Southern Company (The) Series 2 (SOJD) Stock Price & Analysis
Southern Company (The) Series 2 (SOJD) — MoonshotScore 43/100 (Weak band), calculated Oct 4, 2026. Price $17.94 (-0.06%), as of the Oct 2, 2026 trading session; market cap $20.1B. Expected results Nov 5, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 6.74× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 5, 2026
Southern Company (The) Series 2 · SOJD · NYSE · Utilities · Regulated Electric
Research dated 2026-09-12: Southern Company is a utility holding company spanning integrated electric systems, wholesale power generation and natural-gas distribution. For SOJD, the consequential question is whether utility earnings and operating cash generation can keep pace with capital spending that already exceeds internally generated cash while the parent carries substantial debt.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Southern Company (The) Series 2 (SOJD)
WeakWhy 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?
Middling on every pillar — nothing weak enough to single out, nothing strong enough to stand on. Business Quality: Solid; Financial Safety: Okay; Valuation: Full; Growth Durability: Flat; Momentum: Quiet.
- quarterly revenue $6.98B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- Altman Z 0.56 · Piotroski F 6
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 43 | Weak | |
| 43 | Weak | |
| 43 | Weak | |
| 43 | Weak | |
| 43 | Weak | |
| 43 | Weak |
The score was 43 in the stored Oct 3, 2026 snapshot and remains 43 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum +3 and Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
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 | $17.94 | |
| Change on the day | -0.06% | |
| 52-week range | $17.13 – $21.36 | |
| Market capitalisation | $20.1B | |
| Price / earnings (trailing) | 20.08 | |
| Shares traded on the day | 146.9K | |
| Beta (volatility vs the S&P 500) | 0.43 | |
| Dividends per share (last 12 months) | $1.24 | |
| Dividend yield (last 12 months) | 6.90% |
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. 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 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
Chronological order, not a duration scale. The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Southern Company (The) Series 2 (SOJD): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
3 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: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading
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.
On Sep 24, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the SOJD film — every key number, told as a short cinematic story
~2 min · open the film
What is Southern Company (The) Series 2 (SOJD), and what does it report?
Short answer · as of
Southern Company generates, transmits and distributes electricity through integrated utilities, develops and owns wholesale generation through Southern Power, and distributes natural gas through Southern Company Gas.
Research dated 2026-09-12.
Southern Company generates, transmits and distributes electricity through integrated utilities, develops and owns wholesale generation through Southern Power, and distributes natural gas through Southern Company Gas. Revenue therefore reflects regulated electric service, wholesale power sales and gas operations rather than meter sales from a single electric utility.
Within the disclosed gas business, distribution operations supply most revenue, while marketing services and pipeline investments are smaller contributors. Consolidated results combine businesses with different customers, demand patterns and capital requirements.
What do the latest results show for Southern Company (The) Series 2 (SOJD)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.98B.
Research dated 2026-09-12.
Revenue in the latest comparable period was nearly unchanged, while gross profit, operating profit, net income and diluted earnings improved. Reported earnings cleared expectations even though revenue fell short, making profitability below the revenue line more important than sales growth in that period.
The broader record is less uniform: revenue expanded across the latest full year while net income edged lower. Operating cash flow also strengthened in the latest comparable period, but capital spending remained greater than the cash generated from operations.
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 · SG&A
- $0.00 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 | $0.00 | $1.78B |
| Mar 31, 2026 | $8.40B | Not available | $150.00M | $2.02B |
| Dec 31, 2025 | $6.98B | Not available | $153.00M | $917.00M |
| Sep 30, 2025 | $7.82B | Not available | $0.00 | $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 29, 2025 | $7.82B | $7.62B | $1.5400 | $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 | $0.38 (diluted) |
| Q3 FY2025 | $7.82B | $1.71B | $1.54 (diluted) |
What are the financial strengths and risks for Southern Company (The) Series 2 (SOJD)?
Short answer
Cash and short-term investments were $2.98B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $3.05B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Southern Company remains profitable and produces positive operating cash flow, while cash and short-term investments rebounded from the preceding period. Long-term investments increase the broader cash-and-investment total, although their classification does not support treating the entire amount as immediately available liquidity.
