New Jersey Resources CORP (NJR) 13F Holdings Overview (Q2 2026)

NJR ranks #1301 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

462 institutions disclose a position in NJR, but none treat it as a major bet — even Energy Income Partners, LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.

Y-Intercept has added to its NJR position for two straight quarters, increasing it by $937.1K to reach $1.2M today.

Confluence Investment Management LLC has trimmed its NJR position for two straight quarters, cutting it by $5.4M while still holding $17.5M.

NJR is down 0.7% today, but institutions show net buying of $728.4M this quarter — a divergence between today's price move and the underlying institutional flow.

NJR posted net income of $366.2M over the trailing twelve months, and currently trades at a P/E of 14.2.

• Profitable — net income of $366.2M over the trailing twelve months
• Revenue grew 7.0% year over year
• Net income declined year over year, from $411.7M to $366.2M
• Generated $466.3M in positive operating cash flow
• Current ratio of 0.73x — below the conventional 1.5x liquidity buffer