(NI) NiSource - NYSE

Sector: Utilities | Industry: Utilities - Regulated Gas | Exchange: NYSE (USA) | Market Cap: 22.836m USD | Total Return: 27.2% in 12m

Natural Gas, Electricity, Power Generation, Utility Services
Total Rating 39
Safety 54
Buy Signal 0.20
Utilities - Regulated Gas
Industry Rotation: +3.1
Market Cap: 22.8B
Avg Turnover: 176M
Risk 3d forecast
Volatility18.2%
VaR 5th Pctl3.40%
VaR vs Median13.8%
Reward TTM
Sharpe Ratio1.20
Rel. Str. IBD58.3
Rel. Str. Peer Group67.5
Character TTM
Beta0.107
Beta Downside0.069
Hurst Exponent0.387
Drawdowns 3y
Max DD17.73%
CAGR/Max DD1.45
CAGR/Mean DD8.05
EPS (Earnings per Share) EPS (Earnings per Share) of NI over the last years for every Quarter: "2021-06": 0.13, "2021-09": 0.11, "2021-12": 0.39, "2022-03": 0.75, "2022-06": 0.12, "2022-09": 0.1, "2022-12": 0.5, "2023-03": 0.77, "2023-06": 0.11, "2023-09": 0.19, "2023-12": 0.53, "2024-03": 0.85, "2024-06": 0.19, "2024-09": 0.2, "2024-12": 0.49, "2025-03": 0.98, "2025-06": 0.22, "2025-09": 0.2, "2025-12": 0.51, "2026-03": 1.06,
EPS CAGR: 10.16%
EPS Trend: 96.7%
Last SUE: 0.34
Qual. Beats: 0
Revenue Revenue of NI over the last years for every Quarter: 2021-06: 986, 2021-09: 959.4, 2021-12: 1408.6, 2022-03: 1873.3, 2022-06: 1183.2, 2022-09: 1089.5, 2022-12: 1704.6, 2023-03: 1966, 2023-06: 1090, 2023-09: 1027.4, 2023-12: 1422, 2024-03: 1706.3, 2024-06: 1084.7, 2024-09: 1076.3, 2024-12: 1587.8, 2025-03: 2183.2, 2025-06: 1283, 2025-09: 1273.1, 2025-12: 1902.9, 2026-03: 2363.1,
Rev. CAGR: 7.37%
Rev. Trend: 70.5%
Last SUE: -2.94
Qual. Beats: -1

Warnings

High Debt While Negative Cash Flow
Altman Z'' 0.54 < 1.0 - Financial Distress Zone

Tailwinds

Shakeout

Seasonality

Coming soon
Description: NI NiSource

NiSource Inc. is a U.S.-based energy holding company that operates as a regulated natural gas and electric utility through two business segments: Columbia Operations and NIPSCO Operations. The company delivers natural gas to residential, commercial, and industrial customers across Ohio, Pennsylvania, Virginia, Kentucky, and Maryland via a network of distribution and transmission pipelines, and provides electricity to approximately 0.5 million customers in northern Indiana. Its electric generation portfolio is diversified across steam coal, combined cycle gas turbine, natural gas, hydroelectric, wind, and solar facilities spread across several Indiana counties. Founded in 1847 and headquartered in Merrillville, Indiana, the company was previously known as NIPSCO Industries before adopting its current name in April 1999.

As a multi-utility operating in the regulated Utilities sector, NiSource earns revenue primarily through state-regulated rate structures set by public utility commissions, which generally allow a fixed return on approved capital investments in transmission, distribution, and generation infrastructure. The combination of gas distribution and electric generation under one holding company is a common structure among multi-utilities, providing diversification across customer bases and fuel types while keeping earnings tied to the regulated rate base rather than commodity prices.

Headlines to Watch Out For
  • Multi-billion pipeline replacement capex expands regulated rate base
  • Indiana rate case outcomes determine earnings growth trajectory
  • Winter heating demand drives natural gas distribution volumes
Piotroski VR-10 (Strict) 3.0
Net Income: 961.8m TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA -0.22 > 1.0
NWC/Revenue: -19.32% < 20% (prev -34.68%; Δ 15.36% < -1%)
CFO/TA 0.06 > 3% & CFO 2.12b > Net Income 961.8m
Net Debt (16.9b) to EBITDA (3.12b): 5.42 < 3
Current Ratio: 0.65 > 1.5 & < 3
Outstanding Shares: last quarter (480.9m) vs 12m ago 1.78% < -2%
Gross Margin: 55.92% > 18% (prev 50.79%; Δ 5.13% > 0.5%)
Asset Turnover: 19.57% > 50% (prev 17.92%; Δ 1.66% > 0%)
Interest Coverage Ratio: 2.76 > 6 (EBIT TTM 1.92b / Interest Expense TTM 697.8m)
Altman Z'' 0.54
A: -0.04 (Total Current Assets 2.41b - Total Current Liabilities 3.73b) / Total Assets 36.6b
B: -0.00 (Retained Earnings -96.6m / Total Assets 36.6b)
C: 0.06 (EBIT TTM 1.92b / Avg Total Assets 34.9b)
D: 0.39 (Book Value of Equity 9.66b / Total Liabilities 24.7b)
Altman-Z'' = 0.54 = B
Beneish M -3.04
DSRI: 0.97 (Receivables 1.32b/1.18b, Revenue 6.82b/5.93b)
GMI: 0.91 (GM 50.79% / 55.92%)
AQI: 0.97 (AQ_t 0.13 / AQ_t-1 0.13)
SGI: 1.15 (Revenue 6.82b / 5.93b)
TATA: -0.03 (NI 961.8m - CFO 2.12b) / TA 36.6b)
Beneish M = -3.04 (Cap -4..+1) = AA
What is the price of NI shares?

