NiSource (NYSE: NI) reported third-quarter 2026 GAAP net income available to common shareholders of $129.5 million, or $0.27 per diluted share, compared with $94.7 million, or $0.20 per diluted share, a year earlier.
The utility narrowed its 2026 non-GAAP consolidated adjusted EPS guidance to the upper half of its $2.02 to $2.07 range and introduced 2027 guidance of $2.22 to $2.30.
- GAAP net income available to common shareholders for the first nine months of 2026 was $685.7 million, or $1.42 per diluted share.
- The company extended its capital plan through 2033, with $40.0 billion in expected capital expenditures.
- The plan includes $32.0 billion in base-plan spending and $8.0 billion for data-center investments for 2027 through 2033.
- NiSource said signed GenCo agreements are expected to provide approximately $1.75 billion in savings for existing customers.
$NI Insider Trading Activity
$NI insiders have traded $NI stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NI stock by insiders over the last 6 months:
- MELODY BIRMINGHAM (EVP & Grp President, Utilities) has made 0 purchases and 3 sales selling 50,009 shares for an estimated $2,180,813.
- 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
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 477 institutional investors add shares of $NI stock to their portfolio, and 340 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 6,990,395 shares (-19.0%) from their portfolio in Q2 2026, for an estimated $332,393,282
- JPMORGAN CHASE & CO added 6,963,215 shares (+inf%) to their portfolio in Q2 2026, for an estimated $331,100,873
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,515,728 shares (+inf%) to their portfolio in Q2 2026, for an estimated $214,722,866
- UBS GROUP AG removed 3,827,420 shares (-65.2%) from their portfolio in Q2 2026, for an estimated $181,993,821
- BLACKROCK, INC. added 3,482,756 shares (+6.8%) to their portfolio in Q2 2026, for an estimated $165,605,047
- BALYASNY ASSET MANAGEMENT L.P. added 3,445,111 shares (+27379.1%) to their portfolio in Q2 2026, for an estimated $163,815,028
- QUBE RESEARCH & TECHNOLOGIES LTD added 2,392,990 shares (+2320.0%) to their portfolio in Q2 2026, for an estimated $113,786,674
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.
