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NI

NISOURCE INC.

NYSE · Utilities · Regulated Gas · US

$44.76
+2.02%
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  • Research · Oct 29, 2026

    Data Center Power Contracting Shifts Toward Utility GenCo Structures

    NiSource expects GenCo EPS of $0.32-$0.40 by 2030, while AEP and FirstEnergy assess similar structures for data center power projects.

  • Research · Oct 29, 2026

    Electric Transmission Shifts Toward Regional Grid Investment

    CenterPoint, AEP and FirstEnergy say large loads used up spare transmission capacity, so new spending targets regional grid work as suppliers book into 2027-2029.

  • Research · Sep 3, 2026

    [NI] NiSource Thesis 2026: Data Center Load Accelerates Indiana Grid Investment

    NiSource delivered another year of 6-8% regulated utility EPS growth in FY2025 with non-GAAP EPS of ~$1.73 and rate base reaching ~$14.4B. The NIPSCO electric division's coal-to-renewables transition capex is accelerating on data center load additions in northern Indiana, adding ~$200-400M to the multi-year capital plan. The gas distribution franchise (Columbia Gas brands in 6 states) provides earnings stability. Regulatory rate case outcomes in Indiana and Ohio are the primary risk variable.