SO
The Southern Company NYSE Listed Dec 31, 1981$92.43
Mkt Cap $104.2B
52w Low $83.09
52.6% of range
52w High $100.84
50d MA $95.86
200d MA $92.73
P/E (TTM)
24.6x
EV/EBITDA
11.2x
P/B
2.7x
Debt/Equity
1.8x
ROE
12.0%
P/FCF
-26.8x
RSI (14)
—
ATR (14)
—
Beta
0.41
50d MA
$95.86
200d MA
$92.73
Avg Volume
5.7M
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
30 Ivan Allen Jr. Boulevard, N.W. · Atlanta, GA 30308 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | BMO | 1.21 | 1.32 | +9.1% | 93.51 | +1.1% | +3.4% | +3.4% | +2.7% | +2.6% | +0.0% | — |
| Feb 19, 2026 | BMO | 0.56 | 0.55 | -1.4% | 91.04 | +4.9% | +4.4% | +3.6% | +4.5% | +5.2% | +5.4% | — |
| Oct 30, 2025 | BMO | 1.51 | 1.60 | +6.0% | 93.51 | -0.5% | +1.7% | +0.6% | -0.4% | -0.8% | -2.2% | — |
| Jul 31, 2025 | BMO | 0.88 | 0.91 | +4.0% | 94.90 | -0.0% | -0.4% | +0.1% | +1.2% | -0.5% | -0.2% | — |
| May 1, 2025 | BMO | 1.20 | 1.23 | +2.5% | 91.89 | +0.6% | -0.5% | -0.9% | -0.9% | -0.7% | +0.2% | — |
| Feb 20, 2025 | BMO | 0.51 | 0.50 | -1.2% | 86.48 | -2.3% | +1.5% | +2.2% | +2.8% | +3.9% | +2.6% | — |
| Oct 31, 2024 | BMO | 1.34 | 1.43 | +6.7% | 89.36 | +1.5% | +1.9% | -0.9% | -1.4% | -0.7% | -2.2% | — |
| Aug 1, 2024 | BMO | 0.92 | 1.10 | +19.6% | 83.52 | +0.5% | +4.8% | +6.1% | +3.7% | +3.5% | +4.5% | — |
| May 2, 2024 | BMO | 0.91 | 1.03 | +13.2% | 74.52 | +0.7% | +1.1% | +1.8% | +1.3% | +3.3% | +4.2% | — |
| Feb 15, 2024 | BMO | 0.60 | 0.64 | +6.7% | 67.81 | -1.1% | -1.4% | -2.0% | -1.1% | -0.1% | -0.8% | — |
| Nov 2, 2023 | BMO | 1.32 | 1.42 | +7.6% | 68.43 | -1.5% | +2.5% | +2.9% | +1.2% | +0.4% | +0.2% | — |
| Aug 3, 2023 | BMO | 0.75 | 0.79 | +5.3% | 70.97 | +0.5% | -3.3% | -4.4% | -4.2% | -3.0% | -2.5% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 21 | Truist | Initiates | Hold | $103 | $93.51 | $93.51 | +0.0% | -1.7% | -1.8% | +0.4% | -0.0% | +0.3% |
| Apr 21 | Morgan Stanley | Maintains | Underweight → Underweight | — | $93.51 | $93.51 | +0.0% | -1.7% | -1.8% | +0.4% | -0.0% | +0.3% |
| Apr 20 | Seaport Global | Downgrade | Buy → Neutral | — | $94.51 | $94.14 | -0.4% | -1.1% | -2.7% | -2.8% | -0.6% | -1.1% |
| Apr 10 | Barclays | Maintains | Equal Weight → Equal Weight | — | $97.59 | $97.33 | -0.3% | -0.5% | -1.7% | -1.7% | -3.0% | -2.8% |
| Mar 6 | TD Cowen | Maintains | Buy → Buy | — | $97.20 | $97.35 | +0.2% | +0.3% | +0.1% | -1.0% | -1.0% | +0.7% |
| Mar 5 | Evercore ISI | Upgrade | In Line → Outperform | — | $97.63 | $97.71 | +0.1% | -0.4% | -0.2% | -0.4% | -1.4% | -1.4% |
| Mar 4 | KeyBanc Capital Markets | Upgrade | Underweight → Sector Weight | — | $96.79 | $97.41 | +0.6% | +0.9% | +0.4% | +0.7% | +0.5% | -0.5% |
| Feb 20 | Wells Fargo | Upgrade | Underweight → Equal Weight | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.1% | +0.8% | +0.9% | +1.4% |
| Feb 20 | Scotiabank | Maintains | Sector Perform → Sector Perform | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.1% | +0.8% | +0.9% | +1.4% |
