View Future GrowthSouthern 過去の業績過去 基準チェック /26Southernは、平均年間10.9%の収益成長を遂げていますが、 Electric Utilities業界の収益は、年間 成長しています。収益は、平均年間6.2% 4.9%収益成長率で 成長しています。 Southernの自己資本利益率は10.6%であり、純利益率は14.5%です。主要情報10.88%収益成長率9.94%EPS成長率Electric Utilities 業界の成長6.28%収益成長率4.92%株主資本利益率10.62%ネット・マージン14.46%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 05First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$1.21. Revenue: US$8.40b (up 8.0% from 1Q 2025). Net income: US$1.36b (up 1.6% from 1Q 2025). Profit margin: 16% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US.お知らせ • Mar 24+ 1 more updateThe Southern Company to Report Q1, 2026 Results on Apr 30, 2026The Southern Company announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2026Reported Earnings • Feb 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$3.94 (down from US$4.02 in FY 2024). Revenue: US$29.6b (up 11% from FY 2024). Net income: US$4.34b (down 1.4% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jan 15The Southern Company to Report Q4, 2025 Results on Feb 19, 2026The Southern Company announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2026Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.55 (up from US$1.40 in 3Q 2024). Revenue: US$7.82b (up 7.5% from 3Q 2024). Net income: US$1.71b (up 12% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.お知らせ • Sep 30The Southern Company to Report Q3, 2025 Results on Oct 30, 2025The Southern Company announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025すべての更新を表示Recent updatesReported Earnings • May 05First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$1.21. Revenue: US$8.40b (up 8.0% from 1Q 2025). Net income: US$1.36b (up 1.6% from 1Q 2025). Profit margin: 16% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US.ライブニュース • May 04Southern Company Reports Q1 Earnings Beat as Data Center Demand and DOE Loans Drive GrowthSouthern reported Q1 2026 net income of $1.4b ($1.21 per share) and adjusted earnings of $1.5b ($1.32 per share), with revenue of $8.4b that was ahead of Wall Street expectations. Retail electricity sales were helped by a 42% jump in data center power usage, with over 11 gigawatts now fully contracted across 28 large load projects and a pipeline above 75 gigawatts. The company secured US$26.5b in low-cost Department of Energy loans, raised its 2026-2030 capital spending plan by US$700m, and increased its annual dividend for the 25th consecutive year. For investors, the key point is how closely Southern is tying its growth plans to rising power demand from data centers in the Southeast. The completed Vogtle nuclear units 3 and 4, along with battery storage and gas turbine upgrades, sit alongside a sizeable project pipeline that is already largely backed by contracts, which can help support more predictable cash flows. The DOE financing and recent equity raised through a US$500m ATM program give Southern additional funding options for that larger capital plan. At the same time, a 25-year streak of dividend increases highlights management’s focus on returning cash to shareholders while supporting long-term infrastructure build-out. Investors will likely watch how effectively Southern manages project execution, regulatory relationships and customer bill impacts as this data center-driven demand story evolves.Seeking Alpha • Apr 29Southern Company: Positive Long-Term Clean Energy PivotSummary 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 AlphaDeclared Dividend • Apr 23Fourth quarter dividend increased to US$0.76Dividend of US$0.76 is 2.7% higher than last year. Ex-date: 18th May 2026 Payment date: 8th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブ更新 • Apr 23SO: Fair View Will Reflect Dam Safety Progress And Dividend SupportAnalysts 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.お知らせ • Apr 22Southern Company Announces Quarterly Cash Dividend, Payable on June 8, 2026Southern Company announced a regular quarterly dividend of 76 cents per share on the company's common stock, payable June 8, 2026 to shareholders of record as of May 18, 2026. In doing so, the company is increasing its dividend by 8 cents per share on an annualized basis to a rate of $3.04 per share.ナラティブ更新 • Apr 07SO: Fair View Will Reflect Dam Safety Progress And Stable Future P/EAnalysts 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.Recent Insider Transactions • Apr 07Chairman recently sold US$2.4m worth of stockOn the 30th of March, Kimberly Greene sold around 25k shares on-market at roughly US$96.67 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.9m more than they bought in the last 12 months.お知らせ • Mar 24+ 1 more updateThe Southern Company to Report Q1, 2026 Results on Apr 30, 2026The Southern Company announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2026ナラティブ更新 • Mar 23SO: Fair Value View Will Reflect Dam Safety Compliance And Higher Future P/EAnalysts 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).Recent Insider Transactions • Mar 20Executive VP & COO recently sold US$1.2m worth of stockOn the 18th of March, Stanley Connally sold around 13k shares on-market at roughly US$97.13 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stanley has been a net seller over the last 12 months, reducing personal holdings by US$2.4m.お知らせ • Mar 20Southern Company Generation Hydro Services Receives Federal Energy Regulatory Commission Letter Regarding Annual Dam Safety Inspection And Part 12D Comprehensive Assessment InspectionSouthern Company Generation Hydro Services received a letter from the Federal Energy Regulatory Commission Office of Energy Projects Division of Dam Safety and Inspections – Atlanta Regional Office. On March 9, 2026, D2SI staff, including Matthew Henry and Lauren Foster, inspected the Tallulah Falls Development of the North Georgia Project No. 2354-03. The inspection occurred in conjunction with the 12th Part 12D Independent Consultant’s Safety Inspection, which is a Comprehensive Assessment (CA). During the inspection, staff found no new problems that would present an immediate concern for dam safety or continued operations and there are no follow-up recommendations from the inspection. The letter stated appreciation for continued cooperation in ensuring the safety of the project.ナラティブ更新 • Mar 07SO: Fair Value View Will Reflect Modest Revenue Gains And Higher Future P/EAnalysts 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.ナラティブ更新 • Feb 21SO: Fair Value Outlook Will Balance Higher Profitability And Slightly Lower Future P/EAnalysts 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.Reported Earnings • Feb 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$3.94 (down from US$4.02 in FY 2024). Revenue: US$29.6b (up 11% from FY 2024). Net income: US$4.34b (down 1.4% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Feb 18the Southern Company Appoints John M. Turner, Jr. to Board Committees, Effective February 17, 2026The Southern Company reported the election of Mr. John M. Turner, Jr. to its Board of Directors. On February 16, 2026, the Board appointed Mr. Turner to the Finance Committee and the Operations, Environmental and Safety Committee, effective February 17, 2026.Declared Dividend • Feb 01Third quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 17th February 2026 Payment date: 6th March 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 29Southern Company Announces Regular Quarterly Dividend, Payable on March 6, 2026Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable March 6, 2026, to shareholders of record as of February 17, 2026.