Ticker: SO

Southern Company

Utilities Utilities Regulated Electric

Price 92.99

Reco Buy Potential 61 Risk 56 Updated 2026-10-29

Official website

Forecast impact

negative

Target -9.7% target fill 110.7%

Reaction D5 -3.08% · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-20

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Southern Company is a leading energy provider in the United States, primarily engaged in the generation, transmission, and distribution of electricity. Its core services include electric utility operations, natural gas distribution, and renewable energy initiatives. Major business segments encompass traditional electric utilities, gas distribution, and competitive energy businesses. The company generates revenue mainly from residential, commercial, and industrial electricity sales, alongside natural gas services.

Investment Profile

Southern Company presents a balanced investment profile, appealing to investors seeking a combination of growth and income through dividends. The stock offers a competitive dividend yield, which may attract income-focused investors, while its revenue growth indicates potential for capital appreciation. The company's established market position and stable cash flows contribute to a moderate risk profile.

Category: Utilities Sector: Utilities Industry: Regulated Electric Investment style: Balanced Horizon: Medium-term Company type: Blue Chip Company type: Large Cap Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-28

EPS (TTM) — earnings per share for the last 12 months, $: 4.17
Revenue QoQ — quarter-over-quarter revenue growth: -16.9%
EPS surprise: 11.9%
20d volatility: 1.3%
Dividend yield: 4.1%
last ex-date: 2026-11-16

AI recommendation changes

Date	Before	After	Reason
2026-10-23	Hold	Buy	Stable dividend, but revenue decline raises concerns.
2026-10-05	Sell	Hold	Weak fundamentals and negative momentum raise concerns.
2026-08-16	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-08-14	Sell	Hold	Stable dividend, but weak revenue growth concerns.
2026-08-08	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-31	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-27	Hold	Buy	Strong fundamentals and positive momentum support growth potential.
2026-06-19	Buy	Hold	Stable dividend, moderate growth, but mixed momentum signals.
2026-06-10	Hold	Buy	Stable dividend, moderate growth, recent performance mixed.
2026-06-01	Buy	Hold	Weak momentum and high risk; hold for dividends.
2026-05-20	Hold	Buy	Strong fundamentals and solid dividend yield support growth.
2026-05-08	—	Hold	Stable yield, but recent performance shows weakness.
2026-05-08	Buy	Buy	Компания демонстрирует стабильный дивидендный доход и умеренный рост выручки, однако недавние колебания цен и снижение краткосрочной динамики могут указывать на необходимость осторожности.
2026-05-01	Hold	Buy	Компания показывает стабильные результаты с хорошей дивидендной доходностью, однако недавнее снижение выручки может вызывать опасения. Рекомендуется удерживать акции до прояснения ситуации.
2026-04-15	Buy	Hold	Компания демонстрирует стабильный дивидендный доход и умеренные колебания цен, однако недавнее снижение выручки и EPS вызывает опасения. Рекомендуется удерживать акции до прояснения ситуации.
2026-03-28	Hold	Buy	Компания демонстрирует стабильные дивиденды и умеренный рост, однако недавнее снижение выручки и колебания цен могут указывать на риски. Рекомендуется удерживать акции до ясности в финансовых показателях.
2026-03-21	Buy	Hold	Компания демонстрирует стабильные дивиденды и умеренный рост, однако недавние колебания цен и снижение выручки вызывают опасения. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-02-02	Hold	Buy	Компания демонстрирует стабильные колебания цен на акции, однако недавние падения на более длительных периодах могут указывать на определенные риски. Рекомендуется удерживать акции до получения более ясных сигналов о вос

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-22	HSBC	Update	— → 99.5	90.39
2026-10-21	Morgan Stanley	Target Lowered	85 → 84	90.685
2026-10-21	D.A. Davidson	Target Lowered	— → 98	90.48
2026-10-20	Jefferies	Target Lowered	96 → 95	89.27
2026-10-16	Barclays	Target Lowered	101 → 92	89.18
2026-10-15	Truist Financial	Target Lowered	97 → 93	89.38
2026-10-13	KeyBanc	Target Lowered	79 → 74	87.04
2026-08-13	Truist Financial	Target Lowered	100 → 97	92.7
2026-07-31	Mizuho Securities	Target Raised	105 → 106	94.34
2026-07-27	BMO Capital	Target Raised	102 → 104	97.25
2026-07-23	KeyBanc	Update	— → 79	95.8
2026-07-22	BMO Capital	Target Lowered	105 → 102	94.8
2026-06-24	Morgan Stanley	Target Raised	87 → 89	94.835
2026-06-22	Jefferies	Target Lowered	— → 99	93.999
2026-06-18	Barclays	Target Lowered	99 → 98	92.53
2026-05-29	Truist Financial	Target Lowered	103 → 100	91.93
2026-05-21	Morgan Stanley	Target Lowered	92 → 87	94.12
2026-05-01	Mizuho Securities	Target Raised	104 → 105	97.11
2026-05-01	Raymond James	Target Raised	103 → 104	97.05
2026-04-09	Barclays	Target Raised	88 → 99	97.59
2026-03-06	Cowen & Co.	Target Raised	— → 112	97.11
2026-03-05	Evercore ISI	Update	— → 111	96.29
2026-02-23	Jefferies	Target Raised	— → 102	95.22
2026-02-20	Scotiabank	Target Raised	101 → 103	94.44
2026-02-20	Truist Financial	Target Raised	— → 103	94.575
2026-02-20	Mizuho Securities	Rating Upgraded	— → 104	95.05

News Page 1 of 1

Bearproof Stocks: Kroger (KR), Southern Company (SO), and Cboe Global Markets (CBOE) Show Resilience Amid Market Declines

08/23/2026, 05:32 AM investing review Kroger Cboe Global Markets Southern Company

Amid ongoing market volatility, certain stocks have demonstrated resilience during downturns, making them potential safe havens for investors. This analysis highlights companies that have historically performed well when the S&P 500 declines, along with their projected growth.