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Southern Co

SO
93.980USD
+0.230+0.25%
Close 03/24, 16:00ETQuotes delayed by 15 min
81.64BMarket Cap
23.88P/E TTM

Southern Co

93.980
+0.230+0.25%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Southern Co

Currency: USD Updated: 2026-03-24

Key Insights

Southern Co's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 24 out of 67 in the Electric Utilities & IPPs industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 99.36.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Southern Co's Score

Industry at a Glance

Industry Ranking
24 / 67
Overall Ranking
139 / 4547
Industry
Electric Utilities & IPPs

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Negative

Southern Co Highlights

StrengthsRisks
The Southern Company is an energy provider. The Company owns three traditional electric operating companies, Southern Power Company and Southern Company Gas. The traditional electric operating companies-Alabama Power, Georgia Power and Mississippi Power-are operating public utility companies providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast. The Southern Power Company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects, and sells electricity at market-based rates in the wholesale market. The Southern Company Gas is an energy services holding company whose primary business is the distribution of natural gas in four states - Illinois, Georgia, Virginia, and Tennessee, through the natural gas distribution utilities. Southern Company Gas is also involved in several other businesses that are complementary to the distribution of natural gas.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 17.03% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 71.19%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 71.19%.
Overvalued
The company’s latest PE is 23.88, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 814.29M shares, increasing 2.38% quarter-over-quarter.
Held by Baillie Gifford
Star Investor Baillie Gifford holds 154.62K shares of this stock.

Analyst Rating

Based on 24 analysts
Hold
Current Rating
99.359
Target Price
+6.39%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-24

The current financial score of Southern Co is 7.52, ranking 27 out of 67 in the Electric Utilities & IPPs industry. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 6.98B, representing a year-over-year increase of 10.09%, while its net profit experienced a year-over-year increase of 22.10%.

Score

Industry at a Glance

Previous score
7.52
Change
0

Financials

7.14

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

10.00

Operational Efficiency

8.00

Growth Potential

5.54

Shareholder Returns

6.91

Southern Co's Company Valuation

Currency: USD Updated: 2026-03-24

The current valuation score of Southern Co is 7.16, ranking 46 out of 67 in the Electric Utilities & IPPs industry. Its current P/E ratio is 23.88, which is 10.83% below the recent high of 26.46 and 26.91% above the recent low of 17.45.

Score

Industry at a Glance

Previous score
7.16
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 24/67
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-24

The current earnings forecast score of Southern Co is 6.67, ranking 39 out of 67 in the Electric Utilities & IPPs industry. The average price target is 100.50, with a high of 109.00 and a low of 74.56.

Score

Industry at a Glance

Previous score
6.67
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 24 analysts
Hold
Current Rating
99.359
Target Price
+6.39%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

65
Total
13
Median
12
Average
Company name
Ratings
Analysts
Southern Co
SO
24
Nextera Energy Inc
NEE_pt
27
Nextera Energy Inc
NEE
27
Nextera Energy Units
NEE_pv
27
Nextera Energy Inc
NEE_ps
27
Nextera Energy Inc
NEE_pr
26
1
2
3
...
13

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-24

The current price momentum score of Southern Co is 6.70, ranking 50 out of 67 in the Electric Utilities & IPPs industry. Currently, the stock price is trading between the resistance level at 97.99 and the support level at 91.56, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.59
Change
0.11

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(2)
Neutral(2)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-1.441
Neutral
RSI(14)
44.719
Neutral
STOCH(KDJ)(9,3,3)
13.447
Oversold
ATR(14)
1.657
Low Volatility
CCI(14)
-135.664
Sell
Williams %R
87.160
Oversold
TRIX(12,20)
0.140
Sell
StochRSI(14)
21.140
Buy
Moving Average
Sell(3)
Neutral(0)
Buy(3)
Indicators
Value
Direction
MA5
94.778
Sell
MA10
96.338
Sell
MA20
96.644
Sell
MA50
92.834
Buy
MA100
90.736
Buy
MA200
92.089
Buy

Institutional Confidence

Currency: USD Updated: 2026-03-24

The current institutional shareholding score of Southern Co is 7.00, ranking 18 out of 67 in the Electric Utilities & IPPs industry. The latest institutional shareholding proportion is 73.95%, representing a quarter-over-quarter increase of 3.45%. The largest institutional shareholder is The Vanguard, holding a total of 107.02M shares, representing 9.56% of shares outstanding, with 1.75% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
105.40M
+0.44%
BlackRock Institutional Trust Company, N.A.
64.23M
-1.57%
State Street Investment Management (US)
59.12M
+0.01%
JP Morgan Asset Management
49.15M
+1.95%
Capital World Investors
33.55M
+320.34%
T. Rowe Price Associates, Inc.
Star Investors
27.40M
+72.11%
Geode Capital Management, L.L.C.
26.87M
+3.34%
Fidelity Management & Research Company LLC
21.97M
-0.68%
MFS Investment Management
19.51M
-2.73%
Franklin Advisers, Inc.
13.78M
-0.29%
1
2

Risk Assessment

Currency: USD Updated: 2026-03-24

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Electric Utilities & IPPs domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Southern Co is 9.83, ranking 12 out of 67 in the Electric Utilities & IPPs industry. The company's beta value is 0.42. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Southern Co’s latest ESG disclosure leads the Electric Utilities & IPPs industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.

Score

Industry at a Glance

Previous score
9.83
Change
0
Beta vs S&P 500 index
0.42
VaR
+1.89%
240-Day Maximum Drawdown
+15.68%
240-Day Volatility
+18.12%

Return

Best Daily Return
60 days
+4.40%
120 days
+4.40%
5 years
+4.85%
Worst Daily Return
60 days
-3.11%
120 days
-3.11%
5 years
-4.70%
Sharpe Ratio
60 days
+1.93
120 days
+0.10
5 years
+0.70

Risk Assessment

Maximum Drawdown
240 days
+15.68%
3 years
+17.12%
5 years
+23.28%
Return-to-Drawdown Ratio
240 days
+0.52
3 years
+0.50
5 years
+0.41
Skewness
240 days
+0.03
3 years
+0.03
5 years
-0.07

Volatility

Realised Volatility
240 days
+18.12%
5 years
+20.68%
Standardised True Range
240 days
+1.56%
5 years
+1.43%
Downside Risk-Adjusted Return
120 days
+15.22%
240 days
+15.22%
Maximum Daily Upside Volatility
60 days
+14.38%
Maximum Daily Downside Volatility
60 days
+15.02%

Liquidity

Average Turnover Rate
60 days
+0.46%
120 days
+0.46%
5 years
--
Turnover Deviation
20 days
-4.79%
60 days
+9.12%
120 days
+7.75%

Peer Comparison

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Southern Co
Southern Co
SO
7.31 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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Ormat Technologies Inc
Ormat Technologies Inc
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8.24 /10
Score
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Vistra Corp
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8.21 /10
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8.12 /10
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8.02 /10
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