お知らせ • Jan 15The Southern Company to Report Q4, 2025 Results on Feb 19, 2026The Southern Company announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2026ナラティブ更新 • Dec 04SO: Composite Equity Units Offering Will Support Future Shareholder Value UpsideAnalysts 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).ナラティブ更新 • Nov 20SO: Composite Units Offering Is Expected To Drive Shareholder Value ForwardNarrative 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.Upcoming Dividend • Nov 10Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.7%).ナラティブ更新 • Nov 05SO: Recent Equity Offering and Improved Margins Will Shape Future PerformanceAnalysts 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.お知らせ • Nov 04The Southern Company has completed a Composite Units Offering in the amount of $1.75 billion.The Southern Company has completed a Composite Units Offering in the amount of $1.75 billion. Security Name: Equity Units Security Type: Equity/Derivative Unit Securities Offered: 35,000,000 Price\Range: $50 Discount Per Security: $0.875Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.55 (up from US$1.40 in 3Q 2024). Revenue: US$7.82b (up 7.5% from 3Q 2024). Net income: US$1.71b (up 12% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.Declared Dividend • Oct 23Second quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 17th November 2025 Payment date: 8th December 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブ更新 • Oct 22Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower MarginsAnalysts 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.お知らせ • Oct 21Southern Company Announces Quarterly Dividend, Payable December 8, 2025Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable December 8, 2025, to shareholders of record as of November 17, 2025.ナラティブ更新 • Oct 08Southeastern US Electrification And Renewables Will Expand Future MarketsNarrative 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.お知らせ • Sep 30The Southern Company to Report Q3, 2025 Results on Oct 30, 2025The Southern Company announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025分析記事 • Sep 08The Southern Company's (NYSE:SO) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Upcoming Dividend • Aug 11Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 08 September 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (2.9%).Reported Earnings • Aug 01Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.80 (down from US$1.10 in 2Q 2024). Revenue: US$6.97b (up 7.9% from 2Q 2024). Net income: US$880.0m (down 27% from 2Q 2024). Profit margin: 13% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 24First quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 18th August 2025 Payment date: 8th September 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Jul 23Chairman recently sold US$1.3m worth of stockOn the 21st of July, Kimberly Greene sold around 13k shares on-market at roughly US$95.00 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.お知らせ • Jul 23Southern Company Announces Executive Appointments, Effective July 31Southern Company announced two key leadership moves in its Accounting, Finance, and Treasury organization. Matt Kim, senior vice president of finance and treasurer of Southern Company, has been named senior vice president, comptroller, and chief accounting officer, effective July 31. Kim will be responsible for the company's accounting policy and research, external financial reporting functions, payroll, and accounts payable, as well as providing oversight of accounting controls and related processes. Since 2022, Kim has served in several different capacities as a senior vice president in the Southern Company finance organization with responsibilities that included treasury, financial planning, business development, risk management, and trust finance. Kim previously served as vice president and controller of Southern Company Gas, with responsibility for accounting for all its utilities. Aaron Abramovitz, executive vice president, CFO, and treasurer of Georgia Power Company, will become senior vice president of finance and treasurer for Southern Company, effective July 31. Abramovitz's responsibilities will include leading the company's treasury and financial planning teams, overseeing the company's financial plan, budget, and reporting as well as financing and cash management. He will also oversee Southern Company's Investor Relations activities, working closely with incoming CFO David Poroch and Director of Investor Relations Greg MacLeod. Over the past 23 years, Abramovitz has held a series of leadership positions across the company and its subsidiaries' finance and project management organizations, including serving as director of investor relations for Southern Company and vice president of business operations for Southern Nuclear, before taking on his current role as CFO and treasurer for Georgia Power Company.お知らせ • Jul 22+ 2 more updatesSouthern Company Announces Quarterly Dividend, Payable September 8, 2025Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable September 8, 2025, to shareholders of record as of August 18, 2025.お知らせ • Jul 11+ 1 more updateThe Southern Company Announces CFO ChangesSouthern Company announced that Daniel S. Tucker, currently executive vice president and chief financial officer, plans to retire. The company announced that David P. Poroch, Age 56, currently senior vice president, comptroller and chief accounting officer of Southern Company, will succeed Tucker, effective July 31, 2025. Tucker will transition to a senior advisory role reporting to the CEO until his retirement October 1, 2025. Tucker, who joined Southern Company in 1998, was named CFO in September 2021. During his tenure as CFO, he prioritized the company's objectives of delivering regular and predictable results, ensuring strong financial integrity across the enterprise, highlighting the quality of Southern Company's value proposition with investors, and positioning the company to capture tremendous growth opportunities in the coming years. During his career, Tucker held various positions of increasing responsibility, including Southern Company senior vice president and treasurer, and executive vice president and chief financial officer of both Southern Company Gas and Georgia Power. Poroch began his career with Southern Company in 2012 as vice president and chief audit executive of Southern Company Services. This was the first of multiple leadership roles for Poroch across Southern Company, taking on greater responsibility and gaining valuable insights into the company's business portfolio. In 2014, he assumed the role of vice president and comptroller of Georgia Power. From there, Poroch served in executive roles at two of the company's major subsidiaries – Georgia Power and Southern Company Gas. He was named executive vice president, CFO and treasurer of Georgia Power in 2019, where he oversaw accounting and financial reporting, financial planning and analysis, budgeting and treasury functions. As part of his leadership development and to expand his company experience with its natural gas distribution utilities, he assumed the role of executive vice president and chief financial officer at Southern Company Gas in 2021, where he directed finance, accounting, business planning and risk management functions for the company before stepping into the Southern Company comptroller and chief accounting officer role in 2023. Prior to joining Southern Company, he was a partner with Deloitte & Touche LLP, where he gained nearly two decades of experience in the utilities sector.