NiSource (NI)
NYSEUtilitiesUtilities - Regulated GasSnapshot 2026-07-07
$47.50+0.96%
Close 2026-07-07 · 1-day change
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Track NI free→NYSEUtilitiesUtilities - Regulated GasSnapshot 2026-07-07
Reading NI? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track NI free→NiSource is a large regulated gas utility with steady earnings. It raised 2026 EPS guidance to about $2.04 per share. The company grew revenue 8% year over year in Q1 2026. Regulatory approvals support its growth plans in Indiana.
Analysts expect revenue to fall about 25% next year. Profit growth may slow with soft guidance. Rising costs or regulation could hurt earnings.
The price is about 7% above our fair value near $44. Analysts expect a 25% revenue drop, which we view as too pessimistic.
Breaks if: EPS falls below $2.02 in FY26
NiSource continues to reaffirm its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07.
Stated in 3 of last 3 quarters. NiSource has consistently reaffirmed its 2026 EPS guidance of $2.02-$2.07. The financials show a net income increase from $474.8M in 2025-Q1 to $507.1M in 2026-Q1, indicating progress towards achieving this guidance.
Breaks if: Loss of key regulatory approvals for growth projects
Breaks if: Revenue growth falls below 6% YoY next year
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“NiSource is reaffirming its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07.”
“NiSource is reaffirming its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07.”
“In 2026, non-GAAP consolidated adjusted EPS is expected to be in the range of $2.02-$2.07.”