SO · The Southern Company
What's happening
- SO is down 0.35% today, trading at $90.39. — Live quote
- Volume today (384,460) is well below its 3-month average of 6,042,150. (Finnhub fundamentals)
- Reports earnings on 2026-11-05 (before market open), 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $1.13 actual vs. $1.03 estimated (+9.6%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (32 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 |
|---|---|---|---|---|---|
| Market cap | $107.28B | $101.93B | $98.23B | $96.52B | — |
| P/E | 20.31 | 18.67 | 19.84 | — | — |
| Price/Sales | 3.46 | 3.42 | 3.45 | 3.43 | — |
| EV/Revenue | 3.49 | 3.31 | 3.44 | 3.36 | — |
| EV/EBITDA | 7.50 | 6.81 | 7.20 | — | — |
| ROA | 3.36% | 3.56% | 3.33% | — | — |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 0.2% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 16.1%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -7.1%. Finnhub market metrics ↗
- Latest SEC filing is Form 4, filed 2026-10-05; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on SO
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 | Sep '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $8.40B | $7.82B | $6.97B | $7.78B | $7.27B | $6.46B | $6.65B | $6.98B |
| Operating income | $2.02B | $2.59B | $1.76B | $2.01B | $2.37B | $1.94B | $1.70B | $2.11B |
| Net income | $1.36B | $1.71B | $880.0M | $1.33B | $1.53B | $1.20B | — | — |
| EPS (diluted) | $1.20 | $1.54 | $0.79 | $1.21 | $1.39 | $1.09 | $1.03 | $1.29 |
| EPS (basic) | $1.21 | $1.55 | $0.80 | $1.21 | $1.40 | $1.10 | $1.03 | $1.30 |
| Operating margin | $24 | $33 | $25 | $26 | $33 | $30 | $26 | $30 |
| Net margin | $16 | $22 | $13 | $17 | $21 | $19 | — | — |
Balance sheet
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $157.03B | $155.72B | $153.25B | $148.85B | $148.11B | $145.18B | $143.96B | $141.94B |
| Total liabilities | $117.12B | $116.85B | $114.97B | $111.51B | $110.89B | $108.51B | $107.05B | $105.83B |
| Stockholders' equity | — | $36.02B | — | — | — | $33.21B | — | — |
| Total current assets | $9.96B | $10.92B | $12.63B | $10.80B | $11.82B | $10.69B | $11.04B | $10.99B |
| Total current liabilities | $15.32B | $16.89B | $16.73B | $14.57B | $13.77B | $15.99B | $12.16B | $12.03B |
| Cash & equivalents | $981.0M | $1.64B | $3.34B | $1.26B | $2.33B | $1.07B | $1.02B | $1.15B |
| Other current assets | $433.0M | $424.0M | $602.0M | $439.0M | $517.0M | $476.0M | $562.0M | $525.0M |
| Marketable securities (non-current) | — | — | — | — | — | — | — | — |
| Property, plant & equipment | — | — | — | — | — | — | — | $101.89B |
| Goodwill | $5.16B | $5.16B | $5.16B | $5.16B | $5.16B | $5.16B | $5.16B | $5.16B |
| Intangible assets | $294.0M | $300.0M | $308.0M | $316.0M | $324.0M | $332.0M | $341.0M | $350.0M |
| Other non-current assets | $1.53B | $1.44B | $1.32B | $1.39B | $1.40B | $1.47B | $1.48B | $1.45B |
| Accounts payable | $2.91B | $3.71B | $3.02B | $2.95B | $3.09B | $3.70B | $3.95B | $2.44B |
| Short-term debt | $1.67B | $722.0M | $144.0M | $988.0M | $514.0M | $1.34B | $722.0M | $1.33B |
| Other current liabilities | $1.19B | $1.16B | $970.0M | $1.04B | $1.11B | $1.10B | $1.10B | $1.27B |
| Other non-current liabilities | $1.62B | $1.50B | $1.36B | $1.36B | $1.44B | $1.35B | $1.07B | $1.16B |
| Common stock & paid-in capital | — | $5.55B | — | — | — | $5.45B | — | — |
| Retained earnings | — | $14.86B | — | — | — | $13.75B | — | — |
| Accumulated other comprehensive income (loss) | — | -$75.0M | — | — | — | -$78.0M | — | — |
Cash flow
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $1.23B | $2.60B | $3.77B | $2.18B | $1.25B | $2.17B | $3.62B | $2.69B |
| Investing cash flow | -$3.42B | -$4.36B | -$3.87B | -$2.90B | -$2.83B | -$2.72B | -$2.46B | -$1.84B |
| Financing cash flow | $1.54B | $61.0M | $2.17B | -$348.0M | $2.81B | $595.0M | -$1.32B | -$472.0M |
