The Southern Company JR 2017B NT 77 (SOJC) (SOJC) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) trades at $19.77 with AI Score 41/100 (Grade C). The Southern Company JR 2017B NT 77 (SOJC) is a holding company focused on electricity generation and… Market cap: $19.8B, Sector: Utilities.
Price as of Aug 21, 2026 · Last analyzed: May 6, 2026Analyst Coverage for SOJC: SOJC does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SOJC against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SOJC: 1/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) Utility Operations & Dividend Profile
The Southern Company JR 2017B NT 77 (SOJC) is a holding company providing electricity and natural gas services across the Southeast and beyond. Operating through its electric and gas utility segments, Southern Company focuses on regulated markets and renewable energy projects, maintaining a significant presence in Alabama, Georgia, Florida, Mississippi, and other states.
What Is the Investment Thesis for SOJC?
The Southern Company JR 2017B NT 77 (SOJC) presents a stable investment opportunity within the regulated utilities sector, supported by its diverse operations across electricity and natural gas. With a market capitalization of $19.8B and a dividend yield of 3.17%, SOJC offers income potential. The company's P/E ratio of 22.7 reflects its earnings valuation. Growth catalysts include ongoing investments in renewable energy projects and expansion of its natural gas distribution network. Potential risks include regulatory challenges and fluctuations in energy prices, which could impact profitability. Investors should monitor the company's ability to maintain its profit margin of 14.5% and manage its beta of 0.43 in response to market volatility.
Based on FMP financials and quantitative analysis
SOJC Key Highlights
Market capitalization of $19.8B, reflecting its significant presence in the utilities sector.
- P/E ratio of 22.7, indicating its valuation relative to earnings.
- Profit margin of 14.5%, showcasing its ability to generate profit from revenue.
- Gross margin of 43.1%, demonstrating efficiency in production and service delivery.
- Dividend yield of 3.17%, offering income potential for investors.
Who Are SOJC's Competitors?
SOJC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AEE Ameren Corporation | $109.32 | +0.04% | $30.3B | 58 |
| FTS Fortis Inc. | $56.24 | +0.02% | $28.6B | 46 |
| DTE DTE Energy Company | $138.15 | -0.74% | $28.8B | 45 |
| PPL PPL Corporation | $35.49 | -0.36% | $26.7B | 53 |
| ES Eversource Energy | $72.15 | +0.22% | $27.1B | 57 |
| EBR Centrais Elétricas Brasileiras S.A. - Eletrobrás | $9.20 | -2.65% | $20.7B | 56 |
| LNT Alliant Energy Corporation | $69.46 | -0.98% | $17.9B | 51 |
| CMSA CMS Energy Corp. | $20.30 | -0.22% | $21.9B | 58 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOJC's Key Strengths?
Stable revenue stream from regulated utility operations.
- Diversified operations across electricity and natural gas.
- Significant presence in the Southeast region.
- Commitment to renewable energy investments.
What Are SOJC's Weaknesses?
Exposure to regulatory risks and policy changes.
- Dependence on fossil fuels for power generation.
- Potential for environmental liabilities.
- Capital-intensive business model.
What Could Drive SOJC Stock Higher?
SOJC catalyst: Investments in renewable energy projects are expected to drive long-term growth and reduce carbon emissions.
- Infrastructure modernization efforts are aimed at improving grid reliability and efficiency.
- Regulatory approvals for new energy projects could unlock additional growth opportunities.
- Expansion of the natural gas distribution network is expected to increase revenue and customer base.
What Are the Key Risks for SOJC?
Financial-distress signal — its Altman Z-Score of 0.56 sits in the distress zone (elevated bankruptcy risk).
- Insider selling — insiders were net sellers of roughly $1.5M recently.
- Fluctuations in energy prices could impact profitability.
- Regulatory changes could affect the company's operations and investments.
- Cybersecurity threats could disrupt critical infrastructure.
- Environmental regulations could increase compliance costs.
What Are the Growth Opportunities for SOJC?
- Expansion of Renewable Energy Portfolio: The Southern Company JR 2017B NT 77 (SOJC) has the opportunity to further expand its renewable energy portfolio through investments in solar, wind, and other renewable energy projects. The increasing demand for clean energy and supportive government policies create a favorable environment for growth in this area.
- Modernization of Infrastructure: SOJC can invest in modernizing its existing infrastructure, including transmission and distribution networks, to improve efficiency and reliability. Upgrading infrastructure can reduce energy losses, enhance grid resilience, and support the integration of renewable energy sources. Government incentives and regulatory support can facilitate these modernization efforts, creating long-term value for the company.
