Southern Co (SOT) Price & Analysis
SOT Stock Chart & Stats
- Day’s Range
- EUR 83.24 - EUR 84.22
- 52-Week Range
- EUR 72.00 - EUR 86.42
- Previous Close
- EUR 83.36
- Volume
- 3
- Average Volume (3M)
- 129
- Market Cap
- EUR 96.20B
- Enterprise Value
- EUR 186.08B
- Total Cash (Recent Filing)
- EUR 2.98B
- Total Debt (Recent Filing)
- EUR 77.09B
- Price to Earnings (P/E)
- 22.5
- Beta
- 0.05
- Next Earnings
- Nov 05, 2026
- EPS Estimate
- 1.54
- Next Dividend Ex-Date
- Nov 16, 2026
- Dividend Yield
- 3.03%
Bulls Say, Bears Say
Bulls Say
Regulated Essential-services Model
Southern’s core electricity and gas businesses provide essential services through regulated frameworks, with rates designed to recover costs and provide an allowed return on invested capital. This structure supports recurring revenue visibility and can link earnings growth to approved infrastructure investment.
Accelerating Contracted Load Growth
Large, long-term load commitments create a durable avenue for demand growth beyond ordinary customer additions. Contract terms including minimum bills, termination payments, and collateral can improve revenue visibility while supporting investment in generation and transmission capacity.
Strong Regulated Profitability And Earnings Outlook
Southern combines solid utility profitability with management’s reaffirmed expectation for 2026 adjusted EPS near the top of its guidance range. Strong operating margins and improving earnings provide internal support for infrastructure investment and reinforce the economic value of its regulated asset base.
Bears Say
High And Rising Leverage
Southern’s elevated and increasing debt-to-equity ratio leaves the company more exposed to interest costs and refinancing demands. Heavy leverage can reduce financial flexibility when capital spending rises or rates remain high, potentially limiting the company’s ability to fund growth without additional financing.
Uneven Free-cash-flow Conversion
Although operating cash generation is substantial, volatile and periodically negative free cash flow shows that earnings do not consistently convert into cash after investment. Continued capital intensity may require recurring external funding and can constrain debt reduction, shareholder returns, or other capital-allocation priorities.
Financing And Dilution Burden
The convertible-notes financing adds liquidity and supports debt management, but it also increases future dilution and reinforces reliance on capital markets. Alongside the company’s ongoing equity sourcing and heavy investment program, this can pressure per-share earnings and limit balance-sheet flexibility.
Southern Co News
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Southern Co Stock Smart Score
Company Description
Southern Co
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
- Sector
- Utilities
- Industry
- Regulated Electric
- CEO
- Christopher C. Womack
- Employees
- 29,651
- Website
- www.southerncompany.com
- Address
- 30 Ivan Allen Jr. Boulevard, N.W., Atlanta, GA, 30308, US
Southern Co (SOT) Earnings & Revenues
SOT Company Deck
SOT Earnings Call
Earnings Call SentimentPositive
Overall the call conveyed a strongly positive operational and financial picture: above-expectation EPS, accelerating retail and data center sales, major long-term large-load contracts (including a 3.2 GW OpenAI 25-year agreement), a deep development pipeline, proactive financing actions (reducing equity need to $1.1B by 2030), and ongoing execution on generation and transmission buildout. The primary negatives are higher interest expense and dilution, capital intensity and regulatory/timing uncertainty tied to RFPs and project certification, variable ramp rates for large loads, and local political noise around data centers. Management emphasized risk-mitigating contract structures (minimum bills and collateral) and a disciplined financing approach, which together with material growth opportunities lead to a favorable near- and long-term outlook.
View all DE:SOT earnings summariesSOT Net sales Breakdown
- 65.41% Retail electric revenues
- 9.95% Wholesale electric revenues
- 3.22% Other electric revenues
- 17.07% Natural gas revenues
- 4.34% Other
SOT Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 2 | 5 |
| Technical Analysis | 2 | 2 | 5 |
| Moving Averages | 12 | 0 | 0 |