New Jersey Resources Corporation (NJR) Stock

New Jersey Resources Corporation (NJR) is a Utilities stock trading at $53.52 (as of 2026-08-21), with a market capitalization of $5.43B and a trailing P/E of 9.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

New Jersey Resources Corporation is an energy services holding company that provides regulated natural gas distribution and unregulated retail and wholesale energy services. Its operations include natural gas utility service to customers in New Jersey and related capacity, storage, and energy asset activities, as well as solar investments and energy services for other energy companies and natural gas producers.

Understand New Jersey Resources Corporation: how it makes money

New Jersey Resources Corporation provides regulated natural gas utility services and also offers retail and wholesale energy services, plus clean energy and storage and transportation services, and it makes money primarily through utility operating revenues and nonutility energy services revenues.

Utility profitability is structurally linked to regulated utility operating revenues, which can change based on rate case outcomes and the company’s allowed revenue requirements, while nonutility businesses contribute additional revenue outside the regulated utility model.

Revenue by segment (latest quarter)
Utility$0.4B
Nonutility$0.2B

Business quality (Strong): Good visibility into the regulated revenue driver (utility operating revenues and rate case uplift), but limited detail on how the four official business segments map to the provided revenue split (utility vs nonutility).

Valuation: At 17× earnings, NJR trades 22% below the Utilities average (22×). Note: one-time items can distort reported P/E.

Bull case

  • Regulated revenue support from rate case outcomes: The company reports a base rate case (NJNG base rate case) with an annual revenue increase and related revenue requirement increase.
  • Large and established customer base for utility distribution: Natural Gas Distribution serves approximately 564,000 residential and commercial customers in New Jersey.

Bear case

  • Dependence on regulatory approvals and settlement results: Utility operating revenues are connected to rate case settlements and revenue requirements, which can change the company’s revenue trajectory.
  • Execution and capital intensity risk: The company highlights substantial capex across all segments, so capital deployment and project execution can materially affect future performance.
Valuation — source: SEC EDGAR (first-party)
Price$53.52
Market Cap$5.43B
P/E Ratio9.5
EV / EBITDA5.5
Price / Book2.05
Price / Sales2.74
DCF Value (model)$68.77
DCF Upside vs Price28.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.35B
Net Margin24.8%
Revenue Growth (YoY)9.9%
EPS Growth (YoY)-166.7%
Financial Health — source: SEC EDGAR
Altman Z-Score1.26 (distress)
Valuation vs Sector & Industry
Stock P/E9.5
Sector P/E (Utilities)20.8
Industry P/E (Utilities)20.1
vs Sector-54.3%
vs Industry-52.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($954.61M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorUtilities
IndustryUtilities
CEOStephen D. Westhoven
Employees1,372
CountryUS
IPO Date1980-03-17

Related Companies (Business model: Regulated Utility (Electric / Gas); 8 closest by market cap; US-domiciled)

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  • National Fuel Gas Company (NFG)
  • ONE Gas, Inc. (OGS)
  • Brookfield Infrastructure Corporation (BIPC)
  • Spire Inc. (SR)
  • Northwest Natural Holding Company (NWN)
  • Excelerate Energy, Inc. (EE)
NJR earnings history · NJR institutional & insider holders · NJR KPIs & operating metrics · NJR financials · NJR investor presentations & press releases · NJR SEC filings · NJR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.