New Jersey Resources Corporation

NYSE:NJR Rapport sur les actions

Capitalisation boursière : US$5.6b

New Jersey Resources Gestion

Gestion contrôle des critères 4/4

Le PDG New Jersey Resources est Steve Westhoven, nommé en Oct2018, a un mandat de 7.67 ans. La rémunération annuelle totale est $ 6.43M, composée du salaire de 15.6% et des bonus 84.4%, y compris les actions et options de la société. détient directement 0.25% des actions de la société, d'une valeur de $ 13.73M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 6.6 ans.

Informations clés

Steve Westhoven

Directeur général

US$6.4m

Rémunération totale

Pourcentage du salaire du PDG15.59%
Durée du mandat du directeur général7.7yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction4.8yrs
Durée moyenne du mandat des membres du conseil d'administration6.6yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 03

NJR: Earnings Guidance Strength And Rate Filing Will Support Future Upside

Analysts have lifted their price target on New Jersey Resources by about $3.69 to reflect updated views on fair value, discount rate, revenue growth, profit margin and forward P/E, supported by a recent bullish research initiation and a higher target from the Street. Analyst Commentary Recent Street research on New Jersey Resources points to a more constructive tone on valuation and earnings power, with the latest price target moves reflecting updated assumptions on revenue, margins and forward P/E.
Seeking Alpha May 06

Strong Q2 Portends Continued Success For New Jersey Resources

Summary New Jersey Resources is executing a clean energy pivot, allocating over 60% of $4.8–$5.2 billion CapEx through FY2030 to solar-focused Clean Energy Ventures. NJR delivered strong winter-driven Q2 results, beating non-GAAP EPS by $0.30 and revenue by nearly 10%, and raised full-year non-GAAP EPS guidance to $3.48–$3.62. Despite robust operating cash flow growth, NJR’s high CapEx outpaces cash generation, requiring increased debt while targeting a 20% adjusted debt-to-capital ratio. I rate NJR a buy, citing reasonable valuation, strong execution, and growth potential, but advise monitoring debt ratios as the clean energy expansion progresses. Read the full article on Seeking Alpha
Mise à jour du récit Apr 21

NJR: Updated Earnings Guidance And Execution Will Support Balanced Future Returns

The analyst fair value estimate for New Jersey Resources has increased from $55.00 to about $56.17, reflecting updated price targets from analysts who cite recent upward revisions in Street research as support for this adjustment. Analyst Commentary Bullish analysts have lifted their price targets on New Jersey Resources in recent research, which feeds into the higher overall fair value estimate.
Mise à jour du récit Apr 04

NJR: Updated Cash Flow Assumptions And Earnings Outlook Will Shape Balanced Returns

Analysts have raised their price target on New Jersey Resources by $4, citing updated views on the company’s discounted cash flow assumptions and valuation inputs, as reflected in the latest fair value and P/E metrics. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate as consistent with an updated discounted cash flow framework, which they see as better aligned with the company’s current cash generation profile.
Mise à jour du récit Mar 21

NJR: Refined Earnings Outlook And Assumptions Will Support Balanced Future Returns

Analysts have raised their price target on New Jersey Resources by $4, reflecting updated views on fair value and modest refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary JPMorgan raised its price target on New Jersey Resources by $4, reflecting refreshed assumptions on discount rate, revenue growth, profit margins, and future P/E.
Mise à jour du récit Mar 07

NJR: Refined Earnings Outlook And Discount Assumptions Will Support Steady Returns

Analysts recently lifted their price target on New Jersey Resources by $4 to reflect updated assumptions around discount rates, profitability, and future price-to-earnings (P/E) expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target, including the US$4 increase from JPMorgan, as aligning the stock more closely with their updated P/E assumptions.
Mise à jour du récit Feb 20

NJR: Refined Earnings Outlook And Mild Assumption Shifts Will Support Steady Returns

Analysts nudged their price targets for New Jersey Resources higher to $55, reflecting modest adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and future P/E expectations in light of recent research updates. Analyst Commentary JPMorgan lifted its price target for New Jersey Resources to $55, which reflects updated views on valuation, earnings power and the appropriate discount rate for the stock.
Mise à jour du récit Feb 06

