Nisource (NI) Receives Hold Rating from CFRA, Sets Price Target of $45.00

CFRA analyst Daniel Rich maintains a Hold rating on Nisource with a price target of $45.00. The company's shares opened at $42.34. Rich is ranked #5577 out of 9897 analysts. Nisource has a Strong Buy consensus and a price target consensus of $44.78. The market cap is $19.91B and P/E ratio is 22.46. There has been an increase in insider selling, with 40 insiders selling shares over the past quarter.

NiSource Inc. (NI), a leading regulated utility company, has seen its stock price perform exceptionally well year-to-date (YTD). The company's stock has risen 15.3% YTD, significantly outperforming the broader S&P 500 Index, which has delivered about 7.8% returns over the same period. NiSource's strong second-quarter earnings and positive analyst sentiment have contributed to its robust stock performance [1].

CFRA analyst Daniel Rich maintains a Hold rating on NiSource with a price target of $45.00. Despite this rating, the company's shares opened at $42.34, reflecting a market cap of $19.91 billion and a price-to-earnings (P/E) ratio of 22.46. The consensus rating for NiSource stock is a "Strong Buy," based on 13 "Strong Buy" and one "Hold" ratings from analysts covering the stock. This positive sentiment is reflected in the recent price target increases by major financial institutions [2].

NiSource's strong financial performance can be attributed to several factors. The company's revenue reached $1.28 billion in the second quarter, compared to $1.08 billion a year earlier, and its non-GAAP EPS of $0.22 was slightly higher than the prior-year quarter value, topping the consensus estimate. Analysts expect NiSource to report EPS growth of 7.4% in the current fiscal year, ending in December 2025 [1].

While the consensus rating for NiSource is a "Strong Buy," there has been an increase in insider selling. Over the past quarter, 40 insiders sold shares of the company's stock, valued at approximately $631,939. This insider selling, along with the recent downgrade by Wall Street Zen from a "hold" to a "sell" rating, has created some uncertainty in the market [3].

Despite the recent downgrade, several analysts have raised their price targets for NiSource. Wells Fargo & Company and Guggenheim, for example, have maintained "Overweight" ratings with price target increases. Barclays has also raised its price target to $44, citing upside potential from possible generation-related developments in Q3 2025 and anticipating progress in tariff outcomes that could enhance regulatory clarity [4].

In conclusion, NiSource Inc. remains a compelling investment opportunity for investors and financial professionals. The company's strong earnings, strategic investments, and positive outlook from analysts suggest that NiSource is well-positioned for continued growth in the coming quarters and fiscal year. However, investors should be mindful of the recent insider selling and the downgrade by Wall Street Zen.

References:
[1] https://www.barchart.com/story/news/34001444/what-are-wall-street-analysts-target-price-for-nisource-stock
[2] https://www.marketbeat.com/instant-alerts/nisource-nyseni-stock-rating-lowered-by-wall-street-zen-2025-08-09/
[3] https://www.ainvest.com/news/nisource-stock-hits-52-week-high-strong-q2-earnings-analyst-upgrades-2508/
[4] https://www.marketscreener.com/news/nisource-inc-reports-earnings-results-for-the-second-quarter-and-six-months-ended-june-30-2025-ce7c5ed9de8aff23