MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) today announced that the company will release full-year 2025 financial results on Feb. 11, 2026, before U.S. financial markets open and will host a conference call that day at 11 a.m. EST (10 a.m. CST) to review full-year 2025 financial results and provide a general business update. All interested parties may listen to the conference call live on Feb. 11 by logging onto the NiSource website at www.nisource.com. A link on the home pag. ...

MERRILLVILLE, Ind.--(BUSINESS WIRE)--The board of directors of NiSource Inc. (NYSE: NI) today declared a quarterly common stock dividend payment of $0.30 cents per share, payable February 20, 2026, to stockholders of record at the close of business on February 3, 2026. About NiSource NiSource Inc. (NYSE: NI) is one of the largest fully-regulated utility companies in the United States, serving approximately 3.3 million natural gas customers and 500,000 electric customers across six states throug. ...

Company Overview - NiSource Inc. is an Indiana-based regulated energy holding company providing natural gas distribution and electric utility services to nearly four million customers across several Midwestern and Eastern states with a market cap of $20.3 billion [1] Earnings Expectations - Analysts predict NiSource will report an adjusted EPS of $0.49 for Q4 2025, unchanged from the same quarter last year, and the company has exceeded Wall Street's earnings estimates in three of the last four quarters while missing once [2] - For the full year, analysts anticipate NiSource to report an EPS of $1.88, representing a 7.4% increase from $1.75 in fiscal 2024, with an expected rise to $2.04 in fiscal 2026, reflecting an 8.5% year-over-year growth [3] Stock Performance - NI stock has surged 17.9% over the past year, trailing the S&P 500 Index's 18.6% gains but surpassing the Utilities Select Sector SPDR Fund's 14.1% gains during the same period [4] Equity Offering - On October 31, NiSource announced the launch of an at-the-market equity offering program allowing the company to sell up to $1.5 billion of its common stock through December 31, 2028, with shares issued at prevailing market prices [5] Analyst Ratings - Analysts' consensus on NI stock is highly bullish, with an overall "Strong Buy" rating; out of 15 analysts, 11 recommend a "Strong Buy" and four suggest a "Hold," with an average price target of $47.08 indicating a potential upside of 8.7% from current levels [6]

Core Viewpoint - Utilities are investing increasing profits into new power plants, while their rising share prices are leading to a decrease in dividend yields [1] Group 1 - Utilities are experiencing growing profits, which they are reinvesting into the development of new power plants [1] - The share prices of utilities are soaring, contributing to a decline in dividend yields for investors [1]

Core Viewpoint - NiSource Inc. (NI) is actively modernizing its infrastructure to enhance operational reliability and is transitioning from coal-based units to clean energy assets, making it a strong investment choice in the Utility-Electric Power industry [1] Growth Outlook & Surprise History - The Zacks Consensus Estimate for NI's 2026 earnings per share (EPS) is $2.04, indicating an 8.2% year-over-year growth [2] - The revenue estimate for 2026 is $6.56 billion, reflecting a 4.8% year-over-year improvement [2] - NI's long-term earnings growth rate is projected at 7.9% [2] - The company has beaten earnings estimates in three of the last four quarters, with an average surprise of 3.23% [2] Dividend History - NI has consistently increased shareholder value through dividends, currently paying a quarterly dividend of 28 cents per share, which annualizes to $1.12 [3] - The current dividend yield stands at 2.70%, outperforming the S&P 500 composite average of 1.07% [3] Capital Investment Focus - NI's capital investment plan anticipates expenditures of $26.4 billion to $28.4 billion for the period 2026-2030 [4] - The focus of this investment includes the development of two 1,300-megawatt natural gas-fired turbines, the addition of 400 megawatts of new battery storage, and upgrades to critical transmission infrastructure [4] - These investments aim to meet rising demand from data centers, enhance system reliability, and improve customer satisfaction [4] Overview of Debt Structure - NI's total debt to capital ratio is 58.37%, which is better than the industry average of 61.13% [5] - The company's capital structure is more efficient due to lower reliance on debt compared to industry peers [5] Solvency Ratio - NI's times interest earned (TIE) ratio at the end of Q3 2025 was 3.0, indicating effective management of long-term debt obligations [6] Share Price Performance - Over the past year, NI shares have increased by 15.3%, although this is below the industry's growth of 21.9% [9]

Shares of NiSource ( NI ) have been a solid performer over the past year, adding about 17%. The company has benefited from optimism around power demand from the AI data center buildout. That said, shares have pulled back about 7% from their highs as risingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article ...

