NIPSCO accepting applications for its Environmental Action Grants through April 3
NIPSCO, with support from the NiSource Charitable Foundation, is accepting applications for its 2026 Environmental Action Grant until April 3. This annual grant funds environmental projects and programming across NIPSCO’s service area, focusing on initiatives that protect natural resources and strengthen communities. Grants ranging from $500 to $5,000 will be awarded to eligible 501(c)3 or non-profit organizations for environmentally focused projects.
Quanta Services, Inc. (NYSE:PWR) Q4 2025 Earnings Call Transcript
Quanta Services, Inc. (NYSE:PWR) reported record financial results for Q4 and full-year 2025, with revenues reaching $28.5 billion and adjusted EPS growing 20% to $10.75. The company sees significant momentum in its end markets, driven by infrastructure investment, load growth, and data center demand, resulting in a record backlog of $44 billion. Quanta is strategically investing in vertical supply chain solutions, including power transformer manufacturing, and expects continued double-digit growth and over 20% adjusted EPS growth in 2026.
Insider Sell: Gunnar Gode Sells Shares of NiSource Inc (NI)
Gunnar Gode, Senior Vice President Chief Accounting and Tax Officer at NiSource Corporate Services Company, sold 2,175 shares of NiSource Inc (NI) on February 18, 2026. This transaction continues a trend of insider selling at the company, with no insider buys in the past year. NiSource Inc is currently trading at $46 per share, which is significantly overvalued according to its GF Value.
Quanta Services earnings in focus as grid buildout accelerates
Quanta Services Inc. is set to announce its fourth-quarter and full-year 2025 earnings, with analysts expecting $3.02 per share on $7.37 billion in revenue, driven by accelerating grid modernization. Investors are closely watching for updates on backlog conversion and margin expansion, especially in its Electric Infrastructure Solutions segment, as the company capitalizes on significant utility spending on grid upgrades. Despite a strong long-term outlook, the stock's current price suggests it may be ahead of near-term fundamentals.
Pinnacle West (PNW) Earnings Expected to Grow: Should You Buy?
Pinnacle West (PNW) is anticipated to report an increase in earnings and higher revenues for the quarter ending December 2025, with expectations of $0.05 per share, an increase of 183.3% year-over-year. However, the consensus EPS estimate has been revised 500% lower over the last 30 days, and the company has a negative Earnings ESP of -4.76%. While the stock currently holds a Zacks Rank of #2, the combination of factors makes a positive earnings surprise difficult to predict, suggesting investors should consider other factors along with the company's past performance in beating estimates.
Reliability Roadmap by the Numbers: 2,700 Electric Reliability Improvements Powered by Customers' Investments in 2025
Consumers Energy completed nearly 2,700 electric reliability projects in Michigan during 2025, funded by customer investments. Despite a 20% increase in weather-driven outage events, these improvements led to 130,000 fewer customer outages and $15 million in savings from improved forecasting. The projects, part of the Reliability Roadmap, aim to create a stronger, smarter grid and reduce long-term costs for customers.
Emerson at Citi’s Conference: Strategic Focus on Industrial Software
Emerson Electric Company presented at Citi’s Global Industrial Tech & Mobility Conference 2026, highlighting its strategic focus on industrial software and resilience against AI threats. The company emphasized robust growth prospects, strong order momentum, and commitment to returning $10 billion to shareholders. Despite weaknesses in China and Europe, Emerson sees optimism in the U.S. and the Middle East, with R&D investments focusing on AI integration within existing software solutions.
Inspiring Curiosity, Energizing the Future: NiSource Charitable Foundation Hosts Annual ‘Introduce a Girl to STEAM’ Event Across Five States
The NiSource Charitable Foundation, in partnership with Columbia Gas and NIPSCO, hosted its second annual ‘Introduce a Girl to STEAM Signature Event’ across five states, engaging over 300 school-aged girls. This initiative aims to inspire young women to pursue careers in Science, Technology, Engineering, Art, and Mathematics (STEAM) by providing hands-on learning experiences and connecting them with women leaders in these fields. The program supports the Foundation's mission to foster strong communities and develop future innovators.
