Southern Company
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 50 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 U.S. and sells the electricity primarily under long-term contracts.
Employees: 28,600
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
160% more funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 26 (+16) [Q1 2025]
113% more first-time investments, than exits
New positions opened: 222 | Existing positions closed: 104
76% more call options, than puts
Call options by funds: $502M | Put options by funds: $284M
23% more repeat investments, than reductions
Existing positions increased: 893 | Existing positions reduced: 726
8% more capital invested
Capital invested by funds: $62.8B [Q4 2024] → $67.9B (+$5.09B) [Q1 2025]
3% more funds holding
Funds holding: 2,088 [Q4 2024] → 2,158 (+70) [Q1 2025]
0.7% less ownership
Funds ownership: 68.08% [Q4 2024] → 67.38% (-0.7%) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$78
14%
downside
Avg. target
$93
3%
upside
High target
$100
11%
upside
10 analyst ratings
2 positive
20%
7 neutral
70%
1 negative
10%
Raymond James | 8%upside $98 | Outperform Initiated | 13 Jun 2025 |
Jefferies Julien Dumoulin-Smith | 11%upside $100 | Buy Upgraded | 5 Jun 2025 |
Keybanc Sophie Karp | 14%downside $78 | Underweight Downgraded | 14 May 2025 |
Wells Fargo Neil Kalton | 10%upside $99 | Equal-Weight Maintained | 2 May 2025 |
Guggenheim Shahriar Pourreza | 3%upside $93 | Neutral Reiterated | 2 May 2025 |
Financial journalist opinion
Based on 14 articles about SO published over the past 30 days
Neutral
PRNewsWire
5 days ago
Georgia Power names Arthur Tripp as vice president of Economic Development
Company builds on longstanding national reputation as a top utility for economic development ATLANTA , June 9, 2025 /PRNewswire/ -- Georgia Power, the state's leading electric utility serving 2.8 million customers, has named Arthur Tripp as the vice president of Economic Development. Tripp replaces Walt Farrell, who was recently named president and CEO of Atlanta Gas Light and Chattanooga Gas.
Positive
Zacks Investment Research
5 days ago
Southern Company's Georgia Power Prepares for a Storm-Heavy 2025
SO's Georgia Power boosts grid resilience and urges customer safety as NOAA predicts a severe hurricane season in 2025.
Positive
Zacks Investment Research
1 week ago
Southern's Subsidiary Backs Edged to Expand Green Data Centers
SO's PowerSecure expands its alliance with Edged to deliver ultra-efficient, AI-ready data centers across key U.S. markets.
Neutral
PRNewsWire
1 week ago
Georgia Power prepared for 2025 Hurricane Season
Company encourages customers to take time to prepare for above-average Atlantic Hurricane season; Hurricane Helene response underscores importance of preparation and readiness ATLANTA , June 6, 2025 /PRNewswire/ -- With June 1 marking the official start of the 2025 Atlantic Hurricane Season, and the National Oceanic and Atmospheric Administration (NOAA) predicting an above-average season (read more), Georgia Power is committed to safely and reliably serving all customers, and prepared to respond to any hurricane or tropical storm which may impact Georgia. Georgia Power continues to invest in the state's power grid, adding resiliency through advanced technologies and infrastructure upgrades.
Neutral
PRNewsWire
1 week ago
PowerSecure collaborates with Edged to promote sustainable data centers nationwide
DURHAM, N.C. , June 5, 2025 /PRNewswire/ -- PowerSecure, a subsidiary of Southern Company and a leading provider of innovative energy solutions, today announced its alliance with Edged, a premier developer of ultra-efficient, sustainable data centers and next-generation digital infrastructure, to supply advanced power distribution solutions to Edged data centers across the United States.
Positive
Zacks Investment Research
1 week ago
Southern's Unit Tests Full Supply Chain Emissions Tracking Tool
SO's subsidiary SouthStar becomes the first U.S. retail energy marketer to pilot MethaneScout, boosting emissions transparency.
Neutral
PRNewsWire
1 week ago
SouthStar Energy Services Piloting Full Supply Chain Emissions Tracking with MiQ's MethaneScout™ Platform
ATLANTA and NEW YORK , June 4, 2025 /PRNewswire/ -- SouthStar Energy Services, one of the nation's leading natural gas marketing companies, today announced that it has become the first retail energy marketer in the U.S. and one of the first companies in the energy industry to pilot a new methane and greenhouse gas emissions tracking tool called MiQ's MethaneScout™. Developed by a global leader in methane emissions certification, MiQ, the platform can help SouthStar assess the emissions of its delivered natural gas supply chains using data sources qualified by MiQ's Supply Chain Emissions Protocol, expanding on SouthStar's transparent energy sourcing.
Neutral
24/7 Wall Street
2 weeks ago
10 Dividend Stocks With Yields Increasing Today
Dividend yields are rising on these 10 stocks. Dividend yields tend to on one of two occasions: the company is raising the dividend payout or the share price is sinking.
Positive
Seeking Alpha
3 weeks ago
4 Dividend Stocks I'm Buying As The 'Big Beautiful Bill' Takes Its Toll
The recent market selloff in dividend stocks, especially REITs and utilities, presents attractive buying opportunities despite broader indices holding up. The House budget bill's rapid rollback of clean energy tax credits triggered a sharp selloff in renewables, but I see this as a long-term buying opportunity. I remain optimistic about renewables due to resilient demand, potential Senate moderation, and likely reinstatement of subsidies if Democrats regain power.
Positive
Zacks Investment Research
3 weeks ago
Here's Why Hold Strategy Is Apt for Southern Company Stock Now
SO is well-positioned for growth with its innovative strategies and dividends, but regulatory factors, including natural gas price volatility, could impact performance.
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