Shares of NiSource ( NI ) have been a solid performer over the past year, adding about 17%. The company has benefited from optimism around power demand from the AI data center buildout. That said, shares have pulled back about 7% from their highs as risingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article ...

With a market cap of $19.8 billion, NiSource Inc. (NI) operates as a regulated natural gas and electric utility through its Columbia Operations and NIPSCO Operations segments. The company delivers natural gas to approximately 2.4 million customers across several states using an extensive network of distribution and transmission pipelines. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and NiSource fits this criterion perfectly. NiSource also generates, transmits, ...

Core Insights - NiSource Inc. (NI) is focused on modernizing its infrastructure and transitioning from coal-based units to clean energy assets, making it a strong investment in the Utility-Electric Power industry [1] Growth Outlook & Surprise History - The Zacks Consensus Estimate for NI's 2025 earnings per share (EPS) is $1.88, indicating a year-over-year growth of 7.43% [2] - The revenue estimate for 2025 is $6.26 billion, suggesting a year-over-year improvement of 14.70% [2] - NI's long-term earnings growth rate is projected at 7.93% [2] - The company has beaten earnings estimates in three of the last four quarters, with an average surprise of 3.23% [2] Dividend History - NI has consistently increased shareholder value through dividends, currently paying a quarterly dividend of 28 cents per share, leading to an annualized dividend of $1.12 [3] - The current dividend yield stands at 2.56%, outperforming the S&P 500 composite average of 1.09% [3] Capital Investment Focus - NI's capital investment plan anticipates expenditures between $26.4 billion and $28.4 billion for the period of 2026-2030 [4] - Strategic investments include the development of two 1,300-megawatt natural gas-fired turbines, 400 megawatts of new battery storage, and upgrades to critical transmission infrastructure [5] Debt Structure - NI's total debt to capital ratio is 58.37%, which is better than the industry average of 59.51% [6] - The company's capital structure is more efficient due to lower reliance on debt [6] Solvency Ratio - NI's times interest earned (TIE) ratio at the end of Q3 2025 was 3.0, indicating strong capability to meet long-term debt obligations [7] Share Price Performance - Over the past year, NI's shares have increased by 14.4%, although this lags behind the industry's growth of 16.2% [10]

Core Insights - NIPSCO Generation plans to construct up to 3 GW of gas-fired generation and battery storage to support Amazon data centers, with an estimated investment of approximately $7 billion [1][2]. Group 1: Project Details - GenCo will build two 1.3-GW gas-fired power plants and a 400-MW, 4-hour battery storage system for the data centers, while NIPSCO anticipates a non-data center load of about 2.3 GW by 2028 [2]. - The Indiana Utility Regulatory Commission (IURC) approved the GenCo framework to ensure existing customers do not bear the costs of infrastructure for large customers like Amazon [3]. - NIPSCO is expected to start providing power to Amazon data centers by January 1, 2027, with capacity deliveries increasing to 2.4 GW by the end of 2032 [6]. Group 2: Financial Implications - The 15-year agreement with Amazon is projected to generate around $1 billion in savings for NIPSCO's ratepayers, translating to approximately $7 in monthly savings for residential customers [4]. - NIPSCO and GenCo have requested IURC approval for a "special contract" and a power purchase agreement (PPA) related to the arrangement with Amazon [5][7]. Group 3: Infrastructure and Operations - NIPSCO will construct, own, and operate the necessary transmission infrastructure for the Amazon data centers, with costs kept separate from the utility's rate base [8].