| Feb 20 | Mizuho | Upgrade | Neutral → Outperform | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.1% | +0.8% | +0.9% | +1.4% |
| Jan 20 | Wells Fargo | Downgrade | Equal Weight → Underweight | — | $88.90 | $88.60 | -0.3% | -0.1% | +0.3% | -1.6% | -1.5% | -0.8% |
| Jan 15 | Barclays | Maintains | Equal Weight → Equal Weight | — | $88.42 | $88.40 | -0.0% | +0.4% | +0.5% | +0.5% | +0.8% | -1.0% |
| Dec 17 | UBS | Maintains | Neutral → Neutral | — | $85.71 | $85.62 | -0.1% | +1.5% | +1.8% | -0.5% | +0.0% | +0.8% |
| Dec 15 | JP Morgan | Maintains | Neutral → Neutral | — | $84.44 | $84.82 | +0.5% | +1.8% | +1.5% | +3.1% | +3.3% | +1.0% |
| Dec 15 | Jefferies | Maintains | Neutral → Neutral | — | $84.44 | $84.82 | +0.5% | +1.8% | +1.5% | +3.1% | +3.3% | +1.0% |
| Dec 12 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $84.73 | $84.49 | -0.3% | -0.3% | +1.5% | +1.2% | +2.7% | +2.9% |
| Dec 12 | KeyBanc Capital Markets | Maintains | Underweight → Underweight | — | $84.73 | $84.49 | -0.3% | -0.3% | +1.5% | +1.2% | +2.7% | +2.9% |
| Dec 11 | Mizuho | Maintains | Neutral → Neutral | — | $84.08 | $84.89 | +1.0% | +0.8% | +0.4% | +2.3% | +1.9% | +3.5% |
| Nov 20 | Barclays | Maintains | Equal Weight → Equal Weight | — | $89.05 | $89.23 | +0.2% | -0.5% | +0.2% | +0.1% | +0.3% | +1.3% |
| Nov 5 | Jefferies | Downgrade | Buy → Neutral | — | $92.73 | $91.32 | -1.5% | -1.4% | -2.0% | -1.4% | -2.1% | -1.7% |
| Oct 17 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $98.43 | $99.12 | +0.7% | -0.6% | -0.8% | -1.5% | -1.0% | -2.3% |
| Oct 15 | KeyBanc Capital Markets | Maintains | Underweight → Underweight | — | $99.68 | $99.60 | -0.1% | +0.0% | -1.3% | -1.9% | -2.0% | -2.7% |
| Oct 14 | Barclays | Maintains | Equal Weight → Equal Weight | — | $98.08 | $98.70 | +0.6% | +1.6% | +1.7% | +0.4% | -0.3% | -0.4% |
| Oct 10 | UBS | Maintains | Neutral → Neutral | — | $96.13 | $96.66 | +0.6% | +2.2% | +2.0% | +3.7% | +3.7% | +2.4% |
| Oct 3 | Scotiabank | Downgrade | Sector Outperform → Sector Perform | — | $93.89 | $93.50 | -0.4% | +0.7% | +1.7% | +2.7% | +2.4% | +2.4% |
| Sep 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $94.41 | $94.59 | +0.2% | -0.8% | +0.1% | -0.5% | +0.4% | +0.4% |
| Aug 21 | JP Morgan | Maintains | Neutral → Neutral | — | $94.93 | $94.96 | +0.0% | -0.3% | -0.5% | -1.9% | -1.9% | -1.7% |
| Aug 1 | Mizuho | Maintains | Neutral → Neutral | — | $94.48 | $95.24 | +0.8% | +0.5% | +1.6% | -0.1% | +0.2% | +0.9% |
| Aug 1 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $94.48 | $95.24 | +0.8% | +0.5% | +1.6% | -0.1% | +0.2% | +0.9% |
| Jul 22 | BMO Capital | Maintains | Outperform → Outperform | — | $94.79 | $95.12 | +0.3% | +1.1% | +0.4% | +0.2% | +0.6% | -0.5% |
| Jul 16 | Barclays | Maintains | Equal Weight → Equal Weight | — | $92.47 | $92.38 | -0.1% | +0.9% | +0.9% | +1.8% | +2.5% | +3.7% |
| Jul 15 | JP Morgan | Maintains | Neutral → Neutral | — | $92.68 | $92.55 | -0.1% | -0.2% | +0.7% | +0.7% | +1.5% | +2.3% |
