NISOURCE INC (NI)

Sector: Utilities

    Home/Companies/NI/Annual Meeting

2026 Annual Meeting Analysis

NISOURCE INC · Meeting: May 11, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

12

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

12 FOR
✓ FOR
Peter A. Altabef

Director since 2017 with strong technology and governance experience; NiSource's 3-year total return of +91.8% outperforms the company-disclosed peer group median of +50.9% by +40.9 percentage points, well below the 65-point threshold needed to trigger an against vote; attendance and independence requirements are met.

✓ FOR
Sondra L. Barbour

Director since 2022 with deep cybersecurity and audit expertise; joined within the last four years and the TSR trigger does not apply given NiSource's strong outperformance of the peer median; all other policy screens pass.

✓ FOR
Theodore H. Bunting, Jr.

Director since 2018 with extensive utility industry and accounting expertise; NiSource's 3-year TSR outperforms the peer median by +40.9 percentage points, well short of the 65-point trigger threshold; attendance, independence, and committee composition requirements are met.

✓ FOR
Eric L. Butler

Director since 2017 with strong operational and infrastructure experience from Union Pacific; NiSource's 3-year TSR substantially outperforms the peer median and no other policy flags are triggered.

✓ FOR
Deborah A. Henretta

Director since 2015 with broad consumer, digital, and governance experience; NiSource's strong 3-year TSR record relative to its disclosed peers means the TSR trigger does not fire, and all other policy screens are satisfied.

✓ FOR
Deborah A. P. Hersman

Director since 2019 with deep safety and regulatory expertise; the TSR trigger does not apply given NiSource's outperformance of the peer median, and attendance and independence requirements are fully met.

✓ FOR
Michael E. Jesanis

Director since 2008 with extensive regulated utility CEO and CFO experience; despite the longest tenure on the board, NiSource's 3-year TSR of +91.8% outperforms the peer median by only +40.9 percentage points, which is well below the 65-point threshold needed to trigger a vote against even long-tenured directors.

✓ FOR
William D. Johnson

Director since 2022 with three decades of utility CEO experience; joined fewer than four years ago, the TSR trigger does not fire given peer outperformance, and the board's decision to re-nominate him past age 72 is disclosed with a specific rationale tied to recent commercial transactions.

✓ FOR
Kevin T. Kabat

Board Chair since 2015 with significant regulated-industry CEO experience; NiSource's 3-year TSR of +91.8% outperforms the peer median by +40.9 percentage points, below the 65-point trigger threshold, and all independence and attendance requirements are met.

✓ FOR
Cassandra S. Lee

Director since 2022 and a certified public accountant serving as an audit committee financial expert; the TSR trigger does not apply given strong peer outperformance, and all other policy screens are satisfied.

✓ FOR
John McAvoy

Director since 2024 and therefore exempt from the TSR trigger under the 24-month new-director exemption; brings relevant utility CEO experience from Consolidated Edison and all other policy screens pass.

✓ FOR
Lloyd M. Yates

President and CEO serving as director since 2020; NiSource's 3-year TSR of +91.8% outperforms the company-disclosed peer median of +50.9% by +40.9 percentage points, which is below the 65-point threshold required to trigger an against vote under the strong-positive TSR tier, so no TSR flag arises even for this executive director.

All twelve director nominees receive a FOR vote. NiSource's 3-year total shareholder return of +91.8% outperforms the company-disclosed peer group median of +50.9% by +40.9 percentage points — comfortably below the 65-point underperformance threshold that would trigger against votes under the strong-positive TSR tier. No overboarding, attendance, independence, or committee composition concerns are identified for any nominee.

Say on Pay

✓ FOR

CEO

Lloyd Yates

Total Comp

$13,197,800

Prior Support

97%%

CEO Lloyd Yates received total compensation of approximately $13.2 million in 2025, which is within a reasonable range for the CEO of a large-cap regulated utility with a $22 billion market capitalization. The pay program is well-structured: roughly 87% of the CEO's total target pay is variable and performance-contingent, split between performance stock awards tied to multi-year earnings, relative total shareholder return, safety, and sustainability goals, and an annual cash bonus tied to financial and operational results; fixed salary represents only about 10% of total target compensation, well below the 40% threshold that would flag a concern. NiSource received 97% shareholder support on Say on Pay in 2025 and the 3-year TSR of +91.8% strongly outperforms the peer group median, confirming that above-benchmark incentive payouts — such as the 146% STI scorecard result and 190% payout on the 2023–2025 performance stock awards — are justified by actual shareholder outcomes.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

$7,214,600

Non-Audit Fees

$461,515

Non-audit fees (audit-related fees of $45,000, tax compliance fees of $410,375, and other fees of $6,140, totaling approximately $461,515) represent about 6.4% of audit fees of $7,214,600, well below the 50% threshold that would raise independence concerns; Deloitte is a Big Four firm appropriate for a company of NiSource's size; auditor tenure is not disclosed so the tenure trigger cannot fire per policy; and no material restatements are indicated.

Overall Assessment

NiSource's 2026 annual meeting ballot contains three standard proposals: director elections, Say on Pay, and auditor ratification. All three receive FOR votes — the board is well-composed with no TSR, overboarding, or independence concerns, the pay program is heavily performance-linked and supported by strong shareholder returns, and Deloitte's non-audit fee ratio is comfortably within acceptable limits.

Filing date: March 30, 2026·Policy v1.2·high confidence

Compensation Peer Group

21 companies disclosed in 2026 proxy filing

LNTAlliant Energy Corporation
AEEAmeren Corporation
AEPAmerican Electric Power Company, Inc.
ATOAtmos Energy Corporation
BKHBlack Hills Corporation
CNPCenterPoint Energy, Inc.
CMSCMS Energy Corporation
DDominion Energy, Inc.
DTEDTE Energy Company
EVRGEvergy
ESEversource Energy
FEFirstEnergy Corporation
NJRNew Jersey Resources Corporation
OGEOGE Energy Corp.
OGSONE Gas, Inc.
PPLPPL Corporation
PEGPublic Service Enterprise Group
SRESempra Energy
SWXSouthwest Gas Holdings, Inc.
SRSpire, Inc.
WECWEC Energy Group, Inc.