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MRSH

Marsh

191.45

Aug 04 • 3:59 PM ET -1.39 (-0.72%)

191.45

Aftermarket • 4:17 PM ET 0.00 (0.00%)

Financial Insurance Brokers USA Large NYSE

Peers: AON WTW AJG BRO RYAN ERIE TRV CB PGR ALL

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM SPYM USMV

Index	S&P 500
Market Cap	91.36B
Enterprise Value	112.29B
Income	3.98B
Sales	27.97B
Book/sh	31.77
Cash/sh	3.56
Dividend Est.	3.78 (1.97%)
Dividend TTM	3.69 (1.93%)
Dividend Ex-Date	Jul 23, 2026
Dividend Gr. 3/5Y	15.07% 13.73%
Payout	41.74%
Employees	95000
IPO	Feb 19, 1968

P/E	23.43
Forward P/E	16.79
PEG	1.96
P/S	3.27
P/B	6.03
P/C	53.74
P/FCF	19.17
EV/EBITDA	14.59
EV/Sales	4.01
Quick Ratio	1.14
Current Ratio	1.14
Debt/Eq	1.47
LT Debt/Eq	1.34
Option/Short	Yes / Yes

EPS (ttm)	8.17
EPS next Y	11.40
EPS next Q	1.98
EPS this Y	7.16%
EPS next Y	9.13%
EPS next 5Y	8.58%
EPS past 3/5Y	11.72% 16.42%
Sales past 3/5Y	9.12% 9.45%
EPS Y/Y TTM	-2.13%
Sales Y/Y TTM	8.47%
EPS Q/Q	7.36%
Sales Q/Q	5.99%
Earnings	Jul 21 BMO
EPS/Sales Surpr.	2.17% 1.71%

Insider Own	0.10%
Insider Trans	-11.06%
Inst Own	94.75%
Inst Trans	1.08%
ROA	6.73%
ROE	25.72%
ROIC	11.19%
Gross Margin	-
Oper. Margin	24.29%
Profit Margin	14.23%
SMA20	4.28%
SMA50	10.85%
SMA200	8.08%
Trades

Shs Outstand	477.92M
Shs Float	476.71M
Short Float	1.41%
Short Ratio	2.41
Short Interest	6.74M
52W High	213.80 -10.45%
52W Low	156.60 22.25%
Volatility	2.99% 2.41%
ATR (14)	5.11
RSI (14)	62.11
Beta	0.58
Rel Volume	0.81
Avg Volume	2.79M
Volume	2,276,870

Perf Week	-0.39%
Perf Month	9.57%
Perf Quarter	14.05%
Perf Half Y	1.70%
Perf YTD	3.20%
Perf Year	-3.83%
Perf 3Y	0.98%
Perf 5Y	28.58%
Perf 10Y	188.76%
Recom	2.56
Target Price	202.67
Prev Close	192.84
Price	191.45
Change	-0.72%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-22-26	Downgrade	Citigroup	Buy → Neutral	$200
May-06-26	Upgrade	Citigroup	Neutral → Buy	$200
Feb-27-26	Downgrade	Mizuho	Outperform → Neutral	$199
Feb-17-26	Upgrade	Raymond James	Outperform → Strong Buy	$225
Dec-16-25	Initiated	Mizuho	Outperform
Nov-25-25	Resumed	RBC Capital Mkts	Sector Perform	$200
Nov-20-25	Upgrade	Barclays	Equal Weight → Overweight	$206
Nov-03-25	Downgrade	BofA Securities	Neutral → Underperform	$181
Oct-20-25	Upgrade	Goldman	Sell → Neutral	$195
Oct-17-25	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$191
Oct-09-25	Upgrade	JP Morgan	Neutral → Overweight	$242
Sep-16-25	Initiated	Wolfe Research	Peer Perform
Aug-13-25	Initiated	Citigroup	Neutral	$226
Aug-13-25	Initiated	Cantor Fitzgerald	Overweight	$256
Mar-25-25	Initiated	Redburn Atlantic	Buy	$281
Dec-12-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$250
Nov-25-24	Resumed	Evercore ISI	Outperform	$242
Sep-05-24	Initiated	Barclays	Equal Weight	$236
Apr-17-24	Downgrade	Piper Sandler	Overweight → Neutral	$211
Apr-11-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$212

