NJR Institutional Ownership
New Jersey Resources Corporation
1W: +2.1%
1M: +5.4%
3M: -9.8%
YTD: +18.7%
1Y: +19.8%
3Y: +41.3%
5Y: +69.7%
$53.12
-0.07 (-0.13%)
Weekly Expected Move ±2.6%
$50
$52
$53
$55
$56
Credit Risk of going bust: lower than 80% of companies Debt: 41.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.58 (down 97%), New Jersey Resources Corporation would be worth roughly what it owes.
Total debt $3.88B against a stock market value of $5.39B.
Distance to default 9.56 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.10B (short-term plus half of long-term), stock volatility 18.6%; Altman Z'' 1.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.58 (down 97%), New Jersey Resources Corporation would be worth roughly what it owes.
Total debt $3.88B against a stock market value of $5.39B.
Distance to default 9.56 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.10B (short-term plus half of long-term), stock volatility 18.6%; Altman Z'' 1.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NJR
502
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
68
New Positions
184
Increased
168
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (528 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,993,218 | $956M | +611,379 | +3.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,342,251 | $337M | +469,688 | +8.0% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 5,418,885 | $288M | +343,537 | +6.8% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,542,869 | $241M | +40,591 | +0.9% | 2Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4,313,917 | $229M | +172,587 | +4.2% | 102Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3,094,446 | $164M | +492,943 | +18.9% | 92Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 2,343,079 | $124M | -125,511 | -5.1% | 101Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1,887,829 | $100M | +723,414 | +62.1% | 21Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1,699,371 | $90M | +394,480 | +30.2% | 60Q | SEC ↗ |
| 10 | NEUBERGER BERMAN GROUP LLC | 1,611,450 | $86M | +97,671 | +6.5% | 13Q | SEC ↗ |
| 11 | Energy Income Partners, LLC | 1,402,434 | $74M | -13,567 | -1.0% | 48Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 1,352,798 | $72M | +57,791 | +4.5% | 110Q | SEC ↗ |
| 13 | NORGES BANK NEW | 1,251,671 | $66M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 1,200,806 | $64M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,200,806 | $64M | +4,922 | +0.4% | 15Q | SEC ↗ |
| 16 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,101,347 | $59M | -9,405 | -0.8% | 3Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,062,877 | $56M | +421,542 | +65.7% | 103Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 1,030,009 | $55M | -33,075 | -3.1% | 76Q | SEC ↗ |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 854,608 | $45M | +226,299 | +36.0% | 39Q | SEC ↗ |
| 20 | FMR LLC | 846,227 | $45M | +47,696 | +6.0% | 55Q | SEC ↗ |
| 21 | ROYAL LONDON ASSET MANAGEMENT LTD | 830,283 | $44M | -9,869 | -1.2% | 4Q | SEC ↗ |
| 22 | Bragg Financial Advisors, Inc | 803,472 | $43M | +50,039 | +6.6% | 69Q | SEC ↗ |
| 23 | FIRST TRUST ADVISORS LP | 803,138 | $43M | -122,066 | -13.2% | 64Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 672,636 | $36M | +18,049 | +2.8% | 2Q | SEC ↗ |
