The Southern Company (SO) Stock: Price, Forecast & Analyst Target
The Southern Company (SO) — MoonshotScore 53/100 (Fair band), calculated Oct 27, 2026. Price $92.56 (-0.35%), as of the Oct 26, 2026 trading session; market cap $106B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 35.52× (market value Oct 26, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026
The Southern Company · SO · NYSE · Utilities · Regulated Electric
Research dated 2026-09-12: Southern Company sells electricity and natural gas through a broad utility network that also includes wholesale power, gas marketing and pipeline interests. Its earnings case rests on whether stronger operating profitability and cash generation can keep pace with heavy capital needs and a debt-laden balance sheet. The latest comparable quarter improved that earnings picture without resolving the funding pressure. Revenue barely changed, while operating income, net income and diluted earnings advanced.
Price as of Oct 26, 2026
Key Statistics
MoonshotScore v2 · The Southern Company (SO)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Weak growth; the market is already moving on it. The score also carries a risk penalty for a bankruptcy-risk score in the distress zone. Business Quality: Solid; Financial Safety: Okay; Valuation: Full; Growth Durability: Fading; Momentum: Rising.
- quarterly revenue $6.98B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- expected results Oct 29, 2026
Holding back: soft growth
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 57 | Fair | |
| 52 | Fair | |
| 50 | Fair | |
| 53 | Fair | |
| 54 | Fair | |
| 54 | Fair |
The score moved from 54 in the stored Oct 26, 2026 snapshot to 53 in the current publication computed Oct 27, 2026 (-1); the largest pillar moves were Growth Durability -10 and Financial Safety +6. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $92.56 | |
| Change on the day | -0.35% | |
| 52-week range | $81.69–$99.58 | |
| Market capitalisation | $106B | |
| Price / earnings (trailing) | 22.20 | |
| Shares traded on the day | 1.36M | |
| Beta (volatility vs the S&P 500) | 0.3 | |
| Dividends per share (last 12 months) | $3.00 | |
| Dividend yield (last 12 months) | 3.25% |
Why The Southern Company scores 53
Momentum leads, but growth is weak. The score sits in the middle band for this utility.
What the price assumes
16.5% a year of free-cash-flow growth for ten years is what a $102.69B market value asks for.
- Revenue, last 5 years: 7.7% a year
- Analysts' revenue path, 2026–2030: 6.2% a year
The price asks for strong cash-flow growth. That depends on data-center power demand.
Reverse discounted cash flow: 10% discount rate, 3% growth after year ten, starting from trailing twelve months free cash flow of $2.57B. Inputs: FMP statements, estimates and quote.
How the stock reacts to earnings
EPS beat in 10 of 12 reports; the stock still fell the next session after 4 of those beats. Average first-session move: 2.2% either way.
| Report | EPS | Revenue | Next session | 5 sessions |
|---|---|---|---|---|
| Beat | Miss | -1.6% | -3.3% | |
| Beat | Beat | +3.4% | -1.2% | |
| Miss | Beat | +3.6% | +5.8% | |
| Beat | Beat | +0.6% | -2.8% | |
| Beat | Beat | +0.1% | +0.5% | |
| Beat | Beat | -0.9% | -1.7% | |
| Miss | Beat | +2.2% | +2.1% | |
| Beat | Beat | -0.9% | -2.7% | |
| Beat | Beat | +6.1% | +3.5% | |
| Beat | In line | +1.8% | +5.0% | |
| Beat | Miss | -2.0% | -0.2% | |
| Beat | Miss | +2.9% | -0.6% |
The market has been forgiving after misses, which says investors are looking past the quarter to the longer story.
What management is saying differently
Management's own words on the Q2 FY2026 call () against Q1 FY2026 (). Analysts' questions are left out.
- New this call: “demand response” — none of them came up in Q1 FY2026.
- Gone quiet: “large load”, “data centers”, “georgia power”, “minimum bill” — regular themes last call, absent this time.
- Hedging words (may, could, uncertain, headwind…): 6.3 per 1,000 words, from 1.5. Confidence words (record, strong, accelerating…): 2.4, from 4.9.
Management chose much more careful words. Data centers and large loads faded from the remarks.
Our track record on this stock
Since the score went from 56 to 54 while the share price moved -0.9%.
The score has stayed in the Fair band across the stretch we have recorded; we grade each band change three months after it happens.
The crowd against our signals
- Analysts: 32% of 34 rate it a buy; the average target sits +6.6% from today's price.
