NiSource Inc.

Informe acción NYSE:NI

Capitalización de mercado: US$22.7b

NiSource Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de NiSource de 10.3% y 5.9% por año respectivamente. Se prevé que el BPA crezca en un 8.3% al año. Se espera que la rentabilidad financiera sea de 9% en 3 años.

Información clave

10.3%

Tasa de crecimiento de los beneficios

8.35%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Integrated Utilities12.5%
Tasa de crecimiento de los ingresos5.9%
Rentabilidad financiera futura9.03%
Cobertura de analistas

Good

Última actualización12 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa May 20

NI: GenCo Data Center Agreements Will Support Steady Returns And Customer Savings

Analysts have nudged their price target for NiSource to $51.36 from $50.79, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News NiSource signed a long-term energy agreement with an Alphabet subsidiary to support a large-scale data center in northern Indiana, using the NIPSCO Generation LLC (GenCo) model to serve large-load customers and support local communities.
Actualización de narrativa May 02

NI: GenCo Agreements And Data Center Loads Will Support Balanced Future Returns

Analysts have lifted their price target on NiSource from $49.43 to $50.79. This reflects updated assumptions that include a higher projected revenue growth rate, a slightly lower profit margin outlook, and a modestly higher future P/E multiple.
Actualización de narrativa Apr 18

NI: Data Center Agreements And GenCo Framework Will Support Balanced Future Returns

Analysts have slightly lifted their price target for NiSource to $49.43 from $48.79, citing updated assumptions that combine a modestly higher revenue growth outlook with a small adjustment to expected profit margins and future P/E levels. What's in the News NiSource agreed a new long term energy supply contract with an Alphabet Inc.
Actualización de narrativa Apr 03

NI: Future Dividend And Updated P/E Assumptions Will Support Balanced Returns

Analysts now put their average price target for NiSource at about $48.79, up slightly from roughly $48.54, reflecting updated assumptions around revenue growth, profit margin, and future P/E estimates. What's in the News The board declared a quarterly common stock dividend of $0.30 per share, scheduled for payment on February 20, 2026, to stockholders of record as of February 3, 2026 (company board announcement).
Actualización de narrativa Mar 20

NI: Future Dividend And Slightly Higher P/E Assumptions Will Support Balanced Returns

Analysts have adjusted their price target for NiSource slightly higher to $48.54 from $48.08. This reflects updated views on its fair value and P/E assumptions while keeping other key inputs broadly consistent.
Actualización de narrativa Mar 06

NI: Future Dividend And Refined P/E Assumptions Will Support Balanced Returns

Analysts have nudged their price target for NiSource slightly higher to $48.08 from $47.85, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The board of directors declared a quarterly common stock dividend of $0.30 per share for NiSource, scheduled to be paid on February 20, 2026, to shareholders of record as of February 3, 2026 (Key Developments).
Actualización de narrativa Feb 19

NI: Future Dividend Increase And Refined P/E Assumptions Will Support Balanced Returns

Analysts have raised their price target on NiSource slightly to about $47.85 from $46.75, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News The board of directors declared a quarterly common stock dividend of $0.30 per share for NiSource.
Actualización de narrativa Feb 05

NI: Future Dividend Profile And P/E Assumptions Will Support Balanced Return Potential

Analysts have increased their price target for NiSource slightly to US$46.75 from about US$46.27, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News The board of directors declared a quarterly common stock dividend of US$0.30 per share for NiSource, scheduled to be paid on February 20, 2026, to shareholders of record as of February 3, 2026 (Key Developments).
Artículo de análisis Jan 29

NiSource (NYSE:NI) Is Paying Out A Larger Dividend Than Last Year

NiSource Inc. ( NYSE:NI ) has announced that it will be increasing its periodic dividend on the 20th of February to...
Actualización de narrativa Jan 22

NI: At The Market Equity Issuance Will Support Balanced Future Return Potential

Analysts have made a marginal adjustment to their NiSource price target, trimming it by about $0.09 as they refresh their views on fair value, discount rate assumptions, revenue growth, profit margin and future P/E expectations. What's in the News NiSource filed a follow on equity offering for up to US$1.5b in common stock through an at the market program (Key Developments).
Actualización de narrativa Jan 08

NI: At The Market Equity Program Will Support Future Return Potential

Analysts have made a small refinement to their price target for NiSource, keeping it effectively unchanged around US$46.36. They have slightly adjusted assumptions on the discount rate, long-term revenue growth, profit margin and future P/E to reflect updated views on the company’s steady outlook.
Seeking Alpha Jan 07

