Exploring NiSource Inc. (NI) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind the scenes at NiSource Inc. (NI)? Are you curious about the mix of institutional, retail, and insider ownership that shapes the company's decisions and performance? As of December 31, 2024, institutional investors held a significant 85.45% of the company's stock, while insiders owned a mere 0.25%, and public companies and individual investors accounted for the remaining 14.30%. With major players like Vanguard Group Inc. holding 12.28% of the shares, valued at $2,270,709,850, and BlackRock, Inc. with 10.64%, valued at $1,966,718,673, understanding the investor profile can provide valuable insights into the company's stability and future direction. Read on to explore who is investing in NiSource and the potential reasons behind their investment decisions.

NiSource Inc. (NI) Who Invests in NiSource Inc. (NI) and Why?

Understanding the investor profile of NiSource Inc. (NI) involves examining the various types of investors, their motivations, and the strategies they employ. This provides a comprehensive view of who is investing in the company and the reasons behind their investment decisions.

Key Investor Types: NiSource's investor base is diverse, including retail investors, institutional investors, and hedge funds. Each group has different investment horizons, risk tolerances, and objectives.

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They may be attracted to NiSource because of its stable dividend payouts and essential service offerings.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large entities that invest on behalf of their clients. Institutional investors often hold significant portions of NiSource's stock due to the company's inclusion in various indices and its reliable performance.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leverage and short-selling, to generate higher returns. Hedge funds may invest in NiSource based on specific market opportunities or strategic considerations.

Investment Motivations: Several factors attract investors to NiSource Inc. (NI):

• Growth Prospects: Investors may be drawn to NiSource's potential for growth through infrastructure development, expansion of services, and strategic acquisitions.
• Dividends: NiSource has a history of providing consistent dividend payments, which appeals to income-seeking investors. A steady dividend can make the stock attractive in both stable and volatile market conditions.
• Market Position: As a major utility company, NiSource holds a strong market position in the regions it serves. This stability and essential service offering can make it a safe haven for investors during economic uncertainty.

Investment Strategies: The strategies employed by NiSource investors vary depending on their investment goals and risk appetite:

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, viewing NiSource as a stable, reliable investment that provides steady returns over time.
• Short-Term Trading: Hedge funds and some active traders may engage in short-term trading strategies to capitalize on market fluctuations and specific events affecting NiSource's stock price.
• Value Investing: Value investors may be attracted to NiSource if they believe the stock is undervalued by the market, based on metrics such as price-to-earnings ratio, price-to-book ratio, and dividend yield.

Understanding these key investor types, their motivations, and investment strategies provides valuable insights into the dynamics of NiSource's stock ownership and market behavior. For more insights into NiSource Inc. (NI), explore: NiSource Inc. (NI): History, Ownership, Mission, How It Works & Makes Money.

NiSource Inc. (NI) Institutional Ownership and Major Shareholders of NiSource Inc. (NI)

Understanding the institutional ownership of NiSource Inc. (NI) provides valuable insights into the company's stability, investor confidence, and potential stock performance. Institutional investors, such as mutual funds, pension funds, and hedge funds, often hold significant stakes in publicly traded companies, and their trading activity can influence stock prices and corporate strategy.

As of the latest available data, several major institutional investors hold substantial positions in NiSource Inc. (NI). These firms conduct extensive research and analysis before investing, reflecting their long-term confidence in the company's prospects. While specific shareholdings can fluctuate, the following list represents some of the top institutional investors:

• Vanguard Group Inc.: One of the world's largest investment management companies, Vanguard typically holds a significant number of shares in NiSource Inc. (NI).
• BlackRock Inc.: Another leading global asset manager, BlackRock's investment decisions carry considerable weight, and their holdings in NiSource Inc. (NI) are closely watched.
• State Street Corp.: As a major provider of financial services, State Street often has a notable presence in NiSource Inc. (NI)'s shareholder base.
• Fidelity Management & Research Co.: Known for its extensive research capabilities, Fidelity's investment in NiSource Inc. (NI) indicates a positive outlook based on thorough analysis.
• Capital World Investors: This firm's approach focuses on long-term growth, making its stake in NiSource Inc. (NI) a sign of sustained confidence.

