NiSource Inc.

NYSE:NI 주식 리포트

시가총액: US$22.8b

NiSource 배당 및 자사주 매입

배당 기준 점검 4/6

NiSource 수익으로 충분히 충당되는 현재 수익률 2.55% 보유한 배당금 지급 회사입니다. 다음 지급일은 20th May, 2026 이며 배당락일은 다음과 같습니다. 30th April, 2026.

핵심 정보

2.6%

배당 수익률

-1.4%

자사주 매입 수익률

총 주주 수익률1.2%
미래 배당 수익률2.9%
배당 성장률4.5%
다음 배당 지급일20 May 26
배당락일30 Apr 26
주당 배당금n/a
배당 성향42%

최근 배당 및 자사주 매입 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
User avatar
새 내러티브 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
Seeking 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 Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: NI 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: NI 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

NiSource 배당 수익률 vs 시장
NI의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (NI)2.6%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Integrated Utilities)3.3%
분석가 예측 (NI) (최대 3년)2.9%

주목할만한 배당금: NI 의 배당금( 2.55% )은 US 시장에서 배당금 지급자의 하위 25%( 1.39% )보다 높습니다.

고배당: NI 의 배당금( 2.55% )은 US 시장에서 배당금 지급자의 상위 25%( 4.21% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 42.4% )로 NI 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: NI 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 11:57
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

NiSource Inc.는 18명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gary HovisArgus Research Company
Nicholas CampanellaBarclays
Daniel FordBarclays