Southern (SO) Aperçu de l'action
La Southern Company, par l'intermédiaire de ses filiales, vend de l'électricité. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 0/6 |
| Dividendes | 4/6 |
SO Community Fair Values
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Analyst Price Targets
The Southern Company Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$92.55 |
| Plus haut sur 52 semaines | US$100.84 |
| Plus bas sur 52 semaines | US$83.80 |
| Bêta | 0.36 |
| Variation sur 1 mois | -2.21% |
| Variation sur 3 mois | -2.53% |
| Variation sur 1 an | 4.33% |
| Variation sur 3 ans | 29.60% |
| Variation sur 5 ans | 43.76% |
| Évolution depuis l'introduction en bourse | 558.13% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 10
SO: Fair Outlook Will Weigh Dividend Support Against Dam Safety Progress
Analysts have trimmed their price target on Southern to $101.71 from $101.87 as small shifts in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E estimates narrow their view of the upside from here. What's in the News Southern Company announced a regular quarterly dividend of $0.76 per share on its common stock, payable June 8, 2026, to shareholders of record as of May 18, 2026, with the annualized dividend rate set at $3.04 per share (Key Developments).Seeking Alpha • Apr 29
Southern Company: Positive Long-Term Clean Energy Pivot
Summary Much like the utility sector, Southern Company has seen better than average performance in 2026 so far as investors take a shine to safer stocks. Even though the stock is due short-term correction owing to its upcoming Q1 2026 results and elevated market multiples, the long-term case for SO is solid. The company has made a big pivot towards clean(er) energy over the past two decades, with notable progress in nuclear energy, earnings outlook isn't bad and dividend profile is strong. The stock is a safe bet, which is capable of delivering decent returns over time, with its high debt levels posing the only real risk. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • May 10
SO: Fair Outlook Will Weigh Dividend Support Against Dam Safety Progress
Analysts have trimmed their price target on Southern to $101.71 from $101.87 as small shifts in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E estimates narrow their view of the upside from here. What's in the News Southern Company announced a regular quarterly dividend of $0.76 per share on its common stock, payable June 8, 2026, to shareholders of record as of May 18, 2026, with the annualized dividend rate set at $3.04 per share (Key Developments).Seeking Alpha • Apr 29
Southern Company: Positive Long-Term Clean Energy Pivot
Summary Much like the utility sector, Southern Company has seen better than average performance in 2026 so far as investors take a shine to safer stocks. Even though the stock is due short-term correction owing to its upcoming Q1 2026 results and elevated market multiples, the long-term case for SO is solid. The company has made a big pivot towards clean(er) energy over the past two decades, with notable progress in nuclear energy, earnings outlook isn't bad and dividend profile is strong. The stock is a safe bet, which is capable of delivering decent returns over time, with its high debt levels posing the only real risk. Read the full article on Seeking AlphaMise à jour du récit • Apr 23
SO: Fair View Will Reflect Dam Safety Progress And Dividend Support
Analysts now see Southern’s fair value edging to about $101.87 from roughly $101.24, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. These changes slightly adjust the risk and return trade off you may want to watch.Mise à jour du récit • Apr 07
SO: Fair View Will Reflect Dam Safety Progress And Stable Future P/E
Analysts have nudged their price target on Southern slightly higher to $101.24. This reflects small refinements to their models around the discount rate, long term revenue growth, profit margin assumptions, and future P/E expectations.Mise à jour du récit • Mar 23
SO: Fair Value View Will Reflect Dam Safety Compliance And Higher Future P/E
Analysts have lifted their price target for Southern by $1, reflecting updated assumptions that include a slightly lower discount rate, modestly higher revenue growth expectations, a small adjustment to profit margin forecasts, and a marginally higher future P/E multiple. What's in the News Southern Company Generation Hydro Services received a compliance letter from the Federal Energy Regulatory Commission Office of Energy Projects Division of Dam Safety and Inspections for the Tallulah Falls Development of the North Georgia Project No. 2354-03, following a March 9, 2026 inspection conducted as part of the 12th Part 12D Independent Consultant’s Safety Inspection Comprehensive Assessment (Key Developments).Mise à jour du récit • Mar 07
SO: Fair Value View Will Reflect Modest Revenue Gains And Higher Future P/E
Analysts have raised their price target on Southern to $100.24 from $98.13, reflecting updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: updated slightly higher to $100.24 from $98.13.Mise à jour du récit • Feb 21