分析記事 • Jul 05Is 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...お知らせ • Jun 24The Southern Company to Report Q2, 2025 Results on Jul 31, 2025The Southern Company announced that they will report Q2, 2025 results at 7:30 AM, US Eastern Standard Time on Jul 31, 2025Recent Insider Transactions • May 28Insider recently sold US$1.1m worth of stockOn the 23rd of May, Christopher Cummiskey sold around 12k shares on-market at roughly US$89.54 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.分析記事 • May 15Southern (NYSE:SO) Ticks All The Boxes When It Comes To Earnings GrowthThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Upcoming Dividend • May 12Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (3.0%).Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.21 (up from US$1.03 in 1Q 2024). Revenue: US$7.78b (up 17% from 1Q 2024). Net income: US$1.33b (up 18% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 24Fourth quarter dividend increased to US$0.74Dividend of US$0.74 is 2.8% higher than last year. Ex-date: 19th May 2025 Payment date: 6th June 2025 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (437% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 22Southern Company Increases Quarterly Dividend, Payable on June 6, 2025Southern Company announced it is increasing its dividend by 8 cents per share on an annualized basis to a rate of $2.96 per share. This marks the 77th consecutive year that Southern Company has paid a dividend on its common stock that is equal to or greater than the previous quarter. Additionally, this is the 24th consecutive year the company has raised its dividend. Southern Company also announced a regular quarterly dividend – including an increase of 2 cents per share over the prior quarter – of 74 cents per share, payable June 6, 2025 to shareholders of record as of May 19, 2025.お知らせ • Apr 03The Southern Company, Annual General Meeting, May 21, 2025The Southern Company, Annual General Meeting, May 21, 2025.Recent Insider Transactions • Apr 02Executive VP & COO recently sold US$1.2m worth of stockOn the 31st of March, Stanley Connally sold around 13k shares on-market at roughly US$92.24 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. This was Stanley's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 01Executive VP & COO notifies of intention to sell stockStanley Connally intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of March. If the sale is conducted around the recent share price of US$92.24, it would amount to US$1.2m. Since December 2024, Stanley's direct individual holding has increased from 152.35k shares to 176.81k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 27The Southern Company to Report Q1, 2025 Results on May 01, 2025The Southern Company announced that they will report Q1, 2025 results at 7:30 AM, US Eastern Standard Time on May 01, 2025Recent Insider Transactions Derivative • Mar 11Chairman notifies of intention to sell stockKimberly Greene intends to sell 32k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$93.12, it would amount to US$3.0m. Since June 2024, Kimberly's direct individual holding has increased from 110.63k shares to 139.01k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 05CEO, President & Chairman recently sold US$2.2m worth of stockOn the 3rd of March, Christopher Womack sold around 24k shares on-market at roughly US$90.13 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.Recent Insider Transactions Derivative • Feb 26CEO, President & Chairman notifies of intention to sell stockChristopher Womack intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$90.00, it would amount to US$2.3m. For the year to December 2021, Christopher's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 90.32k shares to 116.22k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Feb 21Southern Company: Strong 2024 Earnings Reinforce Confidence In The InvestmentSummary 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 AlphaReported Earnings • Feb 20Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: US$4.02 (up from US$3.64 in FY 2023). Revenue: US$26.7b (up 5.8% from FY 2023). Net income: US$4.40b (up 11% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 14Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 18 February 2025. Payment date: 06 March 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.0%).Seeking Alpha • Feb 14The Southern Company's Good Fuel MixSummary 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 AlphaRecent Insider Transactions • Feb 13Chairman recently sold US$1.3m worth of stockOn the 11th of February, J. Peoples sold around 15k shares on-market at roughly US$86.00 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Feb 12Chairman notifies of intention to sell stockJ. Peoples intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of February. If the sale is conducted around the recent share price of US$86.00, it would amount to US$1.3m. Since March 2024, Peoples' direct individual holding has increased from 26.28k shares to 36.25k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 12Southern Company Appoints James O. (Jimmy) Etheredge as an Independent Director, Effective April 1, 2025The Board of Directors of Southern Company announced the election of James O. (Jimmy) Etheredge as an independent director, effective Apr. 1, 2025. Board committee assignments have not yet been determined. Etheredge was CEO – North America of Accenture plc from September 2019 until August 2023 and a special advisor to the CEO and board until July 2024. His responsibilities as CEO included driving results through an 80,000-member team and executing Accenture's strategy and consulting, interactive, technology (including AI, cloud and others) and operations practices. From December 2016 until September 2019, he was Senior Managing Director of US Southeast, responsible for leading Accenture's business in ten states. In this role, he oversaw the firm's business across all consulting specialties and client industry segments within the region. Etheredge joined Accenture in 1985, became a partner in 1997 and an executive partner in 2011. During his career, Etheredge advised clients in the utilities industry both in the U.S. and worldwide. A native of middle Georgia, he earned a B.S. in Industrial Engineering from the Georgia Institute of Technology and serves as a trustee of the Georgia Tech Foundation. Etheredge serves on the board of Encora Digital LLC and as deputy chair of the board of the Federal Reserve Bank of Atlanta. He also serves on the boards of Woodruff Arts Center, the Atlanta Police Foundation, Techbridge and Atlanta Area Council Boy Scouts.Declared Dividend • Jan 31Third quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 18th February 2025 Payment date: 6th March 2025 Dividend yield will be 3.4%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 29Southern Company Announces Quarterly Dividend, Payable on March 6, 2025Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable on March 6, 2025, to shareholders of record as of February 18, 2025.Seeking Alpha • Jan 22SOJF: A 6.5% Investment Grade Baby Bond IPO From The