Exploring New Jersey Resources Corporation (NJR) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in New Jersey Resources Corporation (NJR) and why? As of April 2025, with the stock trading at $49.74, a significant 72% of NJR is held by institutional investors, signaling strong confidence from major players. But who are these key stakeholders, and what's driving their investment decisions? Are they drawn to NJR's long-term NFEPS growth rate of 7-9% and its impressive 29-year streak of dividend increases? Read on to uncover the investor profile that shapes NJR's financial landscape and understand the motivations behind their investment strategies.

New Jersey Resources Corporation (NJR) Who Invests in New Jersey Resources Corporation (NJR) and Why?

Understanding the investor profile of New Jersey Resources Corporation (NJR) involves examining the diverse range of entities and individuals who hold its stock, and the motivations behind their investment decisions. These investors are generally categorized into retail investors, institutional investors, and sometimes, hedge funds, each with their own investment strategies and objectives.

Key Investor Types:

The investor base of New Jersey Resources Corporation (NJR) is composed of different types of investors:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to New Jersey Resources Corporation (NJR) due to its dividend payouts and perceived stability as a utility company.
• Institutional Investors: This category includes investment firms, mutual funds, pension funds, insurance companies, and other large entities that invest on behalf of their clients. Institutional investors often hold a significant portion of a company's stock and can influence its stock price.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors. They might invest in New Jersey Resources Corporation (NJR) based on specific trading opportunities or perceived undervaluation.

Investment Motivations:

Investors are drawn to New Jersey Resources Corporation (NJR) for a variety of reasons, which often align with their investment goals:

• Growth Prospects: Investors looking for capital appreciation may consider New Jersey Resources Corporation (NJR)'s potential for growth in its service areas and expansion into new business ventures.
• Dividends: As a utility company, New Jersey Resources Corporation (NJR) is known for providing consistent dividend income, which attracts income-seeking investors, particularly retirees and those in search of stable returns.
• Market Position: New Jersey Resources Corporation (NJR)'s established presence and market share in the energy sector can appeal to investors seeking stable, long-term investments in a defensive industry.

Investment Strategies:

The strategies employed by investors in New Jersey Resources Corporation (NJR) can vary widely:

• Long-Term Holding: Many investors, particularly institutional investors and those focused on dividend income, adopt a long-term holding strategy, maintaining their positions in New Jersey Resources Corporation (NJR) stock for extended periods to benefit from steady returns and dividend income.
• Short-Term Trading: Some investors, including hedge funds and active traders, may engage in short-term trading strategies, seeking to profit from short-term price fluctuations and market volatility.
• Value Investing: Value investors may be attracted to New Jersey Resources Corporation (NJR) if they believe the stock is undervalued by the market, based on fundamental analysis and financial metrics.

Understanding these different facets of New Jersey Resources Corporation (NJR)'s investor profile helps in grasping the dynamics influencing its stock performance and market perception. For further insights into the company's direction, see: Mission Statement, Vision, & Core Values of New Jersey Resources Corporation (NJR).

New Jersey Resources Corporation (NJR) Institutional Ownership and Major Shareholders of New Jersey Resources Corporation (NJR)

Institutional ownership in New Jersey Resources Corporation (NJR) reflects the degree of confidence that large financial organizations have in the company's stability and growth potential. Monitoring these ownership trends can provide valuable insights into market sentiment and potential stock performance.

Here's a detailed look into the institutional ownership of New Jersey Resources Corporation (NJR), changes in ownership, and the overall impact of these large investors:

• A list of the largest institutional investors and their shareholdings in New Jersey Resources Corporation (NJR).
• An overview of whether institutional investors have increased or decreased their stakes recently.
• Analysis of the role these large investors play in the company’s stock price and strategy.

As of Q4 2023, the total number of institutional holders of New Jersey Resources Corporation (NJR) stock was 287, with holdings valued at $1.2 billion. These institutions held 96.84% of the company's outstanding shares.

Here are some of the top institutional investors in New Jersey Resources Corporation (NJR) based on the latest filings:

• BlackRock Inc. holds 3,765,575 shares, representing 3.644% of the company.
• The Vanguard Group, Inc. holds 3,573,668 shares, representing 3.46% of the company.
• State Street Corporation holds 1,781,753 shares, representing 1.726% of the company.
• Geode Capital Management, LLC holds 818,496 shares, representing 0.793% of the company.
• Northern Trust Corporation holds 772,638 shares, representing 0.749% of the company.

Recent changes in institutional ownership can indicate shifts in investor sentiment. Examining these changes can provide insights into the long-term prospects of New Jersey Resources Corporation (NJR).

For instance, the Public Employees Retirement System of Ohio increased its holdings by 4.7% in the fourth quarter of 2023. Massachusetts Financial Services Co. bought a new stake of about $4.7 million during the same period. On the other hand, Allspring Global Investments Holdings LLC decreased its position by 3.8% in the third quarter, while Victory Capital Management Inc. reduced its holdings by 3.3% during the same period.

The presence and activities of large institutional investors can significantly influence New Jersey Resources Corporation (NJR)'s stock price and overall strategy. Their investment decisions can drive trading volumes and affect market perceptions of the company.

These major shareholders often engage with the company's management regarding strategic decisions, influencing corporate governance and long-term planning. Their involvement can also provide stability, as they typically invest with a long-term outlook.

Institutional investors play a crucial role in New Jersey Resources Corporation (NJR) by:

• Providing capital for growth and expansion.
• Influencing corporate governance and strategic decisions.
• Contributing to stock price stability through long-term investments.

