NJRNYSENatural Gas DistributionFiscal year ends September 30
NEW JERSEY RESOURCES CORP
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$51.18−1.01 (-1.94%)
Close on Oct 19, 2026
- Market cap
- $5.21B
- P/E (TTM)
- 14.1
- Dividend yield
- 3.57%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.4%
81M of 101M shares
Institutional holders
456
68 new, 42 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $1.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5,911,422 | 5.86% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,310,626 | 5.26% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 5,075,348 | 5.00% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 15,358,414 | 15.30% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NJR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,993,218 | 17.73% | $1.01B | +611,379 | 0.01% |
| Vanguard Portfolio Management LLC | 6,342,251 | 6.25% | $355.42M | +469,688 | 0.02% |
| State Street Corp | 5,418,885 | 5.34% | $306.13M | +343,537 | 0.01% |
| Vanguard Capital Management LLC | 4,542,869 | 4.48% | $254.58M | +40,591 | 0.01% |
| Dimensional Fund Advisors LP | 4,313,917 | 4.25% | $241.76M | +172,587 | 0.04% |
| Geode Capital Management, LLC | 3,094,446 | 3.05% | $173.44M | +492,943 | 0.01% |
| Wells Fargo & Company/Mn | 2,343,079 | 2.31% | $131.31M | −125,511 | 0.02% |
| Aqr Capital Management LLC | 1,887,829 | 1.86% | $105.79M | +723,414 | 0.04% |
| Morgan Stanley | 1,699,371 | 1.67% | $95.23M | +394,480 | 0.01% |
| Neuberger Berman Group LLC | 1,611,450 | 1.59% | $90.44M | +97,671 | 0.06% |
| Energy Income Partners, LLC | 1,402,434 | 1.38% | $78.59M | −13,567 | 1.24% |
| Northern Trust Corp | 1,352,798 | 1.33% | $75.81M | +57,791 | 0.01% |
| Norges Bank | 1,251,671 | 1.23% | $70.14M | New | 0.01% |
| Charles Schwab Investment Management Inc | 1,200,806 | 1.18% | $67.29M | +4,922 | 0.01% |
| Nomura Asset Management International Inc. | 1,101,347 | 1.09% | $61.72M | −9,405 | 0.09% |
| JPMorgan Chase & Co | 1,062,877 | 1.05% | $60.77M | +421,542 | 0.00% |
| Bank of New York Mellon Corp | 1,030,009 | 1.02% | $57.72M | −33,075 | 0.01% |
| Victory Capital Management Inc | 854,608 | 0.84% | $47.89M | +226,299 | 0.03% |
| FMR LLC | 846,227 | 0.83% | $47.42M | +47,696 | 0.00% |
| Royal London Asset Management Ltd | 830,283 | 0.82% | $46.53M | −9,869 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 456 | 81M | 79.4% | 68 / 182 | 125 / 42 | 8M | 3M |
| Q1 2026 | 438 | 76M | 74.9% | 66 / 179 | 120 / 33 | 15M | 5M |
| Q4 2025 | 414 | 77M | 76.1% | 60 / 130 | 165 / 45 | 7M | 5M |
| Q3 2025 | 409 | 76M | 75.2% | 61 / 153 | 136 / 43 | 6M | 6M |
| Q2 2025 | 396 | 76M | 75.3% | 50 / 171 | 119 / 52 | 6M | 5M |
| Q1 2025 | 401 | 76M | 74.5% | 56 / 163 | 120 / 43 | 5M | 3M |
| Q4 2024 | 393 | 74M | 73.2% | 60 / 159 | 107 / 23 | 5M | 4M |
| Q3 2024 | 362 | 73M | 72.3% | 57 / 139 | 107 / 25 | 21M | 3M |
| Q2 2024 | 332 | 72M | 71.0% | 37 / 131 | 104 / 36 | 3M | 5M |
| Q1 2024 | 335 | 74M | 73.2% | 43 / 129 | 112 / 27 | 6M | 3M |
| Q4 2023 | 322 | 72M | 70.7% | 43 / 116 | 112 / 34 | 5M | 4M |
| Q3 2023 | 321 | 70M | 69.3% | 31 / 120 | 119 / 48 | 5M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NJR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,455,073 | 3.41% | $193.62M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,205,658 | 3.16% | $179.65M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,643,170 | 2.60% | $148.12M | 0.18% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,315,158 | 2.28% | $129.74M | 0.07% | Jun 30, 2026 |