| Free cash flow | -$1.72B | -$1.69B | $559.0M | -$619.0M | -$1.19B | -$576.0M | $1.30B | $563.0M |
| Capital expenditures | $2.94B | $4.29B | $3.21B | $2.80B | $2.44B | $2.75B | $2.31B | $2.12B |
| Depreciation & amortization | $1.58B | $1.60B | $1.56B | $1.45B | $1.41B | $1.35B | $1.34B | $1.31B |
| Deferred income taxes | $168.0M | $263.0M | -$98.0M | $102.0M | $351.0M | $19.0M | $360.0M | $199.0M |
| Change in accounts payable | -$555.0M | $457.0M | -$52.0M | -$301.0M | -$394.0M | $653.0M | $86.0M | $176.0M |
| Other investing activities | $60.0M | -$45.0M | -$50.0M | $85.0M | $68.0M | -$115.0M | $107.0M | $61.0M |
| Share repurchases | — | — | — | — | — | — | — | — |
| Debt issued | — | — | — | — | — | — | — | — |
| Debt repaid | — | — | — | — | — | — | — | — |
| Other financing activities | -$191.0M | -$42.0M | -$26.0M | -$17.0M | -$133.0M | -$24.0M | -$22.0M | -$20.0M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $29.55B | $26.72B | $25.25B | $29.28B | $23.11B |
| Operating income | $7.29B | $7.07B | $5.83B | $5.37B | $3.70B |
| Net income | $4.34B | $4.40B | $3.98B | — | — |
| EPS (diluted) | $3.92 | $3.99 | $3.62 | $3.26 | $2.24 |
| EPS (basic) | $3.94 | $4.02 | $3.64 | $3.28 | $2.26 |
| Operating margin | $25 | $26 | $23 | $18 | $16 |
| Net margin | $15 | $16 | $16 | — | — |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $155.72B | $145.18B | $139.33B | $134.89B | $127.53B |
| Total liabilities | $116.85B | $108.51B | $104.11B | $100.36B | $94.97B |
| Stockholders' equity | $36.02B | $33.21B | $31.44B | $30.41B | $27.87B |
| Total current assets | $10.92B | $10.69B | $10.43B | $10.42B | $8.96B |
| Total current liabilities | $16.89B | $15.99B | $13.47B | $15.72B | $10.92B |
| Cash & equivalents | $1.64B | $1.07B | $748.0M | $1.92B | $1.80B |
| Other current assets | $424.0M | $476.0M | $533.0M | $344.0M | $231.0M |
| Marketable securities (non-current) | — | — | $9.99B | $9.76B | $10.20B |
| Property, plant & equipment | — | — | $99.84B | $94.57B | $91.11B |
| Goodwill | $5.16B | $5.16B | $5.16B | $5.16B | $5.28B |
| Intangible assets | $300.0M | $332.0M | $368.0M | $406.0M | $445.0M |
| Other non-current assets | $1.44B | $1.47B | $1.47B | $1.49B | $1.37B |
| Accounts payable | $3.71B | $3.70B | $2.90B | $3.52B | $2.17B |
| Short-term debt | $722.0M | $1.34B | $2.31B | $2.61B | $1.44B |
| Other current liabilities | $1.16B | $1.10B | $1.03B | $787.0M | $872.0M |
| Other non-current liabilities | $1.50B | $1.35B | $1.03B | $1.17B | $816.0M |
| Common stock & paid-in capital | $5.55B | $5.45B | $5.42B | $5.42B | $5.28B |
| Retained earnings | $14.86B | $13.75B | $12.48B | $11.54B | $10.93B |
| Accumulated other comprehensive income (loss) | -$75.0M | -$78.0M | -$177.0M | -$167.0M | -$237.0M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $9.80B | $9.79B | $7.55B | $6.30B | $6.17B |
| Investing cash flow | -$13.96B | -$9.40B | -$9.67B | -$8.43B | -$7.35B |
| Financing cash flow | $4.70B | -$208.0M | $999.0M | $2.34B | $1.95B |
| Free cash flow | -$2.94B | $833.0M | -$1.54B | -$1.62B | -$1.42B |
| Capital expenditures | $12.74B | $8.96B | $9.10B | $7.92B | $7.59B |
| Depreciation & amortization | $6.03B | $5.27B | $4.99B | $4.06B | $3.97B |
| Deferred income taxes | $618.0M | $626.0M | $416.0M | $670.0M | -$49.0M |
| Change in accounts payable | -$290.0M | $492.0M | -$863.0M | $1.02B | -$8.0M |
| Other investing activities | $58.0M | $164.0M | $43.0M | $133.0M | -$75.0M |
| Share repurchases | — | — | — | — | — |
| Other financing activities | -$218.0M | -$181.0M | -$139.0M | -$145.0M | -$266.0M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding SO as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 29 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | $8.90B | 8.08% | +2.9% | 2026-08-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 73,665,124 | $7.05B | 6.40% | +3.0% | 2026-06-30 |
