The Southern Company

The Southern Company

SOยทNYSE

$91.62

+1.2%
UtilitiesRegulated Electric

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$103.28B
EPS3.9400
P/E Ratio23.25
Earnings Date07/30/2026
so

The Southern Company Street Expectations Map

SO ยท NYSE

Wall Street analysts project that SO stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 99.54, with estimates ranging from a low of 76.00 to a high of 112.00.

Lowest Target
76.00
-17.05%
Consensus Target
99.54
8.64%
Highest Target
112.00
22.24%

The consensus 1-year price target stands at 99.54, with estimates ranging from a low of 76.00 to a high of 112.00.

Analyst Consensus Analysis

Upside Potential

+8.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

36.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

1.30x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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The Southern Company Forward Estimates of Revenue

SO ยท NYSE
Latest Revenue
29.55B
FY 2025
Avg Estimate
29.98B
FY 2026
Estimate Range
28.30B - 31.81B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Southern Company Forward Estimates of Net Income

SO ยท NYSE
Latest Net Income
4.34B
FY 2025
Avg Estimate
5.05B
FY 2026
Estimate Range
5.02B - 5.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Southern Company Forward Estimates of EPS

SO ยท NYSE
Latest EPS
3.94
FY 2025
Avg Estimate
$4.57
FY 2026
Estimate Range
$4.55 - $4.60
Analyst Spread

Forward Growth Analysis

Projected Growth+16.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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The Southern Company Forward Estimates of EBIT

SO ยท NYSE
Latest EBIT
8.30B
FY 2025
Avg Estimate
7.39B
FY 2026
Estimate Range
6.97B - 7.84B
Analyst Spread

Forward Growth Analysis

Projected Growth-11.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Southern Company Forward Estimates of EBITDA

SO ยท NYSE
Latest EBITDA
14.33B
FY 2025
Avg Estimate
12.77B
FY 2026
Estimate Range
12.05B - 13.55B
Analyst Spread

Forward Growth Analysis

Projected Growth-10.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Southern Company Forward Estimates of SG&A Expense

SO ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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The Southern Company Insider Positioning

SO ยท NYSE

During the last 12 months, insiders have sold $6.84M worth of SO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

44.4K

4.29M

Net Activity

-4.3M

-$4.29M

3-6 Months

Bought

0

0.00

Sold

5.1K

487.45K

Net Activity

-487K

-$487K

6-9 Months

Bought

0

0.00

Sold

6.2K

582.31K

Net Activity

-582K

-$582K

9-12 Months

Bought

0

0.00

Sold

15.5K

1.48M

Net Activity

-1.5M

-$1.48M

Top Buyers

No buying activity

Top Sellers

1
GKS

Greene Kimberly S,

Officer: Chairman, President & Ceo, Gpc

38.2K sharesโ€ข2 transactions

$3.67M

2
CSW

Connally Stan W

Officer: Evp & Coo

12.5K sharesโ€ข1 transactions

$1.21M

3
CC

Cummiskey Christopher

Officer: Evp

6.7K sharesโ€ข1 transactions

$644K

4
ABD

Anderson Bryan D

Officer: Evp

6.2K sharesโ€ข1 transactions

$582K

5
KMM

Kim Matthew M.

Officer: Comptroller

5.3K sharesโ€ข3 transactions

$506K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.84M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.29M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.