Columbia Gas accepting applications for 2026 Environmental Action Grants
Columbia Gas, in partnership with the NiSource Charitable Foundation, is now accepting applications for its 2026 Environmental Action Grants. These grants aim to support 501c3 organizations with environmentally focused missions, particularly those involved in protecting natural resources and restoring wildlife habitats. Interested organizations can find more information and apply through the Columbia Gas of Virginia website.
NiSource (NI) Is Up 5.1% After Amazon Power Deal And $28 Billion Grid Plan - Has The Bull Case Changed?
NiSource (NI) reported strong Q4 and full-year 2025 results, reaffirming 2026 EPS guidance and unveiling a $28 billion 2026-2030 investment plan heavily focused on utility modernization and data center infrastructure. The company also secured a long-term agreement to supply Amazon's data centers with up to 2,400 MW of power by 2032, a deal expected to return about $1 billion to Indiana customers over fifteen years while supporting large-scale grid upgrades. This strategic move reinforces NiSource's growth catalysts but also highlights the challenge of funding these projects without balance sheet strain or relying on consistent regulatory support.
Rhumbline Advisers Acquires 23,901 Shares of NiSource, Inc $NI
Rhumbline Advisers has increased its stake in NiSource, Inc. (NYSE:NI) by 2.4%, acquiring an additional 23,901 shares, bringing its total holdings to over 1 million shares valued at $43.6 million. Other institutional investors also adjusted their positions in the utilities provider, which recently announced a dividend increase to $0.30 per share and reported strong quarterly earnings. Analysts currently rate NiSource as a "Moderate Buy" with an average price target of $47.20.
Envestnet Asset Management Inc. Decreases Stock Position in NiSource, Inc $NI
Envestnet Asset Management Inc. reduced its stake in NiSource, Inc. (NYSE:NI) by 16.5% in the third quarter, selling over 102,000 shares. Despite this, NiSource's institutional ownership is around 91.6%, with several other firms increasing their positions. The company reported strong Q3 earnings, beating expectations, raised its quarterly dividend, and provided positive FY2026 guidance.
Vistra Corp. (VST) Upgraded by Jefferies Following Improved Risk/Reward Profile
Jefferies analyst Julien Dumoulin-Smith upgraded Vistra Corp. (VST) from Hold to Buy, increasing the price target to $203 from $191, citing an improved risk/reward profile after a 25% stock decline. Goldman Sachs also upgraded Vistra to Buy with a $205 price target, based on share price pullback and higher earnings estimates, highlighting the company's ability to secure significant power purchase agreements. Both firms believe the current share price doesn't fully account for future data center opportunities.
NiSource Taps Amazon Data Centers To Anchor Long Term Growth Plan
NiSource (NYSE:NI) has secured a long-term electricity supply contract with Amazon subsidiary ADS, committing to provide up to 2,400 MW for data centers by 2032. This deal is considered transformational for NiSource, linking its infrastructure investments to the growing demand for data center capacity and providing revenue visibility for its significant capital expenditure plans. While offering stability and growth potential, investors should also consider the risks associated with large upfront investments and reliance on a single major customer.
NiSource Taps Amazon Data Centers To Anchor Long Term Growth Plan
NiSource (NYSE:NI) has secured a long-term electricity supply contract with Amazon subsidiary ADS for its data centers, a deal NiSource describes as a transformational step in its infrastructure investment and growth plans. This agreement links a significant portion of NiSource's future capital expenditure, estimated at US$7 billion for data center-related projects out of a total US$28 billion planned from 2026-2030, to a specific, high-usage customer. While providing revenue visibility and supporting a shift towards electric infrastructure, the deal also presents risks such as significant upfront investment and customer concentration.
The Truth About NiSource Inc.: Quiet Utility Stock That Might Wreck Your Boring Portfolio Rules
This article examines NiSource Inc. (NI), a utility stock, as a potential stable investment in a market dominated by meme stocks and AI hype. It highlights NiSource's predictable revenue, dividend yield, and defensive posture as appealing factors for investors seeking stability and long-term growth, rather than high-volatility returns. The piece contrasts NiSource with competitors like NextEra Energy, positioning it as a "sleep at night" stock for portfolio diversification and risk reduction.