Southern CompanySummary 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 Alphaお知らせ • Jan 15The Southern Company to Report Q4, 2024 Results on Feb 20, 2025The Southern Company announced that they will report Q4, 2024 results at 7:30 AM, US Eastern Standard Time on Feb 20, 2025Seeking Alpha • Jan 15Southern 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 AlphaRecent Insider Transactions • Dec 08CEO, President & Chairman recently sold US$1.2m worth of stockOn the 5th of December, Christopher Womack sold around 14k shares on-market at roughly US$86.18 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.7m. This was Christopher's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 06CEO, President & Chairman notifies of intention to sell stockChristopher Womack intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$86.18, it would amount to US$1.2m. For the year to December 2021, Christopher's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Christopher has owned 90.32k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Nov 11Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (3.0%).Seeking Alpha • Nov 01Southern Company: One Of The Best Utilities At A Lofty PriceSummary 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 AlphaReported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$1.40 (up from US$1.30 in 3Q 2023). Revenue: US$7.27b (up 4.2% from 3Q 2023). Net income: US$1.54b (up 7.9% from 3Q 2023). Profit margin: 21% (in line with 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25Southern Company Announces Retirement of Martin B. Davis as Executive Vice President and Chief Information Officer, Effective April 1, 2025Southern Company announced the retirement of Martin B. Davis as executive vice president and chief information officer, effective April 1, 2025. Davis has spent more than 35 years leading complex technology organizations in highly regulated environments. Since joining the company in 2015, Davis has led more than 2,000 technology professionals supporting Southern Company's subsidiaries. He drove innovation and excellence at Southern Company by developing and implementing advanced technology, cybersecurity and customer solutions. Before joining Southern Company, Davis served as head of enterprise information technology, executive vice president and chief technology officer at Wells Fargo and played a key role in that company's integration of Wachovia, the largest technology integration in the history of U.S. financial services. Davis currently serves on the board of directors of Piedmont Healthcare and the South State Corporation and formerly served on the board of directors of the American Heart Association (Southeast Region) and the board of trustees at Winston-Salem State University.Davis holds a bachelor's degree in business administration from Winston-Salem State University and is a graduate of the Young Executives Institute and the Wachovia Executive Leadership Program at the University of North Carolina, Chapel Hill.Declared Dividend • Oct 18Second quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 18th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 15The Southern Company Announces Regular Quarterly Dividend, Payable on December 6, 2024Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable December 6, 2024, to shareholders of record as of November 18, 2024.Recent Insider Transactions • Oct 09Board Member recently sold US$2.7m worth of stockOn the 4th of October, James Kerr sold around 30k shares on-market at roughly US$89.64 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.5m more than they bought in the last 12 months.Seeking Alpha • Oct 08Southern Company Could Be Dead Money For The Foreseeable FutureSummary 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 AlphaRecent Insider Transactions Derivative • Oct 07Board Member notifies of intention to sell stockJames Kerr intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of October. If the sale is conducted around the recent share price of US$89.64, it would amount to US$2.7m. Since December 2023, James' direct individual holding has decreased from 224.22k shares to 206.86k. Company insiders have collectively sold US$8.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Oct 04The Southern Company to Report Q3, 2024 Results on Oct 31, 2024The Southern Company announced that they will report Q3, 2024 results at 7:30 AM, US Eastern Standard Time on Oct 31, 2024Seeking Alpha • Sep 28The Southern Company: Time To Lock In GainsSummary 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 19The AI Factor: Southern Company's Pricey Power PlaySummary 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 AlphaUpcoming Dividend • Aug 12Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.1%).Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.10 (up from US$0.77 in 2Q 2023). Revenue: US$6.46b (up 12% from 2Q 2023). Net income: US$1.20b (up 44% from 2Q 2023). Profit margin: 19% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.Declared Dividend • Jul 18First quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 19th August 2024 Payment date: 6th September 2024 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 15Southern Company Announces Quarterly Dividend, Payable on September 6, 2024Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable September 6, 2024, to shareholders of record as of August 19, 2024.収支内訳Southern の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:SO 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2630,1754,363-609031 Dec 2529,5534,341-612030 Sep 2528,9134,459-612030 Jun 2528,3634,283-610031 Mar 2527,8534,606-611031 Dec 2426,7244,401-610030 Sep 2426,4284,722-605030 Jun 2426,1344,608-603031 Mar 2425,4194,243-598031 Dec 2325,2533,976-595030 Sep 2326,2553,034-611030 Jun 2327,6533,085-625031 Mar 2329,1113,354-641031 Dec 2229,2793,524-656030 Sep 2227,9993,396-634030 Jun 2225,8593,024-612031 Mar 2223,8512,290-590031 Dec 2123,1132,393-569030 Sep 2122,4632,995-531030 Jun 2121,8453,147-492031 Mar 2121,2673,386-455031 Dec 2020,3753,119-415030 Sep 2020,1723,173-378030 Jun 2020,5473,237-342031 Mar 2021,0253,523-303031 Dec 1921,4194,739-267030 Sep 1921,8424,576-259030 Jun 1922,0064,424-251031 Mar 1922,5353,372-302031 Dec 1823,4952,226-235030 Sep 1823,7862,443-176030 Jun 1823,8282,349-117031 Mar 1823,6321,1220031 Dec 1723,031842-235030 Sep 1722,5845440030 Jun 1722,6476130031 Mar 1721,6752,6170031 Dec 1619,8962,4480030 Sep 1618,2832,5220030 Jun 1617,4202,3410031 Mar 1617,2982,3480031 Dec 1517,4892,3670030 Sep 1517,9382,3790030 Jun 1517,8762,13900質の高い収益: SOは 高品質の収益 を持っています。利益率の向上: SOの現在の純利益率 (14.5%)は、昨年(16.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SOの収益は過去 5 年間で年間10.9%増加しました。成長の加速: SOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SOは過去 1 年間で収益成長率がマイナス ( -5.3% ) となったため、 Electric Utilities業界平均 ( 8.3% ) と比較することが困難です。株主資本利益率高いROE: SOの 自己資本利益率 ( 10.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 07:43終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Southern Company 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Jacob KilsteinArgus Research CompanyDaniel FordBarclaysNicholas CampanellaBarclays28 その他のアナリストを表示
Reported Earnings • May 05First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$1.21. Revenue: US$8.40b (up 8.0% from 1Q 2025). Net income: US$1.36b (up 1.6% from 1Q 2025). Profit margin: 16% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US.