- Last 90 days: 0 upgrades and 1 downgrade among 11 rating actions.
- Our signals: Fair band; strongest pillar Momentum (72), weakest Growth Durability (34).
Few analysts recommend the Southern utility, and our model is cautious too. The cost of the build-out is the shared concern.
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Looking towards the second half of the year, we anticipate this momentum continuing and now project our full-year 2026 adjusted earnings to be near or at the top of our 2026 adjusted EPS guidance range of $4.50 to $4.60.
David P. Poroch · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for The Southern Company (SO): Split View
50/100 · BCouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 22, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation
Read on: Oct 27, 2026
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
The Munger lens reads the current price as fairly valued against its own estimate of value.
Readings on this page are from Oct 27, 2026, except a card that shows its own read date.
Watch the SO film — every key number, told as a short cinematic story
~2 min · open the film
What is The Southern Company (SO), and what does it report?
Short answer · as of
Southern Company produces, transmits and distributes electricity, while its gas operations distribute fuel and participate in marketing, wholesale services and pipeline investments.
Research dated 2026-09-12.
Southern Company produces, transmits and distributes electricity, while its gas operations distribute fuel and participate in marketing, wholesale services and pipeline investments. The group also owns a varied generation fleet and provides communications infrastructure, so consolidated revenue is not a pure measure of electricity demand.
Reported results combine utility sales with businesses whose economics and demand patterns differ. Southern Company Gas includes distribution operations alongside smaller marketing and pipeline activities, making the gas contribution broader than household delivery alone.
What do the latest results show for The Southern Company (SO)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.98B.
Research dated 2026-09-12.
Against the comparable period, the latest quarter delivered almost unchanged revenue but higher gross profit, operating income, net income and diluted earnings. The estimate-comparison release also showed earnings ahead of expectations despite revenue falling short, pointing to better profit conversion rather than a sales-led acceleration.
Management said operating momentum was expected to continue and placed adjusted earnings near the upper end of its guidance range. That statement is an outlook, while the demonstrated change is the widening gap between muted revenue movement and stronger profit.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $6.98B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $1.78B Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $6.98B | Not available | Not available | $1.78B |
| Mar 31, 2026 | $8.40B | Not available | Not available | $2.02B |
| Dec 31, 2025 | $6.98B | Not available | Not available | $911.00M |
| Sep 30, 2025 | $7.82B | Not available | Not available | $2.59B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $6.98B Jul 30, 2026
- Latest report · revenue estimate
- $7.23B Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $6.98B | $7.23B | $1.1300 | $1.0100 |
| Apr 30, 2026 | $8.40B | $8.07B | $1.3200 | $1.2100 |
| Feb 19, 2026 | $6.98B | $6.10B | $0.5500 | $0.5580 |
| Oct 30, 2025 | $7.82B | $7.62B | $1.6000 | $1.5100 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.98B | $1.17B | $1.03 (diluted) |
| Q1 FY2026 | $8.40B | $1.36B | $1.20 (diluted) |
| Q4 FY2025 | $6.98B | $416M | $0.37 (diluted) |
| Q3 FY2025 | $7.82B | $1.71B | $1.54 (diluted) |
What are the financial strengths and risks for The Southern Company (SO)?
Short answer
Cash and short-term investments were $2.98B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $2.65B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Annual revenue expanded while net income slipped, showing that sales growth did not translate cleanly into bottom-line growth across the latest completed year. More recent quarterly results are firmer, and operating cash flow remains substantial, but capital spending has frequently absorbed more cash than operations produced.
Cash and short-term investments rose sharply in the latest period, yet they remain small beside total debt. Long-term investments enlarge the broader asset pool, but their classification does not establish that they are interchangeable with near-term liquidity; weak short-term coverage ratios reinforce the financing constraint.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $2.65B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.23B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $2.65B | Provider sign conflict |
| Mar 31, 2026 | $1.23B | −$2.94B |
| Dec 31, 2025 | $2.60B | −$4.29B |
| Sep 30, 2025 | $3.77B | −$3.39B |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at The Southern Company (SO)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-12.
At the scheduled earnings release, compare revenue delivery with the prior miss and test whether earnings can remain resilient without stronger sales. Management’s confidence also becomes more credible if operating income and net income continue improving while adjusted earnings stay near the upper end of guidance.
