NJR at a glance
NEW JERSEY RESOURCES CORP (NJR, SEC CIK 356309) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), NEW JERSEY RESOURCES CORP (NJR) reported revenue of $1.4 billion (up 9.9% from FY2024) and net income of $335.6 million. Diluted EPS was $3.33.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding NEW JERSEY RESOURCES CORP (NJR) shares worth $2.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Migliaccio Patrick J. on August 14, 2026 of 3,000 shares at $55.63 per share.
- In the last 90 days, NJR insiders reported 0 open-market purchases ($0) and 1 open-market sale ($167K) on Form 4, a net sale of $167K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +9.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$167K
- 13F holders
- 36 funds
- $2.9B · +1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: Natural gas distribution and utility services in New Jersey
- No new products, services, or segments introduced or emphasized this year
- No strategic shift or change in competitive positioning disclosed
- Employee and R&D metrics not specified in this filing section
- Filing focused on corporate governance compliance, including Code of Conduct availability and amendments disclosure
Risk Factors
- Cybersecurity oversight by Board Audit Committee, with quarterly updates from Senior VP and CIO
- Managing Director of Information Security leads control implementation, with 25+ years utility sector cyber experience
- Cross-functional Cyber Resiliency Committee integrates cybersecurity policies, compliance, and investment approvals
- No current material financial impact from cybersecurity incidents as of September 30, 2025
Management Discussion & Analysis
- NJNG credit ratings reaffirmed: Moody’s senior secured A1, Fitch senior secured A+ as of Sept 30, 2025
- Moody’s corporate rating N/A, Fitch corporate rating A-; commercial paper ratings P-2 (Moody’s), F-2 (Fitch)
- Ratings outlook stable from both Moody’s (June 27, 2025) and Fitch (April 4, 2025)
- No acceleration risk from credit rating downgrades but potential for increased borrowing costs if ratings fall below investment grade
- Financing strategy targets equity ratio supporting current short-term and long-term credit ratings
AI summary of the NJR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Operating cash flow $577.8M, up $192.6M from $385.2M YoY
- Investing cash outflows up $246.9M YoY, driven by higher capital expenditures
- Financing cash flows up $87.3M YoY, reflecting lower long-term debt payments
- NJNG credit ratings investment-grade, with stable Moody’s and Fitch outlooks
Risk Factors
- No material risk-factor changes provided versus the 2025 Form 10-K
AI summary of the NJR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.03: Creation of a Direct Financial Obligation
- NJNG raised $150 million through senior notes, adding long-term debt at the regulated gas subsidiary
- Tranches include $50 million at 5.43% due 2036, $50 million at 6.04% due 2056, and $50 million at 5.43% due 2036
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 text contains only an incorporation-by-reference disclaimer
- No fiscal 2026 operating results or financial metrics provided
Item 7.01: Regulation FD Disclosure
- Boilerplate Regulation FD disclaimer; no substantive investor disclosure in the provided text
- No operating, financial, or strategic information affecting NJR is included
Item EX-99.1: Item EX-99.1
- Fiscal Q3 net income $9.7M versus $(15.1)M loss; NFE $11.3M versus $6.2M, signaling improved underlying performance
- Nine-month NFE $350.9M, up from $313.4M; Energy Services contribution rose to $84.5M from $39.4M on gas-price volatility
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD safe-harbor language limiting liability under Section 18 of the Exchange Act
- No substantive investor information or market-moving disclosure in the provided excerpt
AI summaries of NJR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NJR
