NiSource: THIS Strategic Partnership Just Doubled Its Power Capacity—Here’s How!

NiSource Inc.’s recent earnings call highlighted several significant developments and strategic initiatives that may influence investment perspectives on the company. From a financial performance standpoint, NiSource reported a third-quarter adjusted EPS of $0.19, resulting in a year-to-date total of $1.38. In terms of guidance, the company reaffirmed its upper half of 2025 adjusted EPS guidance of $1.85 to $1.89 and announced 2026 consolidated EPS guidance of $2.02 to $2.07. This indicates solid financial health, albeit with modest quarterly earnings growth. On the positive side, NiSource is actively leveraging its regulatory foundations, securing approval for the GenCo model in Indiana and full ownership of the Templeton Wind asset. These regulatory successes provide a strong platform for expanding their data center opportunities and energy transition projects.