Jun 2026 (Q3 FY26) — Aug 4, 2026
New Jersey Resources Q3 FY26 — NFEPS Guidance Tightened and Midpoint Raised
Read the full callNew Jersey Resources (NJR) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
New Jersey Resources earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 258 | +9.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.4 | +12.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 9.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$51.18 −1.94% · −$1.01
Performance +9.6% 1Y
1Y: $46.7 on 17 Oct 2025 → $51.18. High $60.05 (24 Jul 2026), low $44.13 (3 Nov 2025).
- Previous close
- $52.19
- 52-week range
- $44.13 – $60.05
- One year
- +8.82%
Overview
- Symbol
- NJR
- Sector
- Utilities
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q2 FY26) — May 5, 2026
New Jersey Resources Q2 FY26 — Strong Winter Performance Drives Raised EPS Guidance
Read the full callEvery analysed call
New Jersey Resources earnings calls (NJR)
Financials
What the filings say
Net profit, year on year: +164% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 266 | 359 | 569 | 235 | 188 | 441 | 641 | 258 |
| Expenses | 250 | 299 | 633 | 300 | 296 | 426 | 638 | 317 |
| Operating profit | 146 | 190 | 280 | -1 | 40 | 179 | 301 | 32 |
| Operating margin | 55.0% | 52.8% | 49.2% | −0.5% | 21.4% | 40.6% | 46.9% | 12.4% |
| Interest | 36 | 34 | 33 | 32 | 30 | 36 | 35 | 35 |
| Profit before tax | 120 | 167 | 264 | -22 | 17 | 155 | 282 | 11 |
| Tax rate | 25.6% | 22.4% | 23.3% | 23.7% | 18.9% | 22.1% | 23.4% | 29.3% |
| Net profit | 91 | 131 | 204 | -15 | 15 | 122 | 219 | 10 |
| EPS ($ per share) | — | 1.32 | 2.04 | -0.15 | — | 1.22 | 2.17 | 0.10 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 226 | 227 | 240 | 241 | 242 | 243 | 248 | 251 |
| Reserves | 1,007 | 1,076 | 948 | 935 | 1,068 | 1,178 | 1,299 | 1,451 |
| Total liabilities | 2,849 | 2,776 | 3,673 | 4,091 | 4,444 | 4,547 | 4,781 | 5,187 |
| Fixed assets | 2,651 | 3,041 | — | — | — | — | — | — |
| Total assets | 4,144 | 4,158 | 5,316 | 5,722 | 6,261 | 6,537 | 6,982 | 7,579 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 398 | 194 | 213 | 391 | 323 | 479 | 427 | 466 |
| Cash from investing | -373 | -287 | -994 | -622 | -591 | -539 | -569 | -568 |
| Cash from financing | -26 | 96 | 896 | 118 | 263 | 60 | 142 | 102 |
| Net cash flow | -1 | 2 | 115 | -113 | -5 | 0 | 0 | 0 |
| Capital expenditure | -207 | -300 | — | — | — | — | — | — |
| Free cash flow | 191 | -106 | — | — | — | — | — | — |
NJR revenue by segment
Natural Gas Distribution NJNG shrank from 85% to 67% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Natural Gas Distribution NJNG | 66% | 82% | 89% | 72% | 62% | 85% | 90% | 67% | +2.3% |
| Storage and Transportation ST | 12% | 7% | 4% | 12% | 15% | 6% | 5% | 12% | +15.8% |
| Clean Energy Ventures CEV | 7% | 2% | 1% | 5% | 9% | 2% | 1% | 7% | +60.5% |
| Energy Services ES | 8% | 3% | 2% | 5% | 6% | 3% | 2% | 7% | +52.7% |
| Corporate and Other | — | — | — | — | — | 4% | 2% | 7% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
72 filings between Nov 4, 2025 and Oct 15, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.66M
9 sales by 5 insiders
44% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 21
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 33
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Migliaccio Patrick J. | — | $521.0K | Aug 14, 2026 |
| KENNY JANE M | — | $448.8K | May 8, 2026 |
| Bel Roberto | — | $336.4K | Mar 16, 2026 |
| Reich Richard | — | $288.7K | Mar 19, 2026 |
| D'Antuono Christopher T. | — | $65.9K | May 22, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | Bel Roberto SVP and CFO | Tax withheld | 872 | $44.9K |
| Oct 15, 2026 | Bel Roberto SVP and CFO | Tax withheld | 944 | $48.6K |
| Oct 15, 2026 | Bel Roberto SVP and CFO | Tax withheld | 1,028 | $53.0K |
| Oct 15, 2026 | Reich Richard SVP and Gen Counsel | Tax withheld | 900 | $46.4K |
