Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$94.61
Open:$94.09
Day's Low:$93.52
Day's High:$94.34
Bid / Ask:-
Market Cap:107.85B
Enterprise Value:185.71B
52-Week Range
52-Week Low:$81.69
52-Week High:$99.58
Current position in 52-week range
52w Low-52w High
50-Day Avg:$87.90
200-Day Avg:$92.46
Volume
Volume Today:5,089,802
Avg Volume (3m):5,947,342
Avg Volume (10d):5,348,210
52-Week Change:+2.03%
vs S&P 500, 52 weeks:-
Beta:0.29
Valuation Multiples
P/E (trailing):22.59
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 30, 2026. The P/E is the price divided by that EPS.
P/E (forward):19.06
PEG Ratio:2.24
Price / Book:2.73
Price / Sales (TTM):3.57
EV / Revenue:6.15
EV / EBITDA:13.03
Dividends
Current yield:3.21%
Annual Dividend Rate:$3.04
Dividend Trailing:$2.98
Yield Trailing:3.15%
5-Year Avg Yield:3.54%
Payout Ratio:71.81%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):30.18B
Gross Profit:14.57B
EBITDA:14.26B
Net Income (TTM):4.66B
Rev Growth (YoY):+0.10%
Earnings Growth (YoY):+30.40%
Quarterly earnings growth (YoY):+33.40%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$4.15
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 30, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.92
Revenue Per Share:$26.99
Cash Per Share:-
Book Value:$34.40
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:2.98B
Total Debt:77.09B
Net Debt (Debt - Cash):74.10B
Debt / Equity:182.06%
Current Ratio:0.79
Quick Ratio:0.44
Cash Flows
Operating Cash Flow:10.65B
Free Cash Flow (FCF):−3.91B
FCF Yield (FCF / Market Cap):-
Enterprise Value:185.71B
EV / Revenue:6.15
EV / EBITDA:13.03
Profitability
ROE (Return on Equity):11.48%
ROA (Return on Assets):3.27%
P/E (trailing):22.59
P/E (forward):19.06
Price / Book:2.73
PEG Ratio:2.24
52-Week Change:+2.03%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$4.15
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 30, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.92
P/E (forward):19.06
PEG Ratio:2.24
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$26.99
Cash Per Share:-
Book Value:$34.40
Cash Flows (TTM)
Free Cash Flow:−3.91B
Operating Cash Flow:10.65B
EBITDA:14.26B
Total Revenue (TTM):30.18B
Net Income (TTM):4.66B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:1,150,362,966
Float (free shares):1,147,636,606
Short interest (shares):29,442,250
Short % of float:-
Short Ratio (days to cover):4.49
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
The Southern Company (SO) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
Chairman, President & CEO of Alabama Power Company
65
2.46M
Mr. Matthew M. Kim
SVP, Comptroller & Chief Accounting Officer
-
-
Mr. Greg MacLeod
Director of Investor Relations
-
-
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The Southern Company (SO): Quantitative Analysis
The Southern Company (SO) — Utilities — Utilities - Regulated Electric. SO is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, SO has returned +10.1% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
SO ranks 426 of 461 on today's multifactor score, and 27 of the 31 Utilities companies that score. Its strongest factor is value (Z -0.06, ranked 222 of 489); its weakest is momentum (Z -0.95, ranked 422 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
According to Nasdaq's public calendar (checked on Nov 4, 2026), Southern will report its next earnings on Nov 5, 2026, before the US market opens. The date is announced by the company itself and can change. Of its last 12 earnings announcements: 12 before the open (SEC filings through Jul 30, 2026). SO earnings dates and times, quarter by quarter →
What is Southern's P/E ratio?
Southern's P/E (price over earnings per share for the last twelve months) is 22.6 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jun 30, 2026. The median of the 31 Utilities companies with a P/E is 21.1, and the S&P 500's, 23.5: Southern is above its sector median. Utilities stocks, company by company →
Where does Southern rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Southern ranks 426 of 461, and 27 of the 31 Utilities companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Southern insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Southern shares from August 2025 through Nov 3, 2026. The latest sale was on Oct 1, 2026, by an officer, for $8k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 14 sales by directors, officers and large shareholders. All SO insider trades →
Does Southern pay a dividend?
Yes. Its dividend yield is 3.21% at the Nov 3, 2026 close (annual dividend of $3.04 per share). The next announced ex-dividend date is Nov 16, 2026.
What sector is Southern in, and which index?
Southern is classified in the Utilities sector (industry: Utilities - Regulated Electric), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 31 S&P 500 companies in that sector. Utilities stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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