NiSource: Data Center Upside With Less Political Risk

Summary NiSource is rated a "Buy" due to its innovative GenCo structure, strong regulatory positioning, and robust capital program supporting data center growth. NI's $28 billion five-year capital plan, including $6-$7 billion for Amazon's data center, drives 11%-12% rate base growth and 8%-9% targeted EPS growth through 2033. The GenCo agreement isolates data center costs to Amazon, shields existing customers, and enhances political feasibility, positioning NI as a sector leader. I expect NI to deliver 11%-12% annual total returns, with a rising dividend and manageable equity needs, making it a core holding for income investors. Read the full article on Seeking Alpha
Actualización de narrativa Dec 20

NI: Equity Expansion And GenCo Approval Will Drive Attractive Future Returns

Analysts have modestly raised their price target on NiSource by approximately $0.00 per share, reflecting slightly stronger long term revenue growth expectations that are only partially offset by a marginally lower projected profit margin and a small contraction in future valuation multiples. What's in the News Filed a new at the market follow-on equity offering for up to $1.5 billion in common stock, providing additional capital flexibility for growth initiatives and balance sheet support (company filing) Completed an $852.5 million follow-on equity offering of multiple tranches of common stock, including more than 24 million shares offered at a price of about $40.10 per share, expanding the equity base and supporting planned investments (company filing) Received Indiana Utility Regulatory Commission approval for the NIPSCO Generation LLC declination petition, enabling GenCo to own and develop generation assets targeted to data center and other large load customers while insulating existing NIPSCO retail customers from related costs (Indiana Utility Regulatory Commission decision) Outlined GenCo’s strategic pillars of prioritizing existing customers, supporting rapid growth in data center demand, strengthening financial stability, and maintaining flexibility to adapt to evolving energy markets in Northern Indiana (company statement) Valuation Changes Fair Value Estimate remained unchanged at approximately $46.36 per share, indicating no net impact from the updated assumptions.
Actualización de narrativa Dec 06

NI: Equity Offering And GenCo Approval Will Shape Balanced Future Outlook

Analysts have modestly raised their price target on NiSource, increasing estimated fair value by about $0.56 per share to approximately $46.36. They cited expectations for slightly stronger profit margins that more than offset tempered revenue growth assumptions and a marginally higher forward earnings multiple.
Actualización de narrativa Nov 22

NI: Equity Offering And Regulatory Approval Will Shape Upcoming Performance

NiSource's analyst price target has been revised upwards from $45.30 to $45.80. Analysts cite improved profit margins and favorable discount rate adjustments as key drivers for the change.
Actualización de narrativa Nov 05

NI: Equity Offering And Regulatory Approval Will Shape Measured Outlook For Shares

Analysts have raised their price target for NiSource from $44.60 to $45.30 per share. They cite improved revenue growth expectations, despite slightly lower projected profit margins and a modest increase in the company's anticipated future price-to-earnings ratio.
Artículo de análisis Oct 22

We Think NiSource (NYSE:NI) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Oct 21

Analysts Lift NiSource Price Target After Regulatory Win and Updated Valuation Projections

Analysts have raised their price target for NiSource from $43.91 to $44.60. They cited revised fair value estimates based on updated financial projections.
Artículo de análisis Aug 29

Return Trends At NiSource (NYSE:NI) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Jul 31

Is Now The Time To Put NiSource (NYSE:NI) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Jul 15

A Look At The Fair Value Of NiSource Inc. (NYSE:NI)

Key Insights Using the Dividend Discount Model, NiSource fair value estimate is US$35.80 Current share price of...
Artículo de análisis Jun 25

NiSource (NYSE:NI) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 26

NiSource (NYSE:NI) Could Be Struggling To Allocate Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Seeking Alpha Apr 25

NiSource: Positioned To Capitalize On The Next Wave Of Energy Demand

Summary NiSource is positioned for long-term growth with a projected 7% EPS growth rate through 2029, driven by increasing energy demand from AI, data centers, and natural gas usage. The company is investing $19 billion to modernize its grid and focus on cleaner energy, aiming for a 90% reduction in carbon emissions by 2030. NI offers stable cash flows, a strong financial profile, and a reasonable valuation, trading at a forward EV/EBITDA multiple of 11.87x, slightly above the sector median. With a solid execution team and regulatory support, NiSource is well-positioned to deliver value to shareholders and customers over the next 1–2 years. Read the full article on Seeking Alpha
Seeking Alpha Feb 12

