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    Did Alliant Energy’s Regulatory Veteran Appointment Just Reframe LNT’s Growth and Oversight Narrative?

    Simply Wall St·12/25/2025 18:14:49
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    • Alliant Energy has announced that long-serving executive David A. de Leon will retire in 2026 after 39 years, with Rebecca Cameron Valcq appointed President of Wisconsin Power and Light and Vice President of Alliant Energy and Interstate Power and Light, effective January 5, 2026.
    • Valcq’s prior role as Chair of the Public Service Commission of Wisconsin gives Alliant Energy a leader with deep regulatory insight at the helm of a key subsidiary.
    • We’ll now examine how Valcq’s regulatory background may influence Alliant Energy’s investment narrative and its outlook on growth and regulation.

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    Alliant Energy Investment Narrative Recap

    To own Alliant Energy, you need to believe its regulated utility model can translate data center driven load growth into stable earnings without eroding returns through dilution or adverse rate decisions. The leadership transition at Wisconsin Power and Light looks incremental rather than transformative in the near term, though Rebecca Cameron Valcq’s regulatory experience is directly tied to Alliant’s most important short term catalyst and its largest risk around maintaining constructive regulatory outcomes.

    Recent guidance from Alliant, including its 2025 EPS range of US$3.17 to US$3.23 and 2026 outlook of US$3.36 to US$3.46, frames what is at stake for the incoming WPL President. Earnings growth targets, combined with significant capital needs for new load, heighten the importance of regulatory alignment in Wisconsin and Iowa, an area where Valcq’s background could be particularly relevant to investors tracking the company’s ability to secure timely approvals.

    But while leadership change may support regulatory alignment, investors should also be aware of the risk that...

    Read the full narrative on Alliant Energy (it's free!)

    Alliant Energy's narrative projects $4.9 billion revenue and $1.1 billion earnings by 2028.

    Uncover how Alliant Energy's forecasts yield a $72.00 fair value, a 10% upside to its current price.

    Exploring Other Perspectives

    LNT 1-Year Stock Price Chart
    LNT 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community range from about US$60.84 to US$72.00, underscoring how far apart individual views can be. When you weigh those opinions against Alliant’s reliance on favorable regulatory decisions to support data center related growth, it becomes clear why exploring several perspectives on future returns and risk is essential.

    Explore 2 other fair value estimates on Alliant Energy - why the stock might be worth as much as 10% more than the current price!

    Build Your Own Alliant Energy Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.