset managers, frequently files 13Gs for its various managed funds and accounts across numerous public companies.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, confirming a passive investment intent.
• Management: Awareness of a major institutional investor's position, though not one seeking to influence control.

Key Dates

Keywords

BlackRock, James Hardie Industries PLC, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, G4253H119