NiSource Exceeds 2025 Adjusted EPS Guidance, Reaffirms 2026-2033 Growth, and Details $28B Capital Plan
NI sits 26% above its 52-week low of $35.64.
Summary
NiSource Inc. announced full-year 2025 results exceeding guidance, reaffirmed its 2026 EPS and long-term growth outlook, and detailed a $28.0 billion capital plan including significant data center investments.
Key Events · Earnings and Guidance · NI
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Strong 2025 Financial Performance
NiSource achieved full-year 2025 non-GAAP adjusted EPS of $1.90, exceeding its guidance range, and reported GAAP diluted EPS of $1.95. The company also surpassed its non-GAAP FFO/Debt guidance range.
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Reaffirmed Long-Term Growth Outlook
The company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02–$2.07 and its 2026-2033 consolidated non-GAAP adjusted EPS compound annual growth rate of 8%-9%.
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Substantial Capital Investment Plan
NiSource plans to invest approximately $28.0 billion from 2026–2030, including nearly $7.0 billion in strategic data center infrastructure investments, supporting a 9%-11% consolidated rate base growth through 2033.
Analysis · NI · Energy & Transportation
NiSource Inc. reported strong full-year 2025 financial results, surpassing its non-GAAP adjusted EPS and FFO/Debt guidance ranges. The company also reaffirmed its 2026 adjusted EPS guidance and its long-term compound annual growth rate of 8%-9% through 2033, signaling continued stability and growth for investors. A significant highlight is the planned $28.0 billion capital investment from 2026-2030, which includes nearly $7.0 billion dedicated to strategic data center infrastructure. This substantial investment, coupled with a landmark data center agreement, positions NiSource for future rate base growth and diversified revenue streams, reinforcing its utility modernization initiatives.
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At the time of this filing, NI was trading at $44.98 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $21.3B. The 52-week trading range was $35.64 to $45.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.