NISOURCE ($NI) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $0.51 per share, missing estimates of $0.52 by $0.01. The company also reported revenue of $1,891,400,000, beating estimates of $1,565,083,712 by $326,316,288.
You can see Quiver Quantitative's $NI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NISOURCE Insider Trading Activity
NISOURCE insiders have traded $NI stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NI stock by insiders over the last 6 months:
- SHAWN ANDERSON (EVP & CFO) sold 11,115 shares for an estimated $470,497
- KIMBERLY S CUCCIA (EVP, GC & Corporate Secretary) sold 8,000 shares for an estimated $345,040
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NISOURCE Hedge Fund Activity
We have seen 384 institutional investors add shares of NISOURCE stock to their portfolio, and 351 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORION PORFOLIO SOLUTIONS, LLC removed 16,784,493 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $726,768,546
- ZIMMER PARTNERS, LP added 5,611,983 shares (+2040.7%) to their portfolio in Q3 2025, for an estimated $242,998,863
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,386,730 shares (+74.7%) to their portfolio in Q3 2025, for an estimated $146,645,409
- MILLENNIUM MANAGEMENT LLC added 3,033,764 shares (+2288.8%) to their portfolio in Q3 2025, for an estimated $131,361,981
- BANK OF MONTREAL /CAN/ removed 2,700,576 shares (-50.4%) from their portfolio in Q3 2025, for an estimated $116,934,940
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,547,465 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $110,305,234
- DEUTSCHE BANK AG\ removed 1,943,847 shares (-13.9%) from their portfolio in Q3 2025, for an estimated $84,168,575
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NISOURCE Government Contracts
We have seen $1,568,944 of award payments to $NI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NATURAL GAS UTILITY SERVICES (TRANSPORTATION) FOR FBI QUANTICO: $365,000
- NATURAL GAS UTILITY SERVICES (TRANSPORTATION): $145,833
- NATURAL GAS TRANSPORTATION SERVICES FOR THE FBI ACADEMY LOCATED IN QUANTICO, VA.: $130,000
- UB FOR UTILITIES - GAS: $124,000
- NATURAL GAS UTILITY SERVICE: $118,333
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
NISOURCE Analyst Ratings
Wall Street analysts have issued reports on $NI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/04/2025
- Jefferies issued a "Buy" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Barclays issued a "Overweight" rating on 10/21/2025
- BMO Capital issued a "Outperform" rating on 09/29/2025
To track analyst ratings and price targets for NISOURCE, check out Quiver Quantitative's $NI forecast page.
NISOURCE Price Targets
Multiple analysts have issued price targets for $NI recently. We have seen 7 analysts offer price targets for $NI in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Shahriar Pourreza from Wells Fargo set a target price of $49.0 on 01/20/2026
- Ross Fowler from UBS set a target price of $48.0 on 12/17/2025
- Gabriel Moreen from Mizuho set a target price of $50.0 on 12/04/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $50.0 on 10/31/2025
- Nicholas Amicucci from Evercore ISI Group set a target price of $47.0 on 10/30/2025
- Nicholas Campanella from Barclays set a target price of $46.0 on 10/21/2025
- James Thalacker from BMO Capital set a target price of $47.0 on 09/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
