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New Jersey Resources

NJR Utilities Unknown Updated July 31, 2026
$57.87
52W $43.46 – $60.86
54/100
$5.84B
17.1
0.52
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+1.1%
-7.3%
0.16:1
Contested

Is NJR Bullish or Bearish?

Mixed. Innellis AI committee rates New Jersey Resources (NJR) Watch with a composite score of 54/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.01 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.99 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.67 across 3 articles, 14d). Growth Analyst remains cautious — eps declining -18.4% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.2% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.67 across 3 articles, 14d) — News
Bear Case
  • Debt-to-equity of 1.51 adds balance-sheet risk to the value case — Value
  • EPS declining -18.4% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 1.51) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.73 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
54/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 31%
of 45 Utilities peers
Value Analyst neutral
50 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 3.2% pays you to wait
− Debt-to-equity of 1.51 adds balance-sheet risk to the value case
Growth Analyst bearish
40 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -18.4% YoY despite any revenue growth
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
45 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− High leverage (debt-to-equity 1.51) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
79 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.67 across 3 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 56.1 to 54.0.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 69->61 (-8); +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
38.7
Neutral
MACD Histogram
-0.147
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$53.67
Resistance
$58.53
Bollinger %B
0.31
Inside Bands
Price vs Moving Averages
EMA 9
$58.86 Below
EMA 21
$58.40 Below
EMA 50
$57.34 Above
EMA 200
$53.46 Above

Fundamental Analysis

Valuation
94
Growth
64
Profitability
0
Financial Health
33
Cash Flow
8
Valuation
P/E Ratio 17.1×
P/B Ratio 2.20×
PEG Ratio -0.92
Dividend Yield 0.03%
52W High $60.86
52W Low $43.46
Quality & Growth
ROE 14.0%
ROA 4.4%
Gross Margin 27.7%
Operating Margin 24.1%
Revenue Growth YoY
Debt / Equity 1.42
AI Fundamental Assessment
P/E ratio of 17.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of -0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.3%; Current ratio of 0.94 (tight short-term liquidity); Debt-to-equity of 1.42; Free cash flow margin of -0.2% (thin cash generation); Free cash flow per share is negative (-1.54); Most recent quarter beat estimates by 14.0%; 2 consecutive earnings beats; EPS growth decelerating (+631.2% -> +88.0% QoQ); Analyst estimates rising over recent quarters
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Explore NJR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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