NISOURCE INC
NiSource Inc (NI) is a US-regulated utility holding company that delivers natural gas and electric services to millions of customers across several Midwestern and Northeastern states. Its business is largely rate-regulated, meaning revenues and returns are shaped by state utility commissions rather than commodity markets. That regulatory framework tends to produce relatively stable cash flows and supports a history of dividend payments, but it also exposes the company to political and regulatory risk. Key drivers include customer demand, population and economic trends in its service territories, weather patterns and ongoing capital expenditure on pipeline and grid infrastructure to maintain reliability and safety. Investors should weigh the appeal of steady income and defensive characteristics against risks such as regulatory decisions, infrastructure cost overruns and changing energy policy. This summary is educational only and not personalised investment advice; suitability depends on an individual’s goals, time horizon and risk tolerance.
Why It's Moving
NiSource Eyes Long-Term Growth Despite Mixed Analyst Sentiment and Short-Interest Surge
- Q4 earnings beat expectations at $0.51 per share versus $0.49 consensus, with management raising the annual dividend 7.1% year-over-year to support an income-focused investment narrative
- NiSource outlined an ambitious long-term plan targeting 8%-9% adjusted EPS growth through 2033 and 11%-12% total shareholder returns, underpinned by $19.4 billion in five-year capital investments and up to 3 gigawatts of emerging data center opportunities
- Analyst sentiment remains cautiously optimistic with a 'Moderate Buy' consensus and $47.20 average price target, though the recent 32.3% surge in short interest and concerns about funding needs amid heavy capital spending may signal investor skepticism about near-term execution
NiSource Eyes Long-Term Growth Despite Mixed Analyst Sentiment and Short-Interest Surge
- Q4 earnings beat expectations at $0.51 per share versus $0.49 consensus, with management raising the annual dividend 7.1% year-over-year to support an income-focused investment narrative
- NiSource outlined an ambitious long-term plan targeting 8%-9% adjusted EPS growth through 2033 and 11%-12% total shareholder returns, underpinned by $19.4 billion in five-year capital investments and up to 3 gigawatts of emerging data center opportunities
- Analyst sentiment remains cautiously optimistic with a 'Moderate Buy' consensus and $47.20 average price target, though the recent 32.3% surge in short interest and concerns about funding needs amid heavy capital spending may signal investor skepticism about near-term execution
When is the next earnings date for NISOURCE INC (NI)?
NiSource's next earnings date is estimated between May 6 and May 11, 2026, following the company's historical pattern after the recent Q4 2025 release on February 11, 2026. This report will cover Q1 2026 results. NiSource has not yet officially announced the precise date.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying NiSource's stock with a target price of $46.24, indicating growth potential.
Financial Health
NiSource is performing well with solid revenue and cash flow, indicating a strong financial position.
Dividend
NiSource's average dividend yield of 2.51% offers a reasonable return for dividend-seeking investors. If you invested $1000 you would be paid $25.10 a year in dividends (based on the last 12 months).
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Baskets Featuring NI
Stagflation Standouts
This collection features stocks and assets carefully selected by professional analysts to potentially outperform during stagflation periods. These defensive investments have already shown strength while the broader market struggles, making them worth consideration for economic uncertainty ahead.
Published: May 19, 2025
Explore BasketWhy You’ll Want to Watch This Stock
Stable cash flows
Regulated rates can produce predictable revenue and support dividends, though regulatory decisions and weather can affect earnings.
Regional footprint matters
NiSource serves specific US states, so local economic and weather trends influence demand and revenue; performance can vary by region.
Infrastructure investment
Ongoing capital expenditure for pipes and grids aims to improve reliability and safety, but raises financing needs and execution risk.
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