Don't miss the next NJR filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Westhoven Stephen D | A | Sep 30, 2026 | 14,046 | $50.60 |
| Westhoven Stephen D | F | Sep 30, 2026 | 7,104 | $50.60 |
| Westhoven Stephen D | A | Sep 30, 2026 | 13,288 | $50.60 |
| Westhoven Stephen D | F | Sep 30, 2026 | 6,797 | $50.60 |
| Migliaccio Patrick J. | Sell | Aug 14, 2026 | 3,000 | $55.63 |
| Migliaccio Patrick J. | Sell | May 11, 2026 | 3,000 | $55.84 |
| Migliaccio Patrick J. | Sell | May 11, 2026 | 3,000 | $55.84 |
| KENNY JANE M | Sell | May 8, 2026 | 8,000 | $56.10 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.1B | $1.2B | $1.4B |
| Operating Income | $407.0M | $458.1M | $508.9M |
| Net Income | $264.7M | $289.8M | $335.6M |
| Op. Margin | 36.6% | 37.2% | 37.7% |
| Net Margin | 23.8% | 23.6% | 24.8% |
| Balance Sheet | |||
| Total Assets | $6.5B | $7.0B | $7.6B |
| Equity | $2.0B | $2.2B | $2.4B |
| ROE | 13.3% | 13.2% | 14.0% |
| Per Share | |||
| EPS | $2.71 | $2.92 | $3.33 |
| Cash Flow | |||
| Operating CF | - | $427.4M | $466.3M |
Source: XBRL data in NEW JERSEY RESOURCES CORP (NJR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NJR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $2.90B |
| Q1 2026 | 35 | $2.68B |
| Q4 2025 | 30 | $2.27B |
| Q3 2025 | 32 | $2.41B |
| Q2 2025 | 32 | $2.20B |
| Q1 2025 | 29 | $1.58B |
| Q4 2024 | 25 | $1.41B |
| Q3 2024 | 22 | $761.5M |
- AQR Capital Management+723.4K (+62%)
- BlackRock+611.4K (+4%)
- Vanguard Portfolio Management LLC+469.7K (+8%)
- JPMorgan Chase & Co+421.5K (+66%)
- Morgan Stanley+394.5K (+30%)
- Two Sigma Investments−267.1K (-58%)
- Goldman Sachs Group−142.1K (-25%)
- Wells Fargo & Co−125.5K (-5%)
- Invesco Ltd−54.1K (-11%)
- BNY Mellon−33.1K (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 241 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NJR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 10-Q | Feb 3, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 2, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 8-K | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - | |
| 4 | Jan 23, 2026 | - | - |
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NJR SEC filings: frequently asked questions
Are NJR insiders buying or selling?
In the last 90 days, NEW JERSEY RESOURCES CORP (NJR) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $166,894 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NJR stock?
As of June 30, 2026, the largest NEW JERSEY RESOURCES CORP (NJR) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), Vanguard Portfolio Management LLC ($355.4 million), State Street Corp ($306.1 million), Vanguard Capital Management LLC ($254.6 million), Dimensional Fund Advisors ($241.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NJR's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), NEW JERSEY RESOURCES CORP (NJR) reported revenue of $1.4 billion (up 9.9% from FY2024) and net income of $335.6 million. Diluted EPS was $3.33. The figures come from the XBRL data in the 10-K.
What are the main risks in NJR's latest 10-K?
In the 10-K filed November 20, 2025, NEW JERSEY RESOURCES CORP (NJR) flagged: Cybersecurity oversight by Board Audit Committee, with quarterly updates from Senior VP and CIO. Managing Director of Information Security leads control implementation, with 25+ years utility sector cyber experience. (AI summary of the Risk Factors section.)
What did NJR report in its latest 8-K?
NEW JERSEY RESOURCES CORP (NJR) filed an 8-K on August 20, 2026 reporting Item 2.03 (Creation of a Direct Financial Obligation). NJNG raised $150 million through senior notes, adding long-term debt at the regulated gas subsidiary.
What are the latest NJR SEC filings?
NEW JERSEY RESOURCES CORP (NJR) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on October 2, 2026.
What is NJR's SEC CIK number?
NEW JERSEY RESOURCES CORP (NJR)'s SEC Central Index Key (CIK) is 356309. EDGAR lists every NJR filing under that number.
Ask anything about NJR
The research agent reads NJR's filings, financials, insider trades and 13F holders, then answers with sources.