Southern Company

SO

Market cap $101B

Overview Fund Activity

91.63 USD

+0.27

0.3%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

91.89

+0.26

0.28%

1 day

0.3%

5 days

0.09%

1 month

-1.31%

3 months

3.63%

6 months

1.2%

Year to date

11.65%

1 year

2.21%

5 years

71.21%

10 years

110.74%

About: Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 44 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.

Employees: 28,600

Utilities Electric Utilities

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

180% more call options, than puts

Call options by funds: $599M | Put options by funds: $214M

28% more repeat investments, than reductions

Existing positions increased: 924 | Existing positions reduced: 722

3.22% more ownership

Funds ownership: 67.42% [Q1] → 70.64% (+3.22%) [Q2]

9% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 117

4% more capital invested

Capital invested by funds: $68B [Q1] → $70.8B (+$2.8B) [Q2]

1% less funds holding

Funds holding: 2,173 [Q1] → 2,147 (-26) [Q2]

4% less funds holding in top 10

Funds holding in top 10: 25 [Q1] → 24 (-1) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$90

2% downside

Avg. target

$96

5% upside

High target

$102

11% upside

6 analyst ratings

2 positive

33%

4 neutral

67%

0 negative

0%

JP Morgan Jeremy Tonet	$98	Neutral Maintained	21 Aug 2025
Scotiabank Andrew Weisel	$99	Sector Outperform Maintained	1 Aug 2025
Mizuho Anthony Crowdell	$95	Neutral Maintained	1 Aug 2025
BMO Capital James Thalacker	$102	Outperform Maintained	22 Jul 2025
Barclays Nicholas Campanella	$91	Equal-Weight Maintained	16 Jul 2025
Morgan Stanley Stephen Byrd	$90	Equal-Weight Maintained	18 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 16 articles about SO published over the past 30 days

24/7 Wall Street

Five Solid Dividend Stocks to Buy Cheap

Five Solid Dividend Stocks to Buy Cheap

Southern Company: AI Growth, Solar, And Going Nuclear

Southern Company is boosting capital spending by as much as $15 billion to meet roughly 8 GW of additional load over the next six years. The utility is currently paying out a 3.26% dividend yield and is guiding for a long-term EPS growth rate of 5% to 7%. AI is ushering in a new phase of energy demand growth that has significantly enhanced the long-term investment profile of the utility.

Southern Company: AI Growth, Solar, And Going Nuclear

Zacks Investment Research

Southern Co. (SO) Stock Drops Despite Market Gains: Important Facts to Note

Southern Co. (SO) reached $90.83 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.

Southern Co. (SO) Stock Drops Despite Market Gains: Important Facts to Note

Zacks Investment Research

Southern's Unit Secures PSC Approval for Five Solar Facilities

SO's subsidiary gains approval for 1,068 MW of solar PPAs to boost CARES 2023, advancing clean energy goals with solar and storage and corporate sustainability.

Southern's Unit Secures PSC Approval for Five Solar Facilities

Georgia Power receives approval from Georgia PSC for five new solar facilities to supply CARES 2023 solar program

Commission certifies 1,068 MW of competitively sourced new solar power purchase agreements to benefit all customers; New utility-scale solar expands on company's commitment to reliability for customers through a diversified generation portfolio ATLANTA , Sept. 5, 2025 /PRNewswire/ -- Georgia Power this week received approval from the Georgia Public Service Commission (PSC) to certify five new utility-scale solar site power purchase agreements (PPAs) to benefit all customers and to supply the company's Clean and Renewable Energy Subscription (CARES) 2023 program.

Georgia Power receives approval from Georgia PSC for five new solar facilities to supply CARES 2023 solar program

Zacks Investment Research

Southern Company Stock Is a Smart Hold in Today's Market

SO's expanding utility investments and demand growth fuel earnings, but execution, data center dependence, gas price swings, regulation and debt costs pose risks.

Southern Company Stock Is a Smart Hold in Today's Market

Georgia Power partners with Georgia Public Broadcasting and Georgia Historical Society to relaunch "Today In Georgia History" series

Educational series aims to engage and educate Georgians on the state's rich history; launching this month ATLANTA , Aug. 28, 2025 /PRNewswire/ -- Georgia Power has partnered with Georgia Historical Society (GHS) and Georgia Public Broadcasting (GPB) to refresh and relaunch the Emmy award-winning series "Today in Georgia History." Originally introduced in 2011, the 365 episodes are set to return to GPB in August 2025 highlight a person or historical event associated with each day of the year.

Georgia Power partners with Georgia Public Broadcasting and Georgia Historical Society to relaunch "Today In Georgia History" series

PowerSecure celebrates 25 years of innovation and resilient energy solutions

DURHAM, N.C. , Aug. 27, 2025 /PRNewswire/ -- PowerSecure will mark its 25th anniversary, celebrating a quarter-century of innovation in the energy sector and reaffirming its commitment to delivering resilient, reliable and forward-thinking energy solutions.

PowerSecure celebrates 25 years of innovation and resilient energy solutions

Southern Company: Another Unique Way To Gain Exposure To The Rise Of Artificial Intelligence

In 2Q25, SO's revenue grew by 7.89% y/y to $6.98 billion. However, profitability deteriorated with operating income and net income declining by 9.03% and 26.85% respectively. The ongoing artificial intelligence revolution will result in a huge need in data centers, benefiting power generation related companies such as SO. Additionally, SO has already embarked on an aggressive CAPEX plan to meet the heightened demand. Importantly, SO managed to acquire the relevant financing, protecting its liquidity and dividend payouts.

Southern Company: Another Unique Way To Gain Exposure To The Rise Of Artificial Intelligence

Southern Company: From Nuclear Risk to AI Reward

The rapid expansion of artificial intelligence (AI) is creating an unprecedented challenge for the U.S. economy: an insatiable demand for electricity. For investors, this challenge presents a clear opportunity.

Southern Company: From Nuclear Risk to AI Reward

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