New Jersey Resources Corporation· NJR

🇺🇸 US · MidSP400NYSE

UtilitiesRegulated GasWebsite

Price: $57.39
Day: -1.19%
Mkt Cap: $5.79B
52W Range: $43.46 – $60.86
Volume: 1.16M
Beta: 0.52

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

New Jersey Resources Corporation

NJR|Utilities|Regulated Gas

Current price: $57

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$682.2K

Net share flow-12.2K

Purchases0 ($0)

Sales3 ($682.2K)

Top Notable Transactions

Insider

Type

Value

Date

Westhoven Stephen D

Sale

$1.2M

Jul 16

Westhoven Stephen D

Sale

$856.4K

May 23

KENNY JANE M

Sale

$448.8K

May 8

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership75.4%

13F share flow+14.8%

Investors holding438

+311 adding-163 reducing

245

120

New 66Inc 245Red 120Closed 43

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$954.6M

-2.5%

STATE STREET CORP

$281.0M

+3.4%

DIMENSIONAL FUND ADVISORS LP

$227.4M

+5.3%

GEODE CAPITAL MANAGEMENT, LLC

$142.9M

-1.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting142

Total shares held21.5M

Share flow-26.3%

32 buying36 selling

Buying 32Unchanged 74Selling 36

Top Fund Holders

Fund

Weight

Change

MORGAN STANLEY PATHWAY FUNDS

40.3K

0.01%

-2.1K

SEI INSTITUTIONAL INVESTMENTS TRUST

36.2K

0.00%

+19.9K

T. Rowe Price Index Trust, Inc.

25.9K

0.10%

COLUMBIA FUNDS SERIES TRUST I

23.2K

0.00%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

NJR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-39

Institutional Flow

50% weight

+32

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for NJR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bearish Signal

Elevated insider selling in Q2 2026

3 sales totaling $682.2K (12.2K shares)

Share volume is 3.6x the historical average, significantly above normal

Sell-only pattern: no insider purchases across 7 quarters

Net insider flow has improved over recent quarters

Notable Recent Transactions, NJR

Top 8 highest-value recent insider trades

Westhoven Stephen D

CEO

Sell

26,600 shares at $45.06

Jul 16, 2024$1.20M

Westhoven Stephen D

CEO

Sell

20,000 shares at $42.82

May 23, 2024$856.42K

KENNY JANE M

Director

Sell

8,000 shares at $56.10

May 8, 2026$448.80K

Shea Timothy F.

President

Sell

10,000.61 shares at $41.35

Jun 23, 2021$413.53K

Shea Timothy F.

President

Sell

10,000 shares at $41.35

Jun 23, 2021$413.50K

KENNY JANE M

Director

Sell

8,300 shares at $42.20

Jun 14, 2024$350.26K

Reich Richard

Officer

Sell

5,449 shares at $52.99

Mar 19, 2026$288.74K

Westhoven Stephen D

CEO

Sell

5,000 shares at $50.04

May 12, 2023$250.22K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for NJR

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

75.4% institutional ownership

Moderate accumulation: 311 adding vs 163 reducing

13F shares decreased by 1.4%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+98 growing-338 shrinkingNet: -240

301

New (23)

Increased (75)

Reduced (37)

Closed (301)

Top Institutional Holders, NJR

Largest 8 institutional positions by ownership percentage as of Q2 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC

387.6K

$21.7M

Ownership

0.38%

-7.0%

PRINCIPAL FINANCIAL GROUP INC

230.2K

$12.9M

Ownership

0.23%

+1.6%

EXCHANGE TRADED CONCEPTS, LLC

209.0K

$11.7M

Ownership

0.21%

-19.5%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

193.9K

$10.9M

Ownership

0.19%

+8.1%

MATTERN CAPITAL MANAGEMENT, LLC

174.7K

$9.8M

Ownership

0.17%

-3.0%

CITIGROUP INC

138.5K

$7.8M

Ownership

0.14%

+210.5%

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

133.5K

$7.5M

Ownership

0.13%

+8.7%

BENJAMIN EDWARDS INC

120.6K

$6.8M

Ownership

0.12%

-6.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 142 ETFs and mutual funds reporting

32 buying36 sellingNet: -4

Buying (32)

Unchanged (74)

Selling (36)

Neutral

Mixed fund activity in Q2 2026

142 ETFs and mutual funds reporting

32 buying vs 36 selling (balanced)

Top Fund Holders, NJR

Largest 8 ETF and mutual fund positions by shares held as of latest filing

MORGAN STANLEY PATHWAY FUNDS

40.3K

Weight

0.01%

Decreased

SEI INSTITUTIONAL INVESTMENTS TRUST

36.2K

Weight

0.00%

Increased

T. Rowe Price Index Trust, Inc.

25.9K

Weight

0.10%

No change

COLUMBIA FUNDS SERIES TRUST I

23.2K

Weight

0.00%

No change

FIDELITY SELECT PORTFOLIOS

20.5K

Weight

0.04%

No change

Goldman Sachs ETF Trust

16.9K

Weight

0.01%

Increased

EXCHANGE TRADED CONCEPTS TRUST

15.0K

Weight

0.20%

Decreased

SPIRIT OF AMERICA INVESTMENT FUND INC

11.7K

Weight

14.91%

No change

New Jersey Resources Corporation· NJR

Holdings Analysis

Insider Trading Activity

1.3Transaction History29Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings100Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History29Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings100Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights