NI
NISOURCE INC.
$45.85
-1.63%
$22.1B
No data for this timeframe.
Vol
Market Cap$22.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders7 funds
Inst. Value$3.9B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 6S
Insider Net $-$2.9M
Reddit Sentiment80° Bullish
SEC Reports4
Recent Activity
Jun 3, 2026
short_volume
Short Volume: NI — 67.9% short (0.6M / 0.9M)
Short: 625,129 | Exempt: 800 | TRF Vol: 921,190 | Short Ratio: 67.9% | Off-exchange volume (dark poo
May 22, 2026
Insider
Berman Melanie B. sold 15,000 shares
EVP Administration & CHRO @ $47.68 ($715.2K)
May 21, 2026
Insider
Yates Lloyd M sold 19,905 shares
Director and President & CEO @ $47.73 ($950.1K)
May 20, 2026
Insider
BIRMINGHAM MELODY sold 2,500 shares
EVP & Grp President, Utilities @ $47.43 ($118.6K)
May 14, 2026
SEC
Melody Birmingham, an officer of NiSource Inc., filed a Form 144 on May 14, 2026, indicating intent to sell 10,000 share
144 — Impact 2/10
May 11, 2026
SEC
NiSource filed a preliminary prospectus supplement for a senior unsecured debt offering of two series of notes (due 2031
424B5 — Impact 4/10
May 6, 2026
SEC
NiSource reported Q1 2026 GAAP EPS of $1.06, in line with the $1.06 Street consensus, and reaffirmed its 2026 non-GAAP c
8-K — Impact 6/10
Inst.
NORGES BANK — NEW
8,066,389 shares ($336.9M)
Price Targets
$51.36
+10.9% upside
Buy
Current $46.33
Low $43.00
Median $52.00
High $56.00
14 analysts
$43.00
$56.00
Analyst Ratings
8Strong Buy
12Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 17, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 31, 2026 | Keybanc | INITIATE | Overweight |
| Mar 5, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.23 ▼ -1.1% | $0.18 — $0.27 | 3% YoY | 8 |
| Next Q | $0.22 ▼ -2.3% | $0.18 — $0.25 | 14% YoY | 8 |
| Current FY | $2.06 | $2.04 — $2.07 | 8% YoY | 15 |
| Next FY | $2.24 | $2.20 — $2.29 | 9% YoY | 15 |
Latest Reports
NEUTRAL
144
2/10
Melody Birmingham, an officer of NiSource Inc., filed a Form 144 on May 14, 2026, indicating intent to sell 10,000 share
May 14, 2026
NEUTRAL
424B5
4/10
NiSource filed a preliminary prospectus supplement for a senior unsecured debt offering of two series of notes (due 2031
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.6B | — |
| FMR LLC | $381.6M | — |
| NORGES BANK | $336.9M | NEW |
| MORGAN STANLEY | $203.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $181.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Berman Melanie | SELL | $715.2K |
| May 21, 2026 | Yates Lloyd | SELL | $950.1K |
| May 20, 2026 | BIRMINGHAM MELODY | SELL | $118.6K |
| May 14, 2026 | BIRMINGHAM MELODY | SELL | $471.9K |
| May 11, 2026 | ALTABEF PETER | A | $179.0K |
Reddit Sentiment
80°▲
Bullish
Bearish
Neutral
Bullish
7 institutional holders with $3.9B total value (93,292,278 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 62,408,533 | $2.6B | 66.9% | — |
| 2 | FMR LLC | 9,138,698 | $381.6M | 9.8% | — |
| 3 | NORGES BANK | 8,066,389 | $336.9M | 8.6% | NEW |
| 4 | MORGAN STANLEY | 4,882,914 | $203.9M | 5.2% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,344,127 | $181.4M | 4.7% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 3,592,593 | $150.0M | 3.9% | — |
| 7 | WELLS FARGO & COMPANY/MN | 859,024 | $35.9M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 8,066,389 | — | $336.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 980,800 | 0 | -100.0% | $0.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,364,290 | 980,800 | -28.1% | $42.5M | 2025-Q3 |
| NORGES BANK | EXIT | 7,351,085 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 7,351,085 | — | $296.5M | 2025-Q2 |
| UBS Group AG | ADD | 2,675,597 | 4,437,948 | +65.9% | $179.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 503,500 | 1,364,290 | +171.0% | $55.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 74,705 | 0 | -100.0% | $0.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 503,500 | — | $20.2M | 2025-Q1 |