Show Previous Ratings

Jul-23-26 09:00AM	Marsh Scales Agentic Automation with SS&Cs WorkHQ (Business Wire)
Jul-22-26 09:44AM	CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls (The Fly)
Jul-21-26 05:01PM	Marsh (MRSH) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Investments in AI (GuruFocus.com)
09:38AM	Marsh & McLennan tops second-quarter forecasts as demand drives revenue growth (MRSH) (InvestorsHub)
07:00AM	Marsh Reports Second Quarter 2026 Results (Business Wire)
11:00AM	Loading…
Jul-16-26 11:00AM	Marsh Survey Reveals That Insurers' Private Credit Appetite Continues to Grow, but Discipline Remains Paramount (Business Wire)
Jul-15-26 09:00AM	American Beacon and Mercer Launch Innovative Model Portfolio Solutions for Financial Intermediaries (Business Wire)
Jul-14-26 08:16AM	AI is Creating a New Competitive Divide Across Transport, Logistics and Defense, New Report From Oliver Wyman Forum Finds (Business Wire)
Jul-08-26 12:00PM	Marsh Increases Quarterly Cash Dividend (Business Wire)
Jun-23-26 08:30AM	Marsh to Host Second Quarter Earnings Investor Call on July 21 (Business Wire)
Jun-01-26 02:00PM	Marsh McLennan Agency completes acquisition of TriBridge Partners (Business Wire)
10:17AM	Andrew Bainbridge named General Counsel & Chief Compliance Officer of Oliver Wyman and Marsh Management Consulting (Business Wire)
May-21-26 12:00PM	Marsh Stockholders Re-Elect Board of Directors During 2026 Meeting (Business Wire)
May-20-26 10:30AM	Marsh to Showcase the Power of Perspective at the Lenovo Grand Prix du Canada as Formula 1's Official Risk Partner and Official Insurance Brokering Partner (Business Wire)
May-19-26 09:52AM	Emerging Urban Hubs Reshaping Global Investment, Manufacturing, and Talent Flows, New Report From Oliver Wyman Finds (Business Wire)
09:00AM	Loading…
May-07-26 09:00AM	Marsh's Oliver Wyman announces senior leadership appointments to accelerate AI-enabled integration and transformation (Business Wire)
May-06-26 11:45AM	Mercer and Syndio Join Forces to Close the Gap Between Compensation Strategy and Pay Decisions (Business Wire)
May-04-26 09:05AM	Marsh's Oliver Wyman to Acquire Management Consulting Firm CR3 Partners (Business Wire)
Apr-30-26 09:00AM	Marsh McLennan Agency to Acquire TriBridge Partners (Business Wire)
Apr-29-26 08:15AM	CFO Role Expands as Growth, Transformation and AI Agendas Converge, Oliver Wyman Forum and New York Stock Exchange Survey Finds (Business Wire)
08:00AM	Cyber risk tops the global people risk agenda, according to Marsh's 2026 People Risks report (Business Wire)
Apr-28-26 10:45AM	Marsh Risk unveils AI-powered Risk Companion suite of analytics to empower clients with faster, smarter risk management (Business Wire)
07:45AM	Marsh and Formula 1 Announce Official Multi-Year Partnership (Business Wire)
Apr-22-26 11:34AM	Employer healthcare costs to rise 6.7% as GLP-1s stretch budgets: Mercer (CFO Dive)
Apr-17-26 03:01AM	Marsh (MRSH) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges (GuruFocus.com)
Apr-16-26 08:30AM	Marsh & McLennan Companies, Inc. Q1 2026 Earnings Call Summary (Moby)
07:00AM	Marsh Reports Strong First Quarter 2026 Results (Business Wire)
Apr-15-26 11:17AM	Mainstream insurers squeamish about risk in multifamily: Marsh McLennan (Multifamily Dive)
10:50AM	Marsh doubles incentive opportunity for dual CFO, COO (CFO Dive)
Apr-14-26 08:15AM	Marsh Appoints Mark McGivney as Executive Vice President and Chief Operating Officer in Addition to Chief Financial Officer (Business Wire)
10:00AM	Loading…
Apr-09-26 10:00AM	Marsh's Mercer Announces Close of Successful Fundraising for Private Investment Partners (PIP) VIII, With Nearly $4 Billion in Capital Commitments (Business Wire)
08:55AM	NYSE Content Update: Fourth Annual NYSE Sustainability Leaders Summit to Commence (PR Newswire)
Apr-07-26 10:00AM	Marsh McLennan Agency Acquires Seitz Insurance Agency (Business Wire)
08:55AM	CEOs Convert Disruption Into Competitive Advantage, Oliver Wyman Forum and New York Stock Exchange Survey Finds (Business Wire)
Mar-31-26 05:48PM	Cyber Risk Management: Kroll Managing Director Adam Malone, Live at RSAC 2026 (Exec Edge)
07:30AM	Marsh Appoints Ted Moynihan President and CEO of Marsh Management Consulting and Oliver Wyman (Business Wire)
Mar-25-26 08:30AM	Marsh to Host First Quarter Earnings Investor Call on April 16 (Business Wire)
Mar-20-26 12:44PM	Oliver Wyman appoints Helen Leis as Global Head of Leadership and Change (Business Wire)
Mar-19-26 09:30AM	Marsh to Expand Its Private Markets Capabilities With the Addition of AltamarCAM (Business Wire)
Mar-18-26 09:25AM	Emerging Technology Could Help Manage Healthcare Costs as Spending Poised to Reach $23 Trillion by 2040, Oliver Wyman Analysis Shows (Business Wire)
Mar-17-26 07:42AM	Marsh & McLennan Stock: Is MRSH Underperforming the Financial Sector? (Barchart)
Mar-16-26 11:19AM	Is Willis Towers Watson Stock Underperforming the Nasdaq? (Barchart)
Mar-10-26 08:30AM	Marsh Appoints Nick Studer President and CEO of Marsh Risk and Martin South Chief Client Officer of Marsh (Business Wire)
Mar-09-26 09:40AM	Why Marsh (MRSH) is a Top Value Stock for the Long-Term (Zacks)
Mar-06-26 09:04AM	Jensen Quality Growth Equity is Holding Marsh & McLennan (MRSH) with Conviction (Insider Monkey)
