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AI Earnings Predictions for NewJersey Resources Corporation (NJR)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+3.01%

$59.83

100% positive prob.

5-Day Prediction

+3.52%

$60.12

100% positive prob.

20-Day Prediction

+5.73%

$61.41

95% positive prob.

Price at prediction: $58.08 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q2 2026 BUY +3.01% +3.52% +5.73% 100.0% -7.64%
Q1 2026 SELL -0.96% -2.46% -2.80% 100.0% -0.50%
Q4 2025 BUY +2.91% +3.54% +4.80% 100.0% +3.42%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 3, 2026 · 100% conf.

AI Prediction BUY

1D

+3.01%

$59.83

Act: -1.19%

5D

+3.52%

$60.12

Act: -7.64%

20D

+5.73%

$61.41

Price: $58.08 Prob +5D: 100% AUC: 1.000
0001140361-26-030982

EX-99.1

2 ef20079106_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

NEW JERSEY RESOURCES REPORTS FISCAL 2026 THIRD-QUARTER RESULTS

WALL, N.J., August 3, 2026 — New Jersey Resources Corporation (NYSE: NJR) today reported financial and operating results for its fiscal 2026 third quarter and year-to-date period ended June 30, 2026.

Financial Highlights

Fiscal 2026 third-quarter

consolidated net income of $9.7 million, or $0.10 per share, compared with net loss of $(15.1) million, or $(0.15) per share, in the third quarter of fiscal 2025

Fiscal 2026 third-quarter

consolidated net financial earnings (NFE), a non-GAAP financial measure, of $11.3 million, or $0.11 per share, compared with $6.2 million, or $0.06 per share, in the third quarter of fiscal 2025

Fiscal 2026 year-to-date net income totaled $351.1 million, or $3.48 per share, compared with $320.6 million, or $3.20 per share, for the same period in fiscal 2025

Fiscal 2026 year-to-date NFE totaled $350.9 million, or $3.48 per share, compared with $313.4 million, or $3.13 per share, for the same period in fiscal 2025

Fiscal 2026 and Long-Term Outlook

Tightens fiscal 2026 net financial earnings per share (NFEPS) guidance to a range of $3.52 to $3.62, from its previous range of $3.48 to $3.63

Maintains 7 to 9 percent long-term NFEPS growth target, starting from a fiscal 2025 base of $2.83 per share* * 7% - 9% growth would imply a NFEPS range of $3.03

- $3.08 in fiscal 2026

Management Commentary

Steve Westhoven, President and CEO of New Jersey Resources, stated, “Our year-to-date performance reflects the continued strength of our diversified business model, supported by solid execution across our operations. We are pleased to raise the lower end of our fiscal 2026 NFEPS guidance, as we remain focused on delivering reliable, affordable energy and long-term value for our shareowners.”

Fiscal 2026 NFEPS Guidance and Expected NFE Contributions by Segment

NJR is tightening its fiscal 2026 NFEPS guidance to a range of $3.52 to $3.62 from $3.48 to $3.63, subject to the risks and uncertainties identified below under "Forward-Looking Statements."

The following chart represents NJR’s current expected NFE contributions from its business segments for fiscal 2026:

Segment

Expected fiscal 2026

net financial earnings

contribution

New Jersey Natural Gas

59 to 62 percent

Clean Energy Ventures

10 to 13 percent

Storage and Transportation

8 to 11 percent

Energy Services

21 to 23 percent

Home Services and Other

0 to 1 percent

NJR Reports Fiscal 2026 Third-Quarter Results

Page 2 of 12

In providing fiscal 2026 NFE guidance, management is aware that there could be differences between reported GAAP net income and NFE due to matters such as, but not limited to, the positions of our energy-related derivatives. Management is not able to reasonably estimate the aggregate impact or significance of these items on reported earnings and, therefore, is not able to provide a reconciliation to the corresponding GAAP equivalent for its operating earnings guidance without unreasonable efforts.