| Jun 18 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $88.42 | $88.54 | +0.1% | +0.2% | +1.0% | +2.5% | +2.8% | +2.2% |
| Jun 5 | Jefferies | Upgrade | Hold → Buy | — | $88.29 | $89.30 | +1.1% | +0.1% | -0.0% | +0.2% | +1.1% | +1.4% |
| May 14 | KeyBanc Capital Markets | Downgrade | Sector Weight → Underweight | — | $85.57 | $85.20 | -0.4% | -0.8% | +2.1% | +3.7% | +4.6% | +6.1% |
| May 2 | Evercore ISI | Maintains | In Line → In Line | — | $91.46 | $91.34 | -0.1% | -0.4% | -0.4% | -0.3% | +0.7% | -1.3% |
| May 2 | Guggenheim | Maintains | Neutral → Neutral | — | $91.46 | $91.34 | -0.1% | -0.4% | -0.4% | -0.3% | +0.7% | -1.3% |
| May 2 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $91.46 | $91.34 | -0.1% | -0.4% | -0.4% | -0.3% | +0.7% | -1.3% |
| Apr 22 | Barclays | Maintains | Equal Weight → Equal Weight | — | $90.23 | $90.44 | +0.2% | +1.8% | +1.0% | +0.9% | +0.2% | +0.6% |
| Apr 21 | Jefferies | Maintains | Hold → Hold | — | $91.81 | $91.62 | -0.2% | -1.7% | +0.1% | -0.8% | -0.8% | -1.5% |
| Apr 8 | JP Morgan | Upgrade | Underweight → Neutral | — | $87.22 | $88.69 | +1.7% | -0.4% | +0.7% | +1.9% | +3.0% | +4.5% |
| Mar 21 | UBS | Maintains | Neutral → Neutral | — | $89.97 | $89.84 | -0.1% | -0.7% | -1.2% | -2.5% | -1.0% | +0.1% |
| Mar 20 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $89.60 | $89.92 | +0.4% | +0.4% | -0.3% | -0.8% | -2.1% | -0.6% |
| Feb 3 | Mizuho | Maintains | Neutral → Neutral | — | $83.95 | $83.52 | -0.5% | +0.0% | -0.9% | -0.1% | -0.2% | +0.8% |
| Dec 12 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $83.25 | $83.57 | +0.4% | +0.1% | -0.1% | -1.6% | +0.0% | -2.1% |
| Nov 22 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $88.14 | $88.55 | +0.5% | -0.6% | +0.3% | +1.4% | +1.8% | +1.1% |
| Nov 1 | BMO Capital | Maintains | Outperform → Outperform | — | $91.03 | $91.00 | -0.0% | -2.7% | -3.2% | -2.6% | -4.0% | -4.5% |
| Oct 15 | Barclays | Maintains | Equal Weight → Equal Weight | — | $89.84 | $90.50 | +0.7% | +1.0% | +2.7% | +3.2% | +3.8% | +3.2% |
| Oct 2 | Guggenheim | Maintains | Buy → Buy | — | $90.88 | $90.25 | -0.7% | +0.8% | -0.2% | -0.6% | -2.2% | -1.7% |
| Sep 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $89.73 | $90.15 | +0.5% | -0.4% | -0.9% | +0.4% | +0.5% | +1.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | $96.57 | $10K | 6,788 | -0.09% | — |
8-K · 2.02
!! High
Legacy Housing Corporation -- 8-K 2.02: Earnings Results
Legacy Housing Corporation reported first quarter 2026 financial results, with detailed performance metrics available in the May 7 press release incorporated into this regulatory filing.
May 8
8-K · 8.01
!! High
SPIRIT AVIATION HOLDINGS INC -- 8-K 8.01: Material Event / Announcement
Spirit Aviation Holdings is ceasing operations and suspending SEC reporting obligations, signaling potential total loss for equity investors in the airline company.
