New Jersey Resources (NJR) reported fiscal 2026 third-quarter net income of $9.7 million, or $0.10 per share, compared with a net loss of $15.1 million, or $0.15 per share, in the prior-year quarter. Total operating revenues rose to $349.2 million from $298.9 million.
For the first nine months of fiscal 2026, net income totaled $351.1 million, or $3.48 per share, compared with $320.6 million, or $3.20 per share, a year earlier. The company tightened its fiscal 2026 net financial earnings per share guidance to $3.52 to $3.62.
- Fiscal third-quarter net financial earnings, a non-GAAP measure, were $11.3 million, or $0.11 per share.
- Year-to-date net financial earnings totaled $350.9 million, or $3.48 per share.
- New Jersey Natural Gas served about 595,000 customers as of June 30, 2026.
- Clean Energy Ventures had approximately 537 MW of commercial solar capacity in service as of June 30, 2026.
- Capital expenditures were $553.0 million for the first nine months of fiscal 2026.
- Cash flows from operations increased to $577.8 million for the first nine months of fiscal 2026.
$NJR Insider Trading Activity
$NJR insiders have traded $NJR stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NJR stock by insiders over the last 6 months:
- ROBERTO BEL (SVP and CFO) has made 0 purchases and 3 sales selling 6,105 shares for an estimated $336,376.
- RICHARD REICH (SVP and Gen Counsel) sold 5,449 shares for an estimated $288,742
- PATRICK J. MIGLIACCIO (Senior VP and COO, NJNG) sold 3,000 shares for an estimated $167,505
- CHRISTOPHER T. D'ANTUONO (Corporate Controller and PAO) sold 1,150 shares for an estimated $65,936
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NJR Hedge Fund Activity
We have seen 221 institutional investors add shares of $NJR stock to their portfolio, and 138 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 655,430 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $36,730,297
- BLACKROCK, INC. removed 452,974 shares (-2.5%) from their portfolio in Q1 2026, for an estimated $24,890,921
- ENERGY INCOME PARTNERS, LLC removed 430,223 shares (-23.3%) from their portfolio in Q1 2026, for an estimated $23,640,753
- AQR CAPITAL MANAGEMENT LLC added 376,787 shares (+47.8%) to their portfolio in Q1 2026, for an estimated $20,704,445
- CITADEL ADVISORS LLC removed 356,853 shares (-84.9%) from their portfolio in Q1 2026, for an estimated $19,609,072
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added 324,718 shares (+41.3%) to their portfolio in Q1 2026, for an estimated $17,843,254
- QUBE RESEARCH & TECHNOLOGIES LTD removed 280,175 shares (-40.3%) from their portfolio in Q1 2026, for an estimated $15,395,616
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