Debt substantially exceeds cash, short-term liquidity ratios sit below parity, and capital spending recently surpassed operating cash generation. Continued shortfalls would preserve reliance on borrowing, asset financing or equity issuance; the weak distress screen reinforces the need to watch funding capacity rather than serving as a standalone verdict.
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
- $3.05B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.23B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $3.05B | −$3.69B |
| Mar 31, 2026 | $1.23B | −$2.94B |
| Dec 31, 2025 | $2.60B | $8.93B |
| 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 Southern Company (The) Series 2 (SOJD)?
Short answer · as of
The next earnings report is expected on Nov 5, 2026.
Research dated 2026-09-12.
At the scheduled earnings release, watch whether revenue resumes growth and whether earnings again outperform expectations after the latest split between an earnings beat and a revenue miss. The more durable test is whether operating cash flow closes the gap with capital spending without another sharp swing in cash reserves.
Recent filings include an unregistered equity sale and a material agreement involving borrowing. Subsequent financing disclosures should reveal whether the capital program adds debt or equity claims, while the scheduled distribution and its recently stable payment pattern provide a direct check on distributable capacity.
What the records here don't tell us
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
How does Southern Company (The) Series 2 compare with its peers?
Short answer
Southern Company (The) Series 2's score ranks tied for 9th 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 differs from a pure regulated electric utility by combining vertically integrated electric systems with Southern Power's wholesale generation portfolio and a broad gas-distribution network. The wholesale fleet includes renewable ventures, while the gas business is dominated by distribution operations rather than marketing or pipeline investments.
That mix supplies several operating channels, but it also extends the asset base that must be financed. SOJD consequently carries exposure to regulated electric service, wholesale generation and gas infrastructure alongside the parent's capital intensity and leveraged balance sheet.
| Company | Price | Market value | Score |
|---|---|---|---|
| $119.57 Oct 2, 2026 | $65.1B | 64 5-pillar Oct 4, 2026 | |
| $16.12 Oct 2, 2026 | $106B | 60 5-pillar Oct 4, 2026 | |
| $76.12 Oct 2, 2026 | $76.5B | 60 5-pillar Oct 4, 2026 | |
| $76.83 Oct 2, 2026 | $160B | 59 5-pillar Oct 4, 2026 | |
| $53.89 Oct 2, 2026 | $20.7B | 52 5-pillar Oct 4, 2026 | |
| $114.13 Oct 2, 2026 | $89.0B | 51 5-pillar Oct 4, 2026 | |
| $63.74 Oct 2, 2026 | $20.0B | 46 5-pillar Oct 4, 2026 | |
| $100.91 Oct 2, 2026 | $47.1B | 45 5-pillar Oct 4, 2026 | |
| Southern Company (The) Series 2 (SOJD) — this page | $17.94 | $20.1B | 43 |
| $52.87 Oct 2, 2026 | $26.9B | 43 5-pillar Oct 4, 2026 | |
| $61.31 Oct 2, 2026 | $53.9B | 43 5-pillar Oct 4, 2026 | |
| $40.73 Oct 2, 2026 | $42.0B | 43 5-pillar Oct 4, 2026 | |
| $71.40 Oct 2, 2026 | $44.6B | 42 5-pillar Oct 4, 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
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 0.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 0.0% Prior to period end Jun 30, 2026
- Reporting holders
- 3 Period end Jun 30, 2026
- Previous quarter · holders
- 2 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Ethos Financial Group, LLC | 15,311 |
| Old Point Trust & Financial Services N A | 1,950 |
| Thompson Investment Management, INC. | 1,850 |
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.
Common Questions About SOJD (Utilities)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Southern Power add to Southern Company's regulated utility base?
Southern Power develops, acquires, owns and manages generation facilities, including renewable ventures, that sell electricity into the wholesale market. Its economics therefore differ from the integrated utilities serving retail customers across their territories.
Why does Southern Company Gas matter to SOJD?
Gas distribution operations provide most of the disclosed gas revenue, supplemented by smaller marketing-services and pipeline-investment activities. This gives Southern Company a material gas-infrastructure business alongside its electric operations.