SO: Fair Value Outlook Will Balance Higher Profitability And Slightly Lower Future P/E
Analysts have reduced their price target for Southern by about $1, reflecting updated assumptions about fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value was reduced slightly from $99.23 to $98.13, reflecting updated model inputs.Mise à jour du récit • Dec 04
SO: Composite Equity Units Offering Will Support Future Shareholder Value Upside
Analysts have modestly lowered their price target on Southern by approximately $0.10 to reflect a slightly higher discount rate and marginally less favorable long term valuation assumptions, while leaving core growth and profitability expectations essentially unchanged. What's in the News Southern has completed a $1.75 billion composite equity units offering, issuing 35 million equity derivative units priced at $50 per unit, with a $0.875 discount per security (Key Developments).Mise à jour du récit • Nov 20
SO: Composite Units Offering Is Expected To Drive Shareholder Value Forward
Narrative Update on Southern Analysts have modestly revised their price target for Southern, lowering it by $1.12 per share. This change reflects updated assessments of discount rates, revenue growth, and margin projections.Mise à jour du récit • Nov 05
SO: Recent Equity Offering and Improved Margins Will Shape Future Performance
Analysts have raised their price target for Southern from $100.08 to $100.45 per share. They cited slight improvements in projected profit margins while also noting a marginal reduction in expected revenue growth.Mise à jour du récit • Oct 22
Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins
Analysts have raised their price target for Southern from $97.15 to $100.08, citing expectations for stronger revenue growth that modestly outweigh a slight decrease in profit margins. Valuation Changes Fair Value has increased modestly, rising from $97.15 to $100.08.Mise à jour du récit • Oct 08
Southeastern US Electrification And Renewables Will Expand Future Markets
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.Article d’analyse • Sep 08
The Southern Company's (NYSE:SO) Business Is Yet to Catch Up With Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Article d’analyse • Jul 05
Is Southern (NYSE:SO) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 21
Southern Company: Strong 2024 Earnings Reinforce Confidence In The Investment
Summary High-quality utility The Southern Company released its fourth quarter and full year 2024 results yesterday. In this update, I'll take a fresh look at Southern's operating fundamentals, focusing on customer relationships, energy demand, and profitability. I will also provide an update on debt and leverage, largely because of long-term interest rates, which appear rather unfazed by the Federal Reserve's recent rate-cutting measures. I will also touch on recent regulatory changes that should bode well for Southern's longer-term future. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
The Southern Company's Good Fuel Mix
Summary The Southern Company, headquartered in Atlanta, Georgia, operates in regulated utility sectors, primarily electricity but also natural gas. This $95.1 billion market cap company offers a 3.32% dividend. Its stock price increased due to its new nuclear units and heightened growth prospects in the electric utility sector generally. The company's beta is low at 0.51, showing less volatility compared to the overall market, typical for utilities. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
SOJF: A 6.5% Investment Grade Baby Bond IPO From The Southern Company
Summary The Southern Company's new 6.50% Junior Subordinated Notes — SOJF — are investment-grade, with a maturity date of 2085 and callable from 2030. SOJF offers a yield to maturity of 6.38% and is fairly priced compared to similar OTC-traded debt issues. SOJF is undervalued compared to similar exchange-traded debt issues, presenting a good diversification opportunity. SO's strong financials and consistent dividend history provide confidence in its ability to cover interest payments on this new debt. SOJF's market cap makes it a potential addition to the ICE Exchange-Listed Preferred & Hybrid Securities Index, influencing its market behavior. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Southern Company: Solid Commercial Data Center Load Trends, Technical Support (Rating Upgrade)
Summary I am upgrading shares of The Southern Company due to a modest undervaluation and improved technical situation. Despite rising interest rates and natural disaster risks, SO's solid earnings growth and high dividend yield make it an attractive investment. SO's Q3 results were strong, with EPS beating estimates and revenue growth driven by higher utility revenues and AI demand. Technical analysis shows SO at key support levels, indicating a potential buying opportunity ahead of its Q4 earnings report next month. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Southern Company: One Of The Best Utilities At A Lofty Price
