A Preview Of New Jersey Resources's Earnings
New Jersey Resources (NYSE:NJR) is gearing up to announce its quarterly earnings on Monday, 2026-02-02. Here's a quick overview of what investors should know before the release.
Analysts are estimating that New Jersey Resources will report an earnings per share (EPS) of $1.01.
The market awaits New Jersey Resources's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
Performance in Previous Earnings
During the last quarter, the company reported an EPS missed by $0.02, leading to a 4.1% increase in the share price on the subsequent day.
Here's a look at New Jersey Resources's past performance and the resulting price change:
| Quarter | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| EPS Estimate | 0.18 | -0.04 | 1.62 | 1.06 |
| EPS Actual | 0.16 | 0.06 | 1.78 | 1.29 |
| Price Change % | 4.00 | 1.00 | -1.00 | -3.00 |
Market Performance of New Jersey Resources's Stock
Shares of New Jersey Resources were trading at $49.26 as of January 29. Over the last 52-week period, shares are up 1.61%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release.
Analyst Opinions on New Jersey Resources
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on New Jersey Resources.
Analysts have provided New Jersey Resources with 1 ratings, resulting in a consensus rating of Outperform. The average one-year price target stands at $54.0, suggesting a potential 9.62% upside.
Comparing Ratings with Competitors
The below comparison of the analyst ratings and average 1-year price targets of ONE Gas, Spire and Southwest Gas Hldgs, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for ONE Gas, with an average 1-year price target of $87.6, suggesting a potential 77.83% upside.
- Analysts currently favor an Neutral trajectory for Spire, with an average 1-year price target of $94.8, suggesting a potential 92.45% upside.
- Analysts currently favor an Buy trajectory for Southwest Gas Hldgs, with an average 1-year price target of $99.0, suggesting a potential 100.97% upside.
Key Findings: Peer Analysis Summary
The peer analysis summary outlines pivotal metrics for ONE Gas, Spire and Southwest Gas Hldgs, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| New Jersey Resources | Outperform | -15.08% | $92.02M | 0.63% |
| ONE Gas | Neutral | 11.38% | $165.31M | 0.83% |
| Spire | Neutral | 13.72% | $113.90M | -1.36% |
| Southwest Gas Hldgs | Buy | -11.76% | $139.45M | 7.11% |
Key Takeaway:
New Jersey Resources ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, it is at the bottom. Overall, New Jersey Resources lags behind its peers in terms of financial performance metrics.
About New Jersey Resources
New Jersey Resources is an energy services holding company with regulated and nonregulated operations. Its regulated utility, New Jersey Natural Gas, delivers natural gas to nearly 600,000 customers in the state. NJR's nonregulated businesses include investments in commercial solar projects and several large midstream natural gas projects.
Understanding the Numbers: New Jersey Resources's Finances
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Negative Revenue Trend: Examining New Jersey Resources's financials over 3 months reveals challenges. As of 30 September, 2025, the company experienced a decline of approximately -15.08% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Utilities sector.
Net Margin: New Jersey Resources's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 4.48%, the company may face hurdles in effective cost management.
Return on Equity (ROE): New Jersey Resources's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 0.63%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.2%, the company showcases effective utilization of assets.
Debt Management: With a high debt-to-equity ratio of 1.58, New Jersey Resources faces challenges in effectively managing its debt levels, indicating potential financial strain.
To track all earnings releases for New Jersey Resources visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.