NiSource

NI

Market cap $20.5B

Utilities are plowing growing profits into new power plants, and their soaring share prices mean that dividend yields are dropping.

NiSource upgrades its grid, transitioning away from coal and maintaining shareholder payouts while investing up to $28.4B through 2030.

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.

High-yield S&P 500 stocks IVZ, JNJ, NI, BG and MS offer steady income, compounding returns and portfolio stability as moderate growth and easing inflation shape 2026.

NiSource accelerates clean-energy expansion with a 14.7% revenue growth outlook for 2025.

MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) (“NiSource”, “we” and “our”) announced today that it has established an “at-the-market” equity offering program under which NiSource may sell shares of its common stock, par value $0.01 per share (“Common Stock”), having an aggregate gross sales price of up to $1.5 billion through December 31, 2028 (the “Offering”). NiSource has entered into separate equity distribution agreements with each of Barclays Capital Inc., BMO Capital Marke.

SAN ANTONIO--(BUSINESS WIRE)--Zachry Group is proud to announce that it has been awarded the EPC contract for NiSource's Combined Cycle Generation Project.

NiSource Inc. ( NI ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Durgesh Chopra Lloyd Yates - President, CEO & Director Michael Luhrs - Executive VP of Technology, Customer & Chief Commercial Officer Shawn Anderson - Executive VP & CFO Conference Call Participants Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Nicholas Campanella - Barclays Bank PLC, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Elias Jossen - JPMorgan Chase & Co, Research Division William Appicelli - UBS Investment Bank, Research Division Steven Fleishman - Wolfe Research, LLC Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division Travis Miller - Morningstar Inc., Research Division Paul Fremont - Ladenburg Thalmann & Co. Inc., Research Division Christopher Jeffrey - Mizuho Securities USA LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Hello. My name is Dustin and I will be your conference operator today.

NiSource's third-quarter EPS misses estimates despite higher revenues. The utility boosts its long-term capex to $28 billion through 2030.

NiSource (NI) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.2 per share a year ago.