NiSource (NI) Earnings Growth And 14.1% Margin Put Bullish Narratives To The Test
NiSource (NI) recently reported Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, with trailing twelve-month EPS of US$1.90 on US$6.3 billion revenue, achieving a 14.1% net margin and 20.7% earnings growth. While bullish narratives are supported by consistent margins from grid modernization, quarterly earnings fluctuations and slower revenue growth compared to the broader market present challenges. The stock's valuation, trading at a P/E of 23.9x compared to peers at 27x and an industry average of 19.3x, and its DCF fair value of US$38.39, also stir debate among investors regarding its long-term prospects, alongside concerns about dividend and interest coverage.
NiSource (NI) Receives Neutral Rating with Raised Price Target from Citigroup | NI Stock News GuruFocus News
Citigroup has maintained a 'Neutral' rating for NiSource (NI) but increased its price target from $44.00 to $47.00, representing a 6.82% increase. This adjustment reflects a revised outlook on the company's future performance. Other analysts have also issued varied ratings, with an average target price of $47.82 among 13 analysts, suggesting a potential upside of 5.27% from the current price.
NiSource Inc. (NYSE:NI) Q4 2025 Earnings Call Transcript
NiSource Inc. (NYSE:NI) reported Q4 2025 adjusted EPS of $0.51, exceeding expectations, and reaffirmed its 2026 adjusted EPS guidance of $2.02 to $2.07. The company highlighted its accelerated data center strategy, including a significant agreement with Amazon, and discussed regulatory progress across its service territories. NiSource also emphasized its commitment to customer affordability, infrastructure investment, and maintaining a strong balance sheet, announcing a 7.1% increase in its 2026 dividend.
Drake & Associates LLC Makes New $2.41 Million Investment in NiSource, Inc $NI
Drake & Associates LLC has made a new $2.41 million investment in NiSource, Inc., acquiring 56,292 shares. This comes as NiSource recently beat Q4 earnings estimates, reaffirmed its 2026 guidance, and increased its quarterly dividend. Analysts maintain a "Moderate Buy" rating with an average price target of $47.11.
Alps Advisors Inc. Has $921,000 Position in NiSource, Inc $NI
Alps Advisors Inc. significantly reduced its stake in NiSource, Inc. (NYSE:NI) by 84.7% in Q3, now holding 21,260 shares valued at approximately $921,000. This comes as NiSource reported strong Q4 earnings, beating estimates with $0.51 EPS and an 18% increase in revenue year-over-year, and reaffirmed its FY2026 guidance. The company also announced an increased quarterly dividend and analysts maintain a "Moderate Buy" consensus rating with an average target price of $47.11.
NiSource Inc. Q4 Profit Rises
NiSource Inc. announced a significant rise in its fourth-quarter profit, with earnings increasing to $257.8 million, or $0.53 per share, from $223.9 million, or $0.47 per share, in the previous year. Excluding certain items, adjusted earnings were $249.2 million or $0.51 per share. The company's revenue also saw a substantial increase of 18.4% to $1.891 billion.
NiSource Shares Rise on Adjusted Earnings Beat and Strategic Data Center Outlook
NiSource Inc. (NI) shares rose after reporting an adjusted earnings beat for Q4 and full-year 2025, despite a revenue miss. The company reaffirmed its 2026 guidance and highlighted a strategic Amazon data center agreement, which is expected to drive long-term growth and customer savings through significant capital investments. NiSource maintains a strong balance sheet to support its $28 billion capital plan and aims for 8%-9% adjusted EPS CAGR through 2033.
NiSource Shares Rise on Adjusted Earnings Beat and Strategic Data Center Outlook
NiSource Inc. (NI) shares rose after reporting an adjusted earnings beat for Q4 and full-year 2025, driven by strong bottom-line performance despite a revenue miss. The utility reaffirmed its 2026 guidance and highlighted a strategic agreement with Amazon for data center services, which is expected to generate over $1 billion in customer savings and significant capital investment through its GenCo model. This strategic move and infrastructure modernization plan are poised to support the company's long-term growth and stable financial outlook.