Mar-04-26 05:33PM	AI Agents Remain a Threat to Insurance Agents, Analyst Says (Barrons.com)
Mar-03-26 05:05PM	Top Research Reports for Broadcom, AT&T & Vertex Pharmaceuticals (Zacks)
Feb-28-26 09:14PM	Marsh & McLennan (MRSH) Downgraded by Mizuho Following Insurance Sector Selloff (Insider Monkey)
Feb-26-26 07:24PM	Analyst Report: Marsh & McLennan Companies, Inc. (Morningstar Research)
Feb-25-26 09:00AM	Marsh Declares Quarterly Cash Dividend (Business Wire)
08:00AM	Investors Say Companies Combining Human and AI Capabilities Gain a Competitive Advantage, According to Mercer's Global Talent Trends 2026 Report (Business Wire)
07:00AM	Marsh Appoints Peter Harrison to Its Board of Directors (Business Wire)
04:24AM	Marsh weighs divestment of Asian private client services unit (Life Insurance International)
Feb-24-26 10:09AM	Can AMERISAFE's Higher Premiums Cushion the Expense Blow in Q4? (Zacks)
Feb-20-26 03:13PM	Michael Lewis to Serve as President of Marsh & McLennan's (MRSH) Marsh Risk Canada (Insider Monkey)
11:51AM	Western Union's Q4 Earnings Beat Estimates on Lower Costs (Zacks)
09:45AM	Why Marsh (MRSH) is a Top Growth Stock for the Long-Term (Zacks)
Feb-19-26 09:40AM	Here's Why Marsh (MRSH) is a Strong Value Stock (Zacks)
Feb-18-26 01:05PM	Global Payments Q4 Earnings Meet on Merchant Solutions Strength (Zacks)
Feb-16-26 11:45AM	Euronet Q4 Earnings Miss Estimates on Increasing Expenses (Zacks)
Feb-14-26 08:30AM	The stock market is reflecting fears of an AI apocalypse for white-collar jobs (MarketWatch)
Feb-13-26 04:15PM	Michael Lewis Named President, Marsh Risk Canada (Business Wire)
Feb-11-26 05:00PM	Marsh Announces Pricing of $600 Million Senior Notes Offering (Business Wire)
03:37PM	The Latest AI Selloff: Insurance Brokers (Barrons.com)
04:04AM	Do Wall Street Analysts Like Marsh & McLennan Stock? (Barchart)
Feb-10-26 11:00AM	Amid Economic and AI Anxieties, US Employees Are Choosing to Stay Put, Mercer Finds (Business Wire)
Feb-09-26 08:14PM	Analyst Report: Marsh & McLennan Companies, Inc. (Morningstar Research) -7.51%
03:49PM	Insurance broker stocks tumble as OpenAI approves first AI insurance app (Investing.com)
Feb-05-26 12:33AM	The Top 5 Analyst Questions From Marsh & McLennan's Q4 Earnings Call (StockStory)
Feb-02-26 09:42AM	Aflac Gears Up for Q4 Earnings: Can Higher Premiums Help it Quack? (Zacks)
09:00AM	Marsh McLennan Agency Acquires Robinson & Son (Business Wire)
Jan-30-26 12:33AM	MRSH Q4 Deep Dive: Digital Infrastructure and AI Drive Strategic Shifts Amid Industry Headwinds (StockStory)
Jan-29-26 04:04PM	Marsh (MRSH) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amid Competitive Pressures (GuruFocus.com) +5.47%
11:46AM	Marsh Q4 Earnings Beat Estimates on Consulting Unit Strength (Zacks)
11:02AM	Analyst Report: Marsh & McLennan Companies, Inc. (Morningstar Research)
09:30AM	Compared to Estimates, Marsh (MRSH) Q4 Earnings: A Look at Key Metrics (Zacks)
08:15AM	Marsh (MRSH) Q4 Earnings and Revenues Beat Estimates (Zacks)
07:35AM	Marsh & McLennan's (NYSE:MRSH) Q4 CY2025 Sales Beat Estimates (StockStory)
07:00AM	Marsh Reports Solid Fourth Quarter and Full-Year 2025 Results (Business Wire)
Jan-27-26 10:02PM	Marsh & McLennan (MRSH) Q4 Earnings Report Preview: What To Look For (StockStory)
09:00AM	Marsh McLennan Agency Launches Secure Harbor Group Captive to Help Senior Living Clients Manage Challenging Market Conditions (Business Wire)
Jan-26-26 09:15AM	Ahead of Marsh (MRSH) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Jan-25-26 07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-23-26 12:54PM	Marsh Gears Up to Report Q4 Earnings: Key Estimates to Note (Zacks)
Jan-22-26 10:00AM	Marsh (MRSH) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-20-26 12:43PM	Deep Shifts in Human Sentiment Are Redefining Economic, Health, and Workplace Norms, Oliver Wyman Forum Report Finds (Business Wire)
Jan-19-26 05:46PM	Davos CEO Brief for Monday, January 19, 2026 (WSJ)
04:22PM	Marsh CEO John Doyle Lays Out the Biggest Risks of 2026 (WSJ)
Jan-15-26 04:10AM	Sports Economy Set to Reach $8.8 Trillion by 2050, But Physical Inactivity and Climate Threats Risk Billions Without Urgent Action (Business Wire)
Jan-14-26 02:00PM	As Organizations Race to Adopt AI in 2026, Marsh's Mercer Says Empower Talent and Redesign Work (Business Wire)
01:00PM	Marsh Declares Quarterly Cash Dividend (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market Update + Inaugural U.S.-Saudi Biotech Alliance Summit Begins in SF (PR Newswire)
05:05AM	Global Business Challenged by Rapid Emergence of a New Age of Competition (Business Wire)
Jan-12-26 04:16PM	Top Stock Reports for Microsoft, Eli Lilly & Lam Research (Zacks)
Dec-31-25 08:21AM	Bristol Gate US Equity Strategy Exited Its Stake in Marsh & McLennan (MMC) (Insider Monkey)
Dec-29-25 10:00AM	Marsh McLennan to Change Its NYSE Symbol to "MRSH" on January 14; Hosts Fourth Quarter Earnings Investor Call on January 29 (Business Wire)
08:43AM	Earnings Preview: What To Expect From Marsh & McLennan's Report (Barchart)
Dec-23-25 01:16PM	Marsh & McLennan (NYSE:MMC) Reports Q3 CY2025 In Line With Expectations (StockStory)
Dec-18-25 11:02PM	Mercer Reveals Average Salary in Thailand Set to Increase by 5.2% in 2026 (Business Wire)
10:27PM	Mercer China Unveils the Recipients of Its 2025 Star Employers Awards (Business Wire)