| Oct 15, 2026 | Reich Richard SVP and Gen Counsel | Tax withheld | 752 | $38.8K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | Tax withheld | 503 | $25.9K |
| Oct 15, 2026 | D'Antuono Christopher T. Corporate Controller and PAO | Tax withheld | 712 | $36.7K |
| Oct 15, 2026 | Shea Jacqueline K SVP, Chief Information Officer | Tax withheld | 666 | $34.3K |
| Oct 15, 2026 | Shea Jacqueline K SVP, Chief Information Officer | Tax withheld | 730 | $37.6K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | Tax withheld | 1,017 | $52.4K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | Tax withheld | 1,322 | $68.1K |
| Oct 15, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | Tax withheld | 1,122 | $57.8K |
| Oct 15, 2026 | Cradic Amy SVP & COO Non-Utility Business | Tax withheld | 764 | $39.4K |
| Oct 15, 2026 | Cradic Amy SVP & COO Non-Utility Business | Tax withheld | 852 | $43.9K |
| Oct 15, 2026 | Reich Richard SVP and Gen Counsel | Tax withheld | 714 | $36.8K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | Tax withheld | 541 | $27.9K |
| Oct 15, 2026 | Shea Jacqueline K SVP, Chief Information Officer | Tax withheld | 655 | $33.8K |
| Oct 15, 2026 | Cradic Amy SVP & COO Non-Utility Business | Tax withheld | 992 | $51.1K |
| Oct 15, 2026 | DelGiudice Lori SVP, Human Resources | Tax withheld | 721 | $37.2K |
| Sep 30, 2026 | Westhoven Stephen D President & CEO | Award | 14,046 | $710.7K |
| Sep 30, 2026 | Westhoven Stephen D President & CEO | Tax withheld | 6,797 | $343.9K |
| Sep 30, 2026 | Westhoven Stephen D President & CEO | Tax withheld | 7,104 | $359.5K |
| Sep 30, 2026 | Westhoven Stephen D President & CEO | Award | 13,288 | $672.4K |
| Aug 14, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | Sale | 3,000 | $166.9K |
| May 22, 2026 | D'Antuono Christopher T. Corporate Controller and PAO | Sale | 1,150 | $65.9K |
| May 11, 2026 | Migliaccio Patrick J. Senior VP and COO, NJNG | Sale | 3,000 | $167.5K |
| May 8, 2026 | KENNY JANE M Director | Sale | 8,000 | $448.8K |
| Mar 19, 2026 | Reich Richard SVP and Gen Counsel | Sale 10b5-1 plan | 5,449 | $288.7K |
| Mar 16, 2026 | Bel Roberto SVP and CFO | Sale 10b5-1 plan | 2,035 | $112.1K |
| Mar 16, 2026 | Bel Roberto SVP and CFO | Sale 10b5-1 plan | 2,035 | $112.1K |
| Mar 16, 2026 | Bel Roberto SVP and CFO | Sale 10b5-1 plan | 2,035 | $112.1K |
| Jan 21, 2026 | O'Sullivan Michael A Director | Option exercise | 2,938 | $140.9K |
| Jan 21, 2026 | Mansue Amy B. Director | Option exercise | 512 | $24.6K |
| Jan 21, 2026 | Hardwick M Susan Director | Option exercise | 2,938 | $140.9K |
| Jan 21, 2026 | DEGRAFFENREIDT JAMES H JR Director | Option exercise | 2,938 | $140.9K |
| Jan 21, 2026 | Yardley William T. Director | Option exercise | 1,535 | $73.6K |
| Jan 21, 2026 | TAYLOR SHARON C Director | Option exercise | 2,938 | $140.9K |
| Jan 5, 2026 | KENNY JANE M Director | Option exercise | 3,695 | $169.0K |
| Jan 5, 2026 | CORRELL DONALD L Director | Option exercise | 1,007 | $46.1K |
| Jan 5, 2026 | TAYLOR SHARON C Director | Option exercise | 1,548 | $70.8K |
| Dec 23, 2025 | Migliaccio Patrick J. Senior VP and COO, NJNG | Sale | 4,017 | $186.6K |
| Nov 4, 2025 | Cradic Amy SVP & COO Non-Utility Business | Award | 4,225 | $189.5K |
| Nov 4, 2025 | Cradic Amy SVP & COO Non-Utility Business | Award | 5,838 | $261.8K |
| Nov 4, 2025 | DelGiudice Lori SVP, Human Resources | Tax withheld | 450 | $20.2K |
| Nov 4, 2025 | DelGiudice Lori SVP, Human Resources | Award | 1,435 | $64.4K |
| Nov 4, 2025 | DelGiudice Lori SVP, Human Resources | Tax withheld | 667 | $29.9K |
| Nov 4, 2025 | DelGiudice Lori SVP, Human Resources | Award | 2,126 | $95.4K |
| Nov 4, 2025 | Migliaccio Patrick J. Senior VP and COO, NJNG | Award | 4,859 | $217.9K |
| Nov 4, 2025 | Migliaccio Patrick J. Senior VP and COO, NJNG | Tax withheld | 2,394 | $107.4K |
| Nov 4, 2025 | DelGiudice Lori SVP, Human Resources | Award | 3,155 | $141.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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