NiSource (NI) Earnings Growth And 14.1% Margin Put Bullish Narratives To The Test
NiSource (NI) reported Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, with a trailing twelve-month EPS of US$1.90 and revenue of US$6.3 billion, demonstrating 20.7% earnings growth and a 14.1% net margin. While these figures support some bullish narratives, the article highlights areas of concern including significant quarterly EPS swings, a P/E ratio above the industry average, a share price exceeding its DCF fair value, and weak dividend and interest coverage by free cash flow. These factors suggest potential challenges to the long-term earnings durability and financial health despite current growth.
NiSource Inc (NI) Q4 2025 Earnings Call Highlights: Strong EPS Growth and Ambitious Investment Plans By GuruFocus
NiSource Inc (NI) reported strong financial results for Q4 and full-year 2025, with adjusted EPS surpassing guidance and an ambitious $21 billion capital investment plan over the next five years, including an additional $6-7 billion for the Amazon project. The company plans for dividend growth, controlled O&M costs, and average annual customer bill increases of less than 5%. Despite challenges like increased operating expenses and weather impacts, NiSource is optimistic about future growth, particularly in data center opportunities and regulatory solutions.
Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs' Bullish Update
Vistra Corp. (VST) has seen strong analyst sentiment, with over 90% of analysts bullish on the stock and a consensus price target implying significant upside. Goldman Sachs recently upgraded Vistra to 'Buy' from 'Neutral,' citing a decline in shares, rising estimates, and the company's successful large-scale contract with Meta Platforms. This partnership involves a 20-year power purchase agreement for zero-carbon energy from nuclear plants, demonstrating Vistra's capability in securing major deals.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource Inc. (NI) reported strong financial results for the fourth quarter and full year 2025, surpassing earnings estimates and showing significant revenue growth year-over-year. The utility company also reaffirmed its 2026 earnings guidance and outlined substantial capital expenditures through 2030, including investments in system modernization and strategic data center infrastructure. The article also provides a brief overview of other utility companies' fourth-quarter earnings.
Earnings call transcript: NiSource Q4 2025 earnings beat EPS forecast, stock rises
NiSource Inc. (NASDAQ:NI) reported its Q4 2025 earnings, exceeding EPS forecasts with $0.51 against an expected $0.50, but missed revenue projections at $1.2 billion versus $1.49 billion. Despite the revenue miss, the stock rose 0.85% in pre-market trading, driven by the EPS beat and strategic initiatives for data center energy solutions, including the Amazon GenCo project. The company reaffirmed its 2026 EPS guidance and outlined significant infrastructure investments, expecting an 8%-9% compound annual growth rate through 2033.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource Inc. (NI) reported strong financial results for the fourth quarter and full year 2025, with Q4 operating EPS of 51 cents significantly beating Zacks Consensus Estimates and increasing 4.1% year-over-year. Revenues also surpassed expectations, reaching $1.89 billion for the quarter and $6.61 billion for the year, representing substantial increases from the previous year. The company reaffirmed its 2026 non-GAAP earnings guidance and projected an 8-9% CAGR through 2033, backed by significant capital expenditure plans for system modernization and data center infrastructure.
NiSource (NYSE:NI) Releases Quarterly Earnings Results
NiSource (NYSE:NI) reported strong quarterly earnings, exceeding analyst expectations with $0.51 EPS against a $0.49 consensus and revenue of $1.90 billion, significantly higher than the $1.20 billion estimate. The utility provider also reaffirmed its FY 2026 EPS guidance of $2.020-$2.070 and increased its quarterly dividend to $0.30 per share, leading to a jump in its stock price to near a 12-month high. The positive results and dividend hike underscore the company's solid financial performance and commitment to shareholder returns.
NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
NiSource (NI) reported strong fourth-quarter and full-year 2025 results, with operating earnings per share and total revenues surpassing Zacks Consensus Estimates. The company saw an increase in both EPS and revenues year-over-year, driven by increased operating income despite higher net interest expenses. NiSource also reaffirmed its 2026 non-GAAP earnings guidance and outlined a significant capital expenditure plan for 2026-2030, including utility system modernization and data center investments.
