Southern Company (The) Series 2 (SOJE) Stock Price & Analysis
Southern Company (The) Series 2 (SOJE) — MoonshotScore 60/100 (Fair band), calculated Oct 4, 2026. Price $16.12 (+1.45%), as of the Oct 2, 2026 trading session; market cap $106B. Expected results Nov 5, 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 2, 2026; cash Jun 30, 2026) · expected results Nov 5, 2026
Southern Company (The) Series 2 · SOJE · NYSE · Utilities · Regulated Electric
Research dated 2026-09-12: Southern Company owns regulated electric utilities, wholesale generation assets and gas distribution networks; its revenue is therefore a blend of retail utility service, wholesale power sales and gas activity, not merely an electric bill stream. For the business behind SOJE, the deciding question is whether durable earnings and operating cash generation can keep pace with a capital program carried alongside heavy debt.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Southern Company (The) Series 2 (SOJE)
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?
High quality, but a strained balance sheet. Business Quality: Solid; Financial Safety: Strained; Valuation: Full; Growth Durability: Flat; Momentum: Rising.
- quarterly revenue $6.98B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- ROE 12.6% · ROA 2.9% · current ratio 0.79 · earnings yield 4.9% · free-cash-flow yield 2.7%
Helping: business quality
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 59 | Fair | |
| 59 | Fair | |
| 59 | Fair | |
| 59 | Fair | |
| 58 | Fair | |
| 58 | Fair |
The score was 60 in the stored Oct 3, 2026 snapshot and remains 60 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum +3; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. 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 | $16.12 | |
| Change on the day | +1.45% | |
| 52-week range | $15.28–$18.87 | |
| Market capitalisation | $106B | |
| Price / earnings (trailing) | 20.08 | |
| Shares traded on the day | 349.2K | |
| Beta (volatility vs the S&P 500) | 0.43 | |
| Dividends per share (last 12 months) | $1.05 | |
| Dividend yield (last 12 months) | 6.51% |
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 (SOJE): 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: Oct 3, 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 4, 2026, except a card that shows its own read date.
Watch the SOJE film — every key number, told as a short cinematic story
~2 min · open the film
What is Southern Company (The) Series 2 (SOJE), and what does it report?
Short answer · as of
Southern Company’s traditional electric operating companies generate, transmit, distribute and sell power across southeastern states.
Research dated 2026-09-12.
Southern Company’s traditional electric operating companies generate, transmit, distribute and sell power across southeastern states. Southern Power develops, acquires and manages generation assets, including renewable projects, for wholesale customers, while Southern Company Gas distributes natural gas and also houses marketing and pipeline activities.
Reported revenue and profit combine these businesses rather than measuring a pure regulated electric operation. Within the disclosed gas categories, distribution supplies most of the revenue, with marketing and pipeline investments contributing much less.
What do the latest results show for Southern Company (The) Series 2 (SOJE)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.98B.
Research dated 2026-09-12.
The latest reported period brought a sharp sequential decline in revenue, operating profit and net income, yet each remained above the comparable period. Reported EPS exceeded the estimate even though revenue fell short, so earnings held up better than sales relative to expectations.
Revenue movement reflects combined demand and pricing across regulated electric service, wholesale power and gas rather than a pure volume signal from any particular network. Full-period revenue had advanced while net income edged down, another sign that the top line and profit do not move in lockstep.
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 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 | $0.37 (diluted) |
| Q3 FY2025 | $7.82B | $1.71B | $1.54 (diluted) |
What are the financial strengths and risks for Southern Company (The) Series 2 (SOJE)?
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.
Southern Company remains profitable, with positive operating and net margins, but its balance sheet carries far more debt than cash and investments. Cash and short-term investments rebounded sharply in the latest period; adding long-term investments broadens the resource pool, though those holdings are not equivalent to immediate liquidity. Liquidity ratios also remain below full coverage of near-term obligations.
Operating cash flow has been positive throughout the displayed history, but capital spending has repeatedly absorbed more than the period’s operating inflow. The trailing free-cash-flow measure remains positive, yet the combination of heavy investment needs and substantial leverage leaves financing conditions and project spending as direct pressure points.
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 Southern Company (The) Series 2 (SOJE)?
Short answer · as of
The next earnings report is expected on Nov 5, 2026.
Research dated 2026-09-12.
At the scheduled earnings update, watch whether revenue recovers from the latest sequential decline and whether EPS again clears expectations. More important for the funding picture, compare operating cash flow with capital spending and test whether the recent cash rebound persists without further widening the debt burden.
Long-range forecasts call for revenue and earnings to rise, but the revenue path comes from a narrow contributor base and should not be mistaken for broad agreement. Financing activity also deserves attention: a recent filing involved unregistered equity securities, while recent directional insider activity consisted of sales rather than purchases.
How does Southern Company (The) Series 2 compare with its peers?
