NiSource, Inc $NI Shares Sold by Epoch Investment Partners Inc.

Posted by Stanley Muller on Jul 26th, 2026

Epoch Investment Partners Inc. lowered its holdings in shares of NiSource, Inc (NYSE:NI – Free Report) by 4.0% during the first quarter, HoldingsChannel.com reports. The firm owned 1,118,356 shares of the utilities provider’s stock after selling 46,664 shares during the period. Epoch Investment Partners Inc.’s holdings in NiSource were worth $52,182,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Strive Financial Group LLC purchased a new stake in shares of NiSource in the fourth quarter valued at approximately $26,000. Zions Bancorporation National Association UT increased its stake in shares of NiSource by 113.8% during the fourth quarter. Zions Bancorporation National Association UT now owns 620 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 330 shares in the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA acquired a new position in shares of NiSource during the 4th quarter worth about $27,000. DV Equities LLC acquired a new position in shares of NiSource during the 4th quarter worth about $28,000. Finally, Acumen Wealth Advisors LLC purchased a new position in NiSource in the 4th quarter valued at about $28,000. 91.64% of the stock is owned by institutional investors and hedge funds.

NiSource Stock Performance

NI opened at $46.66 on Friday. NiSource, Inc has a twelve month low of $38.45 and a twelve month high of $49.21. The firm has a market capitalization of $22.37 billion, a PE ratio of 23.21, a PEG ratio of 3.47 and a beta of 0.55. The company has a current ratio of 0.65, a quick ratio of 0.56 and a debt-to-equity ratio of 1.30. The firm’s 50-day moving average price is $46.90 and its 200 day moving average price is $46.26.

NiSource (NYSE:NI – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The utilities provider reported $1.06 EPS for the quarter, meeting analysts’ consensus estimates of $1.06. NiSource had a net margin of 14.15% and a return on equity of 8.31%. The company had revenue of $2.36 billion during the quarter, compared to the consensus estimate of $2.52 billion. During the same quarter in the prior year, the firm earned $0.85 EPS. NiSource has set its FY 2026 guidance at 2.020-2.070 EPS. As a group, sell-side analysts expect that NiSource, Inc will post 2.08 EPS for the current fiscal year.

NiSource Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Friday, July 31st will be given a dividend of $0.30 per share. The ex-dividend date is Friday, July 31st. This represents a $1.20 dividend on an annualized basis and a yield of 2.6%. NiSource’s dividend payout ratio (DPR) is presently 59.70%.

Key Headlines Impacting NiSource

Here are the key news stories impacting NiSource this week:

Positive Sentiment: KeyCorp kept an Overweight rating on NiSource and reiterated a $50 price target, implying upside from current levels and signaling continued analyst confidence in the utility’s valuation. Benzinga report
Positive Sentiment: KeyCorp raised its FY2027, FY2028, and FY2029 EPS estimates for NiSource, suggesting improving earnings power over the next several years and supporting the stock’s longer-term investment case.
Positive Sentiment: Wells Fargo reportedly initiated or maintained a Buy view on NiSource, adding to the positive analyst backdrop around the stock. Nisource (NI) Gets a Buy from Wells Fargo
Neutral Sentiment: KeyCorp trimmed near-term EPS estimates for Q2, Q3, and Q4 2026, which may temper enthusiasm somewhat, but the reductions were relatively small and did not change the firm’s overall positive stance.
Neutral Sentiment: Consensus full-year earnings remain at about $2.05 per share, so the latest analyst revisions do not materially alter the broad earnings outlook yet.

Insiders Place Their Bets

In other news, EVP Melanie B. Berman sold 15,000 shares of NiSource stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $47.68, for a total transaction of $715,200.00. Following the transaction, the executive vice president owned 35,990 shares in the company, valued at $1,716,003.20. The trade was a 29.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Melody Birmingham sold 10,000 shares of NiSource stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $47.19, for a total value of $471,900.00. Following the transaction, the executive vice president owned 117,899 shares in the company, valued at approximately $5,563,653.81. This represents a 7.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 27,500 shares of company stock worth $1,305,675 in the last three months. 0.37% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on NI shares. Royal Bank Of Canada began coverage on NiSource in a report on Wednesday, July 1st. They issued an “outperform” rating and a $52.00 price objective on the stock. Citigroup increased their target price on NiSource from $47.00 to $49.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Evercore set a $52.00 target price on NiSource in a research report on Monday, May 11th. Wells Fargo & Company lifted their price target on NiSource from $51.00 to $52.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of NiSource in a research report on Tuesday. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, NiSource currently has a consensus rating of “Moderate Buy” and a consensus target price of $50.30.

Check Out Our Latest Report on NiSource

NiSource Company Profile

(Free Report)

NiSource, Inc (NYSE: NI) is a publicly traded energy holding company headquartered in Merrillville, Indiana, that primarily owns and operates regulated local gas and electric utilities in the United States. Through its operating subsidiaries, the company delivers natural gas and electricity to residential, commercial and industrial customers and provides the associated distribution and transmission services that keep local energy systems functioning.

The company’s core activities include natural gas distribution, electric transmission and distribution, system operations, maintenance and emergency response.