Southern Company
Southern Company (SO) is one of the largest regulated electric utilities in the United States, serving customers across the Southeast through subsidiaries such as Georgia Power and Alabama Power. With a market capitalisation around $106.7 billion, it combines predictable, rate-regulated revenue with large capital spending on generation, transmission and distribution. Investors often view Southern as a dividend-oriented, income-style holding because of its long history of regular payouts and relatively stable cash flows from regulated operations. Key considerations include the company’s extensive capital expenditure programme for grid modernisation and cleaner generation, its exposure to fuel and commodity prices, and the influence of state regulators on allowed returns. Southern’s sizeable debt load and the timing of rate cases can affect credit metrics and dividend sustainability. This summary is for educational purposes only and is not personalised financial advice. Values can fall as well as rise, and past distributions do not guarantee future income.
Why It's Moving
Southern Company Delivers Strong Q3 Earnings Beat Amid Surging Electricity Demand.
Southern Company reported third-quarter 2025 earnings of $1.7 billion, or $1.55 per share, topping last year's $1.5 billion and $1.40 per share. CEO Chris Womack highlighted building momentum in electric demand growth across service territories, positioning the utility giant to meet rising needs while delivering reliable service to 9 million customers.
- Earnings surged 13% year-over-year to $1.55 per share, beating expectations and signaling robust operational execution amid heightened power demand.
- CEO emphasized growing interest in service areas, with disciplined focus on customer-centric reliability to capture expanding electrification opportunities.
- Upcoming repowering projects set for 2026-2027, with manageable accelerated depreciation of ~$100M projected for late 2025, underscoring long-term infrastructure resilience.
Southern Company Delivers Strong Q3 Earnings Beat Amid Surging Electricity Demand.
Southern Company reported third-quarter 2025 earnings of $1.7 billion, or $1.55 per share, topping last year's $1.5 billion and $1.40 per share. CEO Chris Womack highlighted building momentum in electric demand growth across service territories, positioning the utility giant to meet rising needs while delivering reliable service to 9 million customers.
- Earnings surged 13% year-over-year to $1.55 per share, beating expectations and signaling robust operational execution amid heightened power demand.
- CEO emphasized growing interest in service areas, with disciplined focus on customer-centric reliability to capture expanding electrification opportunities.
- Upcoming repowering projects set for 2026-2027, with manageable accelerated depreciation of ~$100M projected for late 2025, underscoring long-term infrastructure resilience.
Stock Performance Snapshot
Analyst Rating
Analysts suggest holding Southern Company's stock with a target price of $98.58, indicating potential growth.
Financial Health
Southern Company is generating strong revenue and cash flow, indicating solid financial performance.
Dividend
Southern Company’s dividend yield of 3.45% offers a decent return for investors seeking income. If you invested $1000 you would be paid $34.50 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Grid modernisation push
Major spending on transmission and distribution aims to improve reliability and accommodate cleaner generation, though large capex programmes can pressure cash flow and leverage.
Dividend income profile
Historically reliable dividends make Southern attractive to income-focused investors, but yields and payments depend on earnings, regulatory outcomes and balance-sheet health.
Clean-energy transition
Investments in renewables and lower-emission generation align with broader decarbonisation trends, yet timing, costs and policy changes introduce execution risk.
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