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Nisource Inc.. (NI) Stock Fundamental Analysis & AI Rating 2026

NI NYSE Electric & Other Services Combined DE CIK: 0001111711
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
77% Conf

📊 NI Key Takeaways

Revenue: $6.5B
Net Margin: 14.3%
Free Cash Flow: $-420.0M
Current Ratio: 0.69x
Debt/Equity: 1.64x
EPS: $1.95
AI Rating: HOLD with 62% confidence
Nisource Inc.. (NI) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.5B, net profit margin of 14.3%, and return on equity (ROE) of 9.8%, Nisource Inc.. demonstrates mixed fundamentals in the Utilities sector. Below is our complete NI stock analysis for 2026.

Is Nisource Inc.. (NI) a Good Investment?

Claude

NiSource demonstrates solid operational performance with strong revenue growth (+23.5% YoY) and healthy operating margins (28.1%), supported by 7.5x interest coverage. However, negative free cash flow (-$420M) and elevated leverage (1.64x debt-to-equity) raise concerns about capital intensity and financial flexibility despite modest net income growth.

ChatGPT

NiSource shows solid regulated-utility fundamentals: revenue grew strongly, margins remain healthy, and interest coverage suggests debt service is currently manageable. However, earnings growth quality is mixed because net income was flat, free cash flow is negative after heavy capital spending, and liquidity is tight, so the business looks stable but capital-intensive rather than clearly strengthening.

Why Buy Nisource Inc.. Stock? NI Key Strengths

Claude
  • + Strong revenue growth of 23.5% year-over-year indicating market expansion
  • + Healthy operating margin of 28.1% reflecting operational efficiency in utility operations
  • + Solid interest coverage ratio of 7.5x demonstrating ability to service debt obligations
  • + Substantial operating cash flow of $2.4B supporting infrastructure investments
ChatGPT
  • + Revenue growth of 23.5% YoY with positive diluted EPS growth of 20.4% indicates underlying scale and per-share earnings improvement
  • + Net margin of 14.3%, ROE of 9.8%, and interest coverage of 7.5x reflect a profitable regulated utility with acceptable debt-servicing capacity
  • + Operating cash flow of $2.36B provides meaningful internal funding support for ongoing operations and infrastructure investment

NI Stock Risks: Nisource Inc.. Investment Risks

Claude
  • ! Negative free cash flow of -$420M indicating capital expenditures exceed operating cash generation
  • ! High leverage with debt-to-equity ratio of 1.64x limiting financial flexibility
  • ! Weak liquidity position with current ratio of 0.69x below healthy threshold of 1.0x
  • ! Flat net income growth (0.0% YoY) despite strong revenue growth suggesting margin compression or non-operating headwinds
ChatGPT
  • ! Free cash flow of negative $420M shows the company is not fully self-funding its capital program and may remain reliant on external financing
  • ! Current and quick ratios of 0.69x indicate weak near-term liquidity and limited balance-sheet flexibility
  • ! Leverage is elevated with $15.48B of long-term debt and debt-to-equity of 1.64x, which increases sensitivity to financing costs and execution risk on capital projects

Key Metrics to Watch

Claude
  • * Free cash flow trend and capex efficiency relative to rate base growth
  • * Debt-to-equity ratio and refinancing ability in rising rate environment
  • * Operating cash flow sustainability and working capital management
  • * Net margin trajectory and ability to pass costs through regulatory mechanisms
ChatGPT
  • * Free cash flow trend relative to capital expenditures
  • * Net income growth and debt-to-equity trajectory

Nisource Inc.. (NI) Financial Metrics & Key Ratios

Revenue
$6.5B
Net Income
$929.5M
EPS (Diluted)
$1.95
Free Cash Flow
$-420.0M
Total Assets
$35.9B
Cash Position
$110.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

NI Profit Margin, ROE & Profitability Analysis

Gross Margin 18.6%
Operating Margin 28.1%
Net Margin 14.3%
ROE 9.8%
ROA 2.6%
FCF Margin -6.4%