- Growth in Natural Gas Distribution: The Southern Company JR 2017B NT 77 (SOJC) can expand its natural gas distribution network to serve new customers and markets. Natural gas remains a key energy source for heating, power generation, and industrial processes. Expanding the gas distribution network can increase revenue and diversify the company's energy mix. The natural gas market is expected to grow steadily, driven by increasing demand and infrastructure development.
- Strategic Acquisitions: SOJC can pursue strategic acquisitions to expand its geographic footprint and service offerings. Acquiring complementary businesses in the electric and gas utility sectors can enhance the company's market position and create synergies. Careful due diligence and integration planning are essential for successful acquisitions. The utilities sector is consolidating, presenting opportunities for SOJC to grow through acquisitions.
- Technological Innovation: SOJC can invest in technological innovation to improve operational efficiency, enhance customer service, and develop new energy solutions. This includes implementing smart grid technologies, developing energy storage solutions, and utilizing data analytics to optimize energy consumption. Technological innovation can drive cost savings, improve reliability, and create new revenue streams for the company.
What Threats Does SOJC Face?
- Fluctuations in energy prices.
- Increasing competition from alternative energy sources.
- Cybersecurity threats to critical infrastructure.
- Economic downturns impacting energy demand.
What Are SOJC's Competitive Advantages?
- Regulated utility operations provide a stable and predictable revenue stream.
- Vertically integrated operations offer control over the entire energy value chain.
- Geographic diversification across multiple states reduces risk.
- Investments in renewable energy projects enhance sustainability and attract environmentally conscious customers.
What Does SOJC Do?
Founded on November 9, 1945, The Southern Company JR 2017B NT 77 (SOJC) has evolved into a major holding company engaged in the generation and sale of electricity and distribution of natural gas. Headquartered in Atlanta, Georgia, the company operates through three primary segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment comprises vertically integrated utilities that own generation, transmission, and distribution facilities, providing electric services in Alabama, Georgia, Florida, and Mississippi. The Southern Power segment focuses on constructing, acquiring, owning, and managing generation assets, including renewable energy projects, selling electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. With a workforce of 28,100 employees, SOJC is committed to providing reliable and affordable energy solutions to its customers.
What Products and Services Does SOJC Offer?
- Generates and sells electricity to residential, commercial, and industrial customers.
- Constructs, acquires, owns, and manages renewable energy projects.
- Distributes natural gas through natural gas distribution facilities.
- Operates vertically integrated utilities with generation, transmission, and distribution facilities.
- Provides electric services in Alabama, Georgia, Florida, and Mississippi.
- Sells electricity in the wholesale market through Southern Power.
- Distributes natural gas in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland.
How Does SOJC Make Money?
- Generates revenue through the sale of electricity to retail customers in regulated markets.
- Generates revenue through the sale of electricity in the wholesale market.
- Generates revenue through the distribution of natural gas to residential, commercial, and industrial customers.
- Invests in and operates generation, transmission, and distribution infrastructure.
What Industry Does SOJC Operate In?
The Southern Company JR 2017B NT 77 (SOJC) operates within the regulated electric and gas utility industry, characterized by stable demand and significant infrastructure investments. The industry is undergoing a transition towards renewable energy sources, driven by environmental regulations and consumer preferences. SOJC competes with companies like Ameren Corporation (AEE), Fortis Inc. (FTS), and DTE Energy Company (DTE). The industry is also influenced by regulatory policies, technological advancements, and economic conditions.
Who Are SOJC's Key Customers?
- Residential customers in Alabama, Georgia, Florida, and Mississippi.
- Commercial and industrial customers in Alabama, Georgia, Florida, and Mississippi.
- Wholesale electricity customers through Southern Power.
- Natural gas customers in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland.
The Southern Company JR 2017B NT 77 (SOJC) Financial Trajectory
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) reported $6.98B in revenue for Q2 2026, a decline of 16.9% compared to the prior quarter. The company recorded net income of $1.17B, with diluted EPS of $1.03. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Utilities. Across the four most recent quarters, SOJC averaged $1.04 in diluted EPS.
Company Profile
The Southern Company JR 2017B NT 77 (SOJC) operates in the Regulated Electric industry within the Utilities sector. It is headquartered in Atlanta, US. The company is led by CEO Christopher C. Womack. SOJC has traded publicly since 2017.
How The Southern Company JR 2017B NT 77 (SOJC) Is Valued
The Southern Company JR 2017B NT 77 (SOJC) carries a market capitalization of $19.8B, placing it in the large-cap category. Relative to its peer group, SOJC's quantitative score of 41/100 is below the peer average of 52/100.