| 25 | ProShare Advisors LLC | 625,515 | $33M | -47,337 | -7.0% | 54Q | SEC ↗ |
| 26 | Caisse de depot et placement du Quebec NEW | 533,628 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 27 | UBS Group AG | 471,597 | $25M | +9,467 | +2.0% | 47Q | SEC ↗ |
| 28 | Invesco Ltd. | 454,440 | $24M | -54,058 | -10.6% | 80Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 429,424 | $23M | -142,051 | -24.9% | 15Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 403,784 | $21M | +26,407 | +7.0% | 15Q | SEC ↗ |
| 31 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 387,609 | $21M | -29,349 | -7.0% | 66Q | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 386,047 | $21M | -28,767 | -6.9% | 13Q | SEC ↗ |
| 33 | Nuveen, LLC | 344,595 | $18M | +27,834 | +8.8% | 6Q | SEC ↗ |
| 34 | RHUMBLINE ADVISERS | 344,316 | $18M | +8,206 | +2.4% | 89Q | SEC ↗ |
| 35 | ALGERT GLOBAL LLC | 326,349 | $17M | +160,110 | +96.3% | 10Q | SEC ↗ |
| 36 | Legal & General Group Plc | 313,053 | $17M | +21,142 | +7.2% | 27Q | SEC ↗ |
| 37 | UBS AM, a distinct business unit of UB | 308,305 | $16M | +5,341 | +1.8% | 54Q | SEC ↗ |
| 38 | SEGALL BRYANT & HAMILL, LLC | 304,155 | $16M | -9,740 | -3.1% | 54Q | SEC ↗ |
| 39 | Sourcerock Group LLC | 289,573 | $15M | -60,299 | -17.2% | 3Q | SEC ↗ |
| 40 | WELLINGTON MANAGEMENT GROUP LLP | 275,348 | $15M | -10,655 | -3.7% | 83Q | SEC ↗ |
| 41 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 249,202 | $13M | -7,170 | -2.8% | 4Q | SEC ↗ |
| 42 | PRINCIPAL FINANCIAL GROUP INC | 230,222 | $12M | +3,587 | +1.6% | 83Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 228,231 | $12M | -19,572 | -7.9% | 64Q | SEC ↗ |
| 44 | California Public Employees Retirement | 225,894 | $12M | -49,667 | -18.0% | 81Q | SEC ↗ |
| 45 | GLENMEDE TRUST CO NA | 221,730 | $12M | -20,677 | -8.5% | 3Q | SEC ↗ |
| 46 | EXCHANGE TRADED CONCEPTS, LLC | 209,032 | $11M | -50,586 | -19.5% | 18Q | SEC ↗ |
| 47 | ALLIANCEBERNSTEIN L.P. | 207,363 | $11M | +6,379 | +3.2% | 63Q | SEC ↗ |
| 48 | Aptus Capital Advisors, LLC | 204,552 | $11M | +1,241 | +0.6% | 14Q | SEC ↗ |
| 49 | Swiss National Bank | 202,400 | $11M | +3,000 | +1.5% | 53Q | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 199,226 | $11M | +37,408 | +23.1% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,251,671 | $66M |
| Sixth Street Partners Management Co | 1,200,806 | $64M |
| Caisse de depot et placement du Que | 533,628 | $28M |
| Bridgewater Associates, LP | 59,048 | $3M |
| Convergence Investment Partners, LL | 56,576 | $3M |
| XTX Topco Ltd | 50,297 | $3M |
| Ilex Capital Partners (UK) LLP | 47,385 | $3M |
| Jupiter Topco LLC | 45,299 | $2M |
| Brevan Howard Capital Management LP | 28,183 | $1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 27,521 | $1M |
| Sciencast Management LP | 23,992 | $1M |
| Quadrature Capital Ltd | 22,839 | $1M |
| Jefferies Financial Group Inc. | 20,453 | $1M |
| Mirae Asset Global Investments Co., | 18,718 | $994K |
| INCEPTIONR LLC | 15,539 | $825K |
| Massar Capital Management, LP | 14,006 | $744K |
| MACKENZIE FINANCIAL CORP | 13,646 | $725K |
| Bleakley Financial Group, LLC | 10,019 | $532K |
| Equitable Holdings, Inc. | 9,843 | $523K |
| Connor, Clark & Lunn Investment Man | 9,662 | $513K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | 655,430 | $35M |
| HRT FINANCIAL LP | 134,439 | $7M |