お知らせ • Mar 24+ 1 more updateThe Southern Company to Report Q1, 2026 Results on Apr 30, 2026The Southern Company announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2026
Reported Earnings • Feb 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$3.94 (down from US$4.02 in FY 2024). Revenue: US$29.6b (up 11% from FY 2024). Net income: US$4.34b (down 1.4% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jan 15The Southern Company to Report Q4, 2025 Results on Feb 19, 2026The Southern Company announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.55 (up from US$1.40 in 3Q 2024). Revenue: US$7.82b (up 7.5% from 3Q 2024). Net income: US$1.71b (up 12% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Sep 30The Southern Company to Report Q3, 2025 Results on Oct 30, 2025The Southern Company announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025
Reported Earnings • May 05First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$1.21. Revenue: US$8.40b (up 8.0% from 1Q 2025). Net income: US$1.36b (up 1.6% from 1Q 2025). Profit margin: 16% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US.
ライブニュース • May 04Southern Company Reports Q1 Earnings Beat as Data Center Demand and DOE Loans Drive GrowthSouthern reported Q1 2026 net income of $1.4b ($1.21 per share) and adjusted earnings of $1.5b ($1.32 per share), with revenue of $8.4b that was ahead of Wall Street expectations. Retail electricity sales were helped by a 42% jump in data center power usage, with over 11 gigawatts now fully contracted across 28 large load projects and a pipeline above 75 gigawatts. The company secured US$26.5b in low-cost Department of Energy loans, raised its 2026-2030 capital spending plan by US$700m, and increased its annual dividend for the 25th consecutive year. For investors, the key point is how closely Southern is tying its growth plans to rising power demand from data centers in the Southeast. The completed Vogtle nuclear units 3 and 4, along with battery storage and gas turbine upgrades, sit alongside a sizeable project pipeline that is already largely backed by contracts, which can help support more predictable cash flows. The DOE financing and recent equity raised through a US$500m ATM program give Southern additional funding options for that larger capital plan. At the same time, a 25-year streak of dividend increases highlights management’s focus on returning cash to shareholders while supporting long-term infrastructure build-out. Investors will likely watch how effectively Southern manages project execution, regulatory relationships and customer bill impacts as this data center-driven demand story evolves.
Seeking Alpha • Apr 29Southern Company: Positive Long-Term Clean Energy PivotSummary 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
Declared Dividend • Apr 23Fourth quarter dividend increased to US$0.76Dividend of US$0.76 is 2.7% higher than last year. Ex-date: 18th May 2026 Payment date: 8th June 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブ更新 • Apr 23SO: Fair View Will Reflect Dam Safety Progress And Dividend SupportAnalysts 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.
お知らせ • Apr 22Southern Company Announces Quarterly Cash Dividend, Payable on June 8, 2026Southern Company announced a regular quarterly dividend of 76 cents per share on the company's common stock, payable June 8, 2026 to shareholders of record as of May 18, 2026. In doing so, the company is increasing its dividend by 8 cents per share on an annualized basis to a rate of $3.04 per share.
ナラティブ更新 • Apr 07SO: Fair View Will Reflect Dam Safety Progress And Stable Future P/EAnalysts 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.
Recent Insider Transactions • Apr 07Chairman recently sold US$2.4m worth of stockOn the 30th of March, Kimberly Greene sold around 25k shares on-market at roughly US$96.67 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.9m more than they bought in the last 12 months.
お知らせ • Mar 24+ 1 more updateThe Southern Company to Report Q1, 2026 Results on Apr 30, 2026The Southern Company announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2026
ナラティブ更新 • Mar 23SO: Fair Value View Will Reflect Dam Safety Compliance And Higher Future P/EAnalysts 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).
Recent Insider Transactions • Mar 20Executive VP & COO recently sold US$1.2m worth of stockOn the 18th of March, Stanley Connally sold around 13k shares on-market at roughly US$97.13 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stanley has been a net seller over the last 12 months, reducing personal holdings by US$2.4m.
お知らせ • Mar 20Southern Company Generation Hydro Services Receives Federal Energy Regulatory Commission Letter Regarding Annual Dam Safety Inspection And Part 12D Comprehensive Assessment InspectionSouthern Company Generation Hydro Services received a letter from the Federal Energy Regulatory Commission Office of Energy Projects Division of Dam Safety and Inspections – Atlanta Regional Office. On March 9, 2026, D2SI staff, including Matthew Henry and Lauren Foster, inspected the Tallulah Falls Development of the North Georgia Project No. 2354-03. The inspection occurred in conjunction with the 12th Part 12D Independent Consultant’s Safety Inspection, which is a Comprehensive Assessment (CA). During the inspection, staff found no new problems that would present an immediate concern for dam safety or continued operations and there are no follow-up recommendations from the inspection. The letter stated appreciation for continued cooperation in ensuring the safety of the project.
