Every material Form 8-K New Jersey Resources filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
New Jersey Resources entered into a third amendment to its credit agreement with PNC Bank, National Association, as administrative agent, on October 27, 2026. The amendment increases the senior unsecured revolving commitments from $575 million to $650 million and extends the maturity to October 27, 2031, and a separate NJNG amendment extends that subsidiary's $250 million facility to the same date.
NJR revolving credit commitments increase from $575,000,000 to $650,000,000.
NJR facility maturity extended to October 27, 2031.
NJNG facility maturity extended from August 7, 2029 to October 27, 2031; commitments remain at $250,000,000.
Amendments dated October 27, 2026, filed as Exhibits 10.1 and 10.2.
New Jersey Natural Gas, a wholly-owned subsidiary of New Jersey Resources, issued and sold $50 million of 5.43% Senior Notes, Series 2026C, due October 22, 2036, to institutional investors in a private placement. The notes are secured by an equal amount of NJNG first mortgage bonds, and NJR is not directly or contingently obligated on the notes, so the deal adds debt at the subsidiary level.
Principal: $50,000,000 of 5.43% Senior Notes, Series 2026C, issued October 22, 2026
Maturity: October 22, 2036; interest payable each April 22 and October 22, starting April 22, 2027
Proceeds for general corporate purposes, including refinancing short-term debt and funding capital expenditures
Notes secured by NJNG first mortgage bonds; NJR not obligated directly or contingently
New Jersey Natural Gas, a wholly-owned subsidiary of New Jersey Resources, agreed on August 20, 2026 to sell $150 million of senior notes in three series to institutional investors. The Series A and Series B notes, totaling $100 million, closed the same day, and the $50 million Series C notes are expected to close on October 22, 2026. The notes are secured by the subsidiary's first mortgage bonds, and the parent company is not directly or contingently obligated, so the debt sits at the utility subsidiary level.
$50 million 5.43% Series A notes due August 20, 2036, closed August 20, 2026
$50 million 6.04% Series B notes due August 20, 2056, closed August 20, 2026
$50 million 5.43% Series C notes due October 22, 2036, expected to close October 22, 2026
Proceeds are for general corporate purposes, including refinancing short-term debt and funding capital expenditures
New Jersey Resources reported fiscal third-quarter 2026 net income of $9.7 million, or $0.10 per share, compared with a net loss of $15.1 million, or $0.15 per share, a year earlier. The company narrowed its fiscal 2026 net financial earnings per share guidance to $3.52 to $3.62 from $3.48 to $3.63, raising the low end.
Q3 net income $9.7 million ($0.10 per share) versus a net loss of $15.1 million ($0.15 per share) in the same quarter of fiscal 2025.
Q3 net financial earnings (non-GAAP) $11.3 million ($0.11 per share) versus $6.2 million ($0.06 per share) a year earlier.
Fiscal 2026 NFEPS guidance tightened to $3.52 to $3.62 from $3.48 to $3.63.
Nine-month net income $351.1 million ($3.48 per share) versus $320.6 million ($3.20 per share); results webcast August 4, 2026 at 10 a.m. ET.
New Jersey Resources reported fiscal 2026 second-quarter net income of $218.9 million, or $2.17 per share, up from $204.3 million, or $2.04 per share, a year earlier. The company raised its fiscal 2026 net financial earnings per share guidance by $0.20 to $3.48-$3.63, citing continued strong performance at Energy Services, which is the second increase this year.
Q2 net income was $218.9 million, or $2.17 per share, versus $204.3 million, or $2.04 per share, a year earlier.
Q2 net financial earnings (non-GAAP) were $221.5 million, or $2.20 per share, versus $178.3 million, or $1.78 per share.
Fiscal 2026 NFEPS guidance rose to $3.48-$3.63 from $3.28-$3.43, following a $0.25 increase announced in February 2026.
Energy Services Q2 NFE was $72.3 million versus $35.3 million; management will webcast results on May 5, 2026, at 10 a.m. ET.
New Jersey Resources reported first-quarter fiscal 2026 net income of $122.5 million ($1.22 per share), down from $131.3 million a year earlier, as the prior-year period included a gain on the sale of Clean Energy Ventures' residential solar assets. The company raised its fiscal 2026 net financial earnings per share guidance to $3.28 to $3.43 from $3.03 to $3.18, a $0.25 increase, citing Energy Services performance in January 2026.
Q1 net income $122.5 million ($1.22 per share) vs. $131.3 million ($1.32) a year earlier; net financial earnings $118.2 million ($1.17 per share) vs. $128.9 million ($1.29)
Fiscal 2026 NFEPS guidance raised to $3.28 to $3.43 from $3.03 to $3.18; long-term 7% to 9% NFEPS growth target maintained
Total operating revenues rose to $604.9 million from $488.4 million; Energy Services NFE increased to $16.3 million from $7.8 million
Clean Energy Ventures NFE fell to $9.6 million from $48.1 million, mainly due to the November 2024 one-time gain on sale
At its January 21, 2026 annual meeting, New Jersey Resources shareowners approved the 2026 Stock Award and Incentive Plan, elected five directors to three-year terms expiring in 2029, approved a non-binding advisory vote on executive pay, and ratified Deloitte & Touche LLP as auditor. The board also appointed Christoper D'Antuono as Principal Accounting Officer, effective February 4, 2026, replacing Stephen Skrocki, who became Chief Risk Officer on January 1, 2026.
Shareowners approved the 2026 Stock Award and Incentive Plan: 73,715,472 for, 2,070,682 against, 280,161 abstaining.
Shareowners approved the non-binding executive compensation resolution: 73,477,564 for, 2,270,421 against, 318,330 abstaining.
Christoper D'Antuono becomes Principal Accounting Officer effective February 4, 2026, replacing Stephen Skrocki.
Shareowners ratified Deloitte & Touche LLP as auditor for the fiscal year ending September 30, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every New Jersey Resources filing is on SEC EDGAR ↗. 8-K briefs of other companies →