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SO · Southern Co

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Market Cap
$96.41B
Shares
1.13B

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$85.52 Open$86.33 Day$85.43–86.35 52W close$84.08–99.72 Avg vol 30d5.8M Short int35.2M · 3.1% float · 6.1d Short vol31% Last earningsJul 30, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 6 wks
filed Jul 30, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
-6.5%
Trailing year
Short interest
3.1%
Latest settlement · 6.1 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 30, 2026
Q2 FY26

TL;DR. Southern Company reported Q2 adjusted EPS of $1.13 (up 21 cents YoY, 13 cents above estimate) and now expects full-year 2026 adjusted EPS near or at the top of its $4.50–$4.60 guidance range, driven by major new large-load contracts including a 3.2 GW OpenAI deal in Georgia and ~3 GW across three Alabama projects, alongside strong weather-normal retail sales growth and data center load expansion.

Bullish
  • + Q2 adjusted EPS of $1.13 beat the prior-year result by 21 cents and topped the company's prior estimate by 13 cents
  • + Company now expects full-year 2026 adjusted EPS near or at the top of its $4.50–$4.60 guidance range
  • + Signed a 3.2 GW, 25-year contract with OpenAI near Savannah, Georgia, including 1 GW of flexible demand response, with service beginning in phases in 2028
  • + Alabama Power added approximately three gigawatts of new contracted load across three projects in the quarter
  • + Secured approvals for 10 gigawatts of new company-owned generation resources, with the first two battery sites already in service and additional thermal projects advancing
Bearish
  • Results were partially offset by interest expense from higher debt balances and dilution from additional shares outstanding
  • Continued accelerated depreciation and decommissioning costs tied to Southern Power wind repowering, with remaining pre-tax costs projected at ~$205 million in 2026 and ~$120 million in 2027
  • Recorded an estimated loss at Southern Company Gas tied to Nicor Gas capital investments disallowed by the Illinois Commerce Commission, with further charges possible

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Weak Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Strong Sell
50 / 200-day cross Death cross
Price vs 200-day avg −7%
below
Price vs 50-day avg −7%
below
RSI (14) 30
oversold
MACD trend Negative
52-week position 9%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −6%
trailing
6-month return −11%
trailing
YTD return −2%
this year
Relative strength −31%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) Death cross
50d $92 › 200d $92 — 200d above 50d
Institutional flow Accumulating
+0% holders QoQ · +146 funds added
Insider flow Distributing
Net -$124.4K over 90 days · 100% sells
Short interest Rising
3.12% of float · ▲ +8.0% MoM · 6.1 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
2,388 holders — near 3-yr high, broad support
Squeeze score 47
elevated · 0–100
Fundamentals
Weak
Revenue growth +11%
Y/Y
EPS growth −2%
Y/Y
Free cash flow $-2.9B
Valuation P/E 21.9
rich
Quant / Vol
risk profile
Very Low
Volatility 17%
annualized · 1-yr
Max drawdown −16%
past year
ATR 1.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 1 of last 2
Latest guidance · from the Earnings Call filed Jun 30, 2026
full-year 2026
2026 adjusted EPS Non-GAAP Initiated $4.50 – $4.60
third quarter
Adjusted EPS estimate Non-GAAP $1.65
Prior guidance period ended · from the Earnings Call filed Nov 4, 2021
Adjusted full-year earnings per share · full-year 2021 $3.40
2024 earnings per share base · 2024 $4.00 – $4.30
Guided vs delivered · last 2 settled
2024 earnings per share base 2024
guided $4.00 – $4.30
$3.99 Miss −3.9%
Earnings per share first quarter of 2021
guided $0.84
$1.06 Beat +26.2%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
5 · 2 · 0
50 / 200-day cross
Death cross Bearish
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
−7% Bearish
RSI (14)
30 Neutral
MACD trend
Negative Bearish
52-week position
9% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) Death cross
50d $92 › 200d $92 — 200d above 50d
Institutional flow Accumulating
+0% holders QoQ · +146 funds added
Insider flow Distributing
Net -$124.4K over 90 days · 100% sells
Short interest Rising
3.12% of float · ▲ +8.0% MoM · 6.1 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
2,388 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $84 Now $86 · 9% Range high $100
vs 200-day avg -7% vs 50-day avg -7% 50-day below 200-day death cross

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Utilities - Regulated Electric — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SO
Southern Co
this stock
$96.41B -1.9% +10.6% 21.9 3.1%
NEE
Nextera Energy Inc
$167.81B +0.2% -7.1% 20.4 2.4%
DUK
Duke Energy CORP
$92.07B +0.3% +35.1% 18.1 0.0%
NGG
National Grid PLC
$77.21B -0.7% 0.1%
AEP
American Electric Power Co Inc
$65.62B +4.1% +10.9% 17.8 4.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
2,388
% held
78.8%
Net QoQ
+46.5M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
909
View
Short & Settlement
Short Interest Rising
Shares short
35.2M
Days to cover
6.1d
Change
+2.6M sh
View
Short Volume
Short vol %
31%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
20
Value
$1.8K
As of
Aug 19, 2026
View
Off-Exchange
Off-exchange %
44.1%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$124.4K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Marjorie Taylor Greene
Amount
$1.0K–$15.0K
Traded
Aug 28, 2025
View
Financials
Financials
Revenue (FY)
$29.6B
Net income (FY)
$4.3B
EPS diluted
$3.92
View
Buybacks
Authorized
shares 20.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
15
View
Proposed Sales
Value
$2.4M
Shares
25.0K
Filed
Mar 30, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 30, 2026
View
Investor Relations
Latest news
Southern Company announces upsize…
Published
Aug 4, 2026
View

Performance

5D 20D 120D MTD YTD
SO -1.9% -6.5% -10.5% -2.8% -1.9%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY -1.6% -6.3% -30.6% -2.1% -13.6%

Capital returns

Buyback program · as of Mar 2, 2015
Authorized
shares 20.00M
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 92122 CUSIP 842587107 13F (30d) 55 filings 39 filers Visit website Investor relations