ナラティブ更新 • Mar 07SO: Fair Value View Will Reflect Modest Revenue Gains And Higher Future P/EAnalysts 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.
ナラティブ更新 • Feb 21SO: Fair Value Outlook Will Balance Higher Profitability And Slightly Lower Future P/EAnalysts 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.
Reported Earnings • Feb 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$3.94 (down from US$4.02 in FY 2024). Revenue: US$29.6b (up 11% from FY 2024). Net income: US$4.34b (down 1.4% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 6.2%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Feb 18the Southern Company Appoints John M. Turner, Jr. to Board Committees, Effective February 17, 2026The Southern Company reported the election of Mr. John M. Turner, Jr. to its Board of Directors. On February 16, 2026, the Board appointed Mr. Turner to the Finance Committee and the Operations, Environmental and Safety Committee, effective February 17, 2026.
Declared Dividend • Feb 01Third quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 17th February 2026 Payment date: 6th March 2026 Dividend yield will be 3.3%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 29Southern Company Announces Regular Quarterly Dividend, Payable on March 6, 2026Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable March 6, 2026, to shareholders of record as of February 17, 2026.
お知らせ • Jan 15The Southern Company to Report Q4, 2025 Results on Feb 19, 2026The Southern Company announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2026
ナラティブ更新 • Dec 04SO: Composite Equity Units Offering Will Support Future Shareholder Value UpsideAnalysts 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).
ナラティブ更新 • Nov 20SO: Composite Units Offering Is Expected To Drive Shareholder Value ForwardNarrative 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.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 72% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.7%).
ナラティブ更新 • Nov 05SO: Recent Equity Offering and Improved Margins Will Shape Future PerformanceAnalysts 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.
お知らせ • Nov 04The Southern Company has completed a Composite Units Offering in the amount of $1.75 billion.The Southern Company has completed a Composite Units Offering in the amount of $1.75 billion. Security Name: Equity Units Security Type: Equity/Derivative Unit Securities Offered: 35,000,000 Price\Range: $50 Discount Per Security: $0.875
Reported Earnings • Oct 31Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.55 (up from US$1.40 in 3Q 2024). Revenue: US$7.82b (up 7.5% from 3Q 2024). Net income: US$1.71b (up 12% from 3Q 2024). Profit margin: 22% (in line with 3Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 2.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
Declared Dividend • Oct 23Second quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 17th November 2025 Payment date: 8th December 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブ更新 • Oct 22Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower MarginsAnalysts 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.
お知らせ • Oct 21Southern Company Announces Quarterly Dividend, Payable December 8, 2025Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable December 8, 2025, to shareholders of record as of November 17, 2025.
ナラティブ更新 • Oct 08Southeastern US Electrification And Renewables Will Expand Future MarketsNarrative 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.
お知らせ • Sep 30The Southern Company to Report Q3, 2025 Results on Oct 30, 2025The Southern Company announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025
分析記事 • Sep 08The Southern Company's (NYSE:SO) Business Is Yet to Catch Up With Its Share PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Upcoming Dividend • Aug 11Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 08 September 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (2.9%).
Reported Earnings • Aug 01Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.80 (down from US$1.10 in 2Q 2024). Revenue: US$6.97b (up 7.9% from 2Q 2024). Net income: US$880.0m (down 27% from 2Q 2024). Profit margin: 13% (down from 19% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 24First quarter dividend of US$0.74 announcedShareholders will receive a dividend of US$0.74. Ex-date: 18th August 2025 Payment date: 8th September 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Jul 23Chairman recently sold US$1.3m worth of stockOn the 21st of July, Kimberly Greene sold around 13k shares on-market at roughly US$95.00 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.
お知らせ • Jul 23Southern Company Announces Executive Appointments, Effective July 31Southern Company announced two key leadership moves in its Accounting, Finance, and Treasury organization. Matt Kim, senior vice president of finance and treasurer of Southern Company, has been named senior vice president, comptroller, and chief accounting officer, effective July 31. Kim will be responsible for the company's accounting policy and research, external financial reporting functions, payroll, and accounts payable, as well as providing oversight of accounting controls and related processes. Since 2022, Kim has served in several different capacities as a senior vice president in the Southern Company finance organization with responsibilities that included treasury, financial planning, business development, risk management, and trust finance. Kim previously served as vice president and controller of Southern Company Gas, with responsibility for accounting for all its utilities. Aaron Abramovitz, executive vice president, CFO, and treasurer of Georgia Power Company, will become senior vice president of finance and treasurer for Southern Company, effective July 31. Abramovitz's responsibilities will include leading the company's treasury and financial planning teams, overseeing the company's financial plan, budget, and reporting as well as financing and cash management. He will also oversee Southern Company's Investor Relations activities, working closely with incoming CFO David Poroch and Director of Investor Relations Greg MacLeod. Over the past 23 years, Abramovitz has held a series of leadership positions across the company and its subsidiaries' finance and project management organizations, including serving as director of investor relations for Southern Company and vice president of business operations for Southern Nuclear, before taking on his current role as CFO and treasurer for Georgia Power Company.
お知らせ • Jul 22+ 2 more updatesSouthern Company Announces Quarterly Dividend, Payable September 8, 2025Southern Company announced a regular quarterly dividend of 74 cents per share on the company's common stock, payable September 8, 2025, to shareholders of record as of August 18, 2025.