Marsh & McLennan Cos., Inc. is a professional services firm, which engages in offering clients advice and solutions to risk, strategy, and people. It operates through the Risk and Insurance Services and Consulting segments. The Risk and Insurance Services segment is involved in risk management activities, as well as insurance and reinsurance broking and services. The Consulting segment offers health, wealth, and career solutions and products, and specialized management, strategic, economic, and brand consulting services. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

PresidentMr. John Quinlan Doyle

Executive VPMr. Mark Christopher McGivney

Senior VP & Chief Client OfficerMr. Martin C. South

Vice ChairMr. Patrick Tomlinson

VPMs. Stacy M. Mills

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Beswick Paul	SVP, Chief Information Officer	Jul 29 '26	Sale	198.00	713	141,174	16,376	Jul 31 04:03 PM
South Martin	Chief Client Officer	Jul 28 '26	Sale	189.99	7,100	1,348,947	16,632	Jul 29 04:18 PM
Beswick Paul	Officer	Jul 29 '26	Proposed Sale	198.00	713	141,174		Jul 29 12:09 PM
South Martin	Officer	Jul 28 '26	Proposed Sale	189.99	7,100	1,348,947		Jul 28 10:43 AM
Yates Lloyd M	Director	Jul 23 '26	Sale	175.65	12,000	2,107,800	12,001	Jul 24 04:05 PM
Yates Lloyd M	Director	Jul 23 '26	Proposed Sale	175.65	12,000	2,107,826		Jul 23 01:26 PM
Doyle John Q	President and CEO	Jun 02 '26	Option Exercise	73.19	16,656	1,219,136	133,467	Jun 03 04:33 PM
Doyle John Q	President and CEO	Jun 02 '26	Sale	161.71	16,656	2,693,442	116,811	Jun 03 04:33 PM
Doyle John Q	Officer	Jun 02 '26	Proposed Sale	161.71	16,656	2,693,442		Jun 02 10:01 AM
Tomlinson Patrick	President and CEO, Mercer	Mar 15 '26	Option Exercise	0.00	1,228	0	4,883	Mar 17 04:10 PM
Jones John Jude	Chief Marketing Officer	Mar 11 '26	Sale	173.61	2,362	410,067	7,978	Mar 12 04:05 PM
Jones John Jude	Officer	Mar 11 '26	Proposed Sale	173.61	2,362	410,067		Mar 11 02:34 PM
Doyle John Q	President and CEO	Mar 04 '26	Option Exercise	0.00	16,655	0	133,466	Mar 05 05:01 PM
Doyle John Q	President and CEO	Mar 04 '26	Sale	183.30	16,655	3,052,862	116,811	Mar 05 05:01 PM
Studer Nicholas Mark	President and CEO of OWG	Mar 03 '26	Sale	184.03	3,837	706,123	32,536	Mar 04 04:26 PM
Doyle John Q	Officer	Mar 04 '26	Proposed Sale	183.30	16,655	3,052,862		Mar 04 10:54 AM
Beswick Paul	SVP, Chief Information Officer	Feb 28 '26	Option Exercise	0.00	6,970	0	20,492	Mar 03 04:14 PM
Brennan Katherine	SVP and General Counsel	Feb 28 '26	Option Exercise	0.00	6,970	0	11,185	Mar 03 04:13 PM
Doyle John Q	President and CEO	Feb 28 '26	Option Exercise	0.00	59,510	0	147,191	Mar 03 04:12 PM
Fernandez Carmen	SVP, Chief People Officer	Feb 28 '26	Option Exercise	0.00	6,970	0	16,850	Mar 03 04:11 PM
Jones John Jude	Chief Marketing Officer	Feb 28 '26	Option Exercise	0.00	4,826	0	12,804	Mar 03 04:10 PM
Klisura Dean Michael	President & CEO, Guy Carpenter	Feb 28 '26	Option Exercise	0.00	9,383	0	30,318	Mar 03 04:09 PM
MCGIVNEY MARK C	Chief Financial Officer	Feb 28 '26	Option Exercise	0.00	17,961	0	51,639	Mar 03 04:07 PM
Mills Stacy	Vice President and Controller	Feb 28 '26	Option Exercise	0.00	2,723	0	5,428	Mar 03 04:06 PM
South Martin	President & CEO, Marsh Risk	Feb 28 '26	Option Exercise	0.00	14,476	0	31,657	Mar 03 04:05 PM
Studer Nicholas Mark	Officer	Mar 03 '26	Proposed Sale	184.03	3,837	706,123		Mar 03 04:04 PM
Studer Nicholas Mark	President and CEO of OWG	Feb 28 '26	Option Exercise	0.00	8,044	0	36,373	Mar 03 04:03 PM
Tomlinson Patrick	President and CEO, Mercer	Feb 28 '26	Option Exercise	0.00	2,219	0	4,794	Mar 03 04:02 PM
Doyle John Q	President and CEO	Dec 01 '25	Option Exercise	63.09	21,079	1,329,874	108,760	Dec 02 04:05 PM
Doyle John Q	President and CEO	Dec 01 '25	Sale	182.22	21,079	3,841,015	87,681	Dec 02 04:05 PM
Doyle John Q	Officer	Dec 01 '25	Proposed Sale	182.22	21,079	3,841,015		Dec 01 10:14 AM
Doyle John Q	President and CEO	Sep 02 '25	Option Exercise	63.09	21,079	1,329,874	108,760	Sep 03 04:04 PM
Doyle John Q	President and CEO	Sep 02 '25	Sale	205.65	21,079	4,334,896	87,681	Sep 03 04:04 PM
Doyle John Q	Officer	Sep 02 '25	Proposed Sale	205.65	21,079	4,334,896		Sep 02 10:43 AM

