New Jersey Resources Corporation
NJR
NYSE·Utilities·Regulated Gas·Mkt cap $5.5B
$54.10
▲ +1.42%
P/E
14.92
Mkt Cap
$5.5B
52-Wk Range
$43.46–$60.86
52-Week Range
$43.46 - $60.86
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 14.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Regulated utility monopoly in New Jersey with stable, predictable cash flows and rate-base growth
- Established customer base of 564,000+ residential and commercial accounts with high switching costs
- Diversified revenue streams reducing reliance on single business segment or market condition
- Strategic positioning in clean energy transition with solar investments across Northeast markets
- Integrated infrastructure assets including storage and transportation contracts providing operational synergies
Bear Case
1 risk
- Low volatility (beta 0.5).
Growth
Stable outlook
Renewable energy expansion through Clean Energy Ventures solar portfolio development
Value
Attractively priced below Gas Utilities peer average
Momentum
Stable
+0.1% over 3m
Quality
Stable
Strong fundamentals
Dividend
Solid
3.51% yield
Smart-money signal
Who's buying NJR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 18, 2026
AUG 3, 2026
Reported EPS of $0.11 vs $0.07 consensus (+66.7% surprise). Revenue of $349.2M vs $342.1M expected (+2.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+66.7%
Revenue trend · last 8Q
—
+8%
+33%
+19%
-14%
+23%
+7%
+8%
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
$397.6M
$491.0M
$876.9M
$323.9M
$341.5M
$605.6M
$939.4M
$349.2M
Margins · last 8Q
Gross
9.1%
Operating
9.1%
Profit
2.8%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Argus · $63.00 · May 20, 2026
vs Industry
How NJR stacks vs Regulated Gas
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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