May 4
8-K · 1.01
!! High
Oppenheimer Holdings, Inc. -- 8-K 1.01: Material Agreement
Oppenheimer Holdings faces a material litigation matter in New York federal court filed in June 2025, though the specific claims and financial impact remain unclear from this limited disclosure.
Apr 27
8-K · 7.01
! Medium
Nine Energy Service, Inc. -- 8-K 7.01: Regulation FD Disclosure
Nine Energy Service emerged from Chapter 11 bankruptcy on March 5, 2026, after the court confirmed its reorganization plan, allowing the company to continue operations as a restructured entity.
Apr 21
8-K
QVC Group Inc. -- 8-K Filing
QVC Group's securities will be delisted from Nasdaq effective April 24, 2026, following noncompliance with listing standards, though the company retains appeal rights under Nasdaq rules.
Apr 20
8-K
QVC INC -- 8-K Filing
QVC faces potential delisting of its notes from the NYSE following a regulatory staff decision, with the company retaining appeal rights before final SEC action.
Apr 20
8-K · 1.01
!! High
QVC Group Inc. -- 8-K 1.01: Material Agreement
QVC Group finalized a $2.15 billion restructuring support agreement, signaling significant financial reorganization that may affect shareholder value and operational structure.
Apr 17
8-K · 1.01
!! High
QVC INC -- 8-K 1.01: Material Agreement
QVC entered a $2.15 billion Restructuring Support Agreement, signaling financial difficulties and potential debt reorganization that could significantly impact shareholder value.
Apr 17
8-K · 8.01
!! High
Getty Images Holdings, Inc. -- 8-K 8.01: Material Event / Announcement
A federal court ruled against Getty Images in litigation brought by Alta Partners and CRCM Institutional Master Fund, potentially exposing the company to significant damages and affecting shareholder value.
Apr 17
8-K
TPI COMPOSITES, INC -- 8-K Filing
TPI Composites' ECP business sale agreement includes a June 30, 2026 termination deadline, allowing either party to exit if the transaction remains unclosed by that date.
Mar 9
8-K · 1.01
! Medium
CUMULUS MEDIA INC -- 8-K 1.01: Financing / Debt Agreement
I notice there's a mismatch in your request. The filing is for Cumulus Media Inc (ticker: CMLS), not SO (Southern Company).
For Cumulus Media's debt agreement filing: New debt refinancing terms could improve liquidity or increase financial burden depending on rates and covenants, directly affecting the highly leveraged radio broadcaster's ability to service obligations
Mar 5
8-K
TPI COMPOSITES, INC -- 8-K Filing
TPI Composites is conducting a competitive asset sale process under bankruptcy protection, with a conditional India transaction potentially terminating if not closed by June 30, 2026, creating uncertainty for stakeholders.
Mar 5
8-K · 7.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 7.01: Regulation FD Disclosure
Office Properties Income Trust's Chapter 11 bankruptcy proceeding has entered mediation under Judge Marvin Isgur to resolve disputes between the company and its unsecured creditors committee, signaling potential progress toward a reorganization plan.
Mar 4
8-K
Battalion Oil Corporation -- 8-K Filing
Battalion Oil completed the sale of its West Quito assets for approximately $60.1 million in cash, providing liquidity to reduce debt and fund operations.
Feb 25
8-K · 1.01
!! High
The Southern Company -- 8-K 1.01: Material Agreement
Alabama Power, a Southern Company subsidiary, secured a DOE loan guarantee for clean energy infrastructure, reducing financing costs and accelerating its transition to renewable energy generation.
Feb 25
8-K · 7.01
! Medium
Luminar Technologies, Inc./DE -- 8-K 7.01: Regulation FD Disclosure
Luminar Technologies has filed for Chapter 11 bankruptcy protection, indicating the autonomous vehicle lidar company faces significant financial distress and restructuring ahead for investors.
Feb 25
8-K · 7.01
! Medium
Black Stone Minerals, L.P. -- 8-K 7.01: Regulation FD Disclosure
Black Stone Minerals disclosed material information via press release without providing specific deal details or financial metrics in this filing summary.