Cash conversion deserves equal attention. Operating cash flow, capital spending, debt and cash should be read together, especially after a recent filing disclosed debt-related matters and unregistered equity securities; further financing activity would clarify how the capital program is being funded.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Looking towards the second half of the year, we anticipate this momentum continuing and now project our full-year 2026 adjusted earnings to be near or at the top of our 2026 adjusted EPS guidance range of $4.50 to $4.60.
David P. Poroch ·
How does The Southern Company compare with its peers?
Short answer
The Southern Company's score ranks 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Southern Company is broader than a narrowly focused regulated electric utility. Natural-gas distribution, gas marketing, pipeline investments and wholesale gas services sit beside electricity production, transmission and distribution, while the generation fleet spans hydroelectric, fossil, nuclear, combined-cycle, solar, wind, fuel-cell and battery assets.
That breadth changes comparison work: an electric-only peer will not carry the same gas exposure, and a generation-focused peer will not reflect Southern Company’s distribution and pipeline activities. Revenue mix, capital demands and consolidated margins therefore matter more than a sector label alone.
| Company | Price | Market value | Score |
|---|---|---|---|
| $115.42 Oct 26, 2026 | $42.5B | 91 5-pillar Oct 27, 2026 | |
| $72.31 Oct 26, 2026 | $36.0B | 76 5-pillar Oct 27, 2026 | |
| $129.22 Oct 26, 2026 | $70.4B | 61 5-pillar Oct 27, 2026 | |
| $82.04 Oct 26, 2026 | $172B | 60 5-pillar Oct 27, 2026 | |
| $111.14 Oct 26, 2026 | $36.2B | 56 5-pillar Oct 27, 2026 | |
| $81.77 Oct 26, 2026 | $82.2B | 55 5-pillar Oct 27, 2026 | |
| The Southern Company (SO) — this page | $92.56 | $106B | 53 |
| $124.46 Oct 26, 2026 | $97.0B | 51 5-pillar Oct 27, 2026 | |
| $107.50 Oct 26, 2026 | $51.4B | 44 5-pillar Oct 27, 2026 | |
| $44.54 Oct 26, 2026 | $45.9B | 43 5-pillar Oct 27, 2026 | |
| $65.10 Oct 26, 2026 | $57.3B | 42 5-pillar Oct 27, 2026 | |
| $77.74 Oct 26, 2026 | $48.6B | 42 5-pillar Oct 27, 2026 | |
| $12.85 Oct 26, 2026 | $34.4B | 39 5-pillar Oct 27, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $74.00 – $106.00
- Consensus target
- $94.95
- Median target
- $96.50
Consensus record · Captured .
Measured against a quoted price of $92.56 (as of Oct 26, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Oct 1, 2026
- Transactions
- 39
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 9
- Other transactions
- 30
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 74.4% Period end Jun 30, 2026
- Previous quarter · ownership
- 71.6% Prior to period end Jun 30, 2026
- Reporting holders
- 2,424 Period end Jun 30, 2026
- Previous quarter · holders
- 2,427 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 92,990,716 |
| Vanguard Capital Management LLC | 73,665,124 |
| State Street Corp | 64,809,708 |
| Capital World Investors | 62,518,698 |
| Price T Rowe Associates INC /Md/ | 46,415,904 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about The Southern Company (SO)?
SO Utilities Stock FAQ
Research dated 2026-09-12; the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Why did Southern Company earnings outperform while revenue fell short?
The latest estimate comparison showed earnings above expectations while revenue missed, and the comparable income statement showed stronger operating and net profit on nearly unchanged sales. The results demonstrate improved profit conversion, but they do not identify a specific cause.
How does Southern Company Gas change the electric utility story?
Southern Company Gas adds distribution operations, marketing services and pipeline investments to the electricity business. Its revenue therefore reflects more than power consumption and includes distinct gas activities serving residential, commercial and industrial customers.
Why is Southern Company’s generation fleet not a simple renewable portfolio?
The fleet combines renewable assets with fossil, nuclear, hydroelectric, combined-cycle, fuel-cell and battery facilities. Earnings and capital requirements therefore arise from a mixed generation system rather than a concentrated renewable platform.
Can Southern Company operating cash flow fund its capital spending without balance-sheet pressure?
Recent quarters frequently show capital spending above operating cash flow, while cash remains modest relative to debt. Funding pressure would ease if cash generation consistently outran investment needs without heavier reliance on debt or equity financing.
What is the SO stock price today?
The last price recorded on this page for The Southern Company (SO) is $92.56, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SO price target?
The analyst consensus price target for The Southern Company (SO) is $94.95 (range $74.00 to $106.00, median $96.50), per FMP data captured Oct 27, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are SO's next earnings?
