NJR · New Jersey Resources Corp
Price & Indicators
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Metrics snapshot
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AI Brief
Q3 FY26 earnings call · Aug 4, 2026TL;DR. NJR tightened fiscal 2026 NFEPS guidance to $3.52–$3.62 (midpoint $3.57, up from $3.55) and raised its fiscal 2026 capex range to $815M–$950M, while reaffirming the $4.8B–$5.2B five-year capex plan and 7–9% long-term NFEPS growth target.
- + Raised fiscal 2026 capital investment outlook to $815M–$950M (from $775M–$930M), driven by NJNG safety and reliability.
- + Storage & Transportation YTD NFE nearly doubled to $23.8M from $13.9M, with NFE on track to more than double from 2025 to 2027.
- + Energy Services YTD NFE more than doubled to $84.5M from $39.4M on higher natural gas price volatility.
- + Reaffirmed 7–9% long-term NFEPS growth target supported by a $4.8B–$5.2B capex plan through fiscal 2030 with no block equity needs.
- − Q3 NJNG NFE declined to $6.1M from $10.1M on higher depreciation from additional utility plant placed into service.
- − CEV YTD NFE fell to $4.1M from $37.3M, reflecting the absence of last year's residential solar portfolio sale gain.
- − Energy Services posted a Q3 net financial loss of $(4.0)M and operating loss of $(5.2)M despite strong YTD results.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Utilities - Regulated Gas — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NJR
this stock
New Jersey Resources Corp
|
$5.14B | +9.7% | +9.9% | 14.0 | 4.0% |
|
ATO
Atmos Energy Corp
|
$26.62B | -6.7% | +12.9% | 18.8 | 2.6% |
|
NI
Nisource Inc.
|
$18.90B | -6.6% | +8.5% | 21.0 | 3.1% |
|
UGI
Ugi Corp /Pa/
|
$7.83B | -4.7% | +1.1% | — | 6.0% |
|
SWX
Southwest Gas Holdings, Inc.
|
$5.97B | +1.9% | +9.6% | 10.9 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NJR | -3.1% | -6.5% | -12.1% | -5.1% | +9.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -2.4% | -6.6% | -24.3% | -4.6% | -2.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.