Feb 24
8-K · 8.01
!! High
Ramaco Resources, Inc. 8.375% Senior Notes due 2029 -- 8-K 8.01: Material Event / Announcement
Ramaco Resources faces a securities class action lawsuit alleging violations by the company, its CEO Randall Atkins, and others, creating potential litigation risk and financial exposure for shareholders.
Feb 20
8-K · 7.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 7.01: Regulation FD Disclosure
Office Properties Income Trust (OPI) filed for Chapter 11 bankruptcy on October 30, 2025, initiating a court-supervised restructuring to address financial challenges and implement a previously agreed restructuring support agreement.
Feb 20
8-K
The Southern Company -- 8-K Filing
Southern Company's non-GAAP adjustments allow investors to better assess core operational performance by excluding one-time items from reported earnings and earnings per share.
Feb 19
8-K · 1.01
!! High
ZYNEX INC -- 8-K 1.01: Material Agreement
Zynex Inc. secured a non-prosecution agreement with the U.S. Attorney's Office for Rhode Island regarding healthcare and securities fraud allegations from 2017-2025, avoiding criminal prosecution if it complies with agreement terms.
Feb 18
8-K · 5.02
!!! Very High
The Southern Company -- 8-K 5.02: Executive Change
Southern Company appointed Mr. Turner to its board of directors, expanding leadership oversight and potentially signaling strategic direction for the utility company's future operations.
Feb 17
8-K · 7.01
! Medium
FirstEnergy Corp. -- 8-K 7.01: Regulation FD Disclosure
FirstEnergy Corp. disclosed investor highlights and factbook materials on its website, providing shareholders updated information on company operations and financial performance.
Feb 17
8-K · 7.01
! Medium
VISA Inc. -- 8-K 7.01: Regulation FD Disclosure
Visa's board authorized a successive exchange offer for its Class B common stock, pending satisfaction of previously disclosed conditions, giving the company flexibility to restructure its share class composition.
Feb 13
8-K
ZYNEX INC -- 8-K Filing
Zynex Inc. has filed an amended joint reorganization plan under Chapter 11 bankruptcy with a combined disclosure statement, signaling progress toward resolving its financial distress through court-supervised restructuring.
Feb 11
8-K · 7.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 7.01: Regulation FD Disclosure
Office Properties Income Trust (OPI) commenced voluntary Chapter 11 bankruptcy proceedings in Texas to implement a court-supervised financial restructuring, signaling significant debt obligations and potential equity dilution for shareholders.
Feb 10
8-K · 5.02
!!! Very High
Applied Digital Corporation -- 8-K 5.02: Executive Change
Applied Digital's founder Zhang transitioned to President and Co-Founder, receiving RSU and PSU grants under the 2024 equity plan to align leadership incentives with long-term performance.
Feb 9
8-K · 1.01
!! High
Liminatus Pharma, Inc. -- 8-K 1.01: Material Agreement
Liminatus Pharma signed an agreement with Clear Street LLC, likely a financing or operational partnership, potentially providing capital access or enhanced trading services to support the company's operations.
Feb 9
8-K · 5.02
!!! Very High
First Merchants Corporation Depository Shares -- 8-K 5.02: Executive Change
First Merchants Corporation appointed Larry W. Myers as a director, potentially strengthening board oversight and governance at the financial services company.
Feb 9
8-K · 1.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 1.01: Financing / Debt Agreement
I cannot analyze this filing as requested because there's a ticker mismatch: the filing is for OFFICE PROPERTIES INCOME TRUST (OPI), not Southern Company (SO). Please provide the correct ticker or filing details.
Feb 6
8-K · 1.01
!! High
Nine Energy Service, Inc. -- 8-K 1.01: Material Agreement
Nine Energy Service secured a debtor-in-possession loan from White Oak Commercial Finance, enabling the company to continue operations while restructuring through bankruptcy proceedings.
Feb 6
8-K · 1.01
!! High
Nine Energy Service, Inc. -- 8-K 1.01: Material Agreement
Nine Energy Service signed a Restructuring Support Agreement, indicating potential debt restructuring or bankruptcy proceedings that may significantly impact equity holders' stake.
Feb 2
8-K
ZYNEX INC -- 8-K Filing
Zynex Inc. has filed an amended joint reorganization plan in its Chapter 11 bankruptcy, potentially allowing the company to restructure operations and emerge from bankruptcy under consolidated oversight.
Feb 2
Data updated apr 27, 2026 2:18am
· Source: massive.com