NASDAQUtilitiesRegulated ElectricSnapshot 2026-08-31
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Create your account →Broken: Recent financial performance freshly dropped to the bottom half of its industry.
Alliant Energy keeps growing revenue about 5% a year. It expects earnings per share near $3.41 in 2026. The company has a low risk profile and stable profit margins. It also supports shareholders with a 3% dividend yield and share buybacks.
Earnings growth may slow or miss the $3.36 to $3.46 guidance range. Free cash flow remains negative, which could pressure capital returns. The sector faces headwinds that may limit growth and margin expansion.
The stock price is about 20% above our estimate of intrinsic value and 15% below the Street median. Analysts expect roughly 5% revenue growth, which aligns with company guidance. Our view is more cautious on valuation but agrees on moderate growth.
Breaks if: Dividend yield falls significantly below 3% or buybacks stop
Breaks if: EPS guidance falls below $3.36 or above $3.46 for FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
LNT represents a utility investment with a focus on growth through data center agreements and energy projects. The current thesis state is weakened, reflecting recent challenges in financial performance and execution quality.
The market seems to have priced in a neutral valuation, with expectations slightly above the average. There is a low fragility tier, indicating that while execution quality is weak, it is not fully reflected in an expensive valuation.
Fundamentals are expected to remain stable, with management reaffirming earnings guidance for 2026. However, the company has faced a recent earnings miss, contributing to a mixed outlook.
The thesis hinges on sector performance, particularly the results of major utility peers like NEE, SO, and DUK. Positive earnings and guidance from these companies could support LNT, while negative trends could pose risks.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. Recent financial performance dropped to the bottom half of its industry. This change reflects a decline in the reason to own it. The latest earnings miss also contributed to this weakened outlook. Additionally, Iowa regulators ordered a cut in natural gas rates.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain and reaffirm consolidated ongoing EPS guidance range of $3.36 - $3.46 for fiscal year 2026.
Stated as a priority in 4 of last 4 quarters. Alliant Energy consistently reaffirmed its consolidated ongoing EPS guidance for 2026 at $3.36 - $3.46. In 2026-Q2, management indicated earnings are trending in the upper half of this range. The trajectory matches management's guidance with ongoing EPS showing stability and alignment with forecast.
“Alliant Energy reaffirmed its consolidated ongoing EPS guidance for 2026 of $3.36 - $3.46, and indicated earnings are currently trending in the upper half of the range.”
“Alliant Energy reaffirmed its consolidated ongoing EPS guidance for 2026 of $3.36 - $3.46.”
“Alliant Energy affirmed its consolidated ongoing EPS guidance for 2026 of $3.36 - $3.46”
“Alliant Energy is issuing consolidated ongoing EPS guidance for 2026 of $3.36 - $3.46 per share”
Breaks if: YoY revenue growth falls below 5% over next 4 quarters
Overall, LNT's prospects depend on sector dynamics and management execution. Not investment advice.