| NORGES BANK | EXIT | 5,324,955 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 3,989,338 | 5,324,955 | +33.5% | $195.7M | 2024-Q4 |
| UBS Group AG | ADD | 1,879,634 | 3,083,124 | +64.0% | $113.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 5,507,490 | 2,185,217 | -60.3% | $80.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 3,914,196 | — | $135.6M | 2024-Q3 |
19 unique insiders with 6 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Berman Melanie B. | EVP Administration & CHRO | SELL | 15,000 | $47.68 | $715.2K |
| May 21, 2026 | Yates Lloyd M | Director and President & CEO | SELL | 19,905 | $47.73 | $950.1K |
| May 20, 2026 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | SELL | 2,500 | $47.43 | $118.6K |
| May 14, 2026 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | SELL | 10,000 | $47.19 | $471.9K |
| May 11, 2026 | ALTABEF PETER | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | Barbour Sondra L | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | Bunting Theodore H JR | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | BUTLER ERIC L | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | HENRETTA DEBORAH A | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | Hersman Deborah | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | JOHNSON WILLIAM D | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | Jesanis Michael E | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | KABAT KEVIN T | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | McAvoy John | Director | A | 3,807 | $47.03 | $179.0K |
| May 11, 2026 | Lee Cassandra S. | Director | A | 3,807 | $47.03 | $179.0K |
| Feb 27, 2026 | Jefferson William Jr. | EVP, Chief Op & Safety Officer | A | 60,623 | $47.30 | $2.9M |
| Feb 27, 2026 | Jefferson William Jr. | EVP, Chief Op & Safety Officer | F | 25,504 | $47.30 | $1.2M |
| Feb 27, 2026 | Berman Melanie B. | EVP Administration & CHRO | A | 31,466 | $47.30 | $1.5M |
| Feb 27, 2026 | Berman Melanie B. | EVP Administration & CHRO | F | 11,673 | $47.30 | $552.1K |
| Feb 27, 2026 | Gode Gunnar | SVP Chief Accting&Tax Officer | A | 6,420 | $47.30 | $303.7K |
| Feb 27, 2026 | Gode Gunnar | SVP Chief Accting&Tax Officer | F | 1,902 | $47.30 | $90.0K |
| Feb 27, 2026 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | A | 71,094 | $47.30 | $3.4M |
| Feb 27, 2026 | BIRMINGHAM MELODY | EVP & Grp President, Utilities | F | 30,427 | $47.30 | $1.4M |
| Feb 27, 2026 | Cuccia Kimberly S | EVP, GC & Corporate Secretary | A | 30,744 | $47.30 | $1.5M |
| Feb 27, 2026 | Yates Lloyd M | Director and President & CEO | A | 275,962 | $47.30 | $13.1M |
| Feb 27, 2026 | Luhrs Michael | EVP, Tech, Customer & CCO | A | 61,811 | $47.30 | $2.9M |
| Feb 27, 2026 | Luhrs Michael | EVP, Tech, Customer & CCO | F | 27,569 | $47.30 | $1.3M |
| Feb 27, 2026 | Anderson Shawn | EVP & CFO | A | 32,551 | $47.30 | $1.5M |
| Feb 27, 2026 | Anderson Shawn | EVP & CFO | F | 13,705 | $47.30 | $648.2K |
| Feb 18, 2026 | Gode Gunnar | SVP Chief Accting&Tax Officer | SELL | 2,175 | $46.00 | $100.0K |
| Feb 13, 2026 | Anderson Shawn | EVP & CFO | SELL | 12,500 | $45.01 | $562.6K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
NEUTRAL
144
2/10
Melody Birmingham, an officer of NiSource Inc., filed a Form 144 on May 14, 2026, indicating intent
May 14, 2026
NEUTRAL
424B5
4/10
NiSource filed a preliminary prospectus supplement for a senior unsecured debt offering of two serie
May 11, 2026
BULLISH
8-K
6/10
NiSource reported Q1 2026 GAAP EPS of $1.06, in line with the $1.06 Street consensus, and reaffirmed
