Update shared on08 Oct 2025
Fair value Increased 0.43%Narrative Update on Southern: Analyst Price Target Revision
Analysts have slightly increased their price target for Southern by $0.41 to $97.15. This adjustment reflects modest improvements in expected revenue growth, even though the profit margin forecast is marginally lower.
What's in the News
- Southern Company announced that Daniel S. Tucker, current executive vice president and CFO, will retire in 2025. He will transition to a senior advisory role until October 1, 2025 (Key Developments).
- David P. Poroch, currently senior vice president, comptroller and chief accounting officer, will succeed Tucker as CFO effective July 31, 2025 (Key Developments).
- Tucker's leadership as CFO focused on delivering consistent results, maintaining financial integrity, and positioning Southern Company for future growth (Key Developments).
- Poroch has served in several executive leadership and financial roles across Southern Company's subsidiaries since joining in 2012 (Key Developments).
Valuation Changes
- Fair Value has risen slightly from $96.74 to $97.15.
- Discount Rate remains unchanged at 6.78%.
- Revenue Growth is forecasted to increase modestly from 3.80% to 3.91%.
- Net Profit Margin has decreased marginally from 18.15% to 18.03%.
- Future P/E ratio is projected to rise slightly from 22.77x to 22.94x.
Disclaimer
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