New Jersey Resources Corporation filings document financial results, investor presentations, governance actions and capital-structure matters for a diversified energy company with regulated and nonregulated operations. Recent Form 8-K reports furnish quarterly and annual earnings releases, Regulation FD presentation materials, and related exhibits covering net financial earnings, segment performance and guidance.
The company’s SEC record also includes proxy materials and current reports on director elections, shareholder voting results, stock award and incentive plans, officer compensation arrangements, board composition and accounting-officer appointments. Financing disclosures include material agreements and debt obligations at New Jersey Natural Gas, including senior notes secured by First Mortgage Bonds.
New Jersey Resources Corporation reports that fiscal year 2025 was a strong year, with net financial earnings of $3.29 per share, up from $2.95, exceeding its long-term 7–9% growth target. The company also raised its dividend to $1.90 per share, marking the 30th consecutive year of dividend growth, highlighting a long record of returning cash to shareowners.
The 2026 Annual Shareowners Meeting will be held virtually on January 21, 2026 at 9:30 a.m. EST. Shareowners are being asked to elect five directors for terms expiring in 2029, approve a non-binding advisory vote on executive compensation, approve the 2026 Stock Award and Incentive Plan, and ratify Deloitte & Touche LLP as independent auditor for the fiscal year ending September 30, 2026.
The proxy outlines an independent, skills-diverse Board, strong corporate governance practices, and a pay-for-performance compensation program that places significant weight on performance-based and equity incentives for executives and links director pay partly to RSUs.
New Jersey Resources Corporation (NJR) filed its annual report on Form 10‑K, providing a comprehensive overview of its regulated and unregulated energy businesses. The company’s primary operations include its Natural Gas Distribution segment (NJNG), Clean Energy Ventures, Energy Services, Storage and Transportation, and Home Services and Other, each discussed in separate sections of the report.
NJR’s common stock trades on the New York Stock Exchange under the symbol NJR. The aggregate market value of common stock held by non‑affiliates was $4,899,102,123, based on a closing price of $49.06 per share on March 31, 2025. As of November 17, 2025, there were 100,743,847 shares of $2.50 par value common stock outstanding. The report also outlines key risk factors, regulatory matters, derivative and fair value disclosures, debt, stock‑based compensation, employee benefit plans, income taxes, and segment data.
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): Schedule 13G filing — State Street Corporation reported beneficial ownership of 4,930,980 shares of NJR common stock, representing 4.9% of the class as of the event date 09/30/2025. State Street reports 0 sole voting and dispositive power, with 4,609,363 shares under shared voting power and 4,930,980 shares under shared dispositive power.
The filing is made on a passive basis under Schedule 13G, with State Street classified as a parent holding company (HC). The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Subsidiaries involved include SSGA funds management and several State Street Global Advisors entities.
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 (NJR) reported insider activity by its Senior VP and COO of NJNG on a Form 4. On 11/04/2025, the officer recorded equity awards and related share movements at a transaction price of $44.85.
The filing shows an acquisition of 6,642 restricted stock units (RSUs) that vest in three equal installments on October 15, 2026, October 15, 2027, and October 15, 2028. It also includes 4,859 performance share units (including dividend equivalents) that vested after a 36‑month period beginning October 1, 2022, upon committee certification. To cover taxes on vesting, 2,394 shares were withheld. Following these transactions, directly held common stock was 42,011.448 shares.
In addition, the officer reported phantom stock tied to performance share units, including deferrals under the Officers’ Deferred Compensation Plan, with a lump‑sum payout scheduled for January 2029 and a total that reflects a positive adjustment of 553.491 shares for investment changes and dividends.
New Jersey Resources (NJR) reported insider equity activity for its SVP, Chief Information Officer on 11/04/2025. The filing lists an award of 3,946 restricted stock units under the 2017 plan, vesting in three equal installments on October 15, 2026, October 15, 2027, and October 15, 2028.
It also records PSU results over a 36‑month period beginning October 1, 2022: 2,384 shares from units vesting at 134% of target plus 251 dividend equivalents, and 1,608 shares from units vesting at 97% of target plus 167 dividend equivalents. Shares withheld for taxes totaled 1,175 and 792 at a price of $44.85. Following the last transaction, beneficial ownership was 40,364.231 shares, held directly.
New Jersey Resources (NJR): President & CEO and Director Stephen D. Westhoven reported multiple equity transactions on 11/04/2025 tied to performance-based awards. He acquired 12,802 shares (including 484 dividend equivalents) from a prior PSU grant, 15,478 PSUs that vested at 97% of target (plus 1,629 dividend equivalents), and 22,909 PSUs that vested at 134% of target (plus 2,408 dividend equivalents). Shares were also withheld to cover taxes: 6,305, 7,623, and 11,283 shares. Transaction price listed was $44.85 per share. Following these transactions, beneficial ownership was 247,786.31 shares, direct. Future tranches from the earlier grant are scheduled to vest on September 30, 2026 and September 30, 2027 after certification by the LDCC.
New Jersey Resources (NJR) officer Stephen Skrocki reported an equity award. On 11/04/2025, he acquired 1,263 shares at $44.85, reported as a grant of restricted stock units (RSUs) under the NJR 2017 Stock Award and Incentive Plan. The RSUs vest in three equal annual installments on October 15, 2026, October 15, 2027, and October 15, 2028, with each RSU delivering one share of common stock. Following the award, he beneficially owns 7,129.389 shares directly.
New Jersey Resources (NJR) reported insider activity by its SVP & COO, Non-Utility Business. On November 4, 2025, the officer: (1) received 5,838 restricted stock units (RSUs) under the 2017 Stock Award and Incentive Plan; (2) had performance share units vest into 4,225 shares following certification of performance; (3) had 1,793 shares withheld for taxes; (4) had additional performance share units vest into 2,854 shares; and (5) had 1,211 shares withheld for taxes. The reported price for these entries was $44.85. RSUs vest in three equal annual installments on October 15, 2026, October 15, 2027, and October 15, 2028.