May 6, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 24 analysts: 8 strong buy, 12 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$51.36 mean target
+10.9% upside
Buy (1.60)
$43.00 Low
$56.00 High
| Metric | Value |
|---|---|
| Current Price | $46.33 |
| Target Low | $43.00 |
| Target Mean | $51.36 |
| Target Median | $52.00 |
| Target High | $56.00 |
| # Analysts | 14 |
| Recommendation | Buy (1.60) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.23 | $0.18 | $0.27 | 3.3% | -1.1% | 0↑ 2↓ | $0.7B | -44.7% | 8 |
| Next Q 2026-09-30 |
$0.22 | $0.18 | $0.25 | 14.3% | -2.3% | 0↑ 2↓ | $0.6B | -50.0% | 8 |
| Current FY 2026-12-31 |
$2.06 | $2.04 | $2.07 | 8.2% | -0.0% | 1↑ 1↓ | $7.1B | 7.6% | 15 |
| Next FY 2027-12-31 |
$2.24 | $2.20 | $2.29 | 9.1% | +0.1% | 10↑ 0↓ | $7.5B | 5.8% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.227 | |
| 7d ago | $0.224 | +0.003 |
| 30d ago | $0.230 | -0.003 |
| 60d ago | $0.233 | -0.006 |
| 90d ago | $0.242 | -0.015 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 17, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 31, 2026 | Keybanc | INITIATE | — | Overweight |
| Mar 5, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 12, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 20, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| May 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 8 | 12 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 8 | 11 | 4 | 0 | 0 | 83% | |
| Feb 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% | |
| Jan 1, 2026 | 8 | 12 | 3 | 0 | 0 | 87% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
80°
Bullish
Bearish
Neutral
Bullish
16 mentions
12 bullish
0 bearish
16 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Jun 3, 2026
short_volume
Short Volume: NI — 67.9% short (0.6M / 0.9M)
Short: 625,129 | Exempt: 800 | TRF Vol: 921,190 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: NI — 62.1% short (0.6M / 0.9M)
Short: 586,249 | Exempt: 172 | TRF Vol: 944,380 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: NI — 62.8% short (0.5M / 0.7M)
Short: 465,448 | Exempt: 0 | TRF Vol: 741,091 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: NI — 60.5% short (0.7M / 1.2M)
Short: 706,884 | Exempt: 24,938 | TRF Vol: 1,167,986 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: NI — 63.0% short (1.0M / 1.5M)
Short: 975,566 | Exempt: 0 | TRF Vol: 1,549,037 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: NI — 65.2% short (0.8M / 1.2M)
Short: 752,807 | Exempt: 0 | TRF Vol: 1,154,794 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NI — 4.3M shares, 90,870 trades
Week starting 2026-05-18. Total ATS volume: 4,322,541 shares across 90,870 trades.
May 14, 2026
short_volume
Short Volume: NI — 57.2% short (0.6M / 1.0M)
Short: 551,459 | Exempt: 7 | TRF Vol: 963,339 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: NI — 60.7% short (0.5M / 0.8M)
Short: 507,912 | Exempt: 5,563 | TRF Vol: 836,770 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: NI — 4.5M shares, 75,064 trades
Week starting 2026-05-11. Total ATS volume: 4,483,407 shares across 75,064 trades.
May 6, 2026
earnings_calendar
NI Q1 2026 Earnings Before Market Open — 2026-05-06
May 6, 2026
short_volume
Short Volume: NI — 63.2% short (3.0M / 4.7M)
Short: 2,964,025 | Exempt: 299 | TRF Vol: 4,686,648 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: NI — 7.8M shares, 105,209 trades
Week starting 2026-05-04. Total ATS volume: 7,838,563 shares across 105,209 trades.
Apr 27, 2026
dark_pool
Dark Pool: NI — 7.2M shares, 90,701 trades
Week starting 2026-04-27. Total ATS volume: 7,183,396 shares across 90,701 trades.
Apr 22, 2026
short_interest
FTD: NI — 22,864 shares ($1.1M) failed to deliver
Settlement: 20260422, Price: $46.93, FTD Value: $1,073,007.52, NISOURCE INC (HOLDING CO)