SO · The Southern Company

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

Southern Co (SO)

NEW YORK STOCK EXCHANGE, INC. Utilities
Move probability → Options chain →
$90.39 -0.31 (-0.35%)
● At close: October 21 at 4:00:00 PM EDT
DAY'S RANGE $90.39
$90.27 $90.99
52-WEEK RANGE $90.39
$81.69 $99.58

What's happening

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

Market Cap$104.25B
P/E (TTM1)22.42
EPS2 (TTM)$4.15
Div Yield4.02%
Beta30.31
Volume384,460
Open90.72
Prev Close90.71
Bid / Ask85.02 / 95.74
Next Earnings 2026-11-05 (before market open)

Analyst Recommendations

Strong buy 5 Buy 9 Hold 16 Sell 2 Strong sell 0

Aggregate ratings for 2026-10-01 (32 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
SO +4.03%
vs S&P 500 -8.75%
1-YEAR RETURN
SO -7.15%
vs S&P 500 -21.71%
6-MONTH RETURN
SO -4.42%
3-MONTH RETURN
SO -3.35%

Valuation Measures & Ratios

Enterprise Value4$176.99B
Forward P/E517.62
PEG Ratio62.77
Price / Sales (TTM1)3.61
Price / Book72.73
EV4 / Revenue6.12
EV4 / EBITDA13.56
Profit Margin16.10%
Operating Margin25.26%
Return on Equity (ROE8)12.61%
Return on Assets (ROA9)2.97%
Avg Volume (3M)6,042,150
Quarterly history (5 periods)
Measure Mar '26Sep '25Jun '25Mar '25Sep '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

Shares Short29,346,693
Change from Prior Settlement+1.33%
% of Float—
Days to Cover (Short Ratio)4.17

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

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24Sep '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

Balance sheet

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '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

Cash flow

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '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

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

Held by These Filers54.4%
Shares Outstanding1,150,362,966
FilerSharesValue% OutQtr ChangeFiled
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

Purchases (open market)0 sh(0 txns)
Sales (open market)9,399 sh(7 txns)
Net Shares-9,399

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

NameTitleMost Recent TransactionDateShares
Kim Matthew M.ComptrollerOpen market sale2026-10-01100
Sena Peter P IIIChairman,President & CEO, SNCOpen market sale2026-09-034,266
Spainhour Sterling A Jr.EVP & CLOOpen market sale2026-08-063,333

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-10-01Kim Matthew M.ComptrollerOpen market sale 100$82.73
2026-09-03Sena Peter P IIIChairman,President & CEO, SNCOpen market sale 4,266$88.59
2026-09-03Kim Matthew M.ComptrollerOpen market sale 1,400$88.87
2026-09-01Kim Matthew M.ComptrollerOpen market sale 100$88.45
2026-08-06Spainhour Sterling A Jr.EVP & CLOOpen market sale 3,333$94.02
2026-08-03Kim Matthew M.ComptrollerOpen market sale 100$94.28
2026-07-01Kim Matthew M.ComptrollerOpen 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

FiledFormReport periodOfficial filing
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0542026-10-01 View on SEC.gov →
2026-10-0142026-10-01 View on SEC.gov →

Headlines about SO (The Southern Company). Links open the publisher — we don’t host full articles.

SEC filings ↓

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