Southern Company (SO · NYSE)
SO · MARKET VIEW
Market view · as of Aug 17, 2026
Revenue (TTM)
$30.18B
+0.1% YoY
Gross margin
48.3%
EPS (latest q)
$1.13
vs $1.01 est · beat
52-wk position
64.6%
-5.6% vs 52w high · -2.6% 1mo
Price (last ~year)
Southern Company, a $106.75 billion utility holding company, has seen a recent influx of institutional investment activity, including new positions from firms such as Family Legacy Inc. and Plan Group Financial. The company posted 30.4% year-over-year earnings growth despite flat revenue, reporting $1.17 billion in net income for the quarter ending June 30, 2026. While the utility carries $77.09 billion in total debt with a 5.4x debt-to-EBITDA ratio, it has outperformed earnings estimates in three of the last four quarters.
Valuation
- Market cap
- $106.75B
- P/E
- 22.36
- PEG
- 2.356
- P/B
- 2.698
- P/S
- 3.537
- EV/EBITDA
- 12.21
- Beta
- 0.327
- Analyst target
- $100.61
Quality & returns
- Gross margin
- 48.3%
- Operating margin
- 29.6%
- Profit margin
- 15.4%
- ROE
- 11.5%
- ROA
- 3.3%
Price movement
- Last
- $92.80
- 1-month
- -2.6%
- 3-month
- -1.4%
- RSI (14)
- 28
- vs SMA200
- +1.1%
- 52-wk position
- 64.6% -5.6% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $6.98B | $1.78B | $1.17B | $3.21B |
| 2026-03-31 | $8.40B | $2.02B | $1.36B | $3.92B |
| 2025-12-31 | $6.98B | $911.0M | $416.0M | $2.76B |
| 2025-09-30 | $7.82B | $2.59B | $1.71B | $4.29B |
Recent news
- Somewhat-Bullish Silverlake Wealth Management LLC Takes $1.04 Million Position in Southern Company (The) $SO · 2026-08-16
- Neutral M3 Wealth Management LLC Buys Shares of 32,320 Southern Company (The) $SO · 2026-08-16
- Somewhat-Bullish 36,742 Shares in Southern Company (The) $SO Bought by Family Legacy Inc. · 2026-08-16
- Neutral Plan Group Financial LLC Invests $3.59 Million in Southern Company (The) $SO · 2026-08-15
- Somewhat-Bullish Dockside LLC Takes $2.84 Million Position in Southern Company (The) $SO · 2026-08-15
- Somewhat-Bullish BIP Wealth LLC Purchases Shares of 31,963 Southern Company (The) $SO · 2026-08-15
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)