Short answer
Southern Company (The) Series 2's score ranks tied for 3rd 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 because it combines vertically integrated electric networks with wholesale generation and a substantial gas distributor. Southern Power sells generation into the wholesale market, while the gas operation extends the business beyond electricity and earns most of its disclosed revenue from distribution.
That mix gives consolidated revenue broader drivers than retail electric usage alone. It also means comparisons based only on regulated electric classification can miss the contribution and risk profile of wholesale power and gas activity.
| Company | Price | Market value | Score |
|---|---|---|---|
| $103.39 Oct 2, 2026 | $38.1B | 86 5-pillar Oct 4, 2026 | |
| $119.57 Oct 2, 2026 | $65.1B | 64 5-pillar Oct 4, 2026 | |
| Southern Company (The) Series 2 (SOJE) — this page | $16.12 | $106B | 60 |
| $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 | |
| $45.13 Oct 2, 2026 | $98.9B | 56 5-pillar Oct 4, 2026 | |
| $11.08 Oct 2, 2026 | $14.2B | 54 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 | |
| $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 |
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
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Oct 1, 2026
- Transactions
- 27
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 9
- Other transactions
- 18
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.
Southern Company (The) Series 2 Utilities Stock: Key Questions Answered
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 sell outside Southern Company’s regulated utilities?
Southern Power develops, acquires and manages generation assets, including renewable projects, and sells their output in the wholesale electricity market. That model differs from the traditional operating companies, which also own transmission and distribution infrastructure serving utility customers.
Why is gas distribution more important than Southern Company’s gas marketing and pipeline activities?
Gas distribution supplies most of the disclosed gas revenue. Marketing contributes a smaller share, while pipeline investments are comparatively minor.
Can Southern Company’s utility cash generation keep pace with its capital program?
Operating cash flow is substantial but uneven, and capital spending has exceeded it in many reported periods. The trailing free-cash-flow measure remains positive, making sustained coverage more informative than an isolated cash-flow result.
Did Southern Company clear earnings expectations when its latest revenue missed?
Reported EPS exceeded the estimate while revenue came in below the estimate. Earnings therefore performed better than sales relative to expectations in the latest release.
What is the SOJE stock price today?
The last price recorded on this page for Southern Company (The) Series 2 (SOJE) is $16.12, 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 SOJE pay a dividend?
Yes. Southern Company (The) Series 2 (SOJE) shows a trailing 12-month dividend yield of 6.51%, 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 (63 figures)
The 63 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 — 53 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 | $16.12 | 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 2026-10-03T20:04:54.948Z. | |
px.change | Change on the day | +1.45% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $106B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-03T20:04:53.499Z. 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 | +$0.23 | 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 | $15.28–$18.87 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 20.08 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 349.2K | 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 | 28,100 | 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.2025-10-29.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 | $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 | 2.41× | 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 |
own.insiders | Insider transactions via FMP | 27 transactions · 0 purchases, 9 sales, 18 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. |
UNRECORDED — 2 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 2026-09-30 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 12.6% · ROA 2.9% · current ratio 0.79 · earnings yield 4.9% · free-cash-flow yield 2.7% | — | UNRECORDED | Stored key metrics — Date unknown |
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: 2026-10-02. 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) | $1.05 | 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 2026-10-03, 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 | 6.51% | 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 | 60 of 100 · Fair · pillars 68 / 39 / 48 / 48 / 61 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 60 (stored snapshot Oct 3, 2026) → 60 (current publication computed Oct 4, 2026) (0) | 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.2025-10-29.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.2026-03-31.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 "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 |
| Ticker / exchange | SOJE on NYSE | 2026-09-12 | OFFICIAL | SEC EDGAR filer record |
| 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 |
| Business description | Southern Company operates as an energy holding company, primarily engaged in generating and selling electricity. Its operations are divided into three distinct business units. The first, Traditional Electric Operating Companies, encompasses integrated utilities responsible for power generation, transmission, and distribution infrastructure, supplying electricity across Alabama, Georgia, Florida, and Mississippi. The Southern Power division is dedicated to developing, acquiring, and overseeing various power generation assets, including renewable energy projects, for sale within the wholesale electricity market. Finally, Southern Company Gas manages the distribution of natural gas through its extensive network of facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and its corporate headquarters are situated in Atlanta, Georgia. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| 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 |
| 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 |
| 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 |
| 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: $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 |
| 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 |
| 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 |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 1 analyst contributed — treat this as thin coverage, not a consensus. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-08-06 | OFFICIAL | SEC EDGAR filer submissions |
| Insider transactions, last 180 days | Net shares: -42,062.6392; Window days: 180; Price low: $88.45; Clustered days: 2026-04-01; 2026-07-01; Price high: $97.16; Buy transactions: 0; Distinct insiders: 20; Sell transactions: 11; Other transactions: 37; Total transactions: 48; Other transaction types: A-Award: 26, F-InKind: 3, M-Exempt: 8; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-09-03 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
Data provided for informational purposes only.