New Jersey Resources Corporation

NYSE:NJR Stok Raporu

Piyasa değeri: US$5.6b

New Jersey Resources Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

New Jersey Resources yıllık ortalama 16.5% oranında kazançlarını artırırken, Gas Utilities sektöründe kazançlar growing at 5.1% annual. Gelirler declining yılda ortalama 4% oranında artmaktadır. New Jersey Resources'in özkaynak karlılığı 12.9% ve net marjı 15.7%'dir.

Anahtar bilgiler

16.55%

Kazanç büyüme oranı

15.49%

EPS büyüme oranı

Gas Utilities Sektör Büyümesi10.04%
Gelir büyüme oranı-4.05%
Özkaynak getirisi12.89%
Net Marj15.67%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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

Gelir ve Gider Dağılımı

New Jersey Resources nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:NJR Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 262,179341130
31 Dec 252,153327130
30 Sep 252,036336120
30 Jun 252,096412120
31 Mar 252,073415120
31 Dec 241,818332120
30 Sep 241,797290110
30 Jun 241,732236110
31 Mar 241,721249110
31 Dec 231,707238110
30 Sep 231,963265100
30 Jun 232,397282100
31 Mar 232,685294100
31 Dec 222,954280110
30 Sep 222,906275110
30 Jun 222,673219110
31 Mar 222,48894110
31 Dec 212,378148100
30 Sep 212,157118100
30 Jun 212,024152130
31 Mar 211,95624480
31 Dec 201,79316880
30 Sep 201,95416300
30 Jun 202,03314820
31 Mar 202,16915950
31 Dec 192,39515930
30 Sep 192,59212400
30 Jun 192,76013510
31 Mar 192,86912920
31 Dec 183,02219640
30 Sep 182,91523300
30 Jun 182,80421330
31 Mar 182,71824620
31 Dec 172,43322100
30 Sep 172,26913240
30 Jun 172,20119400
31 Mar 172,13715800
31 Dec 161,97811600
30 Sep 161,88113200
30 Jun 161,85011000
31 Mar 161,91512000
31 Dec 152,35410800
30 Sep 152,73418100
30 Jun 152,88815200

Kaliteli Kazançlar: NJR yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: NJR 'nin mevcut net kar marjları (15.7%) geçen yılın (20%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: NJR şirketinin kazancı son 5 yılda yılda 16.5% oranında arttı.

Büyüme Hızlandırma: NJR 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: NJR geçtiğimiz yıl negatif kazanç büyümesine ( -17.8% ) sahipti ve bu da onu Gas Utilities sektör ortalamasıyla ( 19.4% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: NJR 'nin Özsermaye Getirisi ( 12.9% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 10:52
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

New Jersey Resources Corporation 16 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Gary HovisArgus Research Company
Jim HarmonBarclays
Richard GrossBarclays