Every 8-K that New Jersey Resources Corp (NJR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NJR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NJR filings page.
New Jersey Resources Corporation (NJR) reported that its wholly owned subsidiary, New Jersey Natural Gas Company (NJNG), entered into a Note Purchase Agreement with institutional investors for a private placement of $150,000,000 senior secured notes. The issuance consists of three series of NJNG senior notes, each in the principal amount of $50,000,000, bearing fixed interest rates and secured by an equal principal amount of NJNG First Mortgage Bonds. The Series A and Series B Notes closed on August 20, 2026, and the Series C Notes are expected to close on October 22, 2026.
The Notes carry coupons of 5.43% for the Series A Notes, 6.04% for the Series B Notes, and 5.43% for the Series C Notes, with semiannual interest payments beginning in 2027. NJR will not be directly or contingently obligated on the Notes or the related First Mortgage Bonds. NJNG plans to use the proceeds for general corporate purposes, including refinancing or retiring short-term debt and funding capital expenditures. The Notes are unregistered and subject to transfer restrictions and customary covenants limiting liens, asset dispositions, affiliate transactions, and fundamental corporate changes at NJNG, subject to specified exceptions.
New Jersey Resources Corporation reported improved results for the fiscal 2026 third quarter and nine months ended June 30, 2026. Third‑quarter net income was $9.7 million, or $0.10 per basic share, compared with a net loss a year earlier, while net financial earnings were $11.3 million, or $0.11 per share. Year‑to‑date net income was $351.1 million and net financial earnings were $350.9 million.
Management tightened fiscal 2026 net financial earnings per share (NFEPS) guidance to a range of $3.52 to $3.62 and continues to target 7–9% long‑term NFEPS growth. For fiscal 2026, New Jersey Natural Gas is expected to contribute 59–62% of NFE, Energy Services 21–23%, Clean Energy Ventures 10–13%, Storage and Transportation 8–11%, and Home Services 0–1%. Year‑to‑date NFE was led by New Jersey Natural Gas at $238.4 million and Energy Services at $84.5 million.
The company raised its fiscal 2026 capital expenditure range by $40 million to $815–$950 million and plans $4.8–$5.2 billion of capital investment through 2030, with more than 60% directed to its regulated utility. Management highlights strong credit metrics, no anticipated block equity issuance, and a fiscal 2026 annual dividend of $1.90 per share.
New Jersey Resources’ subsidiary New Jersey Natural Gas is seeking changes to its regulated rates while temporarily lowering customer bills. The company filed a base rate case and related supply and efficiency filings with New Jersey regulators that together are designed to cut residential bills by 8.9% for the 2026–2027 winter, or about $158 per year for an average household, once implemented. At the same time, NJNG is requesting a $157.6 million increase in delivery revenues to recover roughly $950 million of recent system and technology investments, based on a $4,046.1 million rate base and an allowed return on equity of 10.10%. If the filings are approved as submitted, the company expects customer rates to be nearly flat compared with current levels after the core heating season.
New Jersey Resources Corporation reported solid fiscal 2026 second-quarter results and raised its full-year net financial earnings per share (NFEPS) guidance. For the quarter ended March 31, 2026, net income was $218.9 million, up from $204.3 million, with basic EPS increasing to $2.17 from $2.04. Net financial earnings rose to $221.5 million from $178.3 million, and basic NFEPS grew to $2.20 from $1.78.
Year-to-date, net income reached $341.4 million versus $335.6 million a year earlier, while basic NFEPS climbed to $3.37 from $3.07. Strong contributions came from New Jersey Natural Gas, Energy Services, and Storage and Transportation, partially offset by weaker results at Clean Energy Ventures after a prior-year asset sale gain. Reflecting continued outperformance at Energy Services, management increased fiscal 2026 NFEPS guidance by $0.20 to a range of $3.48 to $3.63, and expects roughly 58–62% of 2026 net financial earnings to come from its utility segment.
New Jersey Resources Corporation filed a current report to share its latest quarterly information with investors. The company furnished a press release announcing financial results for the first fiscal quarter ended December 31, 2025, as Exhibit 99.1. These results are described in more detail in that press release.
