Southern Company Stock Performance
| SO Stock | USD 97.40 1.05 1.09% |
Southern has a performance score of 10 on a scale of 0 to 100. The entity has a beta of -0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Southern are expected to decrease at a much lower rate. During the bear market, Southern is likely to outperform the market. Southern right now has a risk of 1.17%. Please validate Southern semi variance, as well as the relationship between the rate of daily change and relative strength index , to decide if Southern will be following its existing price patterns.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Company are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, Southern may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
Actual Historical Performance (%)
One Day Return 0.45 | Five Day Return (0.17) | Year To Date Return 10.52 | Ten Year Return 99.94 | All Time Return 1 K |
Forward Dividend Yield 0.0309 | Payout Ratio | Forward Dividend Rate 2.96 | Dividend Date 2026-03-06 | Ex Dividend Date 2026-02-17 |
1 | Disposition of 6800 shares by Kerr, Ii James Y of Southern subject to Rule 16b-3 | 12/03/2025 |
| Southern dividend paid on 8th of December 2025 | 12/08/2025 |
2 | Southern Company SO Position Lessened by Pacer Advisors Inc. - MarketBeat | 12/29/2025 |
3 | Southern Tops FORTUNE Rankings As Investments And Dividend Plans Weighed | 01/21/2026 |
4 | Disposition of 306 shares by Cherry Pedro P. of Southern at 89.31 subject to Rule 16b-3 | 01/29/2026 |
5 | Disposition of 1636 shares by Sena Peter P Iii of Southern subject to Rule 16b-3 | 01/30/2026 |
6 | Southern Co. Stock Drops Despite Market Gains Important Facts to Note - Yahoo Finance | 02/02/2026 |
7 | Disposition of 226 shares by Cherry Pedro P. of Southern at 91.08 subject to Rule 16b-3 | 02/09/2026 |
8 | The Southern Company is largely controlled by institutional shareholders who own 73 percent of the company | 02/13/2026 |
9 | Georgia Power delivers lower costs for customers with latest filings | 02/17/2026 |
10 | Southern Company reports fourth-quarter and full-year 2025 earnings | 02/19/2026 |
11 | The Southern Company Q4 2025 Earnings Call Transcript | 02/20/2026 |
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -14 B |
Southern Relative Risk vs. Return Landscape
If you would invest 8,832 in Southern Company on November 29, 2025 and sell it today you would earn a total of 803.00 from holding Southern Company or generate 9.09% return on investment over 90 days. Southern Company is generating 0.1518% of daily returns and assumes 1.1701% volatility on return distribution over the 90 days horizon. Put differently, 10% of stocks are less risky than Southern on the basis of their historical return distribution, and some 97% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Southern Target Price Odds to finish over Current Price
The tendency of Southern Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 97.40 | 90 days | 97.40 | near 1 |
Based on a normal probability distribution, the odds of Southern to move above the current price in 90 days from now is near 1 (This Southern Company probability density function shows the probability of Southern Stock to fall within a particular range of prices over 90 days) .
Southern Price Density |
| Price |
Predictive Modules for Southern
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Southern. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Southern Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Southern is not an exception. The market had few large corrections towards the Southern's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Southern Company, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Southern within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | -0.26 | |
σ | Overall volatility | 3.05 | |
Ir | Information ratio | 0.02 |
Southern Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Southern for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Southern can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Southern Company reports 65.82 B of total liabilities with total debt to equity ratio (D/E) of 1.7, which is normal for its line of buisiness. Southern has a current ratio of 0.83, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Southern to invest in growth at high rates of return. | |
| Southern has a strong financial position based on the latest SEC filings | |
| About 73.0% of Southern shares are owned by institutional investors | |
| Latest headline from insidermonkey.com: The Southern Company Q4 2025 Earnings Call Transcript |
Southern Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Southern Stock often depends not only on the future outlook of the current and potential Southern's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Southern's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 1.1 B | |
| Cash And Short Term Investments | 1.6 B |
Southern Fundamentals Growth
Southern Stock prices reflect investors' perceptions of the future prospects and financial health of Southern, and Southern fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Southern Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0328 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 172.84 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Price To Earning | 20.67 X | ||||
| Price To Book | 3.04 X | ||||
| Price To Sales | 3.59 X | ||||
| Revenue | 29.55 B | ||||
| Gross Profit | 14.32 B | ||||
| EBITDA | 14.33 B | ||||
| Net Income | 4.17 B | ||||
| Cash And Equivalents | 1.64 B | ||||
| Cash Per Share | 1.62 X | ||||
| Total Debt | 65.82 B | ||||
| Debt To Equity | 1.70 % | ||||
| Current Ratio | 0.85 X | ||||
| Book Value Per Share | 32.18 X | ||||
| Cash Flow From Operations | 9.8 B | ||||
| Earnings Per Share | 4.04 X | ||||
| Market Capitalization | 106.09 B | ||||
| Total Asset | 155.72 B | ||||
| Retained Earnings | 14.86 B | ||||
| Working Capital | (5.3 B) | ||||
| Current Asset | 2.93 B | ||||
| Current Liabilities | 4.99 B | ||||
About Southern Performance
By examining Southern's fundamental ratios, stakeholders can obtain critical insights into Southern's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Southern is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 58.65 | 60.08 | |
| Return On Tangible Assets | 0.03 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.12 | 0.13 |
Things to note about Southern performance evaluation
Checking the ongoing alerts about Southern for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Southern help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Southern Company reports 65.82 B of total liabilities with total debt to equity ratio (D/E) of 1.7, which is normal for its line of buisiness. Southern has a current ratio of 0.83, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Southern to invest in growth at high rates of return. | |
| Southern has a strong financial position based on the latest SEC filings | |
| About 73.0% of Southern shares are owned by institutional investors | |
| Latest headline from insidermonkey.com: The Southern Company Q4 2025 Earnings Call Transcript |
- Analyzing Southern's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Southern's stock is overvalued or undervalued compared to its peers.
- Examining Southern's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Southern's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Southern's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Southern's stock. These opinions can provide insight into Southern's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Will Electric Utilities sector continue expanding? Could Southern diversify its offerings? Factors like these will boost the valuation of Southern. If investors know Southern will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Southern data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.22) | Dividend Share 2.94 | Earnings Share 4.04 | Revenue Per Share | Quarterly Revenue Growth 0.101 |
Investors evaluate Southern using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Southern's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Southern's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Southern's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Southern's market price signifies the transaction level at which participants voluntarily complete trades.