NiSource 2025 Financial Results: Earnings Beat Estimates, 2026 Outlook Announced - News and Statistics
NiSource Inc. has announced strong financial results for its fourth quarter and full year 2025, with earnings exceeding analyst projections. The company reported a net income of $257.8 million for Q4 and a full-year profit of $929.5 million. NiSource also provided a positive outlook for 2026, projecting full-year earnings between $2.02 and $2.07 per share.
NiSource: Q4 Earnings Snapshot
NiSource Inc. (NI) reported strong fourth-quarter results, with net income of $257.8 million, or 53 cents per share, exceeding Wall Street expectations. Adjusted earnings per share were 51 cents, beating the average analyst estimate of 49 cents. The company also posted full-year profit of $929.5 million and provided a positive outlook for full-year earnings.
(NI) NiSource Expects 2026 Adjusted EPS Range $2.02 - $2.07, vs. FactSet Est of $2.05
NiSource (NI) anticipates its adjusted EPS for 2026 to be in the range of $2.02 to $2.07, which aligns closely with FactSet's estimated $2.05. This announcement follows a rise in NiSource's Q4 adjusted earnings and a maintained adjusted EPS outlook for 2026. The company, a multiline utility, is involved in natural gas distribution and electricity production, transmission, and distribution.
NiSource Announces Full-Year 2025 Results
NiSource Inc. (NYSE: NI) announced its full-year 2025 financial results, reporting GAAP net income of $929.5 million ($1.95 per diluted share) and non-GAAP adjusted net income of $905.2 million ($1.90 adjusted EPS). The company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02–$2.07 and expects to invest approximately $28.0 billion from 2026–2030, including nearly $7.0 billion for strategic data center infrastructure. NiSource anticipates an 8%-9% compound annual growth rate for non-GAAP consolidated adjusted EPS and 9%-11% for consolidated rate base growth from 2026 through 2033.
NiSource Announces Full-Year 2025 Results
NiSource Inc. announced strong full-year 2025 results, with non-GAAP adjusted EPS exceeding guidance and reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02–$2.07. The company plans to invest approximately $28.0 billion from 2026–2030, including significant data center infrastructure investments, supporting an anticipated 8%-9% compound annual growth rate for non-GAAP consolidated adjusted EPS. NiSource also highlighted a landmark data center agreement with Amazon and a strategy to return over $1 billion in savings to retail customers.
NiSource: Q4 Earnings Snapshot
NiSource Inc. (NI) reported strong fourth-quarter earnings, with net income reaching $257.8 million, or 53 cents per share, surpassing Wall Street's expectations. The company recorded $1.9 billion in revenue for the quarter and $6.61 billion for the full year, with annual profit of $929.5 million. NiSource also provided a full-year earnings forecast ranging from $2.02 to $2.07 per share.
NiSource Inc stock hits all-time high at 44.97 USD By Investing.com
NiSource Inc. stock reached an all-time high of $44.97, surpassing its previous 52-week high. The utility company's stock has surged by 19.85% over the past year, reflecting strong performance and investor confidence. This milestone follows recent positive developments, including a declared quarterly dividend, a raised price target from Mizuho due to a large data center project, and an extension for its NIPSCO generating station.
NiSource: Q4 Earnings Snapshot
NiSource Inc. (NI) reported fourth-quarter net income of $257.8 million, or 53 cents per share, surpassing Wall Street expectations of 49 cents per share. The energy holding company posted revenue of $1.9 billion for the quarter and $6.61 billion for the full year, with a total profit of $929.5 million. NiSource anticipates full-year earnings for the upcoming period to be between $2.02 and $2.07 per share.
NiSource Announces Full-Year 2025 Results
NiSource Inc. announced its full-year 2025 financial results, reporting GAAP net income of $929.5 million or $1.95 per diluted share, and non-GAAP adjusted EPS of $1.90, exceeding guidance. The company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02–$2.07 and expects to invest approximately $28.0 billion from 2026–2030, including significant strategic data center infrastructure investments. NiSource anticipates an 8%-9% compound annual growth rate for non-GAAP adjusted EPS and 9%-11% rate base growth from 2026 through 2033.
