NEW JERSEY RESOURCES CORPORATION
boothcheck covers NEW JERSEY RESOURCES CORPORATION (NJR) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• New Jersey Resources is anchored by its regulated gas utility, New Jersey Natural Gas, whose earnings grow with infrastructure investment, sitting alongside a more volatile energy-logistics and clean-energy business. • The biggest swing factor is that second business: the recent guidance raises were driven by the energy-services and logistics arm outperforming, which is a genuine tailwind but a less predictable one than the regulated utility, so the earnings beat carries more variability than
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419 institutional managers reported holding NJR in 13F filings for the quarter ended 2026-03-31. Together they hold about 74% of the company; the top 10 hold 48%. 57 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NJR's share count grew 4.7% over the past five years. It pays a dividend, and has paid one every year in our records (17 and counting), raised 4 years straight; the current rate is $1.82 a share annually. Cash returned over the past three years: $478.69M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at NJR over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NJR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-05 | -2.3% | -10.7% |
| 2023-08-05 | +1.5% | -7.3% |
| 2023-11-22 | +0.9% | -2.3% |
| 2024-02-07 | +2.6% | +3.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NJR's latest 8-K filings: 2026-08-20 (items 1.01, 2.03, 9.01); 2026-08-03 (items 2.02, 7.01, 9.01); 2026-06-01 (items 7.01, 9.01); 2026-05-04 (items 2.02, 7.01, 9.01); 2026-02-02 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.