As of June 28, 2026, the stock is trading at USD 49.08 with a total of 6,294,288 shares traded. Over the past week, the price has changed by +3.85%, over one month by +2.68%, over three months by +8.69% and over the past year by +27.22%.

Current recommended Stop Loss: 46.90 (which is 4.4% or 2.4 ATR below the current price).

Is NI a buy, sell or hold?

NiSource has received a consensus analysts rating of 4.47. Therefore, it is recommended to buy NI.

  • StrongBuy: 11
  • Buy: 4
  • Hold: 1
  • Sell: 1
  • StrongSell: 0

What are the forecasts/targets for the NI price?
Analysts Target Price 51.4 4.6%
NiSource (NI) - Fundamental Data Overview as of 26 June 2026
Market Cap USD = 22.8b (22.8b USD * 1.0 USD.USD)
P/E Trailing = 23.6965
P/E Forward = 23.3645
P/S = 3.3473
P/B = 2.3644
P/EG = 2.7149
Revenue TTM = 6.82b USD
EBIT TTM = 1.92b USD
EBITDA TTM = 3.12b USD
Long Term Debt = 15.5b USD (from longTermDebt, last quarter)
Short Term Debt = 1.31b USD (from shortTermDebt, last quarter)
Debt = 17.0b USD (from shortLongTermDebtTotal, last quarter) + Leases 211.4m
Net Debt = 16.9b USD (calculated: Debt 17.0b - CCE 71.9m)
Enterprise Value = 39.7b USD (22.8b + Debt 17.0b - CCE 71.9m)
Interest Coverage Ratio = 2.76 (Ebit TTM 1.92b / Interest Expense TTM 697.8m)
EV/FCF = -47.77x (Enterprise Value 39.7b / FCF TTM -832.0m)
FCF Yield = -2.09% (FCF TTM -832.0m / Enterprise Value 39.7b)
FCF Margin = -12.20% (FCF TTM -832.0m / Revenue TTM 6.82b)
Net Margin = 14.10% (Net Income TTM 961.8m / Revenue TTM 6.82b)
Gross Margin = 55.92% ((Revenue TTM 6.82b - Cost of Revenue TTM 3.01b) / Revenue TTM)
Gross Margin QoQ = 59.48% (prev 58.12%)
Tobins Q-Ratio = 1.09 (Enterprise Value 39.7b / Total Assets 36.6b)
Interest Expense / Debt = 4.11% (Interest Expense 697.8m / Debt 17.0b)
Taxrate = 15.0% (183.9m / 1.23b)
NOPAT = 1.64b (EBIT 1.92b * (1 - 15.00%))
Current Ratio = 0.65 (Total Current Assets 2.41b / Total Current Liabilities 3.73b)
Debt / Equity = 1.76 (Debt 17.0b / totalStockholderEquity, last quarter 9.66b)
Debt / EBITDA = 5.42 (Net Debt 16.9b / EBITDA 3.12b)
 Debt / FCF = -20.32 (negative FCF - burning cash) (Net Debt 16.9b / FCF TTM -832.0m)
 Total Stockholder Equity = 9.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.76% (Net Income 961.8m / Total Assets 36.6b)
RoE = 10.37% (Net Income TTM 961.8m / Total Stockholder Equity 9.28b)
RoCE = 7.78% (EBIT 1.92b / Capital Employed (Equity 9.28b + L.T.Debt 15.5b))
RoIC = 4.79% (NOPAT 1.64b / Invested Capital 34.1b)
WACC = 5.14% (E(22.8b)/V(39.8b) * Re(6.36%) + D(17.0b)/V(39.8b) * Rd(4.11%) * (1-Tc(0.15)))
Discount Rate = 6.36% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 95.56 | Cagr: 3.07%
 [DCF] Fair Price = unknown (Cash Flow -832.0m)
 EPS Correlation: 96.70 | EPS CAGR: 10.16% | SUE: 0.34 | # QB: 0
Revenue Correlation: 70.49 | Revenue CAGR: 7.37% | SUE: -2.94 | # QB: -1
EPS current Quarter (2026-06-30): EPS=0.23 | Chg30d=-1.13% | Revisions=-33% | Analysts=8
EPS next Quarter (2026-09-30): EPS=0.22 | Chg30d=-2.25% | Revisions=-33% | Analysts=8
EPS current Year (2026-12-31): EPS=2.06 | Chg30d=-0.01% | Revisions=+0% | GrowthEPS=+8.2% | GrowthRev=+7.6%
EPS next Year (2027-12-31): EPS=2.24 | Chg30d=+0.04% | Revisions=+71% | GrowthEPS=+9.1% | GrowthRev=+5.8%
[Analyst] Revisions Ratio: +71%