New Jersey Resources Corporation

Report azionario NYSE:NJR

Capitalizzazione di mercato: US$5.8b

New Jersey Resources Gestione

Criteri Gestione verificati 4/4

New Jersey Resources Il CEO è Steve Westhoven, nominato in Oct2018, e ha un mandato di 7.58 anni. la retribuzione annua totale è $ 6.43M, composta da 15.6% di stipendio e 84.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.25% delle azioni della società, per un valore di $ 14.23M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.7 anni e 6.5 anni.

Informazioni chiave

Steve Westhoven

Amministratore delegato

US$6.4m

Compenso totale

Percentuale dello stipendio del CEO15.59%
Mandato del CEO7.6yrs
Proprietà del CEO0.2%
Durata media del management4.7yrs
Durata media del Consiglio di amministrazione6.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Steve Westhoven rispetto agli utili di New Jersey Resources?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Steve ($USD 6.43M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.43M ).

Compensazione vs guadagni: La retribuzione di Steve è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Steve Westhoven (57 yo)

7.6yrs
Mandato
US$6,433,253
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Stephen Westhoven
President7.6yrsUS$6.43m0.25%
$ 14.2m
Roberto Bel
Senior VP4.3yrsUS$1.31m0.020%
$ 1.1m
Richard Reich
Senior VP & General Counsel5yrsUS$1.23m0.030%
$ 1.7m
Patrick Migliaccio
Senior VP & COO of New Jersey Natural Gas4.3yrsUS$1.55m0.022%
$ 1.3m
Amy Cradic
Senior VP and COO of Non-Utility Businesses6.2yrsUS$1.31m0.040%
$ 2.3m
Jacqueline Shea
Senior VP & Chief Information Officer9.9yrsNessun dato0.040%
$ 2.3m
Adam Prior
Director of Investor Relationsno dataNessun datoNessun dato
David Johnson
Vice President of Corporate Business Development6.2yrsNessun datoNessun dato
Marissa Travaline
Vice President of Customer Service2.6yrsNessun datoNessun dato
Lori DelGiudice
Senior Vice President of Human Resources3.5yrsUS$1.28m0.014%
$ 830.1k
Mark Kahrer
Senior Vice President of New Jersey Natural Gas4.7yrsNessun datoNessun dato
Stephen Skrocki
Chief Risk Officerless than a yearNessun dato0.0044%
$ 255.5k
4.7yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di NJR è considerato esperto (durata media dell'incarico 4.7 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Stephen Westhoven
President7.7yrsUS$6.43m0.25%
$ 14.2m
James DeGraffenreidt
Independent Director6.5yrsUS$249.06k0.023%
$ 1.3m
Thomas O'Connor
Independent Chairman9yrsUS$245.06k0.000030%
$ 1.7k
Sharon Taylor
Independent Director13.5yrsUS$281.94k0.037%
$ 2.2m
M. Hardwick
Independent Director5.7yrsUS$246.06k0.017%
$ 1.0m
Peter Harvey
Independent Director2.6yrsUS$246.47k0.00056%
$ 32.4k
Michael O'Sullivan
Independent Director3.6yrsUS$237.06k0.0092%
$ 531.2k
Jane Kenny
Independent Director19.7yrsUS$255.06k0.022%
$ 1.3m
William Yardley
Independent Directorless than a yearUS$112.98k0.0015%
$ 88.1k
Amy Mansue
Independent Directorless than a yearNessun dato0.00051%
$ 29.5k
Gregory Aliff
Independent Director7yrsUS$265.06k0.000030%
$ 1.7k
6.5yrs
Durata media
66yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NJR sono considerati esperti (durata media dell'incarico 6.5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 03:52
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

New Jersey Resources Corporation è coperta da 16 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gary HovisArgus Research Company
Jim HarmonBarclays
Richard GrossBarclays