Nov 5
SOJE · Southern Co
$15.42
+0.07 (+0.46%)
At close · Nov 6
Return incl. dividend (before tax)
Market Cap
$104.11B
Shares
1.13B
Volume · Nov 6
120.14K
Avg daily vol (3M)
90.53K
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Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$15.42
Open$15.36
Day$15.27–15.62
52W close$15.12–18.55
Avg vol 30d111K
Short int135K · 0.0% of shares · 1.1d
Short vol29%
Last earningsNov 5, 2026
DataSep 2020–Nov 2026
Filing10-Q · Nov 5
Up next
Jan 25, 2027
Est · unconfirmed
· in 11 wks
Latest documents
2026
Nov 5
Nov 5
Quarterly report
10-Q
FY2026 Q3, ended Sep 30
Net income rises to $2.0 billion
Southern Company reported third quarter 2026 net income attributable to the company of $2.0 billion, up from $1.7 billion in 2025, driven primarily by higher non-fuel retail electric revenues; year-to-date net income increased to $4.6 billion from $3.9 billion.
Revenue $8.84B
▲ 13.0%
Net income $2.05B
▲ 19.6%
Diluted EPS $1.76
▲ 14.3%
Oct 22
Current report
8-K
Events of Oct 20
Charter or bylaw amendment, or fiscal year change, Other events
Southern Company’s Board amended and restated its By-Laws, effective October 20, 2026, tightening stockholder special-meeting and advance-notice requirements and adding exclusive forum provisions. The 2027 Annual Meeting notice window runs January 13, 2027 to February 12, 2027.
Aug 6
Current report
8-K
Events of Aug 3
New debt or off-balance-sheet obligation, Unregistered sale of equity
AI summary on its way
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
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
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Latest guidance
· from the Earnings Call filed Jul 30, 2026
full-year 2026
Adjusted EPS
Non-GAAP
$4.50 – $4.60
by 2029
FFO to debt
17%
Previous outlook
earlier release
· from the Earnings Call filed Apr 30, 2026
Still-open targets the latest release did not restate under the same label.
Adjusted EPS estimate
· second quarter
$1.00
Prior guidance
period ended
· from the Earnings Call filed Jul 30, 2026
Adjusted EPS estimate
· third quarter
$1.65
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 illustrative — not investment adviceMarket signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $16 › 200d $17 — 200d above 50d
Institutional flow
Accumulating
1,482 of 2,398 funds reported for Sep 30 · net +11.7M sh shares · +54 new
Insider flow
Distributing
Net -$124.4K over 90 days · 100% sells
Short interest
Rising
0.01% of shares out · ▲ +18.9% MoM · 1.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
2,398 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $15
Now $15 · 9%
Range high $19
vs 200-day avg -9%
vs 50-day avg -2%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Southern Company Gas Customers | 4.39M | Period Ended June | — |
| Total generation and purchased power | 13.1B | Second Quarter 2026 filing | — |
| Total Regulated Utility Customers | 9M | Period Ended June | — |
| Traditional Electric Operating Companies Customers | 4.61M | Period Ended June | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SOJE
this stock
Southern Co
|
$104.11B | -13.1% | +10.6% | — | — |
|
NEE
Nextera Energy Inc
|
$181.32B | +8.3% | -7.1% | 15.6 | 3.0% |
|
DUK
Duke Energy CORP
|
$99.62B | +9.0% | +35.1% | 18.7 | 0.0% |
|
NGG
National Grid PLC
|
$83.60B | +7.5% | — | — | 0.6% |
|
AEP
American Electric Power Co Inc
|
$68.85B | +9.7% | +10.9% | 20.5 | 5.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
SEC Filings
Latest
10-Q
- Filed
- Nov 5, 2026
- This year
- 23
Southern Company reported third quarter 2026 net income attributable to the company of $2.0 billion, up from $1.7 billion in 2025, driven primarily by higher non-fuel retail electric revenues; year-to-date net income increased to $4.6 billion from $3.9 billion.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SOJE | +1.3% | -1.1% | -9.5% | +1.3% | -13.1% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | +4.0% | +4.5% | -9.1% | +4.0% | -20.9% |
Capital returns
Latest dividend
$0.263
/ share · ex Oct 14, 2026
Paid (TTM)
$1.052
/ share · 4 payouts
Dividend yield (TTM, derived)
6.82%
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.