Open in Screener

NI

NiSource Inc

44.53

Aug 04 • 3:59 PM ET 0.00 (0.00%)

44.53

Aftermarket • 4:17 PM ET 0.00 (0.00%)

Utilities Utilities - Regulated Gas USA Large NYSE

Peers: ATO CMS NJR DUK SO WEC AEP NEE D XEL

| Held by: VTI VOO XLU IVV SPY VB VO DVY RSP VBR

Index	S&P 500
Market Cap	21.35B
Enterprise Value	40.29B
Income	962.50M
Sales	6.82B
Book/sh	20.15
Cash/sh	0.20
Dividend Est.	1.22 (2.73%)
Dividend TTM	1.18 (2.65%)
Dividend Ex-Date	Jul 31, 2026
Dividend Gr. 3/5Y	6.01% 5.92%
Payout	57.34%
Employees	7738
IPO	Dec 19, 1962

P/E	22.16
Forward P/E	19.78
PEG	2.13
P/S	3.13
P/B	2.21
P/C	219.87
P/FCF	-
EV/EBITDA	13.03
EV/Sales	5.91
Quick Ratio	0.56
Current Ratio	0.65
Debt/Eq	1.74
LT Debt/Eq	1.60
Option/Short	Yes / Yes

EPS (ttm)	2.01
EPS next Y	2.25
EPS next Q	0.16
EPS this Y	8.32%
EPS next Y	9.38%
EPS next 5Y	9.27%
EPS past 3/5Y	4.91% -
Sales past 3/5Y	4.32% 7.25%
EPS Y/Y TTM	8.33%
Sales Y/Y TTM	15.01%
EPS Q/Q	5.63%
Sales Q/Q	8.24%
Earnings	Aug 05 BMO
EPS/Sales Surpr.	1.08% -6.45%

Insider Own	0.38%
Insider Trans	-3.30%
Inst Own	97.70%
Inst Trans	-0.48%
ROA	2.75%
ROE	10.34%
ROIC	3.82%
Gross Margin	58.91%
Oper. Margin	27.78%
Profit Margin	14.11%
SMA20	-2.95%
SMA50	-4.40%
SMA200	-1.55%
Trades

Shs Outstand	479.36M
Shs Float	477.63M
Short Float	2.42%
Short Ratio	2.57
Short Interest	11.55M
52W High	49.21 -9.51%
52W Low	38.45 15.81%
Volatility	1.87% 1.90%
ATR (14)	0.91
RSI (14)	37.28
Beta	0.55
Rel Volume	1.44
Avg Volume	4.48M
Volume	6,462,511