NI vs Utilities Sector: How Nisource Inc.. Compares

How Nisource Inc.. compares to Utilities sector averages

Net Margin
NI 14.3%
vs
Sector Avg 12.0%
NI Sector
ROE
NI 9.8%
vs
Sector Avg 10.0%
NI Sector
Current Ratio
NI 0.7x
vs
Sector Avg 0.8x
NI Sector
Debt/Equity
NI 1.6x
vs
Sector Avg 1.4x
NI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nisource Inc.. Stock Overvalued? NI Valuation Analysis 2026

Based on fundamental analysis, Nisource Inc.. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
9.8%
Sector avg: 10%
Net Profit Margin
14.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.64x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nisource Inc.. Balance Sheet: NI Debt, Cash & Liquidity

Current Ratio
0.69x
Quick Ratio
0.69x
Debt/Equity
1.64x
Debt/Assets
0.0%
Interest Coverage
7.47x
Long-term Debt
$15.5B

NI Revenue & Earnings Growth: 5-Year Financial Trend

NI 5-year financial data: Year 2021: Revenue $5.1B, Net Income $383.1M, EPS $0.87. Year 2022: Revenue $5.7B, Net Income -$17.6M, EPS $-0.19. Year 2023: Revenue $5.7B, Net Income $584.9M, EPS $1.27. Year 2024: Revenue $5.7B, Net Income $804.1M, EPS $1.70. Year 2025: Revenue $6.5B, Net Income $714.3M, EPS $1.48.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nisource Inc..'s revenue has grown significantly by 29% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.48 reflects profitable operations.

NI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.4%
Free cash flow / Revenue

NI Quarterly Earnings & Performance

Quarterly financial performance data for Nisource Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.0B $85.7M $0.19
Q2 2025 $1.1B $85.8M $0.19
Q1 2025 $1.6B $365.0M $0.77
Q3 2024 $1.0B $85.1M $0.17
Q2 2024 $1.1B $58.8M $0.09
Q1 2024 $1.6B $333.0M $0.71
Q3 2023 $1.0B $65.8M $0.12
Q2 2023 $1.1B $58.8M $0.09

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nisource Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.4B
Cash generated from operations
Capital Expenditures
$2.8B
Investment in assets
Dividends Paid
$530.4M
Returned to shareholders

NI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nisource Inc.. (CIK: 0001111711)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 DEF 14A ny20055306x771_def14a.htm View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about NI

What is the AI rating for NI?

Nisource Inc.. (NI) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NI's key strengths?

Claude: Strong revenue growth of 23.5% year-over-year indicating market expansion. Healthy operating margin of 28.1% reflecting operational efficiency in utility operations. ChatGPT: Revenue growth of 23.5% YoY with positive diluted EPS growth of 20.4% indicates underlying scale and per-share earnings improvement. Net margin of 14.3%, ROE of 9.8%, and interest coverage of 7.5x reflect a profitable regulated utility with acceptable debt-servicing capacity.

What are the risks of investing in NI?

Claude: Negative free cash flow of -$420M indicating capital expenditures exceed operating cash generation. High leverage with debt-to-equity ratio of 1.64x limiting financial flexibility. ChatGPT: Free cash flow of negative $420M shows the company is not fully self-funding its capital program and may remain reliant on external financing. Current and quick ratios of 0.69x indicate weak near-term liquidity and limited balance-sheet flexibility.

What is NI's revenue and growth?

Nisource Inc.. reported revenue of $6.5B.

Does NI pay dividends?

Nisource Inc.. pays dividends, with $530.4M distributed to shareholders in the trailing twelve months.

Where can I find NI SEC filings?

Official SEC filings for Nisource Inc.. (CIK: 0001111711) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NI's EPS?

Nisource Inc.. has a diluted EPS of $1.95.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Nisource Inc.. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NI stock overvalued or undervalued?

Valuation metrics for NI: ROE of 9.8% (sector avg: 10%), net margin of 14.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NI stock in 2026?

Our dual AI analysis gives Nisource Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NI's free cash flow?

Nisource Inc..'s operating cash flow is $2.4B, with capital expenditures of $2.8B. FCF margin is -6.4%.

How does NI compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 14.3% (avg: 12%), ROE 9.8% (avg: 10%), current ratio 0.69 (avg: 0.8).

Is Nisource Inc.. carrying too much debt?

NI has a debt-to-equity ratio of 1.64x, which is above the Utilities sector average of 1.4x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI