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The Southern Company Stock Price

NYSE:SO Community·US$104.4b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 91 Fair Values set on narratives written by author

SO Share Price Performance

US$92.60
4.10 (4.63%)
US$101.34
Fair Value
US$92.60
4.10 (4.63%)
8.6% undervalued intrinsic discount
US$101.34
Fair Value
Price US$92.60
AnalystConsensusTarget US$101.34

SO Community Narratives

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Fair Value US$101.34 8.6% undervalued intrinsic discount

Analysts Lift Southern Price Target on Higher Revenue Growth Despite Lower Margins

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Trending Discussion

Updated Narratives

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SO: Future Dividend Strength Will Reflect Rate Cuts And Dam Safety Progress

Fair Value: US$101.34 8.6% undervalued intrinsic discount
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Snowflake Analysis

Average dividend payer with low risk.

3 Risks
1 Reward

The Southern Company Key Details

US$30.2b

Revenue

US$15.7b

Cost of Revenue

US$14.5b

Gross Profit

US$10.1b

Other Expenses

US$4.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.87
48.00%
14.46%
186.7%
View Full Analysis

About SO

Founded
1945
Employees
29651
CEO
Christopher Womack
WebsiteView website
www.southerncompany.com

The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers. In addition, the company is involved in the distribution of natural gas in Illinois, Georgia, Virginia, and Tennessee; distributes energy and resilience solutions; and invests in telecommunications. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

Recent SO News & Updates

Narrative Update Jun 03

SO: Future Dividend Strength Will Reflect Rate Cuts And Dam Safety Progress

Analysts have trimmed Southern's price target slightly to $101.34 from $101.71, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that keep the overall valuation framework largely intact. What's in the News The Georgia Public Service Commission approved a Georgia Power rate reduction plan that is expected to save the typical residential customer about US$50 annually and deliver about US$285 million in total customer savings starting in June 2026, according to recent commission filings.
Seeking Alpha May 22

Southern Company: Data Center Demand Is Becoming A Long-Term Growth Driver

Summary Southern Company is rated Buy with a $102 target, offering 9% upside as data center-driven electricity demand accelerates revenue growth. Q1 results exceeded expectations: revenue up 8% YoY, adjusted EPS up 7.3% YoY, with data centers boosting wholesale electric sales by 30%. SO's valuation remains attractive; multiples are at or below five-year averages, and the DCF model assumes a 4.61% revenue CAGR and rising margins through 2030. Balance sheet pressure persists from high net debt ($75B, Net Debt/EBITDA 5.17x), but dividends remain robust; key risks include regulatory changes and capex overruns. Read the full article on Seeking Alpha

Recent updates

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