$NI

NISOURCE INC.

alphai earnings readsecond quarter 2026 · AUG 5NiSource announces second quarter results and reaffirms 2026 non-GAAP consolidated adjusted EPS guidance.Verdict: mixed

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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BIRMINGHAM MELODY
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See all $NI insider activity →

Nearly 2 Weeks After Indiana Storms, Power Is Still Out

Two weeks after storms in Indiana, 20,000+ customers, mostly in Gary, remain without power. NIPSCO, owned by NiSource, estimates full restoration by Tuesday. Gov. Braun criticized NIPSCO's response, while residents face food losses and hardship. NiSource recently declared $140M in dividends.

BIRMINGHAM MELODY sold $1.6M of NI

BIRMINGHAM MELODY (EVP & Grp President, Utilities) sold 37,509 shares of NISOURCE INC. (NI) at $42.40 ($1.59M total) on 2026-08-14.

NI sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning NI (NISOURCE INC.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.

Recent NI coverage spans earnings, financial news and regulation.

In the last 30 days, NI insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.6M). The most active reporter was BIRMINGHAM MELODY, EVP & Grp President, Utilities, with 1 filing.

What's driving NI

  • Potential regulatory scrutiny could affect NiSource's reputation and operational costs.

    seekingalpha.com · Aug 24, 2026

  • Dividend payout may boost short‑term investor sentiment but limited impact on power‑outage recovery.

    newser.com · Aug 24, 2026

  • This is a routine insider sale under a Form 4, with no 10b5-1 plan cited, but it is not a fundamental company disclosure.

    SEC EDGAR · Aug 18, 2026

  • The article frames a valuation disconnect: earnings pressure in Q2 versus longer-term regulated capital plans and new data center contract approvals.

    simplywall.st · Aug 18, 2026

  • Reaffirmed long-term EPS growth framework is the key takeaway, but the Q2 adjusted EPS decline adds near-term earnings risk.

    pulse2.com · Aug 16, 2026

alphai scores every news story that mentions NI with an AI model for sentiment and relevance, and aggregates insider trades from NISOURCE INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $NI

Score
$NILow

Is NiSource (NI) Undervalued On Q2 Results And New Data Center Contracts?

Simply Wall St reports NiSource’s Q2 adjusted EPS was lower, while management reaffirmed long-term targets and cited newly approved data center contracts with Amazon and Alphabet. The article notes NI shares down 7.85% (30 days) and 10.65% (90 days). It cites a fair value estimate of $50.03 versus $42.37 and a DCF value of $36.01.

$NIMed

NiSource Reaffirms 9%-10% Long-Term EPS Growth Despite Q2 Adjusted Earnings Decline

NiSource reaffirmed its 2026-2033 consolidated adjusted EPS growth target of 9% to 10% CAGR despite Q2 adjusted EPS falling to $0.16 from $0.22. Q2 adjusted net income available to common shareholders fell to $77.6 million. It kept 2026 adjusted EPS guidance at $2.02 to $2.07, citing a $28.6 billion 2026-2030 capital plan and data-center contracts tied to Amazon and Alphabet.

NiSource (NI): A Costly Quarter Masks A Bigger Bet

NiSource (NYSE:NI) reported Q2 adjusted EPS of $0.16, down from $0.22 a year earlier, citing higher storm-related O&M and workforce costs. Despite this, management reaffirmed 2026 adjusted EPS guidance of $2.02 to $2.07 and long-term 6% to 8% growth through 2030, supported by data-center contracts approved by Indiana regulators.

$NILow

Did NiSource’s (NI) Hybrid Funding and Data Center Push Just Recast Its Long-Term Investment Narrative?

NiSource Inc. (NI) completed a $750 million fixed-to-floating rate junior subordinated notes offering due April 15, 2057, and reported softer Q2 earnings. The board declared a $0.30 per-share dividend payable Nov. 20, 2026. Management reaffirmed 2026 adjusted EPS guidance and cited regulatory approvals and data center load growth, tied to its $19.4B capital plan.

NiSource Q2 Earnings Call Highlights

NiSource (NYSE:NI) reaffirmed 2026 adjusted EPS guidance of $2.02 to $2.07 and base-plan adjusted EPS growth of 6% to 8% annually through 2030, plus 9% to 10% CAGR from 2026 to 2033. It expects data-center deals with Amazon and Alphabet to cut NIPSCO bills by about $1.4B, starting as early as Q4 2026, and said Indiana regulatory developments do not change its capex or earnings outlook.

$NIMedAI 8/10

NISOURCE INC. (NI): Results of Operations and Financial Condition

NISOURCE INC. (NI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE August 5, 2026 FOR ADDITIONAL INFORMATION Media Investors media@nisource.com investors@nisource.com NiSource announces second quarter results • Reaffirming 2026 non-GAAP consolidated adjusted EPS guidance • Reaffirming 2026-2033 non-GAAP consoli

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