Why is Southern Company's capital program important for SOJD?
Recent capital spending exceeded operating cash flow, while debt remained far above available cash. If that gap persists, financing choices become central to balance-sheet flexibility and distributable capacity.
Has SOJD kept its scheduled distribution steady?
Recent payments show an unchanged per-share amount across the disclosed sequence, and the scheduled distribution carries the same amount. That consistency makes any change in the pattern especially informative.
What is the SOJD stock price today?
The last price recorded on this page for Southern Company (The) Series 2 (SOJD) is $17.94, as of the Oct 2, 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.
Does SOJD pay a dividend?
Yes. Southern Company (The) Series 2 (SOJD) shows a trailing 12-month dividend yield of 6.90%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
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 (71 figures)
The 71 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 — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
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 — 60 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 5, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $17.94 | 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 2026-10-04T17:14:34.797Z. | |
px.change | Change on the day | -0.06% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $20.1B | 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: 2026-10-02. 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 | −$0.01 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.98B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 20.08 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 146.9K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.43 | 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 | 27,700 | 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 $2.39B; FY2022 revenue $29.28B, net result $3.52B; 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.sga_k | SG&A — period end 2026-06-30 | $0.00 | 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.sga_k | SG&A — period end 2026-03-31 | $150.00M | 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.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.sga_k | SG&A — period end 2025-12-31 | $153.00M | 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.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $917.00M | 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.sga_k | SG&A — period end 2025-09-30 | $0.00 | 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.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $7.82B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $7.62B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $1.5400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $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 | $3.05B | 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.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $3.05B | 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.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$3.69B | 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 | $8.93B | 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 |
own.institutions.depth.ownership_pct | Institutional ownership | 0.0% | 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 | 0.0% | 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 | 3 | 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 | 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 | Ethos Financial Group, LLC — shares in provider snapshot | 15,311 | 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 | Old Point Trust & Financial Services N A — shares in provider snapshot | 1,950 | 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 | Thompson Investment Management, INC. — shares in provider snapshot | 1,850 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-05 | |
fin.scores | Distress and quality screens | Altman Z 0.56 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $17.13 – $21.36 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 |
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 | 6.74× | — | 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: 2026-10-02. 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) | $1.24 | 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 2026-10-05, 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 | 6.90% | 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 | 43 of 100 · Weak · pillars 65 / 41 / 48 / 56 / 51 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 43 (stored snapshot Oct 3, 2026) → 43 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
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.sga_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.sga_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.sga_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.sga_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.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.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.2026-06-30.capex_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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- sedat@stockexpertai.com
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 "Southern Company (The) Series 2"; the filer's own record is used here. | 2026-02-19 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-19 |
| Business description | Southern Company operates as a holding entity primarily engaged in the generation and retail of electricity. Its business is organized into three distinct operational segments. The Traditional Electric Operating Companies segment comprises vertically integrated utilities that are responsible for the entire process of power generation, transmission, and distribution, delivering electrical services throughout the states of Alabama, Georgia, Florida, and Mississippi. Southern Power is dedicated to developing, acquiring, owning, and overseeing diverse power generation facilities, including numerous renewable energy ventures, to supply electricity to the wholesale market. Lastly, the Southern Company Gas segment manages the distribution of natural gas via its extensive network of facilities located across Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The organization was founded on November 9, 1945, and its main office is situated in Atlanta, GA. | 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: $5.11B; Long-term investments: $2.13B; 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 |
| 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 |
| 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: $5.11B; Cash and short-term investments: $2.98B; Long-term investments: $2.13B; 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 |
| 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 |
| Distress and quality screens | Altman Z-score: 0.56; Piotroski F-score: 6 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| 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 |
| Next scheduled dividend | Ex date: 2026-10-29; Record date: 2026-10-29; Payment date: 2026-10-30; Amount per share: $0.31 Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement. | 2026-10-29 | FMP | Financial Modeling Prep (FMP) dividend calendar |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-07-29 | FMP | Financial Modeling Prep (FMP) dividend history |
Data provided for informational purposes only.