Southern Co (SO) stock

SONYSEElectric ServicesFiscal year ends December 31Also trades as SOJC, SOJD, SOJE, SOJF, SOMN

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 5, 2026Score 6/3014% above fair value

$92.47−1.37 (-1.46%)

Close on Nov 12, 2026Market cap $105.51BP/E 22.3Yield 3.18%

Southern statistics

74 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings: –
Last ex-dividend date: Aug 17, 2026
Fundamentals through: Jun 30, 2026
Share price as of: –

Share statisticsIndustry

Shares Outstanding: 1.15B; 137M
Shares Change (YoY): 1.65%; 2.02%
Float: 1.15B; 118M
Shares Held by Insiders: 0.12%; 1.37%
Shares Held by Institutions: 72.6%; 80.3%

Short sellingIndustry

Short Interest: 30M; –
Short Interest Change: 3.18%; -1.80%
Days to Cover: 5.49; 4.52

Stock price statisticsIndustry

52-Week High: $99.58; –
52-Week Low: $81.69; –
20-Day Moving Average: $92.62; –
50-Day Moving Average: $88.59; –
200-Day Moving Average: $92.66; –
Average True Range (14): $1.82; –
Price Change (1 Week): -0.93%; 0.98%
Price Change (1 Month): 3.46%; 2.59%
Price Change (3 Months): -0.36%; -3.04%
Price Change (6 Months): -1.29%; -2.35%
Price Change (YTD): 6.04%; 4.68%
Price Change (1 Year): 1.46%; 2.01%
Price Change (3 Years): 37.3%; 38.4%
Price Change (5 Years): 49.4%; 23.1%
Price Change (10 Years): 93.5%; 54.7%
Average Volume (10 Days): 9M; –
Average Volume (20 Days): 7M; –
Average Volume (90 Days): 6M; –
Relative Volume: 2.69; 0.89
Relative Strength Index (14): 54.6; 53.1
Volatility (1 Year): 17.9%; 25.4%
Beta (5 Years): 0.23; 0.45

MarginsIndustry

Operating Margin: 24.2%; 20.0%
Pretax Margin: 17.4%; 14.6%
Profit Margin: 15.4%; 10.9%
EBITDA Margin: 45.2%; 33.2%
FCF Margin: -10.8%; -8.17%

Returns on capitalIndustry

Return on Assets (ROA): 3.00%; 2.64%
Return on Capital Employed (ROCE): 4.99%; 4.78%

Financial positionIndustry

Current Ratio: 0.79; 0.90
Quick Ratio: 0.39; 0.39
Debt / EBITDA: 5.54; 4.88
Net Debt / EBITDA: 5.32; 4.68

GrowthIndustry

Revenue Growth (YoY): 6.40%; 7.96%
Net Income Growth (YoY): 8.73%; 12.1%
EPS Growth (YoY): 6.98%; 10.4%
Revenue Growth (3Y CAGR): 0.31%; 3.90%
Revenue Growth (5Y CAGR): 7.72%; 7.80%
EPS Growth (3Y CAGR): 6.34%; 6.07%
EPS Growth (5Y CAGR): 5.99%; 6.26%

EfficiencyIndustry

Asset Turnover: 0.19; 0.23
Revenue Per Employee: $1.01M; $1.11M
Profits Per Employee: $156.28K; $118.50K
Employee Count: 29,800; 1,444

Income statement (TTM)Industry

Revenue: $30.18B; $2.34B
Operating Income: $7.31B; $370.54M
Pretax Income: $5.25B; $279.10M
Net Income: $4.66B; $140.26M
EBITDA: $13.65B; $664.06M
EPS (Diluted): $4.14; $2.12

Balance sheetIndustry

Cash & Short-Term Investments: $2.98B; $51.50M
Total Debt: $75.58B; $4.67B
Net Cash (Debt): -$72.60B; -$2.57B
Net Cash Per Share: -$63.11; -$23.93
Working Capital: -$3.36B; -$14.10M

Cash flow (TTM)Industry

Operating Cash Flow: $10.65B; $516.26M
Capital Expenditures: -$13.92B; -$771.90M
Free Cash Flow: -$3.27B; -$37.62M
FCF Per Share: -$2.84; -$0.53

Dividends and yieldsIndustry

Dividend Per Share: $2.94; $1.98
Dividend Growth (YoY): 2.80%; 5.10%
Years of Dividend Growth: 18; 11
Payout Ratio: 66.6%; 58.8%

Taxes and interestIndustry

Income Tax: $674.00M; $44.44M
Effective Tax Rate: 12.8%; 16.0%

Scores and fair valueIndustry

Piotroski F-Score: 4; 5

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 12, 2026. The S&P 500 is measured by the SPY fund.

Period	SO	S&P 500	Difference	SO per year	S&P 500 per year
1 month	+6.2%	-2.7%	+8.9 pts
3 months	+0.8%	-1.7%	+2.5 pts
Year to date	+8.7%	+11.9%	−3.2 pts
1 year	+4.0%	+12.0%	−8.0 pts
3 years	+50.6%	+78.2%	−27.6 pts	+14.6%	+21.2%
5 years	+77.5%	+73.2%	+4.3 pts	+12.2%	+11.6%
10 years	+192.0%	+309.6%	−117.7 pts	+11.3%	+15.1%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.

30M SO shares were sold short on Oct 30, 2026, up 3.2% from the previous report. At recent volumes it would take 5.5 days to buy them back. Over the last 20 sessions, 66.4% of the volume reported to FINRA was short selling.

Settlement date	Shares short	Change	Avg. daily volume	Days to cover
Oct 30, 2026	30,377,462	+3.2%	5,538,233	5.5
Oct 15, 2026	29,442,250	+0.3%	6,202,338	4.8
Sep 30, 2026	29,346,693	+1.3%	7,040,724	4.2
Sep 15, 2026	28,961,449	-17.7%	5,524,840	5.2
Aug 31, 2026	35,194,234	+8.0%	5,793,787	6.1
Aug 14, 2026	32,587,743	-10.4%	5,800,687	5.6
Jul 31, 2026	36,366,279	-0.6%	4,949,230	7.3
Jul 15, 2026	36,593,870	-2.2%	4,336,965	8.4
Jun 30, 2026	37,411,093	+22.7%	8,302,020	4.5
Jun 15, 2026	30,487,332	+2.6%	6,303,642	4.8
May 29, 2026	29,714,772	+14.4%	5,397,512	5.5
May 15, 2026	25,966,609	+5.5%	5,901,474	4.4