NiSource: Solid Guidance And Data Center Upside Make Shares Attractive

Summary NiSource Inc. shares have surged 50% due to AI-driven data center developments in Indiana, despite recent volatility from DeepSeek news and AI spending concerns. NiSource reported mixed Q4 results but raised 2025 guidance; strong operational performance with modest cost inflation and reduced net interest expense. Long-term growth potential driven by data center demand, with NIPSCO as the primary growth driver; capex program increased to $19.4 billion with further upside possible. NI stock could see a 9-11% total return, combining 6-8% EPS growth and a nearly 3% dividend yield, with potential upside beyond this from AI-related projects. Read the full article on Seeking Alpha
Seeking Alpha Nov 23

NiSource: Well-Positioned With Data Center Upside (Rating Upgrade)

Summary NiSource has outperformed expectations, gaining 45% in a year, driven by optimism around data center demand and strong financial performance. The company’s robust $19.3 billion capex plan aims to grow its rate base by 8-10% and EPS by 6-8% through 2029. NiSource’s strategic equity issuance and strong balance sheet minimize dilution, enhancing long-term returns, potentially reaching 11.5% with data center growth. Given the promising growth prospects and less material dilution, I recommend buying NiSource shares, expecting them to surpass $41 within a year. Read the full article on Seeking Alpha
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Nueva narrativa Aug 22

Renewable Energy Transition And Innovation Drive Growth Amid Challenges

NiSource's efficient capital deployment and focus on renewable energy align with growth in demand, promising enhanced revenue and shareholder returns.
Seeking Alpha Jun 21

NiSource's Equity Issuance Reduces Upside (Rating Downgrade)

Summary NiSource stock has underperformed the market due to elevated interest rates affecting dividend-oriented and utility stocks. NiSource reported solid earnings growth in Q1, with operating income rising in both Columbia Gas and NIPSCO segments. The company plans to issue significant equity to fund growth projects, creating downside risk to EPS growth and dividend growth rates. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:NI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20287,9601,245-2,0632,7554
12/31/20277,5261,111-2,1162,5464
12/31/20267,115997-2,3472,4694
3/31/20266,822963-1,2062,118N/A
12/31/20256,642927-7942,362N/A
9/30/20256,327894-5352,190N/A
6/30/20256,130885-6582,062N/A
3/31/20255,932868-6792,012N/A
12/31/20245,455738-8611,782N/A
9/30/20245,289740-9731,641N/A
6/30/20245,240732-1,0571,646N/A
3/31/20245,246686-9701,708N/A
12/31/20235,505661-7111,935N/A
9/30/20235,788667-6571,909N/A
6/30/20235,850642-7551,693N/A
3/31/20235,943655-7971,513N/A
12/31/20225,851749-7941,409N/A
9/30/20225,555670-7531,315N/A
6/30/20225,425668-5351,422N/A
3/31/20225,227661-5721,349N/A
12/31/20214,900530-6201,218N/A
9/30/20214,702448-5741,185N/A
6/30/20214,645212-6381,099N/A
3/31/20214,622147-4911,182N/A
12/31/20204,682-73-6541,104N/A
9/30/20204,868-296-5741,210N/A
6/30/20204,897-117-4131,365N/A
3/31/20204,945185-3471,554N/A
12/31/20195,209328N/A1,583N/A
9/30/20195,273461N/A845N/A
6/30/20195,237123N/A657N/A
3/31/20195,234-137N/A551N/A
12/31/20185,115-66N/A540N/A
9/30/20185,021-98N/A1,140N/A
6/30/20185,043261N/A900N/A
3/31/20185,027193N/A719N/A
12/31/20174,875129N/A742N/A
9/30/20174,803270N/A801N/A
6/30/20174,748279N/A968N/A
3/31/20174,655353N/A912N/A
12/31/20164,493332N/A803N/A
9/30/20164,293304N/A795N/A
6/30/20164,249295N/A828N/A
3/31/20164,236184N/A1,155N/A
12/31/20154,652183N/A1,457N/A
9/30/20154,947198N/A1,627N/A
6/30/20154,968166N/A1,784N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (10.3% al año) de NI es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (10.3% al año) de NI crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de NI crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.9% al año) de NI crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.9% al año) de NI crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de NI sea baja dentro de 3 años (9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 17:56
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NiSource Inc. está cubierta por 18 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gary HovisArgus Research Company
Nicholas CampanellaBarclays
Daniel FordBarclays