US · Utilities · Utilities - Regulated Electric
EPS came in at 1.13 against a street estimate of 1.01 — a beat of 11.9%.
Analysts rate Southern Company a hold (7 buy, 15 hold, 2 sell out of 24) with an average price target of $99.97.
CONFIDENT SO crushed Q2 with $1.13 EPS (+$0.21 YoY, +$0.13 vs. estimate). Massive 17 GW large-load pipeline (OpenAI 3.2 GW alone) drives 2.3% retail sales growth—highest in 2 decades. Full-year guidance raised to top of $4.50–$4.60 range. Q2 2026 Savannah area and Effingham County noted as strong for economic development. Pipeline west migrating; 500 MW projects already in Mississippi. Political noise on data centers in GA (county-level moratoriums) but projects advancing. Analysts pressed on rate case upside (CO-states stability; AL CMP process), RFP timing/sizing, Southern Power recontracting, new nuclear, and collateral adequacy. Management deferred rate decisions to regulators but signaled optionality from contract growth; affirmed disciplined RFP process and credit-supportive equity management. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.86% |
| Vanguard Capital Management, LLC | 6.22% |
| State Street Corp | 5.47% |
| Capital World Investors | 5.43% |
| JPMorgan Chase & Co | 3.77% |
| T. Rowe Price Associates, Inc. | 3.17% |
| Geode Capital Management, LLC | 2.46% |
| Vanguard Portfolio Management, LLC | 2.27% |
| Document | Date |
|---|---|
| Current report · Q3 2026 SOUTHERN COMPANY - FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $833,750,000 Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 • Issu | 2026-08-06 |
| Company announcement · Q3 2026 SOUTHERN COMPANY (SO) – AUGUST 3, 2026 FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $725 million in Series 2026A 2.125% Convertible Senior Not | 2026-08-04 |
| Company announcement · Q3 2026 SOUTHERN COMPANY - 8-K FILING SUMMARY (August 3, 2026) HEADLINE NUMBERS • Company announced proposed offerings of convertible senior notes totaling | 2026-08-03 |
| Quarterly report · Q2 2026 SOUTHERN COMPANY - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Consolidated Net Income (6 months ended June 30, 2026): $2,531 million (attributable to S | 2026-07-30 |
| Results announced · Q3 2026 SOUTHERN COMPANY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net income: $1.2 billion ($1.03 per share) vs. Q2 2025: $0.9 billion ($0.80 per | 2026-07-30 |
| Quarterly report · Q1 2026 SOUTHERN COMPANY FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Consolidated Net Income Attributable to | 2026-04-30 |
| Proxy statement · Q2 2026 SOUTHERN COMPANY 2026 PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect 12 Directors to the Board for one-year | 2026-04-03 |
| Annual report FY2025 SOUTHERN COMPANY - 2025 FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Parent company: The Southern Company, a Delaware corporation headq | 2026-02-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.76 / share ex-date Aug 17, 2026 · pay Sep 8, 2026 | 2026-08-17 |
| Dividend | $0.76 / share ex-date May 18, 2026 · pay Jun 8, 2026 | 2026-05-18 |
| Dividend | $0.74 / share ex-date Feb 17, 2026 · pay Mar 6, 2026 | 2026-02-17 |
| Dividend | $0.74 / share ex-date Nov 17, 2025 · pay Dec 8, 2025 | 2025-11-17 |
| Dividend | $0.74 / share ex-date Aug 18, 2025 · pay Sep 8, 2025 | 2025-08-18 |
| Announcement | Date |
|---|---|
| DOE loan guarantee agreements secured for nuclear plant construction financing Alabama Power and Georgia Power (subsidiaries of Southern Company) secured federal loan guarantees from the U.S. Department of Energy on February 20, 2026, under the Energy Policy Act's Titl | 2026-02-25 |
| Approved $16.3B capital investment for 9,885 megawatts of resources Georgia Power received regulatory approval from the Georgia Public Service Commission on December 19, 2025, for a settlement agreement to develop approximately 9,885 megawatts of new generat | 2025-12-19 |
| Settlement agreement approves $16.3 billion capital investment for energy resources Georgia Power reached a settlement agreement with Georgia regulators on December 9, 2025, to approve $16.3 billion in capital investments for new power generation and capacity resources thro | 2025-12-10 |
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Google PlayApp StoreData updated 2026-09-18.