Perf Week	-2.62%
Perf Month	-5.36%
Perf Quarter	-7.38%
Perf Half Y	1.14%
Perf YTD	6.63%
Perf Year	2.77%
Perf 3Y	67.97%
Perf 5Y	76.36%
Perf 10Y	75.52%
Recom	1.74
Target Price	51.75
Prev Close	44.53
Price	44.53
Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-02-26	Initiated	RBC Capital Mkts	Outperform	$52
Mar-31-26	Initiated	KeyBanc Capital Markets	Overweight	$52
Oct-28-25	Initiated	Wells Fargo	Overweight	$47
Oct-07-25	Initiated	Evercore ISI	In-line	$45
Sep-05-25	Downgrade	Jefferies	Buy → Hold	$44
Sep-12-24	Resumed	BofA Securities	Buy	$37
Jul-11-24	Initiated	Mizuho	Outperform	$33
Jan-22-24	Initiated	Barclays	Overweight	$28
Oct-06-23	Initiated	Ladenburg Thalmann	Buy	$25
Jun-06-23	Upgrade	UBS	Neutral → Buy	$31
Nov-09-22	Upgrade	Credit Suisse	Neutral → Outperform	$27
Jul-27-22	Upgrade	Edward Jones	Hold → Buy
Apr-26-22	Initiated	Credit Suisse	Neutral	$32
Feb-15-22	Downgrade	UBS	Buy → Neutral	$29 → $31
Jan-25-22	Upgrade	Evercore ISI	In-line → Outperform	$30
Oct-13-21	Upgrade	Goldman	Neutral → Buy	$27 → $29
Apr-23-21	Downgrade	Evercore ISI	Outperform → In-line	$27
Mar-22-21	Upgrade	UBS	Neutral → Buy	$27
Jan-29-21	Downgrade	Goldman	Buy → Neutral	$27 → $25
Nov-18-20	Upgrade	Barclays	Equal Weight → Overweight	$25 → $29

