Market Cap
$95.4B
SO
SOUTHERN CO
$83.77 ▲ +0.36%
Prev close $83.47Market cap$95.4B
ConsensusHold
12-mo target$98.13 (+17.1%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Traditional Energy
Snapshot
The big-picture read on SO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$61.3B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $5.1M sell
Insider Net $
-$5.1M
SEC Reports
9
Price chart 30d -5.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Kim Matthew M. sold 100 shares
Comptroller @ $82.73 ($8.3K)
Oct 1, 2026 short_volume
Sep 4, 2026 SEC Short Volume: SO — 73.0% short (2.2M / 2.9M)
Short: 2,151,823 | Exempt: 6,977 | TRF Vol: 2,946,170 | Short Ratio: 73.0% | Off-exchange volume (da
Two Southern Co insiders, including the Chairman/CEO, sold a combined $502K in open-market sales over a 7-day window. Th
CLUSTER — Impact 2/10
Sep 3, 2026 Insider
Sena Peter P III sold 4,266 shares
Chairman,President & CEO, SNC @ $88.59 ($377.9K)
Sep 3, 2026 Insider
Aug 7, 2026 SEC Kim Matthew M. sold 1,400 shares
Comptroller @ $88.87 ($124.4K)
Two Southern Co insiders, including the EVP & CLO, sold a total of $323K in open-market sales over a 7-day window. The d
CLUSTER — Impact 2/10
Southern Co issued $2.375 billion in convertible senior notes across two tranches: $725M Series 2026A at 2.125% due Dec
8-K — Impact 5/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
14,582,492 shares ($1.4B)
Analyst ratings buy % +7.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 23, 2026 | Keybanc | DOWNGRADE | Underweight | 52% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 18, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 29, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 16 | 2 | 0 | 44% | |
| Aug 1, 2026 | 5 | 9 | 17 | 2 | 0 | 42% | |
| Jul 1, 2026 | 5 | 9 | 18 | 1 | 0 | 42% | |
| Jun 1, 2026 | 5 | 9 | 18 | 1 | 0 | 42% | |
| May 1, 2026 | 5 | 9 | 18 | 1 | 0 | 42% | |
| Apr 1, 2026 | 5 | 9 | 17 | 1 | 0 | 44% | |
| Mar 1, 2026 | 5 | 9 | 16 | 2 | 0 | 44% | |
| Feb 1, 2026 | 5 | 8 | 16 | 3 | 0 | 41% |
Price targets
Where 19 covering analysts think SO trades over the next 12 months.
$98.13 +17.1% upside Buy
Current$83.77 Low$79.00 Median$101.00 High$112.00 19 analysts
$79.00$112.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 6 neutral · avg impact 4.6/10.
NEUTRALCLUSTER2/10
Two Southern Co insiders, including the Chairman/CEO, sold a combined $502K in open-market sales ove
Sep 4, 2026
NEUTRALCLUSTER2/10
Two Southern Co insiders, including the EVP & CLO, sold a total of $323K in open-market sales over a
Aug 7, 2026
NEUTRAL8-K5/10
Southern Co issued $2.375 billion in convertible senior notes across two tranches: $725M Series 2026
Aug 6, 2026
MIXED8-K5/10
Southern Company upsized and priced $2.375 billion in convertible senior notes ($725M Series 2026A a
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SO — 73.0% short (2.2M / 2.9M)
Short: 2,151,823 | Exempt: 6,977 | TRF Vol: 2,946,170 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SO — 55.1% short (1.0M / 1.9M)
Short: 1,031,141 | Exempt: 27,713 | TRF Vol: 1,871,666 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SO — 68.3% short (2.0M / 2.9M)
Short: 1,992,465 | Exempt: 5,854 | TRF Vol: 2,918,903 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: SO — 56.0% short (1.2M / 2.1M)
Short: 1,181,848 | Exempt: 336 | TRF Vol: 2,108,755 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: SO — 4.6M shares, 82,608 trades
