Southern Gestione
Criteri Gestione verificati 3/4
Southern Il CEO è Chris Womack, nominato in Mar2023, e ha un mandato di 3.17 anni. la retribuzione annua totale è $ 28.22M, composta da 5.5% di stipendio e 94.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.019% delle azioni della società, per un valore di $ 19.81M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.1 anni e 3.3 anni.
Informazioni chiave
Chris Womack
Amministratore delegato
US$28.2m
Compenso totale
| Percentuale dello stipendio del CEO | 5.53% |
| Mandato del CEO | 3.2yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 3.1yrs |
| Durata media del Consiglio di amministrazione | 3.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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 Alpha
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 15
Southern (NYSE:SO) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$4b |
| Dec 31 2025 | US$28m | US$2m | US$4b |
| Sep 30 2025 | n/a | n/a | US$4b |
| Jun 30 2025 | n/a | n/a | US$4b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$24m | US$1m | US$4b |
| Sep 30 2024 | n/a | n/a | US$5b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$4b |
| Dec 31 2023 | US$24m | US$1m | US$4b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$6m | US$895k | US$4b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$6m | US$845k | US$2b |
Compensazione vs Mercato: La retribuzione totale di Chris ($USD 28.22M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Chris è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Chris Womack (67 yo)
3.2yrs
Mandato
US$28,223,562
Compensazione
Mr. Christopher C. Womack, also known as Chris, is a Non-Executive Director of Invesco Ltd. from 2021. He was Independent Non-Executive Director of Invesco Ltd.He is Chairman of The Southern Company from...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 3.2yrs | US$28.22m | 0.019% $ 19.8m | |
| Executive VP & CFO | less than a year | US$4.02m | 0.0048% $ 5.0m | |
| Executive VP & COO | 1.3yrs | US$6.30m | 0.016% $ 16.6m | |
| Senior Advisor | less than a year | US$8.34m | 0.0082% $ 8.6m | |
| Chairman | 3.1yrs | US$7.21m | 0.0092% $ 9.7m | |
| Chairman | 3.3yrs | US$8.72m | 0.0046% $ 4.8m | |
| SVP, Comptroller & Chief Accounting Officer | less than a year | Nessun dato | 0.00071% $ 748.4k | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief Legal Officer | 3.1yrs | Nessun dato | 0.0035% $ 3.7m | |
| Executive VP & Chief Human Resources Officer | no data | Nessun dato | 0.0037% $ 3.9m | |
| Executive Vice President of Commercial Strategy | 3.5yrs | Nessun dato | Nessun dato | |
| Executive Vice President & President of External Affairs | 11.5yrs | Nessun dato | 0.0060% $ 6.3m |
3.1yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di SO è considerato esperto (durata media dell'incarico 3.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Chairman | 3.2yrs | US$28.22m | 0.019% $ 19.8m | |
| Chairman | 3.1yrs | US$7.21m | 0.0092% $ 9.7m | |
| Chairman | 3.3yrs | US$8.72m | 0.0046% $ 4.8m | |
| CEO, President & Chairman of Southern Company Gas | 3.1yrs | US$4.87m | 0.019% $ 20.4m | |
| Chairman | 1.9yrs | Nessun dato | 0.0027% $ 2.9m | |
| President | less than a year | Nessun dato | 0.0020% $ 2.1m | |
| Independent Director | 11.3yrs | US$310.00k | 0.000060% $ 63.2k | |
| Lead Independent Director | 7.3yrs | US$325.00k | 0.00082% $ 864.4k | |
| Independent Director | 26.4yrs | US$290.00k | Nessun dato | |
| Independent Director | 20.3yrs | US$315.00k | 0.0010% $ 1.1m | |
| Independent Director | 3.1yrs | US$310.00k | 0.000060% $ 63.2k | |
| Independent Director | 13.4yrs | US$310.00k | 0.000040% $ 42.2k |
3.3yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SO sono considerati esperti (durata media dell'incarico 3.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 07:35 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Southern Company è coperta da 31 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |