SO · Southern Co
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Basic Earnings Per Share – Excluding Items non-GAAP | $2.46 | Year-To-Date June 2026 | — |
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| Net Income – Excluding Items non-GAAP | 2,775M | Year-To-Date June 2026 | — |
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| Average Shares Outstanding | 1,103M | Year-To-Date December 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SO
this stock
Southern Co
|
$104.77B | +8.5% | +10.6% | 23.8 | 3.2% |
|
NEE
Nextera Energy Inc
|
$179.15B | +8.5% | -7.1% | 21.8 | 2.5% |
|
DUK
Duke Energy CORP
|
$96.16B | +7.9% | +35.1% | 18.9 | 2.3% |
|
NGG
National Grid PLC
|
$80.69B | +6.5% | — | — | 0.1% |
|
AEP
American Electric Power Co Inc
|
$68.81B | +11.3% | -3.3% | 18.7 | 6.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SO | -3.1% | -3.4% | +4.1% | -1.5% | +8.5% |
| SPY | +5.5% | +3.3% | +11.3% | +3.1% | +12.9% |
| vs SPY | -8.6% | -6.7% | -7.1% | -4.6% | -4.4% |
Capital returns
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.