$NI

NiSource Inc. (NI) reported Q2 2026 adjusted earnings that beat estimates but declined year-over-year. The company secured regulatory approvals for data center contracts with Amazon and Alphabet, expected to save customers $1.4B. NiSource reaffirmed its 2026 earnings guidance and plans significant capital investments, tying growth to data center demand and grid modernization. The stock projects $8.4B revenue and $1.3B earnings by 2029, a 21% upside from current prices.

Indiana Governor Mike Braun requested an investigation into NIPSCO, a NiSource subsidiary, for its slow response to storm-related power outages affecting over 9,000 customers.

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

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.

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 (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.

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 (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.

NiSource Inc. (NI) reported Q2 net income of $45.5 million, or $0.09 per share, down from $102.2 million, or $0.22 per share, a year earlier. The company also confirmed its FY26 adjusted EPS outlook, according to the company’s results.