Show Previous Ratings

Jul-31-26 07:04AM	NiSource Inc's Dividend Analysis (GuruFocus.com)
Jul-22-26 04:20PM	NiSource to release second quarter 2026 financial results and host conference call on August 5 (Business Wire)
Jul-02-26 09:42AM	Palantir, Chevron upgraded: Wall Street's top analyst calls (The Fly)
Jun-23-26 07:30AM	Regulatory Approvals Underscore Strength of NiSources Customer-Focused Data Center Strategy Supporting Growth in Indiana (Business Wire)
May-11-26 04:15PM	NiSource declares common stock dividend (Business Wire)
08:30PM	Loading…
May-06-26 08:30PM	NiSource Inc. Q1 2026 Earnings Call Summary (Moby)
06:54AM	NiSource: Q1 Earnings Snapshot (Associated Press)
06:30AM	NiSource Announces First Quarter Results (Business Wire)
May-05-26 06:57AM	NiSource Earns Top Sustainability Honors From Dow Jones and MSCI (Business Wire)
Apr-22-26 04:20PM	NiSource to Release First Quarter 2026 Financial Results and Host Conference Call on May 6 (Business Wire)
Apr-17-26 09:07AM	NiSource Signs Alphabet Power Deal, Expands Amazon Agreement (GuruFocus.com)
06:42AM	Premarket Movers: Netflix set to fall after co-founder Reed Hastings announced exit (MarketWatch)
06:03AM	These Stocks Are Today's Movers: Netflix, AMD, Alcoa, Madison Air, NiSource, and More (Barrons.com)
Apr-16-26 05:46PM	NiSource signs long-term power deal with Alphabet, expands Amazon agreement (Reuters)
05:25PM	This Indiana Utility Provider Will Power an Alphabet Data Center. Its Stock Is Rising. (Barrons.com)
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04:28PM	NiSource Announces Strategic Energy Infrastructure Agreements to Enhance Customer Value and Economic Growth in Indiana (Business Wire)
Apr-11-26 08:00PM	NiSource Gains From Rising Data Center Demand & Strategic Investment (Quartz)
Apr-09-26 08:01PM	Has MYR Group (MYRG) Outpaced Other Utilities Stocks This Year? (Quartz)
Mar-17-26 04:15PM	NiSource declares common stock dividend (Business Wire)
Mar-10-26 09:42AM	DTE Energy Boosts Growth With Strategic Clean Energy Investments (Zacks)
Mar-06-26 10:56AM	American Electric Drives Growth Through Investments and Renewables (Zacks)
09:40AM	Are Utilities Stocks Lagging NiSource (NI) This Year? (Zacks)
Mar-05-26 09:37AM	Here's Why You Should Add NI Stock to Your Portfolio Right Now (Zacks)
Mar-02-26 12:34PM	Consolidated Edison Boosts Grid Investment and Clean Energy Growth (Zacks)
11:45AM	NiSource (NI) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Feb-25-26 11:54AM	Tech Giants Are Paying Up to Power AI. These Utilities Will Be Big Winners. (Barrons.com)
Feb-12-26 11:45AM	NiSource (NI) Could Be a Great Choice (Zacks)
Feb-11-26 06:00PM	NiSource Inc (NI) Q4 2025 Earnings Call Highlights: Strong EPS Growth and Ambitious Investment Plans (GuruFocus.com)
04:50PM	NiSource Q4 Earnings Call Highlights (MarketBeat)
04:31PM	NiSource Inc. Q4 2025 Earnings Call Summary (Moby)
02:42PM	Loading…
02:42PM	Analyst Report: NiSource Inc. (Morningstar Research)
10:27AM	NiSource Q4 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
09:17AM	Jefferies Loves 5 Dividend-Paying Utility Stocks but Warns of Caution on the Sector (24/7 Wall St.)
07:55AM	NiSource (NI) Q4 Earnings and Revenues Top Estimates (Zacks)
07:02AM	NiSource: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	NiSource Announces Full-Year 2025 Results (Business Wire)
Feb-05-26 10:00AM	Exelon (EXC) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release (Zacks)
Feb-04-26 10:24AM	Is Wall Street Bullish or Bearish on NiSource Stock? (Barchart)
10:00AM	NiSource (NI) Reports Next Week: What You Should Expect (Zacks)
09:07AM	NiSource to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
Feb-03-26 08:26AM	American Electric Banks on Investments and Renewables for Growth (Zacks)
Feb-02-26 09:13AM	Entergy's Grid and Renewable Investments Strengthen Growth Outlook (Zacks)
Jan-28-26 04:20PM	NiSource to Release Full-Year 2025 Financial Results and Host Conference Call on February 11 (Business Wire)
Jan-27-26 08:04PM	Analyst Report: NiSource Inc. (Morningstar Research)
Jan-26-26 04:29AM	MISO regulators seek stakeholder review for DOE emergency orders cost allocation (Utility Dive)
Jan-22-26 04:15PM	NiSource Declares Common Stock Dividend (Business Wire)
Jan-16-26 09:08AM	OGE Rides on Expanding Renewable Portfolio & Infrastructure Spending (Zacks)
Jan-15-26 06:10AM	Here's What to Expect From NiSources Next Earnings Report (Barchart)
Jan-09-26 01:11PM	Entergy and NiSource Could Be Winners as Utilities Spend $1 Trillion on AI. Dividend Investors Not So Much (Barrons.com)
11:49AM	Here's Why You Should Add NI Stock to Your Portfolio Right Now (Zacks)
Jan-08-26 08:20AM	ED Benefits From Long-Term Capital Spending and Renewable Growth (Zacks)
Dec-30-25 07:53AM	EIX to Gain From Infrastructure Upgradation & Renewable Expansion (Zacks)
Dec-26-25 08:31AM	CMS Energy Poised to Gain From Renewable Expansion & Investments (Zacks)
Dec-24-25 09:49AM	The Zacks Analyst Blog Highlights Invesco, Johnson & Johnson, NiSource, Bunge Global and Morgan Stanley (Zacks)
08:23AM	Federal Order Delays NIPSCOs R.M. Schahfer Generating Stations Retirement (Business Wire)
Dec-23-25 12:27PM	Here's Why You Should Add Ameren to Your Portfolio Right Now (Zacks)
11:12AM	Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026 (Zacks)
Dec-15-25 07:27AM	Is NiSource Stock Underperforming the S&P 500? (Barchart)
Nov-27-25 01:37PM	Here's Why NI Stock Deserves a Spot in Your Portfolio Right Now (Zacks)
08:52AM	Here's Why You Should Include FirstEnergy Stock in Your Portfolio Now (Zacks)
Nov-21-25 08:09AM	Consolidated Edison Rides on Investments & Renewable Energy Expansion (Zacks)
Nov-19-25 08:02AM	CMS Gains Momentum From Grid Modernization and Renewable Investments (Zacks)
Nov-17-25 07:52PM	Analyst Report: NiSource Inc. (Morningstar Research)
Nov-14-25 08:18PM	Analyst Report: NiSource Inc. (Morningstar Research)
Nov-11-25 07:59AM	AES Gains Momentum From Renewable Energy Expansion and LNG Growth (Zacks)
Nov-07-25 10:19AM	PEG Q3 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
Nov-06-25 12:22PM	Ameren Q3 Earnings Higher Than Expected, Revenues Increase Y/Y (Zacks)
07:19AM	Are Wall Street Analysts Bullish on NiSource Stock? (Barchart)
Nov-05-25 12:25PM	AES Q3 Earnings Miss Estimates, Revenues Increase Y/Y (Zacks)
Oct-31-25 01:10PM	Dominion Energy Q3 Earnings & Revenues Beat, '25 EPS Guidance Narrowed (Zacks)
07:00AM	NiSource Announces $1.5 Billion At-The-Market (ATM) Equity Issuance Program Through 2028 (Business Wire)
Oct-30-25 03:58PM	NiSource Inc (NI) Q3 2025 Earnings Call Highlights: Strong Financial Performance and Strategic ... (GuruFocus.com)
09:41AM	Analyst Report: NiSource Inc. (Morningstar Research)
Oct-29-25 10:28AM	NiSource Q3 Earnings Lag Estimates, Revenues Rise Y/Y, Capex Up (Zacks)
07:40AM	NiSource (NI) Misses Q3 Earnings Estimates (Zacks)
06:37AM	NiSource: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	NiSource announces third quarter results (Business Wire)
Oct-28-25 11:17AM	Dominion Energy to Post Q3 Earnings: What to Expect for the Stock? (Zacks)
08:50AM	Xcel Energy to Post Q3 Earnings: What's in the Cards for the Stock? (Zacks)
Oct-27-25 11:49AM	NiSource to Release Q3 Earnings: Here's What You Need to Know (Zacks)
Oct-24-25 06:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
12:10PM	Will NiSource (NI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-23-25 10:00AM	IdaCorp (IDA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-22-25 10:00AM	Analysts Estimate NiSource (NI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-17-25 05:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Oct-15-25 04:30PM	NiSource to Release Third Quarter 2025 Financial Results and Host Conference Call on October 29 (Business Wire)
Oct-14-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
11:23AM	Earnings Preview: What To Expect From NiSource Report (Barchart)
Sep-30-25 04:38PM	Top Stock Reports for NextEra Energy, U.S. Bancorp and Air Products & Chemicals (Zacks)
Sep-29-25 08:20AM	Here's Why You Should Buy Portland General Electric Stock Now (Zacks)
Sep-26-25 09:18AM	Here Are Some Reasons to Add ATO Stock to Your Portfolio Right Now (Zacks)
Sep-25-25 11:45AM	Why NiSource (NI) is a Great Dividend Stock Right Now (Zacks)
Sep-24-25 04:43PM	NiSource Achieves IURC Regulatory Approval for GenCo Strategy (Business Wire)
04:04PM	Analyst Report: NiSource Inc. (Morningstar Research)
Sep-23-25 09:49AM	How Is NiSource's Stock Performance Compared to Other Utilities Stocks? (Barchart)
Sep-19-25 08:14AM	CenterPoint Energy Eyes Growth via Renewables & Capital Deployment (Zacks)
Sep-15-25 09:09AM	Reasons to Include New Jersey Resources Stock in Your Portfolio Now (Zacks)
Sep-12-25 12:00PM	NiSource (NI) Upgraded to Buy: Here's Why (Zacks)
08:50AM	UGI Benefits From Renewable Investments & Expanding Customer Base (Zacks)
08:40AM	Reasons to Include Algonquin Power & Utilities Stock in Your Portfolio (Zacks)

