NiSource Gestione
Criteri Gestione verificati 4/4
NiSource Il CEO è Lloyd Yates, nominato in Feb2022, e ha un mandato di 4.25 anni. la retribuzione annua totale è $ 13.20M, composta da 9% di stipendio e 91% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.08% delle azioni della società, per un valore di $ 18.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 7.3 anni.
Informazioni chiave
Lloyd Yates
Amministratore delegato
US$13.2m
Compenso totale
| Percentuale dello stipendio del CEO | 9.03% |
| Mandato del CEO | 4.3yrs |
| Proprietà del CEO | 0.08% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 7.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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 AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$73m |
Compensazione vs Mercato: La retribuzione totale di Lloyd ($USD 13.20M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Lloyd è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Lloyd Yates (64 yo)
4.3yrs
Mandato
US$13,197,800
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | 0.0056% $ 1.3m | |
| Executive VP of Administration & Chief Human Resources Officer | 4.9yrs | Nessun dato | 0.0063% $ 1.4m | |
| Vice President of Investor Relations | less than a year | Nessun dato | Nessun dato | |
| Executive VP | 4.5yrs | Nessun dato | 0.014% $ 3.2m | |
| Vice President of Communications | 1yr | Nessun dato | Nessun dato | |
| President and COO of Columbia Gas of Pennsylvania & Maryland | no data | Nessun dato | Nessun dato | |
| President & COO of NIPSCO | 5.9yrs | Nessun dato | Nessun dato |
4.3yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di NI è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NI sono considerati esperti (durata media dell'incarico 7.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 07:51 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
NiSource Inc. è coperta da 18 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gary Hovis | Argus Research Company |
| Nicholas Campanella | Barclays |
| Daniel Ford | Barclays |