Summary The Southern Company has shown remarkable resilience, with a 64% return over three years, driven by demand for energy and successful management of Hurricane Helene's impact. Despite challenges from inflation and rising interest rates, the company expects steady EPS growth of 5-7%, benefiting from economic activity in its operating areas. However, SO stock's current valuation at 23x earnings raises concerns, making it less appealing compared to other income-generating options in the sector. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Southern Company Could Be Dead Money For The Foreseeable Future
Summary Southern Company is financially solid but quite overvalued, making it a poor investment opportunity. The company's dividend yield is at multi-decade lows, which indicates that shares are historically expensive vs. the company's organic growth and profitability. We recommend selling SO, locking in recent gains, and looking for opportunities elsewhere. We rate SO a 'Sell'. Read the full article on Seeking AlphaSeeking Alpha • Sep 28
The Southern Company: Time To Lock In Gains
Summary The Southern Company is a regulated utility benefiting from stable returns. However, it is not as dynamic as merchant power producers. Georgia's economic expansion and increasing power demand drive Southern's growth, but regulatory approvals and capital constraints limit the pace of growth. Southern's 3.1% dividend yield is below its historical average, raising scepticism about the sudden improvement in growth expectations. We believe it is time to lock-in some of the capital gains of this year. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
The AI Factor: Southern Company's Pricey Power Play
Summary Southern Company has seen significant stock gains, driven by increased power demand from AI and data centers. Its strong earnings and nuclear energy investments are key factors. Despite these positives, the stock's current valuation is high, and its 3.3% yield may not appeal to income-focused investors. EPS growth projections suggest solid returns. With a lofty P/E ratio, better opportunities may exist elsewhere, such as in natural gas or land investments, which offer higher potential returns despite higher risk. Read the full article on Seeking AlphaRendement pour les actionnaires
| SO | US Electric Utilities | US Marché | |
|---|---|---|---|
| 7D | 0.8% | -1.0% | 1.1% |
| 1Y | 4.3% | 13.8% | 26.7% |
Rendement vs Industrie: SO a sous-performé le secteur US Electric Utilities qui a rapporté 13.8 % au cours de l'année écoulée.
Rendement vs marché: SO a sous-performé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| SO volatility | |
|---|---|
| SO Average Weekly Movement | 2.8% |
| Electric Utilities Industry Average Movement | 2.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: SO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SO ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1945 | 29,651 | Chris Womack | www.southerncompany.com |
La Southern Company, par l'intermédiaire de ses filiales, vend de l'électricité. La société offre des services électriques aux clients de détail et aux clients de gros, ainsi que des produits et services liés à l'énergie aux marchés de choix du gaz naturel. Elle développe, construit, acquiert, possède, exploite et gère également des actifs de production d'électricité, ainsi que des projets de stockage d'énergie en batterie ; elle vend de l'électricité à des tarifs basés sur le marché sur le marché de gros ; et elle déploie des micro-réseaux pour des clients commerciaux, industriels, gouvernementaux et des services publics.
The Southern Company Résumé des fondamentaux
| SO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$105.61b |
| Bénéfices(TTM) | US$4.36b |
| Recettes(TTM) | US$30.18b |
23.9x
Ratio P/E3.5x
Ratio P/SLe site SO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SO compte de résultat (TTM) | |
|---|---|
| Recettes | US$30.18b |
| Coût des recettes | US$15.69b |
| Marge brute | US$14.49b |
| Autres dépenses | US$10.12b |
| Les revenus | US$4.36b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.87 |
| Marge brute | 48.00% |
| Marge bénéficiaire nette | 14.46% |
| Ratio dettes/capitaux propres | 186.7% |
Quelles ont été les performances à long terme de SO?
Voir les performances historiques et les comparaisonsDividendes
3.3%
Rendement actuel des dividendes75%
Ratio de distributionLe site SO verse-t-il des dividendes fiables ?
Voir SO l'historique des dividendes et les indices de référence| Southern dates des dividendes | |
|---|---|
| Date ex-dividende | May 18 2026 |
| Date de paiement du dividende | Jun 08 2026 |
| Jours jusqu'au dividende Ex | 2 days |
| Jours jusqu'à la date de paiement du dividende | 23 days |
Le site SO verse-t-il des dividendes fiables ?
Voir SO l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/15 22:54 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Southern Company est couverte par 31 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |