NiSource Ownership

NI Stock  USD 37.72  1.08  2.95%   
NiSource maintains a total of 466.78 Million outstanding shares. The majority of NiSource outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in NiSource to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in NiSource. Please pay attention to any change in the institutional holdings of NiSource as this could imply that something significant has changed or is about to change at the company. On October 8, 2024, Representative Ro Khanna of US Congress acquired under $15k worth of NiSource's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
450.2 M
Current Value
454.5 M
Avarage Shares Outstanding
245.2 M
Quarterly Volatility
105 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as NiSource in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of NiSource, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in NiSource. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For more detail on how to invest in NiSource Stock please use our How to Invest in NiSource guide.

NiSource Stock Ownership Analysis

About 98.0% of the company shares are owned by institutional investors. The book value of NiSource was now reported as 17.88. The company has Price/Earnings To Growth (PEG) ratio of 2.07. NiSource last dividend was issued on the 3rd of February 2025. The entity had 2545:1000 split on the 2nd of July 2015. NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. NiSource Inc. was founded in 1847 and is headquartered in Merrillville, Indiana. NiSource operates under UtilitiesRegulated Gas classification in the United States and is traded on New York Stock Exchange. It employs 7272 people. To find out more about NiSource contact Joseph Hamrock at 877 647 5990 or learn more at https://www.nisource.com.
Besides selling stocks to institutional investors, NiSource also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different NiSource's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align NiSource's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

NiSource Quarterly Liabilities And Stockholders Equity

30.83 Billion

NiSource Insider Trades History

Less than 1% of NiSource are currently held by insiders. Unlike NiSource's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against NiSource's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of NiSource's insider trades
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

NiSource Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as NiSource is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading NiSource backward and forwards among themselves. NiSource's institutional investor refers to the entity that pools money to purchase NiSource's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Zimmer Partners Lp2024-09-30
6.6 M
Pictet Asset Manangement Sa2024-09-30
6.2 M
Newport Trust Co.2024-09-30
6.1 M
Wellington Management Company Llp2024-09-30
M
Exoduspoint Capital Management, Lp2024-09-30
5.9 M
Amvescap Plc.2024-09-30
5.5 M
Citadel Advisors Llc2024-09-30
5.5 M
Bank Of Montreal2024-09-30
5.1 M
Bmo Capital Markets Corp.2024-09-30
5.1 M
Vanguard Group Inc2024-09-30
55.3 M
Blackrock Inc2024-09-30
47.5 M
Note, although NiSource's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

NiSource Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific NiSource insiders, such as employees or executives, is commonly permitted as long as it does not rely on NiSource's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases NiSource insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

NiSource's latest congressional trading

Congressional trading in companies like NiSource, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in NiSource by those in governmental positions are based on the same information available to the general public.
2024-10-08Representative Ro KhannaAcquired Under $15KVerify
2022-07-19Representative Mo BrooksAcquired Under $15KVerify
2021-04-23Representative Lois FrankelAcquired Under $15KVerify

NiSource Outstanding Bonds

NiSource issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. NiSource uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most NiSource bonds can be classified according to their maturity, which is the date when NiSource has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

NiSource Corporate Filings

F4
30th of January 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
30th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
10th of September 2024
An amended filing to the original Schedule 13G
ViewVerify
4th of September 2024
Prospectus used primarily for registering securities for public sale.
ViewVerify

Currently Active Assets on Macroaxis

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in NiSource. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For more detail on how to invest in NiSource Stock please use our How to Invest in NiSource guide.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Is Multi-Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of NiSource. If investors know NiSource will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about NiSource listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.097
Dividend Share
1.06
Earnings Share
1.64
Revenue Per Share
11.933
Quarterly Revenue Growth
0.048
The market value of NiSource is measured differently than its book value, which is the value of NiSource that is recorded on the company's balance sheet. Investors also form their own opinion of NiSource's value that differs from its market value or its book value, called intrinsic value, which is NiSource's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because NiSource's market value can be influenced by many factors that don't directly affect NiSource's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between NiSource's value and its price as these two are different measures arrived at by different means. Investors typically determine if NiSource is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, NiSource's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.