Southern Company has reached a critical inflection point following the commercial operation of Vogtle Unit 4, transitioning from a decade of intense construction risk to a phase of regulated earnings growth. While the company benefits from robust demand in the...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth reached 8.0% in 2026Q1, supported by a 24.0% operating margin that reflects the successful integration of major capital projects into the rate base.
Southern Company forecasts an 8% electric load growth from 2025 to 2029, driven by in‑migration, data centers, and manufacturing activity. This expansion fuels demand for new generation capacity and supports future revenue growth.
Management targets a 9% compound annual growth rate for its rate base, which is expected to drive regulated earnings expansion. The rate base growth aligns with the company’s capital investment plan and regulatory approvals.
Southern plans $81 billion in capital expenditures over 2026‑2030, a significant increase from prior periods. The investment is aimed at new generation, transmission, and infrastructure upgrades to support load growth.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.13+11.9% vs $1.01 | $7.0B-3.5% vs $7.2B |
Q2 2026 Apr 30, 2026 | $1.32+9.1% vs $1.21 | $8.4B+4.0% vs $8.1B |
Q1 2026 Feb 19, 2026 | $0.55-1.4% vs $0.56 | $7.0B+14.5% vs $6.1B |
Q4 2025 Oct 30, 2025 | $1.60+6.0% vs $1.51 | $7.8B+2.7% vs $7.6B |
Rising Treasury yields just knocked five pipeline and utility stocks to levels that have income investors asking whether the selloff created a buying window or a warning sign worth heeding.
Turning a monthly paycheck into permanent investment income sounds straightforward until you realize how dramatically the required capital swings based on one variable most people overlook when building their retirement portfolio.
GADSDEN, Ala., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Gates Little, President and Chief Executive Officer of The Southern Banc Company, Inc. (OTCID: SRNN), the holding company for The Southern Bank Company, announced unaudited fourth quarter and audited full-year results for the fourth quarter and year ended June 30, 2026.
Both Southern Company and Duke Energy are locking in massive data center contracts, but funding billions in new generation while protecting a retirement income payout creates a tension only one of them has actually solved.
Benchmark SO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Southern Company (SO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.72 | $94.38B | 21.36 | 10.59% | 14.69% | 11.49% | 3.25% | |
| $114.13 | $88.98B | 18.09 | 6.19% | 15.72% | 9.58% | — | |
| $61.31 | $53.92B | 17.77 | 14.16% | 13.93% | 7.71% | — | |
| $119.57 | $65.06B | 17.95 | 9.37% | 13.95% | 9.66% | — | |
| $40.73 | $41.68B | 14.87 | 5.34% | 10.99% | 9.61% | — | |
| $71.41 | $44.58B | 20.88 | 9.14% | 15.28% | 9.64% | — |
The Southern Company (SO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Southern Company (SO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 8, 2026·SEC
May 15, 2026·SEC
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The Southern Company (SO) stock FAQ — growth, dividends, profitability & financials explained
The Southern Company (SO) reported $30.18B in revenue for fiscal year 2025. This represents a 191% increase from $10.36B in 1996.
The Southern Company (SO) grew revenue by 10.6% over the past year. This is steady growth.
Yes, The Southern Company (SO) is profitable, generating $4.66B in net income for fiscal year 2025 (14.7% net margin).
Yes, The Southern Company (SO) pays a dividend with a yield of 3.25%. This makes it attractive for income-focused investors.
The Southern Company (SO) has a return on equity (ROE) of 11.5%. This is reasonable for most industries.
The Southern Company (SO) generated $2.57B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
The Southern Company (SO) has a dividend payout ratio of 69%. This suggests the dividend is well-covered and sustainable.
