New Jersey Resources Corporation (NJR)
Company Info
| ISIN | US6460251068 |
|---|---|
| CUSIP | 646025106 |
| Sector | Utilities |
| Industry | Utilities - Regulated Gas |
| IPO Date | Dec 30, 1987 |
Highlights
| Market Cap | $4.74B |
|---|---|
| EPS (TTM) | $2.38 |
| PE Ratio | 20.06 |
| PEG Ratio | 2.37 |
| Total Revenue (TTM) | $1.40B |
| Gross Profit (TTM) | $380.63M |
| EBITDA (TTM) | $448.92M |
| Year Range | $38.31 - $48.38 |
| Target Price | $50.40 |
| Short % | 2.21% |
| Short Ratio | 3.33 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: NJR vs. XLI, NJR vs. TRN, NJR vs. VOO, NJR vs. VPU, NJR vs. AGR
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in New Jersey Resources Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
New Jersey Resources Corporation had a return of 9.15% year-to-date (YTD) and 15.46% in the last 12 months. Over the past 10 years, New Jersey Resources Corporation had an annualized return of 8.56%, while the S&P 500 had an annualized return of 11.31%, indicating that New Jersey Resources Corporation did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.15% | 24.72% |
| 1 month | 1.42% | 2.30% |
| 6 months | 8.34% | 12.31% |
| 1 year | 15.46% | 32.12% |
| 5 years (annualized) | 6.44% | 13.81% |
| 10 years (annualized) | 8.56% | 11.31% |
Monthly Returns
The table below presents the monthly returns of NJR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.41% | 1.91% | 4.13% | 1.82% | -0.53% | -0.69% | 9.38% | -0.94% | 2.89% | -2.78% | 9.15% | ||
| 2023 | 0.60% | 2.22% | 5.06% | -2.93% | -6.18% | -1.79% | -5.30% | -5.66% | -2.70% | -0.12% | 3.99% | 6.66% | -6.94% |
| 2022 | -2.07% | 8.48% | 6.02% | -5.89% | 6.39% | -2.22% | 3.73% | -4.44% | -11.54% | 15.35% | 11.45% | 0.51% | 24.93% |
| 2021 | -1.52% | 12.23% | 2.28% | 5.22% | 1.84% | -6.66% | -2.65% | -3.06% | -5.82% | 8.62% | -2.72% | 12.66% | 19.59% |
| 2020 | -7.29% | -14.55% | -2.88% | -0.56% | 3.97% | -6.10% | -4.87% | -2.96% | -9.24% | 7.99% | 13.19% | 8.68% | -16.86% |
| 2019 | 6.20% | -0.21% | 3.47% | 0.58% | -5.25% | 5.51% | 0.20% | -8.28% | -0.44% | -3.58% | -2.43% | 5.51% | 0.13% |
| 2018 | -3.48% | -1.80% | 5.98% | 3.12% | 7.38% | 1.46% | 3.35% | -1.41% | 1.74% | -2.17% | 7.61% | -5.35% | 16.57% |
| 2017 | 6.20% | 4.51% | 1.18% | 1.89% | 3.84% | -4.68% | 6.17% | 3.56% | -2.81% | 5.46% | 0.34% | -9.27% | 16.18% |
| 2016 | 6.86% | -1.70% | 5.96% | -2.06% | -1.49% | 10.39% | -3.40% | -9.67% | -1.58% | 3.32% | 1.47% | 3.78% | 10.77% |
| 2015 | 4.38% | -2.04% | 0.04% | -1.77% | -1.44% | -7.64% | 4.90% | -2.18% | 7.16% | 5.49% | -5.15% | 10.60% | 11.31% |
| 2014 | -1.38% | -1.29% | 11.70% | -0.14% | 10.62% | 4.71% | -10.64% | 2.25% | -2.43% | 15.78% | -0.99% | 6.50% | 36.87% |
| 2013 | 6.08% | 6.02% | 1.55% | 5.24% | -3.86% | -7.66% | 7.78% | -3.75% | 3.24% | 4.50% | -0.74% | 2.18% | 21.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NJR is 63, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for New Jersey Resources Corporation (NJR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
New Jersey Resources Corporation provided a 3.62% dividend yield over the last twelve months, with an annual payout of $1.71 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.71 | $1.62 | $1.51 | $1.39 | $1.29 | $1.21 | $1.13 | $1.06 | $0.99 | $0.93 | $0.87 | $0.82 |
Dividend yield | 3.62% | 3.63% | 3.04% | 3.39% | 3.63% | 2.72% | 2.48% | 2.63% | 2.79% | 2.82% | 2.84% | 3.55% |
Monthly Dividends
The table displays the monthly dividend distributions for New Jersey Resources Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.29 | |
| 2023 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $1.62 |
| 2022 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $1.51 |
| 2021 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.39 |
| 2020 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $1.29 |
| 2019 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $1.21 |
| 2018 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $1.13 |
| 2017 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $1.06 |
| 2016 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.99 |
| 2015 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.93 |
| 2014 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.87 |
| 2013 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.82 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the New Jersey Resources Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the New Jersey Resources Corporation was 50.72%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.
The current New Jersey Resources Corporation drawdown is 9.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.72% | Jun 24, 2019 | 186 | Mar 18, 2020 | 512 | Mar 29, 2022 | 698 |
| -27.79% | Apr 12, 2023 | 120 | Oct 2, 2023 | — | — | — |
| -27.37% | Oct 6, 1993 | 257 | Oct 11, 1994 | 245 | Sep 29, 1995 | 502 |
| -25.39% | Feb 3, 2009 | 24 | Mar 9, 2009 | 391 | Sep 24, 2010 | 415 |
| -24.47% | Sep 19, 2008 | 15 | Oct 9, 2008 | 31 | Nov 21, 2008 | 46 |
Volatility
Volatility Chart
The current New Jersey Resources Corporation volatility is 4.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of New Jersey Resources Corporation compared to its peers in the Utilities - Regulated Gas industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for NJR in comparison to other companies of the Utilities - Regulated Gas industry. Currently, NJR has a PE value of 20.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for NJR in comparison to other companies of the Utilities - Regulated Gas industry. Currently, NJR has a PEG value of 2.4. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for New Jersey Resources Corporation.
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Income Statement
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