| iShares Select Dividend ETF | 1,927,098 | 1.90% | $111.56M | 0.48% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,466,168 | 1.44% | $82.16M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,156,894 | 1.14% | $64.83M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,124,364 | 1.11% | $65.09M | 0.19% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,033,420 | 1.02% | $57.91M | 0.27% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 966,845 | 0.95% | $54.18M | 0.37% | Jun 30, 2026 |
| First Trust North American Energy Infrastructure Fund | 902,023 | 0.89% | $52.22M | 1.26% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 738,347 | 0.73% | $42.74M | 0.22% | Jul 31, 2026 |
| Nomura Small Cap Value Fund | 709,134 | 0.70% | $39.18M | 1.13% | May 29, 2026 |
| FPA Queens Road Small Cap Value Fund | 704,091 | 0.69% | $38.90M | 2.88% | May 31, 2026 |
| Vanguard Utilities Index Fund | 701,250 | 0.69% | $38.74M | 0.37% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen D. Westhoven | President & CEO, Director | 228,306 | 0.23% | Nov 6, 2025 |
| Patrick J. Migliaccio | Senior VP and COO, NJNG | 32,202 | 0.03% | Aug 17, 2026 |
| Christopher T. D'Antuono | Corporate Controller and PAO | 4,122 | 0.00% | May 26, 2026 |
| Richard Reich | SVP and Gen Counsel | 30,420 | 0.03% | Mar 20, 2026 |
| Roberto Bel | SVP and CFO | 21,815 | 0.02% | Mar 17, 2026 |
| Lori DelGiudice | SVP, Human Resources | 18,371 | 0.02% | Nov 6, 2025 |
| Stephen Skrocki | Corporate Controller and PAO | 7,129 | 0.01% | Nov 6, 2025 |
| Jacqueline K. Shea | SVP, Chief Information Officer | 40,364 | 0.04% | Nov 6, 2025 |
| Amy Cradic | SVP & COO Non-Utility Business | 47,982 | 0.05% | Nov 6, 2025 |
| Jane M. Kenny | Director | 21,998 | 0.02% | May 11, 2026 |
| Michael A. O'Sullivan | Director | 9,257 | 0.01% | Jan 23, 2026 |
| Peter C. Harvey | Director | 534 | 0.00% | Jan 23, 2026 |
| Thomas C. OConnor | Director | – | – | Jan 23, 2026 |
| Sharon C. Taylor | Director | 37,757 | 0.04% | Jan 23, 2026 |
| Amy B. Mansue | Director | 512 | 0.00% | Jan 23, 2026 |
| Gregory E. Aliff | Director | – | – | Jan 23, 2026 |
| William T. Yardley | Director | 1,535 | 0.00% | Jan 23, 2026 |
| M. Susan Hardwick | Director | 17,440 | 0.02% | Jan 23, 2026 |
| James H. Degraffenreidt Jr | Director | 23,042 | 0.02% | Jan 23, 2026 |
| Donald L. Correll | Director | 4,566 | 0.00% | Jan 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Patrick J. Migliaccio Senior VP and COO, NJNG | Aug 14, 2026 | Sale | −3,000 | $55.63 | $166.89K | 32,202 |
| Christopher T. D'Antuono Corporate Controller and PAO | May 22, 2026 | Sale | −1,150 | $57.34 | $65.94K | 2,985 |
| Patrick J. Migliaccio Senior VP and COO, NJNG | May 11, 2026 | Sale | −3,000 | $55.84 | $167.52K | 35,202 |
| Jane M. Kenny Director | May 8, 2026 | Sale | −8,000 | $56.10 | $448.80K | 21,998 |
| Richard Reich SVP and Gen Counsel | Mar 19, 2026 | Sale(10b5-1 plan) | −5,449 | $52.99 | $288.74K | 26,975 |
| Roberto Bel SVP and CFO | Mar 16, 2026 | Sale(10b5-1 plan) | −2,035 | $55.10 | $112.13K | 21,815 |
| Roberto Bel SVP and CFO | Mar 16, 2026 | Sale(10b5-1 plan) | −2,035 | $55.10 | $112.13K | 23,850 |