Week starting 2026-09-07. Total ATS volume: 4,562,174 shares across 82,608 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.65 | $1.62–$1.67 | 3.1% | -0.1% | 2↑ 5↓ | $8.2B | 11 |
| Next Q | $0.54 | $0.48–$0.97 | -1.5% | +9.2% | 0↑ 6↓ | $7.1B | 11 |
| Current FY | $4.59 | $4.55–$4.63 | 6.7% | +0.0% | 5↑ 1↓ | $30.9B | 21 |
| Next FY | $4.92 | $4.84–$4.99 | 7.3% | -0.0% | 2↑ 2↓ | $32.7B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.650 | — |
| 7d ago | $1.655 | -0.005 |
| 30d ago | $1.652 | -0.002 |
| 60d ago | $1.640 | +0.009 |
| 90d ago | $1.676 | -0.026 |
Institutional ownership
Which big funds own SO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $61.3B total value (640,407,776 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | $8.9B | 14.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 73,665,124 | $7.1B | 11.5% | — |
| STATE STREET CORP | 64,809,708 | $6.2B | 10.1% | — |
| Capital World Investors | 62,518,698 | $6.0B | 9.8% | — |
| JPMORGAN CHASE & CO | 32,778,201 | $3.2B | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 29,315,285 | $2.8B | 4.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,023,691 | $2.6B | 4.2% | — |
| FMR LLC | 22,537,244 | $2.2B | 3.5% | — |
| FRANKLIN RESOURCES INC | 16,561,908 | $1.6B | 2.6% | — |
| GOLDMAN SACHS GROUP INC | 14,582,492 | $1.4B | 2.3% | DOUBLED +149.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 5,841,923 | 14,582,492 | +149.6% | $1.4B |
| NORGES BANK | NEW | — | 14,358,862 | — | $1.4B |
| Boston Partners | DOUBLED | 40,704 | 6,174,426 | +15069.1% | $591.1M |
| Amundi | ADD | 3,324,416 | 4,447,873 | +33.8% | $425.7M |
| DEUTSCHE BANK AG\ | ADD | 2,117,270 | 2,955,110 | +39.6% | $282.8M |
| BANK OF MONTREAL /CAN/ | ADD | 1,721,982 | 2,860,777 | +66.1% | $273.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 69,159 | 2,856,478 | +4030.3% | $273.4M |
| BARCLAYS PLC | TRIM | 4,564,491 | 2,701,178 | -40.8% | $258.5M |
| FIRST TRUST ADVISORS LP | DOUBLED | 742,958 | 2,431,833 | +227.3% | $232.8M |
| Soroban Capital Partners LP | TRIM | 2,375,511 | 1,688,287 | -28.9% | $161.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$5.1M — $0.00 bought, $5.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Kim Matthew M. | Comptroller | SELL | 100 | $82.73 | $8.3K |
| Sep 3, 2026 | Sena Peter P III | Chairman,President & CEO, SNC | SELL | 4,266 | $88.59 | $377.9K |
| Sep 3, 2026 | Kim Matthew M. | Comptroller | SELL | 1,400 | $88.87 | $124.4K |
| Sep 1, 2026 | Kim Matthew M. | Comptroller | SELL | 100 | $88.45 | $8.8K |
| Aug 6, 2026 | Spainhour Sterling A Jr. | EVP & CLO | SELL | 3,333 | $94.02 | $313.4K |
| Aug 3, 2026 | Kim Matthew M. | Comptroller | SELL | 100 | $94.28 | $9.4K |
| Jul 1, 2026 | Etheredge James O | Director | AWARD | 473.087 | $95.12 | $45.0K |
| Jul 1, 2026 | Thomas Lizanne | Director | AWARD | 473.087 | $95.12 | $45.0K |
| Jul 1, 2026 | Svinicki Kristine L | Director | AWARD | 473.087 | $95.12 | $45.0K |
| Jul 1, 2026 | Akella Janaki | Director | AWARD | 473.087 | $95.12 | $45.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SO.
Shares short
28,961,449
Settlement Sep 15, 2026
Change vs prior
-17.7%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All SO filing & press-release reports (9)
- CLUSTER reportSep 4, 2026
- CLUSTER reportAug 7, 2026
- 8-K reportAug 6, 2026
- 8-K reportAug 4, 2026
- 8-K reportAug 3, 2026
- COURT-RULING reportMay 26, 2026
- CLUSTER reportMar 19, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026