NiSource, Inc. is a holding company, which engages in the provision of energy solutions. It operates through the Columbia Operations and NIPSCO Operations segments. The Columbia Operations segment aggregates the results of the fully regulated and wholly owned subsidiaries of NiSource Gas Distribution Group, Inc. The NIPSCO Operations segment includes the results of NIPSCO Holdings I and its majority-owned subsidiaries, including NIPSCO, which has fully regulated gas and electric operations in northern Indiana. The company was founded in 1987 and is headquartered in Merrillville, IN.

PresidentMr. Lloyd M. Yates

Executive VP & CFOMr. Shawn Anderson

Executive VP and Chief Operating & Safety OfficerMr. William Jefferson Jr.

Executive VP of Technology & Customer and Chief Commercial OfficerMr. Michael S. Luhrs

Executive VP & Group President of NiSource UtilitiesMs. Melody Birmingham

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Berman Melanie B.	EVP Administration & CHRO	May 22 '26	Sale	47.68	15,000	715,200	35,990	May 27 04:07 PM
Yates Lloyd M	Director and President & CEO	May 21 '26	Sale	47.73	19,905	950,066	519,557	May 26 04:03 PM
Berman Melanie B.	Officer	May 22 '26	Proposed Sale	47.68	15,000	715,265		May 22 11:18 AM
BIRMINGHAM MELODY	EVP & Grp President, Utilities	May 14 '26	Sale	47.19	10,000	471,850	117,899	May 21 04:16 PM
BIRMINGHAM MELODY	EVP & Grp President, Utilities	May 20 '26	Sale	47.43	2,500	118,575	116,036	May 21 04:16 PM
Yates Lloyd M	Officer	May 21 '26	Proposed Sale	47.73	19,905	950,092		May 21 03:13 PM
BIRMINGHAM MELODY	Officer	May 20 '26	Proposed Sale	47.43	2,500	118,575		May 20 12:35 PM
BIRMINGHAM MELODY	Officer	May 14 '26	Proposed Sale	47.19	10,000	471,850		May 14 12:40 PM
Gode Gunnar	SVP Chief Accting&Tax Officer	Feb 18 '26	Sale	46.00	2,175	100,050	29,257	Feb 19 04:15 PM
Gode Gunnar	Officer	Feb 18 '26	Proposed Sale	46.00	2,175	100,051		Feb 18 11:40 AM
Anderson Shawn	EVP & CFO	Feb 13 '26	Sale	45.01	12,500	562,625	136,302	Feb 17 04:16 PM
Anderson Shawn	Officer	Feb 13 '26	Proposed Sale	45.01	12,500	562,625		Feb 13 09:42 AM
Cuccia Kimberly S	EVP, GC & Corporate Secretary	Nov 25 '25	Sale	43.13	8,000	345,040	41,247	Nov 26 04:26 PM
Cuccia Kimberly S	Officer	Nov 25 '25	Proposed Sale	43.13	8,000	345,040		Nov 25 05:04 PM
Anderson Shawn	EVP & CFO	Aug 28 '25	Sale	42.33	11,115	470,498	147,777	Sep 02 04:15 PM
Anderson Shawn	Officer	Aug 28 '25	Proposed Sale	42.33	11,115	470,498		Aug 28 09:54 AM

MRSH

Marsh

NI

NiSource Inc

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