| Roberto Bel SVP and CFO | Mar 16, 2026 | Sale(10b5-1 plan) | −2,035 | $55.10 | $112.13K | 19,780 |
| William T. Yardley Director | Jan 21, 2026 | Option exercise | +1,535 | $47.97 | $73.63K | 1,535 |
| Amy B. Mansue Director | Jan 21, 2026 | Option exercise | +512 | $47.97 | $24.56K | 512 |
| James H. Degraffenreidt Jr Director | Jan 21, 2026 | Option exercise | +2,938 | $47.97 | $140.94K | 23,042 |
| M. Susan Hardwick Director | Jan 21, 2026 | Option exercise | +2,938 | $47.97 | $140.94K | 17,440 |
| Sharon C. Taylor Director | Jan 21, 2026 | Option exercise | +2,938 | $47.97 | $140.94K | 37,757 |
| Michael A. O'Sullivan Director | Jan 21, 2026 | Option exercise | +2,938 | $47.97 | $140.94K | 9,257 |
| Sharon C. Taylor Director | Jan 5, 2026 | Option exercise | +1,548 | $45.74 | $70.81K | 34,819 |
| Donald L. Correll Director | Jan 5, 2026 | Option exercise | +1,007 | $45.74 | $46.06K | 4,566 |
| Jane M. Kenny Director | Jan 5, 2026 | Option exercise | +3,695 | $45.74 | $169.01K | 29,998 |
| Patrick J. Migliaccio Senior VP and COO, NJNG | Dec 23, 2025 | Sale | −4,017 | $46.46 | $186.63K | 38,065 |
| Jacqueline K. Shea SVP, Chief Information Officer | Nov 4, 2025 | Tax withholding | −792 | $44.85 | $35.52K | 40,364 |
| Jacqueline K. Shea SVP, Chief Information Officer | Nov 4, 2025 | Award | +1,608 | $44.85 | $72.12K | 41,156 |
| Jacqueline K. Shea SVP, Chief Information Officer | Nov 4, 2025 | Tax withholding | −1,175 | $44.85 | $52.70K | 39,548 |
| Jacqueline K. Shea SVP, Chief Information Officer | Nov 4, 2025 | Award | +2,384 | $44.85 | $106.92K | 40,723 |
| Jacqueline K. Shea SVP, Chief Information Officer | Nov 4, 2025 | Award | +3,946 | $44.85 | $176.98K | 38,339 |
| Lori DelGiudice SVP, Human Resources | Nov 4, 2025 | Award | +3,155 | $44.85 | $141.50K | 18,371 |
| Lori DelGiudice SVP, Human Resources | Nov 4, 2025 | Award | +2,126 | $44.85 | $95.35K | 20,497 |
| Lori DelGiudice SVP, Human Resources | Nov 4, 2025 | Tax withholding | −667 | $44.85 | $29.91K | 19,830 |
| Lori DelGiudice SVP, Human Resources | Nov 4, 2025 | Tax withholding | −450 | $44.85 | $20.18K | 20,815 |
| Lori DelGiudice SVP, Human Resources | Nov 4, 2025 | Award | +1,435 | $44.85 | $64.36K | 21,265 |
| Roberto Bel SVP and CFO | Nov 4, 2025 | Award | +5,583 | $44.85 | $250.40K | 25,885 |
| Stephen Skrocki Corporate Controller and PAO | Nov 4, 2025 | Award | +1,263 | $44.85 | $56.65K | 7,129 |
| Richard Reich SVP and Gen Counsel | Nov 4, 2025 | Award | +1,052 | $44.85 | $47.18K | 32,699 |
| Richard Reich SVP and Gen Counsel | Nov 4, 2025 | Tax withholding | −518 | $44.85 | $23.23K | 32,181 |
| Richard Reich SVP and Gen Counsel | Nov 4, 2025 | Tax withholding | −768 | $44.85 | $34.44K | 31,647 |
| Richard Reich SVP and Gen Counsel | Nov 4, 2025 | Award | +4,449 | $44.85 | $199.54K | 30,856 |
| Richard Reich SVP and Gen Counsel | Nov 4, 2025 | Award | +1,559 | $44.85 | $69.92K | 32,415 |
| Amy Cradic SVP & COO Non-Utility Business | Nov 4, 2025 | Award | +5,838 | $44.85 | $261.83K | 47,982 |
| Amy Cradic SVP & COO Non-Utility Business | Nov 4, 2025 | Award | +4,225 | $44.85 | $189.49K | 52,207 |
| Amy Cradic SVP & COO Non-Utility Business | Nov 4, 2025 | Tax withholding | −1,793 | $44.85 | $80.42K | 50,414 |
| Amy Cradic SVP & COO Non-Utility Business | Nov 4, 2025 | Award | +2,854 | $44.85 | $128.00K | 53,268 |
