Nisource Stock Performance
| NI Stock | USD 38.49 0.48 1.26% |
NiSource has a performance score of 5 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.56, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, NiSource's returns are expected to increase less than the market. However, during the bear market, the loss of holding NiSource is expected to be smaller as well. NiSource right now secures a risk of 1.53%. Please verify NiSource potential upside, as well as the relationship between the kurtosis and day typical price , to decide if NiSource will be following its current price movements.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in NiSource are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak forward indicators, NiSource may actually be approaching a critical reversion point that can send shares even higher in May 2025. ...more
Actual Historical Performance (%)
One Day Return 1.26 | Five Day Return 4.76 | Year To Date Return 5.86 | Ten Year Return 126.68 | All Time Return 572.9 |
Forward Dividend Yield 0.0291 | Payout Ratio | Last Split Factor 2545:1000 | Forward Dividend Rate 1.12 | Dividend Date 2025-05-20 |
1 | Acquisition by Shawn Anderson of 8933 shares of NiSource at 37.78 subject to Rule 16b-3 | 01/22/2025 |
2 | Acquisition by Lloyd Yates of 47872 shares of NiSource at 37.6 subject to Rule 16b-3 | 01/23/2025 |
3 | Disposition of 7542 shares by Shawn Anderson of NiSource at 37.76 subject to Rule 16b-3 | 01/24/2025 |
4 | Disposition of 7320 shares by Shawn Anderson of NiSource at 36.42 subject to Rule 16b-3 | 01/28/2025 |
5 | NiSource Has A Somewhat Strained Balance Sheet | 02/11/2025 |
6 | Ameren Corporation Boosts Shareholder Value With 6 percent Dividend Hike | 02/13/2025 |
| NiSource dividend paid on 20th of February 2025 | 02/20/2025 |
7 | Disposition of 12900 shares by Shawn Anderson of NiSource at 40.79 subject to Rule 16b-3 | 03/03/2025 |
8 | Disposition of 462 shares by Kimberly Cuccia of NiSource at 25.85 subject to Rule 16b-3 | 03/07/2025 |
9 | NiSource Inc. to Issue 0.28 Quarterly Dividend | 03/18/2025 |
10 | NiSource Declares US0.28 Quarterly Dividend Payable May 2025 | 03/19/2025 |
11 | PDS Planning Inc Has 211,000 Stake in NiSource Inc. | 03/20/2025 |
12 | Advisors Asset Management Inc. Sells 11,937 Shares of NiSource Inc. | 03/21/2025 |
13 | Tyler Stone Wealth Management Has 982,000 Position in NiSource Inc. | 03/26/2025 |
14 | NiSource Inc. Jim Cramer Says He Likes This Utility Dividend Stock | 04/02/2025 |
| Begin Period Cash Flow | 2.3 B |
NiSource |
NiSource Relative Risk vs. Return Landscape
If you would invest 3,607 in NiSource on January 13, 2025 and sell it today you would earn a total of 242.00 from holding NiSource or generate 6.71% return on investment over 90 days. NiSource is generating 0.1132% of daily returns and assumes 1.5281% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than NiSource on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
NiSource Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for NiSource's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as NiSource, and traders can use it to determine the average amount a NiSource's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0741
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Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average NiSource is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of NiSource by adding it to a well-diversified portfolio.
NiSource Fundamentals Growth
NiSource Stock prices reflect investors' perceptions of the future prospects and financial health of NiSource, and NiSource fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on NiSource Stock performance.
| Return On Equity | 0.0812 | ||||
| Return On Asset | 0.0289 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 31.92 B | ||||
| Shares Outstanding | 470.6 M | ||||
| Price To Earning | 17.24 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 3.32 X | ||||
| Revenue | 5.46 B | ||||
| Gross Profit | 2.82 B | ||||
| EBITDA | 2.57 B | ||||
| Net Income | 760.4 M | ||||
| Cash And Equivalents | 40.8 M | ||||
| Cash Per Share | 0.19 X | ||||
| Total Debt | 40.4 M | ||||
| Debt To Equity | 1.34 % | ||||
| Current Ratio | 0.63 X | ||||
| Book Value Per Share | 18.48 X | ||||
| Cash Flow From Operations | 1.78 B | ||||
| Earnings Per Share | 1.62 X | ||||
| Market Capitalization | 18.11 B | ||||
| Total Asset | 31.79 B | ||||
| Retained Earnings | (711.7 M) | ||||
| Working Capital | (2.03 B) | ||||
| Current Asset | 1.58 B | ||||
| Current Liabilities | 2.66 B | ||||
About NiSource Performance
By evaluating NiSource's fundamental ratios, stakeholders can gain valuable insights into NiSource's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if NiSource has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if NiSource has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 53.65 | 68.40 | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.62 | 0.65 |
Things to note about NiSource performance evaluation
Checking the ongoing alerts about NiSource for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for NiSource help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| NiSource reports 40.4 M of total liabilities with total debt to equity ratio (D/E) of 1.34, which is normal for its line of buisiness. NiSource has a current ratio of 0.62, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for NiSource to invest in growth at high rates of return. | |
| Over 98.0% of NiSource shares are owned by institutional investors | |
| On 20th of February 2025 NiSource paid $ 0.28 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: NiSource Inc. Jim Cramer Says He Likes This Utility Dividend Stock |
- Analyzing NiSource's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether NiSource's stock is overvalued or undervalued compared to its peers.
- Examining NiSource's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating NiSource's management team can have a significant impact on its success or failure. Reviewing the track record and experience of NiSource's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of NiSource's stock. These opinions can provide insight into NiSource's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for NiSource Stock analysis
When running NiSource's price analysis, check to measure NiSource's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy NiSource is operating at the current time. Most of NiSource's value examination focuses on studying past and present price action to predict the probability of NiSource's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move NiSource's price. Additionally, you may evaluate how the addition of NiSource to your portfolios can decrease your overall portfolio volatility.
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