BMO raises Alliant Energy price target to $65, keeps rating

Published 13/05/2025, 15:14
BMO raises Alliant Energy price target to $65, keeps rating

On Tuesday, BMO Capital Markets updated its outlook on Alliant Energy (NASDAQ:LNT), a $15.2 billion utility company, with analyst Edward M DeArias increasing the price target to $65.00, up from the previous $64.00, while the Market Perform rating remained unchanged. The adjustment follows Alliant Energy’s first-quarter earnings report on Friday, which revealed a year-over-year earnings per share (EPS) increase of 21 cents, reaching 83 cents. This figure surpassed both BMO’s estimate of 75 cents and the consensus estimate of 69 cents. According to InvestingPro data, the company maintains strong profitability with a 46.5% gross margin and has consistently paid dividends for 55 consecutive years.

Alliant Energy’s management has confirmed its EPS guidance for the year 2025 to be in the range of $3.15 to $3.25, aligning closely with BMO’s projection of $3.23 and slightly above the consensus estimate of $3.21. Trading at a P/E ratio of 20.5x and offering a 3.4% dividend yield, the stock currently appears overvalued according to InvestingPro’s Fair Value model. The company’s performance and future outlook were detailed in a report, where BMO Capital expressed the view that while positive capital expenditure and economic development factors are present, Alliant Energy’s stock may face challenges in achieving a significant re-rating until there is more clarity regarding potential changes to the Inflation Reduction Act (IRA).

DeArias, taking over as the lead analyst for Alliant Energy at BMO, noted the company’s solid quarterly performance and provided insights into the factors that could influence the stock’s valuation in the future. Despite the positive developments, the firm anticipates that the stock’s potential for a substantial re-rating is limited for the time being, pending further information on any adjustments to the IRA.

Investors received the updated analysis following Alliant Energy’s earnings report, which has set a positive tone for the company’s financial health and strategic direction. While BMO Capital Markets acknowledges the company’s strengths and the tailwinds it faces, the firm also signals caution due to the current uncertainty surrounding legislative changes that could impact the industry and Alliant Energy’s operations.

In other recent news, Alliant Energy Corporation reported better-than-expected financial results for the first quarter of 2025, with earnings per share (EPS) reaching $0.83, surpassing the forecast of $0.69. The company’s revenue also exceeded expectations, totaling $1.13 billion against a projected $1.11 billion. Alliant Energy reaffirmed its 2025 earnings guidance range of $3.15 to $3.25 per share, indicating confidence in its strategic initiatives. Additionally, the company announced a $1.3 billion stock sale plan, engaging financial institutions such as Barclays (LON:BARC) Capital Inc. and Goldman Sachs & Co. LLC to facilitate the sale. The proceeds from the stock sale are intended for general corporate purposes, including debt repayment and funding for construction projects. Furthermore, Alliant Energy disclosed plans to offer $500 million in convertible senior notes due in 2028, with an option to increase the amount by $75 million. These notes will be used to repay or refinance debt and for other corporate purposes. The interest rate and terms for these notes are still under negotiation.

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