NJR: Gas Mix And Strong Balance Sheet Will Support Steady Future Returns

Analysts have inched their fair value estimate for New Jersey Resources lower to about $54.33 from $54.71, citing slightly more conservative revenue growth assumptions and a modestly lower future P/E multiple. They continue to point to the company's mix of gas utility, regulated midstream and unregulated businesses, along with its peer leading 18% to 20% FFO to debt ratio and consistent capex funding without material dilution, as key supports for their updated price target.
Mise à jour du récit Jan 23

NJR: Peer Leading Balance Sheet And Gas Mix Will Support Future Returns

Narrative Update Overview Analysts have lifted their price target on New Jersey Resources to $53 from $50, citing confidence in the company’s mix of its core New Jersey Natural Gas utility, regulated midstream assets, and key unregulated businesses, along with what they view as a consistently executed financial model that maintains an 18% to 20% FFO to debt ratio and regularly funds capex without material dilution. Analyst Commentary Recent research highlights how New Jersey Resources is being viewed through the lens of its business mix and capital structure, with upbeat views tempered by a few areas of caution that matter for valuation and execution risk.
Article d’analyse Jan 12

New Jersey Resources (NYSE:NJR) Ticks All The Boxes When It Comes To Earnings Growth

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit Jan 05

NJR: Resilient Gas Mix And Strong Balance Sheet Will Support Future Returns

Analysts recently lifted their price target on New Jersey Resources to $53 from $50, citing what they view as the company's consistent execution, its mix of regulated and unregulated gas businesses, and balance sheet metrics that they consider supportive of its updated valuation and P/E assumptions. Analyst Commentary Analysts raising their target on New Jersey Resources point to what they view as a relatively resilient business mix and balance sheet for a regulated gas utility, which they see as important inputs to the updated valuation and P/E assumptions.
Mise à jour du récit Dec 18

NJR: Differentiated Gas And Midstream Model Will Support Strong Future Cash Flows

Analysts have modestly raised their price target on New Jersey Resources, lifting fair value by about $1 to roughly $55 per share. They cite confidence in the company’s differentiated mix of core gas utility, regulated midstream assets, and disciplined capital funding that supports solid FFO-to-debt metrics despite slightly lower projected profit margins.
Article d’analyse Nov 03

We Like These Underlying Return On Capital Trends At New Jersey Resources (NYSE:NJR)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Article d’analyse Sep 10

Is New Jersey Resources Corporation (NYSE:NJR) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights New Jersey Resources' estimated fair value is US$35.53 based on 2 Stage Free Cash Flow to Equity New...
Article d’analyse Aug 13

Impressive Earnings May Not Tell The Whole Story For New Jersey Resources (NYSE:NJR)

NYSE:NJR 1 Year Share Price vs Fair Value Explore New Jersey Resources's Fair Values from the Community and select...
Article d’analyse Jul 10

New Jersey Resources (NYSE:NJR) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Article d’analyse Jun 24

Here's Why We Think New Jersey Resources (NYSE:NJR) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Oct 11

New Jersey Resources: Still A Buy After Its Recent Dividend Hike

Summary Last month, New Jersey Resources upped its quarterly dividend per share for the 29th consecutive year. The natural gas utility missed analyst expectations for total operating revenue and consolidated net financial loss, but its fundamentals look to be intact. New Jersey Resources' dividend is well-covered, and its balance sheet is responsibly capitalized. Shares of the natural gas utility appear to be priced at a 7% discount to fair value. New Jersey Resources could be set up for nearly 40% cumulative total returns through FY 2027. Read the full article on Seeking Alpha
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Nouveau récit Aug 31

NJR's Tactical Shift To Clean Energy And Efficiency Aims For Robust Growth And Stability

Anticipated resolution of rate case by end of 2024 may stabilize the regulatory environment and improve financial stability, enhancing investor confidence.
Seeking Alpha Jul 10

New Jersey Resources: This Dividend Champion Looks Like A Buy Right Now

Summary New Jersey Resources is a Dividend Champion, with 28 consecutive years of dividend growth to its credit. The natural gas utility's operating revenue and non-GAAP EPS climbed higher in its fiscal second quarter. NJR's interest coverage ratio through the first half of its current fiscal year was strong for a utility. The natural gas utility could be trading 12% below fair value. NJR may be poised to post 12% annual total returns through September 2026. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Steve Westhoven a-t-elle évolué par rapport aux bénéfices de New Jersey Resources?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$341m