お知らせ • Jul 11+ 1 more updateThe Southern Company Announces CFO ChangesSouthern Company announced that Daniel S. Tucker, currently executive vice president and chief financial officer, plans to retire. The company announced that David P. Poroch, Age 56, currently senior vice president, comptroller and chief accounting officer of Southern Company, will succeed Tucker, effective July 31, 2025. Tucker will transition to a senior advisory role reporting to the CEO until his retirement October 1, 2025. Tucker, who joined Southern Company in 1998, was named CFO in September 2021. During his tenure as CFO, he prioritized the company's objectives of delivering regular and predictable results, ensuring strong financial integrity across the enterprise, highlighting the quality of Southern Company's value proposition with investors, and positioning the company to capture tremendous growth opportunities in the coming years. During his career, Tucker held various positions of increasing responsibility, including Southern Company senior vice president and treasurer, and executive vice president and chief financial officer of both Southern Company Gas and Georgia Power. Poroch began his career with Southern Company in 2012 as vice president and chief audit executive of Southern Company Services. This was the first of multiple leadership roles for Poroch across Southern Company, taking on greater responsibility and gaining valuable insights into the company's business portfolio. In 2014, he assumed the role of vice president and comptroller of Georgia Power. From there, Poroch served in executive roles at two of the company's major subsidiaries – Georgia Power and Southern Company Gas. He was named executive vice president, CFO and treasurer of Georgia Power in 2019, where he oversaw accounting and financial reporting, financial planning and analysis, budgeting and treasury functions. As part of his leadership development and to expand his company experience with its natural gas distribution utilities, he assumed the role of executive vice president and chief financial officer at Southern Company Gas in 2021, where he directed finance, accounting, business planning and risk management functions for the company before stepping into the Southern Company comptroller and chief accounting officer role in 2023. Prior to joining Southern Company, he was a partner with Deloitte & Touche LLP, where he gained nearly two decades of experience in the utilities sector.
分析記事 • Jul 05Is 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...
お知らせ • Jun 24The Southern Company to Report Q2, 2025 Results on Jul 31, 2025The Southern Company announced that they will report Q2, 2025 results at 7:30 AM, US Eastern Standard Time on Jul 31, 2025
Recent Insider Transactions • May 28Insider recently sold US$1.1m worth of stockOn the 23rd of May, Christopher Cummiskey sold around 12k shares on-market at roughly US$89.54 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.
分析記事 • May 15Southern (NYSE:SO) Ticks All The Boxes When It Comes To Earnings GrowthThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Upcoming Dividend • May 12Upcoming dividend of US$0.74 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (3.0%).
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.21 (up from US$1.03 in 1Q 2024). Revenue: US$7.78b (up 17% from 1Q 2024). Net income: US$1.33b (up 18% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.0%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 24Fourth quarter dividend increased to US$0.74Dividend of US$0.74 is 2.8% higher than last year. Ex-date: 19th May 2025 Payment date: 6th June 2025 Dividend yield will be 3.2%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (437% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 22Southern Company Increases Quarterly Dividend, Payable on June 6, 2025Southern Company announced it is increasing its dividend by 8 cents per share on an annualized basis to a rate of $2.96 per share. This marks the 77th consecutive year that Southern Company has paid a dividend on its common stock that is equal to or greater than the previous quarter. Additionally, this is the 24th consecutive year the company has raised its dividend. Southern Company also announced a regular quarterly dividend – including an increase of 2 cents per share over the prior quarter – of 74 cents per share, payable June 6, 2025 to shareholders of record as of May 19, 2025.
お知らせ • Apr 03The Southern Company, Annual General Meeting, May 21, 2025The Southern Company, Annual General Meeting, May 21, 2025.
Recent Insider Transactions • Apr 02Executive VP & COO recently sold US$1.2m worth of stockOn the 31st of March, Stanley Connally sold around 13k shares on-market at roughly US$92.24 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.0m. This was Stanley's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 01Executive VP & COO notifies of intention to sell stockStanley Connally intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of March. If the sale is conducted around the recent share price of US$92.24, it would amount to US$1.2m. Since December 2024, Stanley's direct individual holding has increased from 152.35k shares to 176.81k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 27The Southern Company to Report Q1, 2025 Results on May 01, 2025The Southern Company announced that they will report Q1, 2025 results at 7:30 AM, US Eastern Standard Time on May 01, 2025
Recent Insider Transactions Derivative • Mar 11Chairman notifies of intention to sell stockKimberly Greene intends to sell 32k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$93.12, it would amount to US$3.0m. Since June 2024, Kimberly's direct individual holding has increased from 110.63k shares to 139.01k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 05CEO, President & Chairman recently sold US$2.2m worth of stockOn the 3rd of March, Christopher Womack sold around 24k shares on-market at roughly US$90.13 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by US$3.5m.
Recent Insider Transactions Derivative • Feb 26CEO, President & Chairman notifies of intention to sell stockChristopher Womack intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$90.00, it would amount to US$2.3m. For the year to December 2021, Christopher's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Christopher's direct individual holding has increased from 90.32k shares to 116.22k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Feb 21Southern Company: Strong 2024 Earnings Reinforce Confidence In The InvestmentSummary 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 Alpha
Reported Earnings • Feb 20Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: US$4.02 (up from US$3.64 in FY 2023). Revenue: US$26.7b (up 5.8% from FY 2023). Net income: US$4.40b (up 11% from FY 2023). Profit margin: 17% (in line with FY 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 14Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 18 February 2025. Payment date: 06 March 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.0%).
