Other
OCI Unrealized Holding Gain (Loss) on Securities, Tax
NiSource OCI Unrealized Holding Gain (Loss) on Securities, Tax increased by 200.0% to $300.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 250.0%, from -$200.00K to $300.00K. Over 4 years (FY 2021 to FY 2025), OCI Unrealized Holding Gain (Loss) on Securities, Tax shows a downward trend with a 53.1% CAGR.
Analysis
StatementIncome Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ1 2016
Last reportedQ1 2026May 6, 2026
How to read this metric
This is a mechanical accounting adjustment that tracks the tax consequences of portfolio market value changes.
Detailed definition
The tax impact associated with the unrealized gains or losses on investment securities. This represents the deferred tax...
Peer comparison
Standard tax accounting adjustment for OCI items across the insurance industry.
Metric ID:
ms_oci_unrealized_holding_gain_loss_securities_taxHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $300.00K | $200.00K | $400.00K | $1.50M | $1.10M | $1.10M | $0.00 | -$500.00K | $300.00K | $400.00K | -$1.20M | $100.00K | $0.00 | -$900.00K | -$100.00K | -$200.00K | -$300.00K | -$300.00K | -$300.00K | $300.00K |
| QoQ Change | — | -33.3% | +100.0% | +275.0% | -26.7% | +0.0% | -100.0% | — | +160.0% | +33.3% | -400.0% | +108.3% | -100.0% | — | +88.9% | -100.0% | -50.0% | +0.0% | +0.0% | +200.0% |
| YoY Change | — | — | — | — | +266.7% | +450.0% | -100.0% | -133.3% | -72.7% | -63.6% | — | +120.0% | -100.0% | -325.0% | +91.7% | -300.0% | — | +66.7% | -200.0% | +250.0% |
Range-$1.20M – $1.50M
CAGR+0.0%
Avg YoY Growth-3.5%
Median YoY Growth-68.2%
Current Streak3 quarters growth
OCI Unrealized Holding Gain (Loss) on Securities, Tax at Other Companies
Frequently Asked Questions
- What is NiSource's oci unrealized holding gain (loss) on securities, tax?
- NiSource (NI) reported oci unrealized holding gain (loss) on securities, tax of $300.00K in Q1 2026.
- How has NiSource's oci unrealized holding gain (loss) on securities, tax changed year-over-year?
- NiSource's oci unrealized holding gain (loss) on securities, tax increased by 250.0% year-over-year, from -$200.00K to $300.00K.
- What is the long-term trend for NiSource's oci unrealized holding gain (loss) on securities, tax?
- Over 4 years (2021 to 2025), NiSource's oci unrealized holding gain (loss) on securities, tax has grown at a 53.1% compound annual growth rate (CAGR), from $200.00K to -$1.10M.
- What does oci unrealized holding gain (loss) on securities, tax mean?
- The tax effect applied to unrealized gains or losses on investment holdings.