| Meiji Yasuda Asset Management Co Lt | 132,947 | $7M |
| Squarepoint Ops LLC | 93,303 | $5M |
| Aventail Capital Group, LP | 92,234 | $5M |
| Castellan Group | 88,321 | $5M |
| ZACKS INVESTMENT MANAGEMENT | 75,201 | $4M |
| Balyasny Asset Management L.P. | 69,302 | $4M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 66,487 | $4M |
| CITADEL ADVISORS LLC | 63,280 | $3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 60,000 | $3M |
| World Investment Advisors | 41,810 | $2M |
| Holocene Advisors, LP | 39,520 | $2M |
| Fieldview Capital Management, LLC | 37,475 | $2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 28,378 | $2M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 16,707 | $887K |
| Laurion Capital Management LP | 15,058 | $800K |
| iSAM Funds (UK) Ltd | 13,173 | $700K |
| Versor Investments LP | 13,024 | $692K |
| Schonfeld Strategic Advisors LLC | 12,775 | $679K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +723,414 | +62.1% | 1,887,829 |
| BlackRock, Inc. | +611,379 | +3.5% | 17,993,218 |
| GEODE CAPITAL MANAGEMENT, LLC | +492,943 | +18.9% | 3,094,446 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +469,688 | +8.0% | 6,342,251 |
| JPMORGAN CHASE & CO | +421,542 | +65.7% | 1,062,877 |
| MORGAN STANLEY | +394,480 | +30.2% | 1,699,371 |
| STATE STREET CORP | +343,537 | +6.8% | 5,418,885 |
| VICTORY CAPITAL MANAGEMENT INC | +226,299 | +36.0% | 854,608 |
| DIMENSIONAL FUND ADVISORS LP | +172,587 | +4.2% | 4,313,917 |
| ALGERT GLOBAL LLC | +160,110 | +96.3% | 326,349 |
| NEUBERGER BERMAN GROUP LLC | +97,671 | +6.5% | 1,611,450 |
| CITIGROUP INC | +93,887 | +210.5% | 138,481 |
| PRUDENTIAL FINANCIAL INC | +82,340 | +127.8% | 146,755 |
| ExodusPoint Capital Management, LP | +81,533 | +168.0% | 130,064 |
| SG Americas Securities, LLC | +60,386 | +63.6% | 155,322 |
| NORTHERN TRUST CORP | +57,791 | +4.5% | 1,352,798 |
| MARTINGALE ASSET MANAGEMENT L P | +51,481 | +70.0% | 125,036 |
| Bragg Financial Advisors, Inc | +50,039 | +6.6% | 803,472 |
| Ensign Peak Advisors, Inc | +49,582 | +6024.5% | 50,405 |
| Russell Investments Group, Ltd. | +47,773 | +104.1% | 93,667 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -267,057 | -58.4% | 190,414 |
| GOLDMAN SACHS GROUP INC | -142,051 | -24.9% | 429,424 |
| BARCLAYS PLC | -136,727 | -62.9% | 80,807 |
| WELLS FARGO & COMPANY/MN | -125,511 | -5.1% | 2,343,079 |
| FIRST TRUST ADVISORS LP | -122,066 | -13.2% | 803,138 |
| JANE STREET GROUP, LLC | -87,614 | -66.4% | 44,269 |
| Sourcerock Group LLC | -60,299 | -17.2% | 289,573 |
| AMERICAN CENTURY COMPANIES INC | -59,305 | -28.7% | 147,590 |
| Man Group plc | -56,157 | -62.5% | 33,666 |
| Invesco Ltd. | -54,058 | -10.6% | 454,440 |
| Inspire Advisors, LLC | -51,321 | -90.7% | 5,274 |
| EXCHANGE TRADED CONCEPTS, LLC | -50,586 | -19.5% | 209,032 |
| California Public Employees Retirem | -49,667 | -18.0% | 225,894 |
| ProShare Advisors LLC | -47,337 | -7.0% | 625,515 |
| Trexquant Investment LP | -46,201 | -65.3% | 24,550 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -36,543 | -58.8% | 25,601 |
| Bank of New York Mellon Corp | -33,075 | -3.1% | 1,030,009 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -29,349 | -7.0% | 387,609 |
| Qube Research & Technologies Ltd | -28,767 | -6.9% | 386,047 |
| CAPITAL FUND MANAGEMENT S.A. | -28,163 | -19.3% | 117,503 |