Seeking Alpha • Feb 14The Southern Company's Good Fuel MixSummary 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 Alpha
Recent Insider Transactions • Feb 13Chairman recently sold US$1.3m worth of stockOn the 11th of February, J. Peoples sold around 15k shares on-market at roughly US$86.00 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Feb 12Chairman notifies of intention to sell stockJ. Peoples intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of February. If the sale is conducted around the recent share price of US$86.00, it would amount to US$1.3m. Since March 2024, Peoples' direct individual holding has increased from 26.28k shares to 36.25k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 12Southern Company Appoints James O. (Jimmy) Etheredge as an Independent Director, Effective April 1, 2025The Board of Directors of Southern Company announced the election of James O. (Jimmy) Etheredge as an independent director, effective Apr. 1, 2025. Board committee assignments have not yet been determined. Etheredge was CEO – North America of Accenture plc from September 2019 until August 2023 and a special advisor to the CEO and board until July 2024. His responsibilities as CEO included driving results through an 80,000-member team and executing Accenture's strategy and consulting, interactive, technology (including AI, cloud and others) and operations practices. From December 2016 until September 2019, he was Senior Managing Director of US Southeast, responsible for leading Accenture's business in ten states. In this role, he oversaw the firm's business across all consulting specialties and client industry segments within the region. Etheredge joined Accenture in 1985, became a partner in 1997 and an executive partner in 2011. During his career, Etheredge advised clients in the utilities industry both in the U.S. and worldwide. A native of middle Georgia, he earned a B.S. in Industrial Engineering from the Georgia Institute of Technology and serves as a trustee of the Georgia Tech Foundation. Etheredge serves on the board of Encora Digital LLC and as deputy chair of the board of the Federal Reserve Bank of Atlanta. He also serves on the boards of Woodruff Arts Center, the Atlanta Police Foundation, Techbridge and Atlanta Area Council Boy Scouts.
Declared Dividend • Jan 31Third quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 18th February 2025 Payment date: 6th March 2025 Dividend yield will be 3.4%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 29Southern Company Announces Quarterly Dividend, Payable on March 6, 2025Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable on March 6, 2025, to shareholders of record as of February 18, 2025.
Seeking Alpha • Jan 22SOJF: A 6.5% Investment Grade Baby Bond IPO From The Southern CompanySummary 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 Alpha
お知らせ • Jan 15The Southern Company to Report Q4, 2024 Results on Feb 20, 2025The Southern Company announced that they will report Q4, 2024 results at 7:30 AM, US Eastern Standard Time on Feb 20, 2025
Seeking Alpha • Jan 15Southern 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 Alpha
Recent Insider Transactions • Dec 08CEO, President & Chairman recently sold US$1.2m worth of stockOn the 5th of December, Christopher Womack sold around 14k shares on-market at roughly US$86.18 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.7m. This was Christopher's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 06CEO, President & Chairman notifies of intention to sell stockChristopher Womack intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$86.18, it would amount to US$1.2m. For the year to December 2021, Christopher's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Christopher has owned 90.32k shares directly. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Nov 11Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (3.0%).
Seeking Alpha • Nov 01Southern Company: One Of The Best Utilities At A Lofty PriceSummary 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 Alpha
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$1.40 (up from US$1.30 in 3Q 2023). Revenue: US$7.27b (up 4.2% from 3Q 2023). Net income: US$1.54b (up 7.9% from 3Q 2023). Profit margin: 21% (in line with 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25Southern Company Announces Retirement of Martin B. Davis as Executive Vice President and Chief Information Officer, Effective April 1, 2025Southern Company announced the retirement of Martin B. Davis as executive vice president and chief information officer, effective April 1, 2025. Davis has spent more than 35 years leading complex technology organizations in highly regulated environments. Since joining the company in 2015, Davis has led more than 2,000 technology professionals supporting Southern Company's subsidiaries. He drove innovation and excellence at Southern Company by developing and implementing advanced technology, cybersecurity and customer solutions. Before joining Southern Company, Davis served as head of enterprise information technology, executive vice president and chief technology officer at Wells Fargo and played a key role in that company's integration of Wachovia, the largest technology integration in the history of U.S. financial services. Davis currently serves on the board of directors of Piedmont Healthcare and the South State Corporation and formerly served on the board of directors of the American Heart Association (Southeast Region) and the board of trustees at Winston-Salem State University.Davis holds a bachelor's degree in business administration from Winston-Salem State University and is a graduate of the Young Executives Institute and the Wachovia Executive Leadership Program at the University of North Carolina, Chapel Hill.
Declared Dividend • Oct 18Second quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 18th November 2024 Payment date: 6th December 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 15The Southern Company Announces Regular Quarterly Dividend, Payable on December 6, 2024Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable December 6, 2024, to shareholders of record as of November 18, 2024.
Recent Insider Transactions • Oct 09Board Member recently sold US$2.7m worth of stockOn the 4th of October, James Kerr sold around 30k shares on-market at roughly US$89.64 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.5m more than they bought in the last 12 months.
Seeking Alpha • Oct 08Southern Company Could Be Dead Money For The Foreseeable FutureSummary 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 Alpha
Recent Insider Transactions Derivative • Oct 07Board Member notifies of intention to sell stockJames Kerr intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of October. If the sale is conducted around the recent share price of US$89.64, it would amount to US$2.7m. Since December 2023, James' direct individual holding has decreased from 224.22k shares to 206.86k. Company insiders have collectively sold US$8.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Oct 04The Southern Company to Report Q3, 2024 Results on Oct 31, 2024The Southern Company announced that they will report Q3, 2024 results at 7:30 AM, US Eastern Standard Time on Oct 31, 2024
Seeking Alpha • Sep 28The Southern Company: Time To Lock In GainsSummary 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 Alpha
Seeking Alpha • Aug 19The AI Factor: Southern Company's Pricey Power PlaySummary 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 Alpha
Upcoming Dividend • Aug 12Upcoming dividend of US$0.72 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.1%).
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.10 (up from US$0.77 in 2Q 2023). Revenue: US$6.46b (up 12% from 2Q 2023). Net income: US$1.20b (up 44% from 2Q 2023). Profit margin: 19% (up from 15% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electric Utilities industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
Declared Dividend • Jul 18First quarter dividend of US$0.72 announcedShareholders will receive a dividend of US$0.72. Ex-date: 19th August 2024 Payment date: 6th September 2024 Dividend yield will be 3.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (72% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 15Southern Company Announces Quarterly Dividend, Payable on September 6, 2024Southern Company announced a regular quarterly dividend of 72 cents per share on the company's common stock, payable September 6, 2024, to shareholders of record as of August 19, 2024.
