NiSource Inc. stock steadies as National Pension Service boosts stake and guidance underpins valuation

Published on 09/14/2026 at 13:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NiSource Inc. stock is trading near USD 41.46 on September 14, 2026, as National Pension Service lifts its stake and analysts reiterate guidance of USD 2.02 to USD 2.07 EPS for 2026. The shares remain below the USD 49.21 52-week high but backed by a Moderate Buy consensus.

NiSource Inc., US65473P1057, Illustration mit AI erstellt.

NiSource Inc. stock (ISIN US65473P1057) is trading around USD 41.46 on the New York Stock Exchange as of September 14, 2026, with investors digesting fresh institutional buying and reaffirmed earnings guidance for fiscal 2026.

Institutional buying and earnings guidance support NiSource

According to MarketBeat on September 14, 2026, National Pension Service increased its NiSource stake by 68.3 percent in the second quarter, bringing its holdings to 74,156 shares valued at approximately USD 3.5 million.

The same analysis notes that NiSource reported second quarter 2026 earnings per share of USD 0.16, broadly in line with estimates, while revenue reached USD 1.34 billion for the period, exceeding the analyst consensus of USD 1.15 billion by roughly USD 0.19 billion, which equates to about 16.5 percent above expectations.MarketBeat

Q2 2026 figures and full-year EPS outlook

NiSource has maintained its fiscal 2026 earnings guidance, setting a range of USD 2.02 to USD 2.07 per share, which implies a significant step-up from the current quarterly run rate and suggests confidence in regulated utility earnings visibility.MarketBeat

Per data summarized on September 14, 2026, NiSource stock opened at USD 41.46 on the NYSE, giving the company a market capitalization of about USD 19.88 billion and a price-to-earnings ratio of 22.05 based on current year earnings expectations.MarketBeat

Analyst consensus, dividend and trading range

Analysts tracked by MarketBeat currently assign NiSource stock an average rating of Moderate Buy, with a consensus target price of USD 49.64, which is around USD 8.18 above the USD 41.46 opening level and therefore implies upside of approximately 19.7 percent if the target were reached.

The same overview highlights that NiSource has declared a quarterly dividend of USD 0.30 per share, corresponding to a yield of about 2.9 percent at recent prices, so the dividend income forms a modest but steady component of total shareholder returns.MarketBeat

Recent price performance and 52-week comparison

An earlier trading summary shows that NiSource Inc. (NYSE: NI) closed at USD 41.41 on the NYSE on September 11, 2026, slipping by USD 0.01 or 0.02 percent from the prior close as around 3.63 million shares changed hands, compared with an average volume of about 5.22 million.Ad-hoc-news

Over the last 52 weeks, NiSource shares have traded between USD 39.30 and USD 49.21, so the latest closing level of USD 41.41 on September 11, 2026 left the stock close to 5.4 percent above the 52-week low and roughly 15.9 percent below the 52-week high, illustrating that the shares are trading in the lower half of their recent range.Ad-hoc-news

Stock price and investor takeaway

NiSource stock most recently closed at USD 41.41 on the NYSE on September 11, 2026, and opened at around USD 41.46 on September 14, 2026, leaving the regulated utility valued at about USD 19.88 billion in market capitalization and trading below the consensus analyst price target while supported by a 2.9 percent dividend yield and reaffirmed 2026 EPS guidance.