Key Financial Metrics
Return on equity for The Southern Company JR 2017B NT 77 (SOJC) stands at 12.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.9%, showing how much profit it generates from its asset base. SOJC trades at a trailing price-to-earnings ratio of 22.66, above the Utilities sector average of ~19x. Its free cash flow yield is 2.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.79 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.4%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
The Southern Company JR 2017B NT 77 (SOJC)'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.56 places it in the distress zone, a signal of elevated financial risk.
Earnings Track Record
The Southern Company JR 2017B NT 77 (SOJC) has beaten Wall Street's EPS estimate in 4 of its last 8 reported quarters — more hits than misses. Reported results have landed about 1.5% above estimates on average.
Forward Outlook
Wall Street analysts project The Southern Company JR 2017B NT 77 (SOJC) revenue of about $30.49B for fiscal 2026, with EPS near $4.56.
Insider Activity
The most recent 12 insider filings for The Southern Company JR 2017B NT 77 (SOJC) break down as 3 sales and 9 purchases. On net that is roughly 10K shares disposed (about $1.5M), a signal worth weighing alongside the fundamentals.
SOJC Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Stable revenue stream from regulated utility operations.
- Diversified operations across electricity and natural gas.
- Significant presence in the Southeast region.
- Commitment to renewable energy investments.
Bear Case
- Exposure to regulatory risks and policy changes.
- Dependence on fossil fuels for power generation.
- Potential for environmental liabilities.
- Capital-intensive business model.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $6.98B | $1.17B | $1.03 |
| Q1 2026 | $8.40B | $1.36B | $1.20 |
| Q4 2025 | $6.98B | $416M | $0.38 |
| Q3 2025 | $7.82B | $1.71B | $1.54 |
Based on FMP financials and quantitative analysis
SOJC Latest News
No recent news available for SOJC.
SOJC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SOJC.
Price Targets
Wall Street price target analysis for SOJC.
SOJC MoonshotScore
What does this score mean?
The MoonshotScore rates SOJC 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Christopher C. Womack
CEO
Christopher C. Womack has served as the CEO of The Southern Company JR 2017B NT 77. His career spans several leadership roles within the Southern Company system. He has extensive experience in the energy sector, including regulatory affairs, external affairs, and operations. Womack holds a Bachelor of Science degree from Western Michigan University and a Master of Public Administration degree from American University. He has also completed executive programs at Stanford University and Harvard Business School.
Track Record: Under Christopher C. Womack's leadership, The Southern Company JR 2017B NT 77 has focused on expanding its renewable energy portfolio and modernizing its infrastructure. He has overseen strategic investments in solar and wind energy projects, as well as initiatives to improve grid reliability and efficiency. Womack has also emphasized the importance of customer service and community engagement.
What Investors Ask About The Southern Company JR 2017B NT 77 (SOJC) (SOJC) — Utilities
What does the AI Score mean for SOJC?
SOJC holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The Southern Company JR 2017B NT 77 (SOJC) is a holding company focused on electricity generation and distribution, operating through traditional electric utilities, Southern Power, and Southern …
What does The Southern Company JR 2017B NT 77 do?
The Southern Company JR 2017B NT 77 (SOJC) is a holding company that generates and sells electricity and distributes natural gas. It operates through three segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas.
What do analysts say about SOJC stock?
Analyst consensus on The Southern Company JR 2017B NT 77 (SOJC) stock reflects a generally neutral outlook, recognizing its stable position in the regulated utilities sector. Key valuation metrics include its P/E ratio of 22.7 and dividend yield of 3.17%. Growth considerations center on its investments in renewable energy and infrastructure modernization.
What are the main risks for SOJC?
The Southern Company JR 2017B NT 77 (SOJC) faces several risks, including fluctuations in energy prices, regulatory changes, cybersecurity threats, and environmental regulations. Fluctuations in energy prices can impact profitability, while regulatory changes could affect the company's operations and investments. Cybersecurity threats pose a risk to critical infrastructure, and environmental regulations could increase compliance costs. These risks could impact the company's financial performance and long-term growth prospects.
What are the key factors to evaluate for SOJC?
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) holds an AI score of 41/100 (low). P/E: 22.7x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SOJC data refresh on this page?
SOJC's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SOJC's recent stock price performance?
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable revenue stream from regulated utility operations. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SOJC overvalued or undervalued right now?
The Southern Company JR 2017B NT 77 (SOJC) (SOJC) trades at 22.7x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SOJC before investing?
Before investing in The Southern Company JR 2017B NT 77 (SOJC) (SOJC), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- This analysis is for informational purposes only and does not constitute investment advice.