Changes in institutional ownership can signal shifts in sentiment towards NiSource Inc. (NI). Increases in institutional holdings may suggest growing confidence in the company's future, while decreases could indicate concerns about its performance or industry outlook. Monitoring these changes can provide valuable insights for investors.

The role of institutional investors in NiSource Inc. (NI) extends beyond simply holding shares. Their actions can influence the company's stock price through large-volume trading. Additionally, these investors often engage with company management to advocate for strategies that enhance shareholder value. Their involvement can lead to improved corporate governance and a greater focus on long-term sustainability.

Here's a look at how institutional ownership can impact NiSource Inc. (NI):

• Price Stability: High institutional ownership can reduce stock price volatility due to the long-term investment horizons of many institutions.
• Corporate Governance: Institutional investors often push for better governance practices, which can lead to more efficient management and greater accountability.
• Strategic Direction: Engagement from large shareholders can influence the company's strategic decisions, ensuring they align with shareholder interests.

For those interested in the historical context and further details about NiSource Inc. (NI), you can explore: NiSource Inc. (NI): History, Ownership, Mission, How It Works & Makes Money

To provide a clearer picture, let's consider a hypothetical snapshot of NiSource Inc. (NI)'s top institutional shareholders and their approximate holdings as of the end of the 2024 fiscal year. Please note that these figures are illustrative and based on estimations.

It is important to note that the exact percentages and rankings can vary, and investors should consult the latest regulatory filings (such as 13F filings) for the most up-to-date information. Monitoring these ownership trends offers valuable insights into the market's perception of NiSource Inc. (NI) and its potential for future growth.

Institutional investors play a crucial role in shaping the financial landscape of NiSource Inc. (NI). Their substantial holdings, trading activities, and engagement with company management can significantly impact the company's stock price, corporate governance, and strategic direction. By tracking the ownership patterns and actions of these major players, investors can gain a deeper understanding of NiSource Inc. (NI)'s prospects and make more informed investment decisions.

NiSource Inc. (NI) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of NiSource Inc. (NI) provides valuable insights into the company's stability, strategic direction, and potential for growth. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

NiSource Inc. (NI) boasts a diverse investor base, including institutional investors, mutual funds, and individual shareholders. Institutional investors often hold substantial stakes, making their investment decisions particularly impactful. These large entities conduct thorough research and analysis before investing, and their actions can signal confidence or concern about the company's prospects. For additional background, see: NiSource Inc. (NI): History, Ownership, Mission, How It Works & Makes Money

Below are some of the major holders of NiSource Inc. (NI) stock, reflecting data from the fiscal year 2024:

• Vanguard Group Inc.: Typically holds a significant percentage of NiSource Inc. (NI)'s shares, reflecting its broad investment strategy across various sectors.
• BlackRock Inc.: Another major institutional investor with substantial holdings in NiSource Inc. (NI), often influencing corporate governance and strategic decisions.
• State Street Corp.: Known for its large-scale investments in publicly traded companies, State Street usually maintains a notable position in NiSource Inc. (NI).
• Fidelity Management & Research Co.: A well-known investment firm that actively manages its positions, potentially leading to significant trading activity in NiSource Inc. (NI).

The influence of these investors is multifaceted:

• Voting Power: Large shareholders have considerable voting power, enabling them to influence board elections and key corporate decisions such as mergers, acquisitions, and executive compensation.
• Market Sentiment: Institutional investors' trading activity can significantly impact market sentiment. Large purchases can drive up the stock price, while significant sales can exert downward pressure.
• Corporate Governance: These investors often engage with company management to advocate for policies that enhance shareholder value, such as improved environmental practices or more efficient capital allocation.

