NiSource Dirección
Dirección controles de criterios 4/4
El CEO de NiSource es Lloyd Yates , nombrado en Feb 2022, tiene una permanencia de 4.25 años. compensación anual total es $13.20M, compuesta por 9% salario y 91% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.08% de las acciones de la empresa, por valor de $18.38M. La antigüedad media del equipo directivo y de la junta directiva es de 4.3 años y 7.3 años, respectivamente.
Información clave
Lloyd Yates
Chief Executive Officer (CEO)
US$13.2m
Compensación total
| Porcentaje del salario del CEO | 9.03% |
| Permanencia del CEO | 4.3yrs |
| Participación del CEO | 0.08% |
| Permanencia media de la dirección | 4.3yrs |
| Promedio de permanencia en la Junta Directiva | 7.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 AlphaActualización del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 AlphaSeeking 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 AlphaSeeking 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
Nuevo análisis • 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 AlphaSeeking Alpha • Apr 08
NiSource Inc.: While Slightly Undervalued, Higher For Longer May Bring A Deeper Discount
Summary NiSource is a holding company for two utilities: NIPSCO Gas & Electric in Indiana, and NiSource Gas Distribution Group in five eastern states. Shares are just slightly undervalued, but the 3.9% yield is not a strong incentive to buy. NiSource may reach a better entry point the longer interest rates remain elevated. NiSource operates in positive regulatory environments and is quickly transitioning towards renewable energy. EPS growth is 6.0-8.0%. Long-term, shares may be attractive to investors looking for diversification in smaller utilities east of the Mississippi. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$963m |
| Dec 31 2025 | US$13m | US$1m | US$927m |
| Sep 30 2025 | n/a | n/a | US$894m |
| Jun 30 2025 | n/a | n/a | US$885m |
| Mar 31 2025 | n/a | n/a | US$868m |
| Dec 31 2024 | US$13m | US$1m | US$738m |
| Sep 30 2024 | n/a | n/a | US$740m |
| Jun 30 2024 | n/a | n/a | US$732m |
| Mar 31 2024 | n/a | n/a | US$686m |
| Dec 31 2023 | US$9m | US$1m | US$661m |
| Sep 30 2023 | n/a | n/a | US$667m |
| Jun 30 2023 | n/a | n/a | US$642m |
| Mar 31 2023 | n/a | n/a | US$655m |
| Dec 31 2022 | US$7m | US$879k | US$749m |
| Sep 30 2022 | n/a | n/a | US$670m |
| Jun 30 2022 | n/a | n/a | US$668m |
| Mar 31 2022 | n/a | n/a | US$661m |
| Dec 31 2021 | US$252k | n/a | US$530m |
| Sep 30 2021 | n/a | n/a | US$448m |
| Jun 30 2021 | n/a | n/a | US$212m |
| Mar 31 2021 | n/a | n/a | US$147m |
| Dec 31 2020 | US$244k | n/a | -US$73m |
Compensación vs. Mercado: La compensación total ($USD13.20M) de Lloyd está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.67M).
Compensación vs. Ingresos: La compensación de Lloyd ha sido consistente con los resultados de la empresa en el último año.
CEO
Lloyd Yates (64 yo)
4.3yrs
Permanencia
US$13,197,800
Compensación
Mr. Lloyd M. Yates served as Director of NiSource Inc. since March 9, 2020 and serves as its President and Chief Executive Officer since February 14, 2022. Mr. Yates served as an Independent Director of So...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.3yrs | US$13.20m | 0.080% $ 18.4m | |
| Executive VP & CFO | 3.2yrs | US$3.30m | 0.023% $ 5.3m | |
| Executive VP and Chief Operating & Safety Officer | 4.3yrs | US$3.00m | 0.015% $ 3.5m | |
| Executive VP of Technology & Customer and Chief Commercial Officer | 1.2yrs | US$5.30m | 0.012% $ 2.9m | |
| Executive VP & Group President of NiSource Utilities | 3.8yrs | US$3.17m | 0.021% $ 4.8m | |
| Senior VP | 5.8yrs | sin datos | 0.0056% $ 1.3m | |
| Executive VP of Administration & Chief Human Resources Officer | 4.9yrs | sin datos | 0.0063% $ 1.4m | |
| Vice President of Investor Relations | less than a year | sin datos | sin datos | |
| Executive VP | 4.5yrs | sin datos | 0.014% $ 3.2m | |
| Vice President of Communications | 1yr | sin datos | sin datos | |
| President and COO of Columbia Gas of Pennsylvania & Maryland | no data | sin datos | sin datos | |
| President & COO of NIPSCO | 5.9yrs | sin datos | sin datos |
4.3yrs
Permanencia media
53yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de NI se considera experimentado (4.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 6.2yrs | US$13.20m | 0.080% $ 18.4m | |
| Independent Director | 4.2yrs | US$310.00k | 0.0042% $ 967.9k | |
| Independent Director | 9.3yrs | US$322.74k | 0.0097% $ 2.2m | |
| Independent Chairman of the Board | 10.8yrs | US$450.00k | 0.013% $ 3.0m | |
| Independent Director | 18yrs | US$325.00k | 0.010% $ 2.4m | |
| Independent Director | 10.8yrs | US$310.00k | 0.0015% $ 351.1k | |
| Independent Director | 7.7yrs | US$297.31k | 0.0096% $ 2.2m | |
| Independent Director | 8.8yrs | US$297.31k | 0.013% $ 3.1m | |
| Independent Director | 4.3yrs | US$302.74k | 0.0043% $ 1.0m | |
| Independent Director | 2.2yrs | US$290.00k | 0.0015% $ 358.1k | |
| Independent Director | 6.9yrs | US$292.00k | 0.0056% $ 1.3m | |
| Independent Director | 4.3yrs | US$302.50k | 0.0043% $ 993.3k |
7.3yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de NI se considera experimentada (7.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 09:20 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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.
| Analista | Institución |
|---|---|
| Gary Hovis | Argus Research Company |
| Nicholas Campanella | Barclays |
| Daniel Ford | Barclays |