Alliant Energy (LNT)
NASDAQUtilitiesRegulated ElectricSnapshot 2026-11-04
$73.44-0.45%
Close 2026-11-05 · 1-day change
NASDAQUtilitiesRegulated ElectricSnapshot 2026-11-04
QuarterlyIQ Insights · LNT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 20.3% |
| Our one-year growth estimate | diamond | 2.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 18.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 18 industry peers · Company calendar date is not available
LNT — credit agreement
Dated 2026-10-28
Entry into a Material Definitive Agreement. On October 26, 2026, pursuant to the U.S. Department of Energy (the “DOE”) loan guarantee program (the “DOE Loan Guarantee Program”) established under Title XVII of the Energy Policy Act of 2005, as amended (“Title XVII”), Wisconsin Power and Light Company (“WPL”), a wholly owned subsidiary of Alliant Energy Corporation (the “Company”), entered into (i) a loan guarantee agreement, dated as of October 26, 2026 (the “WPL LGA”), between WPL and the DOE…
Why it matters: Alliant raised its four-year spending plan by 19% to serve new demand. Delays or higher costs could strain its earnings plan.
Watch forAlliant says key generation and storage projects meet planned start dates and cost targets. Its 2027-2030 spending plan stays near $15.9 billion.
Also watch forAlliant delays key projects, reports costs above plan, or cuts its $15.9 billion spending forecast. This may happen if projects cannot proceed as planned.
Why it matters: WPL entered a loan guarantee agreement with the DOE on October 26. The deal adds a funding path during a much larger investment plan.
Watch forA company filing confirms the WPL loan closes under the DOE guarantee. It also discloses the final terms and proceeds.
Also watch forA filing shows the WPL loan guarantee ends, fails to close, or has terms that prevent the planned funding.
Why it matters: Alliant raised its annual dividend target from $2.14 to $2.25. The board must still declare each quarterly payment.
Supportive ifThe board declares four 2027 quarterly dividends that total $2.25 per share for the year.
Worry ifThe board declares 2027 dividends totaling less than $2.25 per share. Or it does not declare the first-quarter dividend in January 2027.
Why it matters: Alliant has 3.4 GW of contracted data-center demand. Its 2027 earnings plan counts on revenue from new data centers.
Watch forIn a 2027 update, Alliant links new data-center revenue to customer projects starting on time and keeps its $3.63-$3.73 EPS range.
Also watch forData-center projects are delayed or cut. Or Alliant lowers its 2027 EPS range because it expects less revenue from new customers.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$86 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $171 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,899 loss on $10,000 · 19.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The new range is the top half of Alliant's first 2026 range. A miss would break that earnings progress.
Worry ifFull-year 2026 ongoing EPS is at least $3.41 and no higher than $3.46.
Less concerning ifFull-year 2026 ongoing EPS falls below $3.41, or Alliant cuts the $3.41-$3.46 range.