Dec 31 2025n/an/a

US$327m

Sep 30 2025US$6mUS$1m

US$336m

Jun 30 2025n/an/a

US$412m

Mar 31 2025n/an/a

US$415m

Dec 31 2024n/an/a

US$332m

Sep 30 2024US$7mUS$968k

US$290m

Jun 30 2024n/an/a

US$236m

Mar 31 2024n/an/a

US$249m

Dec 31 2023n/an/a

US$238m

Sep 30 2023US$6mUS$929k

US$265m

Jun 30 2023n/an/a

US$282m

Mar 31 2023n/an/a

US$294m

Dec 31 2022n/an/a

US$280m

Sep 30 2022US$5mUS$884k

US$275m

Jun 30 2022n/an/a

US$219m

Mar 31 2022n/an/a

US$94m

Dec 31 2021n/an/a

US$148m

Sep 30 2021US$5mUS$809k

US$118m

Jun 30 2021n/an/a

US$152m

Mar 31 2021n/an/a

US$244m

Dec 31 2020n/an/a

US$168m

Sep 30 2020US$4mUS$756k

US$163m

Jun 30 2020n/an/a

US$148m

Mar 31 2020n/an/a

US$159m

Dec 31 2019n/an/a

US$159m

Sep 30 2019US$3mUS$502k

US$124m

Rémunération vs marché: La rémunération totale de Steve ($USD 6.43M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).

Rémunération et revenus: La rémunération de Steve a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Steve Westhoven (58 yo)

7.7yrs
Titularisation
US$6,433,253
Compensation

Mr. Stephen D. Westhoven, also known as Steve, is Chief Executive Officer and President of New Jersey Resources Corporation since October 1, 2019 and October 1, 2018 respectively and has been its Director...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Stephen Westhoven
President7.7yrsUS$6.43m0.25%
$ 13.7m
Roberto Bel
Senior VP4.4yrsUS$1.31m0.020%
$ 1.1m
Richard Reich
Senior VP & General Counsel5.1yrsUS$1.23m0.030%
$ 1.7m
Patrick Migliaccio
Senior VP & COO of New Jersey Natural Gas4.4yrsUS$1.55m0.022%
$ 1.2m
Amy Cradic
Senior VP and COO of Non-Utility Businesses6.3yrsUS$1.31m0.040%
$ 2.3m
Jacqueline Shea
Senior VP & Chief Information Officer10yrspas de données0.040%
$ 2.2m
Adam Prior
Director of Investor Relationsno datapas de donnéespas de données
David Johnson
Vice President of Corporate Business Development6.3yrspas de donnéespas de données
Marissa Travaline
Vice President of Customer Service2.7yrspas de donnéespas de données
Lori DelGiudice
Senior Vice President of Human Resources3.6yrsUS$1.28m0.014%
$ 801.3k
Mark Kahrer
Senior Vice President of New Jersey Natural Gas4.8yrspas de donnéespas de données
Stephen Skrocki
Chief Risk Officerless than a yearpas de données0.0044%
$ 246.6k
4.8yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NJR est considérée comme expérimentée (ancienneté moyenne 4.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Stephen Westhoven
President7.8yrsUS$6.43m0.25%
$ 13.7m
James DeGraffenreidt
Independent Director6.6yrsUS$249.06k0.023%
$ 1.3m
Thomas O'Connor
Independent Chairman9.1yrsUS$245.06k0.000030%
$ 1.7k
Sharon Taylor
Independent Director13.6yrsUS$281.94k0.037%
$ 2.1m
M. Hardwick
Independent Director5.8yrsUS$246.06k0.017%
$ 966.3k
Peter Harvey
Independent Director2.7yrsUS$246.47k0.00056%
$ 31.3k
Michael O'Sullivan
Independent Director3.7yrsUS$237.06k0.0092%
$ 512.8k
Jane Kenny
Independent Director19.8yrsUS$255.06k0.022%
$ 1.2m
William Yardley
Independent Directorless than a yearUS$112.98k0.0015%
$ 85.0k
Amy Mansue
Independent Directorless than a yearpas de données0.00051%
$ 28.5k
Gregory Aliff
Independent Director7.1yrsUS$265.06k0.000030%
$ 1.7k
6.6yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NJR sont considérés comme expérimentés (ancienneté moyenne 6.6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/08 20:48
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

New Jersey Resources Corporation est couverte par 16 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gary HovisArgus Research Company
Jim HarmonBarclays
Richard GrossBarclays