NISOURCE INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
NiSource narrowed 2026 non-GAAP consolidated adjusted EPS guidance to the upper half of $2.02–$2.07 range and introduced 2027 guidance of $2.22–$2.30. The company extended its capital plan through 2033 with $40.0 billion in total capex ($32.0 billion base plan, $8.0 billion data center), supporting 6–8% annual base plan EPS growth and a 10–11% CAGR consolidated adjusted EPS growth from 2027–2033. Separately, NiSource expanded GenCo cost savings for existing customers to approximately $1.75 billion through a new agreement with Microsoft.
Why this rating
Multi-year capital plan extension and elevated CAGR guidance (10–11%) are meaningful for a $19B utility; Microsoft data center deal adds concrete growth driver. Moderate execution risk remains; significant but not transformational.
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