NiSource Inc stock hits all-time high at 44.97 USD By Investing.com
NiSource Inc. (NI) stock has reached an all-time high of $44.97, surpassing its previous 52-week high, driven by a 19.85% increase over the past year. The utility company, valued at $21.45 billion, has consistently paid dividends for 40 years and recently received a raised price target from Mizuho following plans for a $15 billion Amazon data center campus. Jefferies also maintains a buy rating, noting NiSource's expected earnings growth rates are higher than industry projections.
NiSource: Fourth Quarter Earnings Overview
NiSource Inc. announced strong financial results for its fourth quarter, reporting a net profit of $257.8 million and earnings of 53 cents per share, which exceeded analyst expectations. The company also surpassed revenue predictions, generating $1.9 billion. For the full year, NiSource achieved a net income of $929.5 million on $6.61 billion in revenue and projects future full-year earnings between $2.02 and $2.07 per share.
NiSource Inc stock hits all-time high at 44.97 USD By Investing.com
NiSource Inc. (NI) stock has reached an all-time high of $44.97, surpassing its previous 52-week high, driven by a 19.85% increase over the past year and strong investor sentiment. The utility company, valued at $21.45 billion, has maintained dividend payments for 40 consecutive years and offers a 2.7% yield. Recent positive developments include a raised price target from Mizuho due to a large Amazon data center project and an extended operation period for a NIPSCO generating station.
NIPSCO accepting applications for 2026 Environmental Action Grant
Northern Indiana Public Service Company LLC (NIPSCO), supported by the NiSource Charitable Foundation, is accepting applications for its 2026 Environmental Action Grant. This annual grant provides funding between $500 and $5,000 to eligible 501(c)3 non-profit organizations for environmental projects and programming across NIPSCO’s service area. The program, now in its 11th year, aims to invest in initiatives that protect natural resources, strengthen communities, and foster environmental education and restoration.
NiSource earnings in focus as data center pipeline comes into view
NiSource is set to report its fourth-quarter earnings, with investors keenly focused on the company's strategy to leverage its data center pipeline for sustained earnings growth. The Midwestern utility has outlined an ambitious $28 billion capital spending plan through 2030, pivoting significantly towards serving data center loads. Key considerations include the conversion of data center opportunities, execution on its Amazon Web Services relationship, and updates to its 2026 guidance.
NiSource Inc stock hits all-time high at 44.97 USD
NiSource Inc (NI) stock has reached an all-time high of $44.97, surpassing its previous 52-week high, driven by a 19.85% increase over the past year and strong investor sentiment. The utility company, with a beta of 0.65, has maintained dividend payments for 40 consecutive years and recently announced a quarterly dividend of $0.30 per share. Analyst price targets have been adjusted, with Mizuho raising its target to $50 following news of a $15 billion Amazon data center campus, while Jefferies reaffirmed a Buy rating with a slightly adjusted target of $49.
NiSource Stock Holds Its Ground As Wall Street Weighs Regulated Growth Against Rate Pressure
NiSource stock has shown quiet resilience, trading in a tight range despite broader market jitters. The regulated utility company benefits from steady cash flows, decreasing capital expenditure risk, and an increasingly attractive dividend, particularly if interest rates decline. Wall Street analysts generally hold a "Buy" or "Overweight" rating, citing NiSource's regulated growth, capital investment story, and sound financing strategy.
NiSource Stock Holds Its Ground As Wall Street Weighs Regulated Growth Against Rate Pressure
NiSource stock has seen a quiet but steady uptrend, reflecting investor confidence in regulated utility growth despite rate pressure. Analysts are cautiously constructive, with most ratings around "Buy" or "Overweight," citing the company's consistent dividend, disciplined capital allocation, and favorable regulatory outcomes. The utility's strategy focuses on modest but steady earnings and dividend growth through infrastructure investments.
A Look At NiSource (NI) Valuation As Shares Trade Near Narrative Fair Value Estimate
NiSource (NI) shares are trading around $43.93, close to its narrative fair value estimate of $46.75, implying it is 6% undervalued based on assumptions of long-term regulated growth. The company's proactive engagement in economic development and decarbonization investments is expected to drive 6-8% annual EPS growth. However, its current P/E ratio of 23.5x is higher than the industry average, suggesting less room for error.