NJR also scheduled a public webcast presentation for February 3, 2026, at 10 a.m. ET to discuss its performance, with the related slide deck furnished as Exhibit 99.2. Both exhibits are furnished, not filed, meaning they are provided for informational purposes without being incorporated into other securities law filings.
New Jersey Resources Corporation reported the results of its 2026 annual meeting and key governance actions. Shareowners elected five directors — Jane M. Kenny, Amy B. Mansue, Sharon C. Taylor, Stephen D. Westhoven and William T. Yardley — each to a three-year term expiring in 2029. Of 100,745,880 shares entitled to vote, 86.83% were represented, establishing a quorum.
Shareowners approved, on an advisory basis, the compensation of the company’s named executive officers and approved the 2026 Stock Award and Incentive Plan. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending September 30, 2026.
The Board appointed Christopher D’Antuono as Principal Accounting Officer effective February 4, 2026, succeeding Stephen Skrocki, who became Chief Risk Officer effective January 1, 2026. D’Antuono has served in various finance and accounting leadership roles at the company since 2015.
New Jersey Resources Corporation (NJR) filed a current report announcing it has released financial results for its fourth fiscal quarter and full fiscal year ended September 30, 2025. The results are presented in an earnings press release furnished as Exhibit 99.1.
The company will host a live public webcast on November 20, 2025 at 10:00 a.m. ET, using slides furnished as Exhibit 99.2. Both the earnings release and the presentation are being provided as furnished information, not filed, and are accompanied by customary cautionary language regarding forward-looking statements.
New Jersey Resources (NJR) updated executive compensation for fiscal 2026. The Board’s LDCC approved a 2026 Officer Annual Incentive Plan tying awards to three measures: 50% Company net financial earnings (NFE), 30% individual leadership, and 20% “Commitment to Stakeholders” goals. Target opportunities are 40%–60% of base salary for NEOs and 110% for the CEO, with actual payouts from 0% to 150% of target. Amounts above target may be delivered in cash, RSUs, and/or DRSUs, and are subject to compensation recoupment policies.
The LDCC also granted long‑term awards: performance share units based on relative total shareholder return and on cumulative NFE per share over a 36‑month period (Oct 1, 2025–Sep 30, 2028), payable at 0%–150% of units granted, with dividend equivalents. RSUs for NEOs vest in three equal installments on Oct 15, 2026, Oct 15, 2027, and Oct 15, 2028. The CEO received PBRSUs that may vest in up to three installments on Sep 30, 2026, Sep 30, 2027, and Sep 30, 2028, contingent on an NFE-based goal and continued employment. The LDCC retains discretion for qualitative adjustments and special recognition awards.
New Jersey Resources Corporation filed a Form 8-K reporting the election of Ms. Mansue to its Board of Directors. The filing states Ms. Mansue will receive cash and equity compensation under the Company’s existing Non-Employee Director Compensation Plan as previously filed for the fiscal year ended September 30, 2024. The filing confirms there are no special arrangements or transactions requiring Item 404 disclosure and that Ms. Mansue is not party to any reportable transaction. A press release announcing the election is attached as Exhibit 99.1.
New Jersey Resources Corporation reported that its wholly owned subsidiary, New Jersey Natural Gas Company (NJNG), entered a private Note Purchase Agreement with institutional investors for $200,000,000 of secured senior notes.
The financing consists of $100,000,000 of 5.16% Senior Notes, Series 2025A, due August 21, 2035, and $100,000,000 of 5.85% Senior Notes, Series 2025B, due August 21, 2055. The notes are secured by an equal principal amount of NJNG First Mortgage Bonds and include customary covenants and events of default. NJR is not directly or contingently obligated on the notes.
Proceeds will be used for general corporate purposes at NJNG, including refinancing or retiring short-term debt and funding capital expenditures. NJNG may prepay the notes, subject to minimum amounts and a make-whole payment, and interest is payable semi-annually starting February 21, 2026.