Alliant Energy (LNT) Q4 2025 Earnings Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 20, 2026
AI-Generated Deep Dive Summary
Alliant Energy (LNT) reported strong financial performance in its Q4 2025 earnings transcript, with ongoing EPS growth of $0.18 year-over-year, driven by higher revenue requirements from rate base expansion, favorable weather conditions, and increased commercial and industrial sales. The company also highlighted a 22nd consecutive annual dividend increase, reflecting its commitment to shareholder value. Key achievements include a unanimous settlement in Wisconsin’s 2026–2027 rate review and the strategic relocation of the QTS data center contract from Wisconsin to Iowa, which aligns with their long-term growth plans. Alliant Energy’s four-year capital expenditure plan remains robust at $13.4 billion, supporting anticipated electric demand growth, particularly from new data center agreements.
The company’s earnings were bolstered by weather-normalized electric sales, which rose nearly 1% due to higher commercial and industrial demand in its utility subsidiaries. Notably, Alliant Energy secured four electric service agreements totaling 3 gigawatts of peak load, representing 50% of projected future demand growth. This underscores the company’s focus on meeting increasing energy needs while maintaining rate stability for Iowa customers through decade-end.
Looking ahead, Alliant Energy is actively pursuing additional large-scale contracts (2-4 gigawatts) and exploring renewable generation investments to pair with incremental load growth. The company’s guided growth outlook affirms 2026 earnings projections, with a projected compound annual earnings growth rate of 7%+ from 2027 to 2029. This aligns with its long-term target of 5%-7%+ EPS growth and reflects management’s confidence in their capital plan and strategic initiatives.
Alliant Energy’s regulatory progress in both Wisconsin and Iowa, including approvals for up to 1 gigawatt of new wind capacity in Iowa and a first-of-its-kind LNG storage facility in Wisconsin, further solidifies its position as a leader in clean energy infrastructure. These developments not only enhance load growth visibility but also demonstrate the company’s ability
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Originally published on The Motley Fool on 2/20/2026