NJR
NEW JERSEY RESOURCES CORP
$54.44
-1.75%
$5.5B
No data for this timeframe.
Vol
Market Cap$5.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders8 funds
Inst. Value$874.2M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 5S
Insider Net $-$1.1M
SEC Reports3
Recent Activity
May 22, 2026
Insider
D'Antuono Christopher T. sold 1,150 shares
Corporate Controller and PAO @ $57.34 ($65.9K)
May 11, 2026
Insider
Migliaccio Patrick J. sold 3,000 shares
Senior VP and COO, NJNG @ $55.84 ($167.5K)
May 8, 2026
SEC
Director Jane M. Kenny filed a Form 144 to sell 8,030 common shares valued at approximately $450,483. The shares were ac
144 — Impact 2/10
May 8, 2026
Insider
KENNY JANE M sold 8,000 shares
Director @ $56.10 ($448.8K)
May 4, 2026
SEC
NJR reported fiscal Q2 2026 NFEPS of $2.20, beating the $1.89 consensus by 16.4%, and raised fiscal 2026 NFEPS guidance
8-K — Impact 7/10
Mar 20, 2026
SEC
Two senior executives at New Jersey Resources Corp (NJR) sold shares in the past week, including CFO Roberto Bel and SVP
CLUSTER — Impact 3/10
Inst.
NORGES BANK — NEW
1,302,576 shares ($60.1M)
Inst.
BANK OF AMERICA CORP — TRIM
274,647 shares ($12.7M)
Price Targets
$59.86
+9.0% upside
Buy
Current $54.94
Low $51.00
Median $61.00
High $63.00
7 analysts
$51.00
$63.00
Analyst Ratings
3Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Wells Fargo | INITIATE | Overweight |
| Apr 21, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Dec 17, 2025 | Mizuho | UPGRADE | Neutral → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.04 ▼ -42.2% | $-0.08 — $0.08 | -39% YoY | 5 |
| Next Q | $0.24 ▲ +1.4% | $0.19 — $0.32 | 48% YoY | 5 |
| Current FY | $3.46 ▲ +2.0% | $3.34 — $3.62 | 5% YoY | 7 |
| Next FY | $3.45 ▲ +0.6% | $3.25 — $3.69 | -0% YoY | 8 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $503.3M | — |
| WELLS FARGO & COMPANY/MN | $123.8M | — |
| NORGES BANK | $60.1M | NEW |
| MORGAN STANLEY | $59.2M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $55.8M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | D'Antuono Christopher | SELL | $65.9K |
| May 11, 2026 | Migliaccio Patrick | SELL | $167.5K |
| May 8, 2026 | KENNY JANE | SELL | $448.8K |
| Mar 19, 2026 | Reich Richard | SELL | $288.7K |
| Mar 16, 2026 | Bel Roberto | SELL | $112.1K |
8 institutional holders with $874.2M total value (18,955,812 shares) as of 2025-Q4. Top holders: VANGUARD, WELLS, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,912,990 | $503.3M | 57.6% | — |
| 2 | WELLS FARGO & COMPANY/MN | 2,684,325 | $123.8M | 14.2% | — |
| 3 | NORGES BANK | 1,302,576 | $60.1M | 6.9% | NEW |
| 4 | MORGAN STANLEY | 1,283,533 | $59.2M | 6.8% | ADD +36.9% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,210,076 | $55.8M | 6.4% | NEW |
| 6 | FMR LLC | 811,515 | $37.4M | 4.3% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 476,150 | $22.0M | 2.5% | DOUBLED +104.0% |
| 8 | BANK OF AMERICA CORP /DE/ | 274,647 | $12.7M | 1.4% | TRIM -30.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,302,576 | — | $60.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 397,645 | 274,647 | -30.9% | $12.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 43,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 192,240 | 392,264 | +104.0% | $18.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 314,200 | 43,100 | -86.3% | $2.1M | 2025-Q3 |
| NORGES BANK | EXIT | 1,175,162 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,175,162 | — | $52.7M | 2025-Q2 |
| UBS Group AG | ADD | 477,721 | 608,116 | +27.3% | $27.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 312,305 | 460,298 | +47.4% | $20.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 176,000 | 314,200 | +78.5% | $14.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 137,523 | 192,240 | +39.8% | $8.6M | 2025-Q2 |
| UBS Group AG | ADD | 300,609 | 477,721 | +58.9% | $23.4M | 2025-Q1 |
| NORGES BANK | EXIT | 1,567,511 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 1,193,574 | 1,567,511 | +31.3% | $73.1M | 2024-Q4 |
| UBS Group AG | ADD | 168,048 | 300,609 | +78.9% | $14.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 240,281 | 145,034 | -39.6% | $6.8M | 2024-Q4 |
| MORGAN STANLEY | ADD | 976,254 | 1,336,699 | +36.9% | $63.1M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,227,815 | — | $58.0M | 2024-Q3 |
5 unique insiders with 5 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | D'Antuono Christopher T. | Corporate Controller and PAO | SELL | 1,150 | $57.34 | $65.9K |
| May 11, 2026 | Migliaccio Patrick J. | Senior VP and COO, NJNG | SELL | 3,000 | $55.84 | $167.5K |
| May 8, 2026 | KENNY JANE M | Director | SELL | 8,000 | $56.10 | $448.8K |
| Mar 19, 2026 | Reich Richard | SVP and Gen Counsel | SELL | 5,449 | $52.99 | $288.7K |
| Mar 16, 2026 | Bel Roberto | SVP and CFO | SELL | 2,035 | $55.10 | $112.1K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL
144
2/10
Director Jane M. Kenny filed a Form 144 to sell 8,030 common shares valued at approximately $450,483
May 8, 2026
BULLISH
8-K
7/10
NJR reported fiscal Q2 2026 NFEPS of $2.20, beating the $1.89 consensus by 16.4%, and raised fiscal
May 4, 2026
NEUTRAL
CLUSTER
3/10
Two senior executives at New Jersey Resources Corp (NJR) sold shares in the past week, including CFO
Mar 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 3 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$59.86 mean target
+9.0% upside
Buy (1.88)
$51.00 Low
$63.00 High
| Metric | Value |
|---|---|
| Current Price | $54.94 |
| Target Low | $51.00 |
| Target Mean | $59.86 |
| Target Median | $61.00 |
| Target High | $63.00 |
| # Analysts | 7 |
| Recommendation | Buy (1.88) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.04 | $-0.08 | $0.08 | -39.1% | -42.2% | 0↑ 2↓ | $0.3B | 14.2% | 5 |
| Next Q 2026-09-30 |
$0.24 | $0.19 | $0.32 | 47.9% | +1.4% | 0↑ 2↓ | $0.4B | 11.1% | 5 |
| Current FY 2026-09-30 |
$3.46 | $3.34 | $3.62 | 5.2% | +2.0% | 2↑ 0↓ | $2.2B | 8.1% | 7 |
| Next FY 2027-09-30 |
$3.45 | $3.25 | $3.69 | -0.2% | +0.6% | 0↑ 3↓ | $2.2B | 1.9% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.037 | |
| 7d ago | $0.035 | +0.002 |
| 30d ago | $0.063 | -0.027 |
| 60d ago | $0.104 | -0.068 |
| 90d ago | $0.104 | -0.068 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Wells Fargo | INITIATE | — | Overweight |
| Apr 21, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Dec 17, 2025 | Mizuho | UPGRADE | Neutral | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jan 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 4, 2026
earnings_calendar
NJR Q2 2026 Earnings Scheduled — 2026-05-04