NiSource (NI) reported second-quarter 2026 GAAP net income available to common shareholders of $45.5 million, or $0.09 per diluted share, down from $102.2 million, or $0.22 per diluted share, in the same period of 2025.
The utility company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02 to $2.07 and its 2026-2033 non-GAAP consolidated adjusted EPS compound annual growth rate target of 9% to 10%.
- Second-quarter non-GAAP adjusted net income available to common shareholders was $77.6 million, or $0.16 of consolidated adjusted EPS.
- For the first six months of 2026, GAAP net income available to common shareholders was $556.2 million, or $1.15 per diluted share.
- NiSource is continuing its $28.6 billion 2026-2030 consolidated capital investment plan.
- The plan includes $21.0 billion of base capital investments and $7.6 billion of strategic data center infrastructure investments.
- The company said recently approved Amazon and Alphabet agreements advance $1.4 billion in savings for existing customers.
$NI Insider Trading Activity
$NI insiders have traded $NI stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NI stock by insiders over the last 6 months:
- LLOYD M YATES (Director and President & CEO) sold 19,905 shares for an estimated $950,065
- MELANIE B. BERMAN (EVP Administration & CHRO) sold 15,000 shares for an estimated $715,200
- MELODY BIRMINGHAM (EVP & Grp President, Utilities) has made 0 purchases and 2 sales selling 12,500 shares for an estimated $590,425.
- SHAWN ANDERSON (EVP & CFO) sold 12,500 shares for an estimated $562,625
- GUNNAR GODE (SVP Chief Accting&Tax Officer) sold 2,175 shares for an estimated $100,050
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NI Hedge Fund Activity
We have seen 417 institutional investors add shares of $NI stock to their portfolio, and 315 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 7,926,946 shares (-97.1%) from their portfolio in Q1 2026, for an estimated $369,871,300
- BROOKFIELD CORP /ON/ added 2,235,394 shares (+154.7%) to their portfolio in Q1 2026, for an estimated $104,303,484
- BARCLAYS PLC added 2,036,207 shares (+139.9%) to their portfolio in Q1 2026, for an estimated $95,009,418
- CITADEL ADVISORS LLC removed 1,680,000 shares (-67.6%) from their portfolio in Q1 2026, for an estimated $78,388,800
- BANK OF MONTREAL /CAN/ added 1,623,589 shares (+91.7%) to their portfolio in Q1 2026, for an estimated $75,756,662
- DEUTSCHE BANK AG\ added 1,368,700 shares (+13.2%) to their portfolio in Q1 2026, for an estimated $63,863,541
- ZIMMER PARTNERS, LP added 1,272,859 shares (+32.9%) to their portfolio in Q1 2026, for an estimated $59,391,600
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