Understanding the dynamics of institutional ownership provides valuable context for investors and stakeholders interested in the performance and strategic direction of New Jersey Resources Corporation (NJR).

Here's a table summarizing the key institutional ownership details for New Jersey Resources Corporation (NJR):

To gain more insights into the history, mission, and overall operations, check out: New Jersey Resources Corporation (NJR): History, Ownership, Mission, How It Works & Makes Money

New Jersey Resources Corporation (NJR) Key Investors and Their Impact on New Jersey Resources Corporation (NJR)

Understanding the investor profile of New Jersey Resources Corporation (NJR) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific, real-time data on all individual investors might fluctuate, examining institutional ownership and recent trading activity offers a clear picture of investor sentiment. As of fiscal year 2024, institutional investors typically hold a significant percentage of New Jersey Resources Corporation (NJR)'s outstanding shares. These investors include mutual funds, pension funds, hedge funds, and other large investment firms.

Notable types of investors and their potential impact:

• Mutual Funds: Often hold shares in New Jersey Resources Corporation (NJR) as part of diversified investment portfolios. Their investment decisions can reflect broader market trends and investor sentiment towards the utilities sector.
• Pension Funds: Represent long-term investors seeking stable returns. Their presence can indicate confidence in New Jersey Resources Corporation (NJR)'s long-term financial health and dividend payouts.
• Hedge Funds: May take more active positions in New Jersey Resources Corporation (NJR), potentially influencing short-term stock movements through trading strategies and activist campaigns.
• Activist Investors: These investors may seek to influence company management and strategy to unlock shareholder value. Their involvement can lead to significant changes in company direction.

Investor influence on New Jersey Resources Corporation (NJR) can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company matters, including the election of board members and approval of major corporate actions.
• Market Sentiment: Institutional buying and selling activity can impact New Jersey Resources Corporation (NJR)'s stock price, reflecting overall investor confidence.
• Strategic Direction: Engagement with company management can influence strategic decisions, such as capital allocation, acquisitions, and divestitures.

Recent moves by key investors, such as buying or selling large stakes, can provide valuable signals about their outlook on New Jersey Resources Corporation (NJR)'s future prospects. Monitoring these activities through SEC filings and financial news reports is crucial for understanding potential shifts in investor sentiment and their possible impact on the company.

For example, significant increases in institutional ownership could indicate strong confidence in New Jersey Resources Corporation (NJR)'s growth prospects, while large-scale selling might suggest concerns about future performance.

Here is a hypothetical example of institutional ownership (as of 2024 fiscal year data):

Disclaimer: The table above is a hypothetical representation for illustrative purposes only and does not reflect actual real-time holdings. Investment data changes frequently.

Analyzing investor profiles and their recent activities is essential for stakeholders seeking to understand the dynamics influencing New Jersey Resources Corporation (NJR)'s market position and strategic trajectory.

To gain more insights into the financial health of New Jersey Resources Corporation (NJR), consider exploring: Breaking Down New Jersey Resources Corporation (NJR) Financial Health: Key Insights for Investors

New Jersey Resources Corporation (NJR) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to New Jersey Resources Corporation (NJR) can offer valuable insights into the company's stability and future prospects. Examining the moves of major shareholders, analyst perspectives, and overall market behavior provides a comprehensive view of NJR's financial landscape.

Investor sentiment toward New Jersey Resources Corporation (NJR) can be gauged by analyzing the activity of its major shareholders. While specific sentiments (positive, neutral, or negative) are subject to constant change and require real-time monitoring of financial news and filings, observing significant increases or decreases in holdings by institutional investors can provide clues. For instance, a surge in institutional buying might indicate a positive outlook, whereas increased selling could suggest concerns about the company's performance or future.

Recent market reactions to changes in ownership or large investor moves can significantly impact New Jersey Resources Corporation (NJR)'s stock price. Positive news, such as a major investment by a reputable firm, typically leads to an increase in stock value, reflecting increased confidence in the company. Conversely, news of a large investor reducing their stake might cause a stock price decline due to uncertainty or perceived lack of confidence. Monitoring these market reactions is crucial for understanding the immediate impact of investor decisions on NJR's valuation.

Analyst perspectives play a vital role in shaping investor sentiment and predicting New Jersey Resources Corporation (NJR)'s future performance. Analysts' reports often include ratings (buy, sell, hold), price targets, and detailed analyses of the company's financial health, growth prospects, and competitive positioning. These insights can heavily influence investor decisions. For example, positive ratings from multiple analysts can attract more investors, driving up the stock price, while negative ratings might deter potential investors. Keeping abreast of analyst opinions and their rationale is essential for a comprehensive understanding of NJR's market dynamics. As of the latest reports:

• On April 11, 2024, Barclays maintained an 'Equal Weight' rating for New Jersey Resources, setting a price target of $37.00.
• On January 16, 2024, Mizuho maintained a 'Neutral' rating with a price target of $37.00.

Here's a summary of analyst ratings for NJR:

For further insights into the financial health of New Jersey Resources Corporation, you might find this resource useful: Breaking Down New Jersey Resources Corporation (NJR) Financial Health: Key Insights for Investors

Understanding who is investing in New Jersey Resources Corporation (NJR) and why requires close attention to major shareholder activities, market reactions, and analyst evaluations. This multifaceted approach provides a well-rounded perspective on the company's current standing and potential trajectory in the market.