| Amy Cradic SVP & COO Non-Utility Business | Nov 4, 2025 | Tax withholding | −1,211 | $44.85 | $54.31K | 52,057 |
| Patrick J. Migliaccio Senior VP and COO, NJNG | Nov 4, 2025 | Tax withholding | −2,394 | $44.85 | $107.37K | 42,011 |
| Patrick J. Migliaccio Senior VP and COO, NJNG | Nov 4, 2025 | Award | +4,859 | $44.85 | $217.93K | 44,405 |
| Patrick J. Migliaccio Senior VP and COO, NJNG | Nov 4, 2025 | Award | +6,642 | $44.85 | $297.89K | 39,546 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Tax withholding | −6,305 | $44.85 | $282.78K | 228,306 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Award | +12,802 | $44.85 | $574.17K | 234,611 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Award | +15,478 | $44.85 | $694.19K | 243,784 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Tax withholding | −7,623 | $44.85 | $341.89K | 236,161 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Award | +22,909 | $44.85 | $1.03M | 259,070 |
| Stephen D. Westhoven President & CEO, Director | Nov 4, 2025 | Tax withholding | −11,283 | $44.85 | $506.04K | 247,786 |
| Roberto Bel SVP and CFO | Oct 15, 2025 | Tax withholding | −935 | $46.22 | $43.22K | 21,919 |
| Roberto Bel SVP and CFO | Oct 15, 2025 | Tax withholding | −991 | $46.22 | $45.80K | 21,077 |
| Roberto Bel SVP and CFO | Oct 15, 2025 | Tax withholding | −840 | $46.22 | $38.82K | 20,302 |
| Amy Cradic SVP & COO Non-Utility Business | Oct 15, 2025 | Tax withholding | −735 | $46.22 | $33.97K | 42,144 |
| Amy Cradic SVP & COO Non-Utility Business | Oct 15, 2025 | Tax withholding | −955 | $46.22 | $44.14K | 42,815 |
| Amy Cradic SVP & COO Non-Utility Business | Oct 15, 2025 | Tax withholding | −895 | $46.22 | $41.37K | 43,603 |
| Richard Reich SVP and Gen Counsel | Oct 15, 2025 | Tax withholding | −767 | $46.22 | $35.45K | 27,037 |
| Richard Reich SVP and Gen Counsel | Oct 15, 2025 | Tax withholding | −868 | $46.22 | $40.12K | 26,300 |
| Richard Reich SVP and Gen Counsel | Oct 15, 2025 | Tax withholding | −689 | $46.22 | $31.85K | 26,407 |
| Stephen Skrocki Corporate Controller and PAO | Oct 15, 2025 | Tax withholding | −144 | $46.22 | $6.66K | 6,466 |
| Stephen Skrocki Corporate Controller and PAO | Oct 15, 2025 | Tax withholding | −163 | $46.22 | $7.53K | 6,323 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Patrick J. Migliaccio Officer | Aug 17, 2026 | 3,000 | $166.71K | Aug 14, 2026 | Compensation |
| Patrick J. Migliaccio Officer | May 13, 2026 | 3,000 | $167.32K | May 11, 2026 | Compensation |
| Jane M. Kenny Director | May 8, 2026 | 8,030 | $450.48K | May 8, 2026 | STOCK COMPENSATION |
| Richard Reich Officer | Mar 19, 2026 | 5,449 | $288.74K | Mar 19, 2026 | Stock Compensation |
| Roberto Bel Officer | Mar 16, 2026 | 6,105 | $348.06K | Mar 16, 2026 | Stock Compensation |
| Patrick J. Migliaccio Officer | Dec 23, 2025 | 4,017 | $186.63K | Dec 23, 2025 | Stock Compensation |
| Roberto Bel Officer | Mar 31, 2025 | 1,173 | $58.65K | Mar 31, 2025 | Stock Compensation |
| Roberto Bel Officer | Mar 24, 2025 | 2,346 | $114.13K | Mar 24, 2025 | Stock Compensation |
| Stephen D. Westhoven Officer, Director | Jul 16, 2024 | 26,600 | $1.20M | Jul 16, 2024 | Stock Compensation |
| Stephen D. Westhoven Officer, Director | Jul 12, 2024 | 3,400 | $153.00K | Jul 12, 2024 | Stock Compensation |
| Jane M. Kenny Director | Jun 14, 2024 | 8,300 | $350.00K | Jun 14, 2024 | STOCK COMPENSATION |