Financial Metrics

Three Months Ended

Nine Months Ended

June 30,

June 30,

($ in Thousands, except per share data)

2026

2025

2026

2025

Net income (loss)

$

9,689

$

(15,051

)

$

351,091

$

320,555

Basic EPS

$

0.10

$

(0.15

)

$

3.48

$

3.20

Net financial earnings*

$

11,304

$

6,198

$

350,940

$

313,388

Basic net financial earnings per share*

$

0.11

$

0.06

$

3.48

$

3.13

*A reconciliation of net income to NFE for the three and nine months ended June 30, 2026 and 2025, respectively is provided in the financial statements below.

Net Financial Earnings (Loss) by Business Segment

Three Months Ended

Nine Months Ended

June 30,

June 30,

($ in Thousands)

2026

2025

2026

2025

New Jersey Natural Gas

$

6,087

$

10,079

$

238,429

$

221,518

Clean Energy Ventures

(312

)

(6,857

)

4,055

37,315

Storage and Transportation

8,762

5,898

23,833

13,905

Energy Services

(4,035

)

(3,734

)

84,531

39,400

Home Services and Other

579

481

839

418

Subtotal

11,081

5,867

351,687

312,556

Eliminations

223

331

(747

)

832

Total

$

11,304

$

6,198

$

350,940

$

313,388

New Jersey Natural Gas (NJNG)

NJNG reported fiscal 2026 third-quarter NFE of $6.1 million, compared to NFE of $10.1 million during the same period in fiscal 2025. The decrease in NFE for the period was driven primarily by higher depreciation expense as a result of additional utility plant being placed into service, partially offset by higher utility gross margin.

Fiscal 2026 year-to-date NFE totaled $238.4 million, compared with NFE of $221.5 million for the same period in fiscal 2025. The increase in NFE for the period was due to higher base rates in October and November of fiscal 2026 compared to the same period of fiscal 2025 (new rates were effective November 21, 2024) as well as continued customer growth and higher Basic Gas Supply Service

2026
Q1

Q1 2026 Earnings

8-K SELL

May 4, 2026 · 100% conf.

AI Prediction SELL

1D

-0.96%

$55.56

Act: -0.20%

5D

-2.46%

$54.72

Act: -0.50%

20D

-2.80%

$54.53

Act: -3.64%

Price: $56.10 Prob +5D: 0% AUC: 1.000
0001140361-26-018880

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2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 2, 2026 · 100% conf.

AI Prediction BUY

1D

+2.91%

$51.51

Act: +3.52%

5D

+3.54%

$51.82

Act: +3.42%

20D

+4.80%

$52.45

Act: +10.39%

Price: $50.05 Prob +5D: 100% AUC: 1.000
0001140361-26-003240

false000035630900003563092026-02-022026-02-02

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 2, 2026

NEW JERSEY RESOURCES CORPORATION

(Exact Name of registrant as specified in its charter)

New Jersey

001-08359

22-2376465

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1415 Wyckoff Road

Wall, New Jersey

07719

(Address of Principal Executive Offices)

(Zip Code)

(732) 938-1480

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on

which registered

Common Stock - $2.50 par value

NJR

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

On February 2, 2026, New Jersey Resources Corporation (“NJR”) issued a press release reporting financial results for the first fiscal quarter ended December 31, 2025 (the “Press Release”). A copy of the Press Release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

The information in Item 2.02 of this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section and shall not be deemed to be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.

Item 7.01

Regulation FD Disclosure.

NJR will deliver a presentation via live public webcast on February 3, 2026, at 10 a.m. ET. The slides to be used for the presentation are furnished herewith as Exhibit 99.2 and are incorporated by reference into Item 7.01 of this Current Report on Form 8-K.

The information in Item 7.01 of this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section and shall not be deemed to be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933, as amended.

Item 9.01

Financial Statements and Exhibits.

(d)

Exhibits.

Exhibit Number

Exhibit

99.1

Press Release dated February 2, 2026 (furnished, not filed)

99.2

Presentation dated February 2, 2026 (furnished, not filed)

104

Cover page in Inline XBRL format

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NEW JERSEY RESOURCES CORPORATION

Date: February 2, 2026

By:

/s/ Roberto F. Bel

Roberto F. Bel

Senior Vice President and Chief Financial Officer

About NewJersey Resources Corporation (NJR) Earnings

This page provides NewJersey Resources Corporation (NJR) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on NJR's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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