NJR
NEW JERSEY RESOURCES CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 16 to Mar 19 2 days of insider sells: $625.1K by 2 insiders, avg $54.10
- R May 4 NJR reported fiscal Q2 2026 NFEPS of $2.20, beating the $1.89 consen…
- S May 8 to May 11 2 days of insider sells: $616.3K by 2 insiders, avg $56.03
- A May 12 Wells Fargo initiates
- S May 22 1 insider sell $65.9K at $57.34
- A Aug 5 Wells Fargo downgrades
- S Aug 14 1 insider sell $166.9K at $55.63
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $1.5M.
- InstitutionsBULLISH
Q2 2026: 33 added (1 new), 14 trimmed or exited. Largest new: Caisse De Depot Et Placement Du Quebec $29.9M.
- AnalystsBULLISH
9 of 12 rate it Buy or better. Median target $61.00 (+15%).
- Short sellersBUILDING
Short interest +22.2% to 4.96M shares. 5.5 days to cover, ≈4.9% of shares.
- TrendRANGE
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $95.2M |
| JPMORGAN CHASE & CO | ADD | $60.8M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | $47.9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | NEW | $29.9M |
| AMERICAN CENTURY COMPANIES INC | TRIM | $8.3M |
| PRUDENTIAL FINANCIAL INC | DOUBLED | $8.2M |
| CITIGROUP INC | DOUBLED | $7.8M |
| ExodusPoint Capital Management, LP | DOUBLED | $7.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is inside the target range. Median implies +15%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 11, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 5, 2026 | Wells Fargo DOWNGRADE | Equal-Weight |
| May 12, 2026 | Wells Fargo INITIATE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Cradic Amy SVP & COO Non-Utility Business | TAX W/H | $39.4K |
| Oct 15, 2026 | D'Antuono Christopher T. Corporate Controller and PAO | TAX W/H | $36.7K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | TAX W/H | $37.2K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | TAX W/H | $57.8K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | TAX W/H | $25.9K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | TAX W/H | $68.1K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | TAX W/H | $27.9K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | TAX W/H | $52.4K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
4 filings · 1 bullish · 0 bearish · 3 neutral- NEUTRAL 8-KOct 23, 2026
New Jersey Resources Corp's wholly-owned subsidiary, New Jersey Natural Gas Company, issued and…
This is a routine subsidiary-level debt financing with no impact on NJR's common equity. Monitor NJR's upcoming quarterly earnings for any guidance revision or changes in leverage ratios. The 5.43%…
- NEUTRAL 144May 8, 2026
Director Jane M. Kenny filed a Form 144 to sell 8,030 common shares valued at approximately…
Monitor for actual sale on Form 4, but given the small size and director role, this filing is unlikely to move the stock. No immediate action warranted.
- BULLISH 8-KMay 4, 2026
NJR reported fiscal Q2 2026 NFEPS of $2.20, beating the $1.89 consensus by 16.4%, and raised…
The second consecutive guidance raise underscores NJR's earnings momentum from volatile gas markets. Traders should watch for continued Energy Services outperformance and any updates on S&T…
- NEUTRAL CLUSTERMar 16, 2026
Two senior executives at New Jersey Resources Corp (NJR) sold shares in the past week, including…
Monitor for additional selling in the next 30 days; isolated transactions of this size are typically routine, but further sales could signal broader sentiment shifts.
All NJR filing & press-release reports (4)
- 8-K reportOct 23, 2026
- 144 reportMay 8, 2026
- 8-K reportMay 4, 2026
- CLUSTER reportMar 16, 2026