Algonquin Power & Utilities is moving forward with plans to potentially move its headquarters to the US, a strategic shift that management said could remove $0.03 per share in annual tax headwinds, RBC Capital Markets strategists said in a note on Tuesday.
Robert Stefani, Algonquin's chief financial officer, and its vice president of Investor Relations, Brian Chin, confirmed to RBC strategist that the utility is in advanced stages of evaluating a US redomiciliation.
The company requested a private letter ruling from the US Internal Revenue Service in Q1. Algonquin said that while such rulings typically take six to nine months, the IRS is providing interim updates, according to RBC.
The utility is specifically seeking clarity on potential liabilities under the Foreign Investment in Real Property Tax Act.
The move, which remains subject to board and shareholder approval, is projected to mitigate tax burdens related to the Base Erosion and Anti-Abuse Tax and dividend taxation if successful. The bank projected that if the redomiciling is completed in 2027, the full financial benefit could be realized by 2028.
Beyond its corporate structure, Algonquin is focused on boosting revenue through regulatory proceedings.
RBC said its management said the firm has finalized three major rate cases so far this year, involving Empire Electric Missouri, CalPeco Electric, and New England Natural Gas, which are set to add about $204 million to its annual revenue run rate.
The utility also filed additional rate cases in May 2026, including a $38 million request for New York Water and an $8 million request for Empire Electric Arkansas. Further filings are expected in 2026 across EnergyNorth Gas, Granite State Electric, and a large-load tariff in Missouri.
Algonquin also remains committed to portfolio optimization, with potential asset divestitures expected to proceed in parallel with the redomicile. Hydro generation assets, its Chilean water utility, and Bermuda electric operations have been identified as potentially non-core, RBC said.