| State Street Corp | 64,809,708 | $6.20B | 5.63% | +2.9% | 2026-08-07 |
| Capital World Investors | 62,518,698 | $5.98B | 5.43% | +11.2% | 2026-08-07 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 46,415,904 | $4.4M | 4.03% | +27.4% | 2026-08-14 |
| Jpmorgan Chase & Co | 32,778,201 | $3.17B | 2.85% | -24.4% | 2026-08-12 |
| GEODE CAPITAL MANAGEMENT, LLC | 29,315,285 | $2.82B | 2.55% | +3.4% | 2026-08-12 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,023,691 | $2.59B | 2.35% | +3.4% | 2026-06-30 |
| FMR LLC | 22,537,244 | $2.16B | 1.96% | -1.5% | 2026-08-13 |
| Franklin Templeton Inc | 16,561,908 | $1.59B | 1.44% | -1.5% | 2026-08-04 |
| Goldman Sachs Group Inc | 14,582,492 | $1.40B | 1.27% | +149.6% | 2026-08-14 |
| NORGES BANK | 14,358,862 | $1.37B | 1.25% | +0.0% | 2026-08-12 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13,831,354 | $1.32B | 1.20% | -11.3% | 2026-08-03 |
| Morgan Stanley | 13,539,685 | $1.30B | 1.18% | +4.8% | 2026-08-11 |
| Northern Trust Corp | 9,755,332 | $933.7M | 0.85% | -0.7% | 2026-08-12 |
| Ameriprise Financial Inc | 9,568,912 | $915.8M | 0.83% | +1.4% | 2026-08-14 |
| Royal Bank Of Canada | 8,721,450 | $834.7M | 0.76% | -0.4% | 2026-08-13 |
| Bank Of America Corp /De/ | 8,392,512 | $803.2M | 0.73% | +0.1% | 2026-08-14 |
| Legal & General Group Plc | 7,703,017 | $737.3M | 0.67% | -1.9% | 2026-08-14 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,386,604 | $707.0M | 0.64% | +3.9% | 2026-08-14 |
| Bank of New York Mellon Corp | 7,278,460 | $696.6M | 0.63% | -0.0% | 2026-08-06 |
| VANGUARD FIDUCIARY TRUST CO | 6,330,286 | $605.9M | 0.55% | +2.1% | 2026-06-30 |
| Boston Partners | 6,174,426 | $591.1M | 0.54% | +15069.1% | 2026-08-04 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,681,674 | $543.8M | 0.49% | +9.8% | 2026-08-13 |
| Invesco Ltd. | 5,577,317 | $533.8M | 0.48% | +0.7% | 2026-08-13 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-07-01 to 2026-10-01
Recent transactions
- Insiders have net sold 9,399 shares over the last 182 days, across 0 purchases and 7 sales.
- Most recent: Kim Matthew M. (Comptroller) — Open market sale of 100 shares on 2026-10-01.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Kim Matthew M. | Comptroller | Open market sale | 2026-10-01 | 100 |
| Sena Peter P III | Chairman,President & CEO, SNC | Open market sale | 2026-09-03 | 4,266 |
| Spainhour Sterling A Jr. | EVP & CLO | Open market sale | 2026-08-06 | 3,333 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-01 | Kim Matthew M. | Comptroller | Open market sale | 100 | $82.73 |
| 2026-09-03 | Sena Peter P III | Chairman,President & CEO, SNC | Open market sale | 4,266 | $88.59 |
| 2026-09-03 | Kim Matthew M. | Comptroller | Open market sale | 1,400 | $88.87 |
| 2026-09-01 | Kim Matthew M. | Comptroller | Open market sale | 100 | $88.45 |
| 2026-08-06 | Spainhour Sterling A Jr. | EVP & CLO | Open market sale | 3,333 | $94.02 |
| 2026-08-03 | Kim Matthew M. | Comptroller | Open market sale | 100 | $94.28 |
| 2026-07-01 | Kim Matthew M. | Comptroller | Open market sale | 100 | $95.77 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 07:09 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-01 | 4 | 2026-10-01 | View on SEC.gov → |
Recent news
Headlines about SO (The Southern Company). Links open the publisher — we don’t host full articles.
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So Yi-hyun Shares Family Outing Photos, Daughters' Growth Captured
조선일보 · 2026-10-22 -
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Yahoo · 2026-10-21 -
Jenny Scheinman Shares “So Many Moons” from One Hundred Years Today
Grateful Web · 2026-10-21 -
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AOL.com · 2026-10-21
No headlines in this category right now — try “All”.