The next earnings date listed on this page for The Southern Company (SO) is Oct 29, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (75 figures)
The 75 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | David P. Poroch (Jul 30, 2026): Looking towards the second half of the year, we anticipate this momentum continuing and now project our full-year 2026 adjusted earnings to be near or at the top of our 2026 adjusted EPS guidance range of $4.50 to $4.60. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 30 Ivan Allen JR. Blvd., N.W., Atlanta, GA, 30308 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "30 Ivan Allen Jr. Boulevard, N.W., Atlanta, GA, 30308, US". |
FMP — 64 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $92.56 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T15:44:52.198Z. | |
px.change | Change on the day | -0.35% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $106B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-26. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.325 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.98B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $81.69–$99.58 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 22.20 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.36M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.3 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Christopher C. Womack | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 29,651 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $23.11B, net result $2.41B; FY2022 revenue $29.28B, net result $3.54B; FY2023 revenue $25.25B, net result $3.98B; FY2024 revenue $26.72B, net result $4.40B; FY2025 revenue $29.55B, net result $4.34B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Southern Company Gas $5.04B · Gas Marketing Services $582.00M · Gas Pipeline Investments $32.00M · Gas Distribution Operations $4.43B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 43.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $6.98B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $1.78B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $8.40B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $2.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $6.98B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $911.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $7.82B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $2.59B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $6.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $7.23B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $1.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $1.0100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $8.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $8.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $1.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $1.2100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_actual | Revenue · reported — report date 2026-02-19 | $6.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_estimated | Revenue · estimate — report date 2026-02-19 | $6.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_actual | EPS · reported — report date 2026-02-19 | $0.5500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_estimated | EPS · estimate — report date 2026-02-19 | $0.5580 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $7.82B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $7.62B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $1.6000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $1.5100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $2.98B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $2.65B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $4.54B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $77.09B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.67× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $2.65B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.23B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$2.94B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $2.60B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$4.29B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $3.77B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$3.39B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $74.00 – $106.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $94.95 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $96.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 27, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 39 transactions · 0 purchases, 9 sales, 30 other transactions · 15 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Oct 1, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 74.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 71.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 2,424 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 2,427 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 92,990,716 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 73,665,124 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 64,809,708 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Capital World Investors — shares in provider snapshot | 62,518,698 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 46,415,904 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-08-05 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-27 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 35.52× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.98B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-26. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.00 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 3.25% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($6.98B) with the recorded estimate ($7.23B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.1300) with the recorded estimate ($1.0100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 53 of 100 · Fair · pillars 64 / 58 / 41 / 34 / 72 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 54 (stored snapshot Oct 26, 2026) → 53 (current publication computed Oct 27, 2026) (-1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-02-19.revenue_actual,earn.history.depth.2026-02-19.revenue_estimated,earn.history.depth.2026-02-19.eps_actual,earn.history.depth.2026-02-19.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | SOUTHERN CO Our market-data provider lists the name as "The Southern Company"; the filer's own record is used here. | 2026-02-19 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-19 |
| Business description | The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Utilities / Regulated Electric The company's SEC filings classify it under SIC 4911 — Electric Services. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $77.09B; Liquidity basis: cash and short-term investments; Total liabilities: $119.69B; Cash and short-term investments: $2.98B; Cash and investments: $7.52B; Long-term investments: $4.54B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Trailing twelve-month ratio set | Quick ratio: 0.58; Current ratio: 0.79; Debt to equity: 1.95; Net margin: 15.4%; Gross margin: 43.4%; Operating margin: 24.2%; Return on assets: 2.9%; Return on equity: 12.6% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Revenue by segment | Southern Company Gas: $5.04B; Gas Marketing Services: $582.00M; Gas Pipeline Investments: $32.00M; Gas Distribution Operations: $4.43B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Most recent periodic reports | 2026-07-30 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $7.52B; Cash and short-term investments: $2.98B; Long-term investments: $4.54B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$74.10B; Total debt: $77.09B; Cash and investments: $2.98B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Next earnings report | Date: 2026-10-29; EPS estimate: $1.63 per share; Revenue estimate: $8.28B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent SEC filings |
| 2026-08-06 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.
ETFs that hold SO
Funds in our ETF coverage that list SO among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| UTSL ETF | 4.63% | |
| IGF ETF | 2.82% | |
| JPMorgan U.S. Minimum Volatility ETF (JMIN) | 0.64% |