Recent moves by major investors are closely watched by analysts and other market participants. For example, a substantial increase in holdings by a reputable fund can signal a positive outlook on NiSource Inc. (NI)'s future performance. Conversely, a large sell-off might indicate concerns about the company's prospects or broader economic conditions.

While specific recent moves can fluctuate, monitoring SEC filings (such as 13F filings) provides up-to-date information on institutional ownership and trading activity. These filings reveal which institutions are buying or selling shares, offering insights into potential shifts in investor sentiment and strategic positioning.

Understanding the composition and behavior of NiSource Inc. (NI)'s investor base is crucial for assessing the company's stability and potential for growth. The actions of these key players can provide valuable signals about the company's future direction and market performance.

NiSource Inc. (NI) Market Impact and Investor Sentiment

NiSource Inc. (NI), a key player in the U.S. utility sector, has garnered considerable interest from both investors and analysts. The company, with a market capitalization of approximately $18.6 billion as of April 2025, provides natural gas and electricity to nearly 4 million customers across six states. Its operations are divided primarily between its gas distribution business (Columbia Gas) and its electric utility subsidiary, Northern Indiana Public Service Company (NIPSCO). You can explore more about NiSource Inc. (NI) at: NiSource Inc. (NI): History, Ownership, Mission, How It Works & Makes Money

Investor sentiment towards NiSource has been largely positive, particularly among those seeking defensive stocks in a volatile market. NiSource's inclusion in BMO Capital Markets' Top 15 List as an Income Stock highlights its appeal to income-focused investors. Analysts have observed a shift towards larger-cap and higher-quality profiles within the utilities sector, benefiting NiSource due to its robust balance sheet and consistent performance.

Recent market reactions to NiSource's financial performance and strategic decisions have been noteworthy. For example, following the release of its fourth-quarter 2024 earnings report, NiSource's stock price increased by 0.85%, reflecting investor confidence despite an EPS shortfall. The stock traded close to its 52-week high of $38.83, indicating strong market sentiment. NiSource's stock has shown remarkable strength, delivering a 58.36% return over the past year and trading near its 52-week high.

Here’s a look at some key ownership statistics:

• Institutional Investors: Approximately 85.45% of the company's stock is held by institutional investors.
• Insider Ownership: As of 2024, insider ownership stands at 0.2% of total outstanding shares.
• Retail Investors: Retail investors hold about 14.30% of NiSource's stock.

The top institutional investors include:

• Vanguard Group Inc: Owning 12.30% of the shares.
• BlackRock Inc: Holding 10.65% of the shares.
• State Street Corporation: With 4.87% ownership.

Analysts' perspectives on NiSource's future remain positive. For fiscal year 2024, which ended in December, analysts expected NiSource's EPS to grow 8.1% year-over-year to $1.73. NiSource reaffirmed its 2024 non-GAAP adjusted EPS guidance of $1.70 to $1.74 and projected 2025 EPS between $1.84 to $1.88.

Analyst ratings for NiSource are predominantly bullish. As of February 2025, NI had a unanimous “Strong Buy” rating from all 14 analysts covering the stock. The average one-year price target for NiSource Inc. is $42.26. The forecasts range from a low of $35.69 to a high of $50.56.

NiSource's commitment to shareholder returns is evident through its consistent dividend payments. The company has maintained dividend payments for 39 consecutive years. The board of directors declared a quarterly common stock dividend payment of $0.28 per share, payable May 20, 2025.

Recent insider trading activity and hedge fund movements also provide insights into investor sentiment. For instance, there have been several insider buys, indicating confidence in the company's prospects. NiSource's revenue for Q4 2024 exceeded expectations by approximately 21.7%, while EPS fell short by about 7.5%. This revenue beat is significant, indicating strong operational performance.

Overall, NiSource Inc. (NI) presents a compelling case for investors interested in the energy sector, characterized by positive investor sentiment, strong market performance, and favorable analyst outlooks.