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SONYSE/utilities

The Southern Company

$96.47Up+0.86 (+0.90%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

The Southern Company operates in Electric Utilities within the utilities sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
95.80
고가
96.95
저가
95.62
시가총액
1087.51억
PER
24.67
52주 최고가
--
배당
3.180%
분기 배당금
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Investment across electric and gas utilities can support rate-base growth as approved projects enter service. The base case remains conditional on rate and regulatory outcomes staying manageable.
Bull case
Investment across electric and gas utilities can support rate-base growth as approved projects enter service. Population, manufacturing and data-center expansion in Southern Company's service territories can lift electricity demand. Nuclear, gas and renewable resources provide options to meet rising demand while balancing reliability and emissions goals.
Bear case
Disallowances, rate-case delays or affordability constraints could reduce recovery of utility investment and expenses. Outages, safety requirements or higher operating costs at nuclear facilities could impair reliability and financial results. Severe weather and volatile fuel or purchased-power costs can create restoration expense and regulatory lag.
Thesis invalidation
Reassess the thesis if disallowances, rate-case delays or affordability constraints could reduce recovery of utility investment and expenses.

Key catalysts

  • Regulated utility investment

    Investment across electric and gas utilities can support rate-base growth as approved projects enter service.

  • Southeast load growth

    Population, manufacturing and data-center expansion in Southern Company's service territories can lift electricity demand.

  • Diversified generation fleet

    Nuclear, gas and renewable resources provide options to meet rising demand while balancing reliability and emissions goals.

Principal risks

  • Rate and regulatory outcomes

    Disallowances, rate-case delays or affordability constraints could reduce recovery of utility investment and expenses.

  • Nuclear operating exposure

    Outages, safety requirements or higher operating costs at nuclear facilities could impair reliability and financial results.

  • Storm and fuel-cost volatility

    Severe weather and volatile fuel or purchased-power costs can create restoration expense and regulatory lag.

Latest earnings research

Q1 2026

Southern Company reported first-quarter 2026 earnings, with results reflecting its regulated utility operations and ongoing investment to serve customer and load growth across the Southeast.

Valuation interpretation

  • A durable regulated-growth interpretation requires capital projects to earn timely authorized returns while bills remain manageable for customers.
  • Fleet diversity and regional demand are supportive, but nuclear operations, storm exposure and regulatory lag remain important quality checks.

Peer research

NEECEGDUK

Recent news

24/7 Wall St. · 15시간 전

This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School

Simply Wall St. · 어제

Southern (SO) And The Valuation Case After Its Data Center Growth Story

24/7 Wall St. · 그저께

How Much Would It Take to Escape to Cancún Every Winter for Life?

24/7 Wall St. · 그저께

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

24/7 Wall St. · 3일 전

The Portfolio That Makes Christmas Feel Like Christmas Again

24/7 Wall St. · 4일 전

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Southern Company Reports First-Quarter 2026 EarningsThe Southern Company · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 30/04/2026 00:00:00

Open original source
Southern Company Investor RelationsThe Southern Company · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026The Southern Company · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 30/04/2026 00:00:00

Open original source

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