SO

SOUTHERN CO

NYSE · Electric Services · Inc. DE · CIK 0000092122
$94.00 +0.78% $106.1B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$106.1B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$50.0B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 6S
Insider Net $-$4.8M
SEC Reports4
Exchange NYSE·Sector Electric Services·Inc. DE·CIK 0000092122·Prev Close $93.27

Recent Activity

Jun 12, 2026 short_volume
Short Volume: SO — 74.0% short (1.6M / 2.1M)
Short: 1,589,456 | Exempt: 790 | TRF Vol: 2,148,420 | Short Ratio: 74.0% | Off-exchange volume (dark
Jun 1, 2026 Insider
Kim Matthew M. sold 100 shares
Comptroller @ $91.16 ($9.1K)
May 26, 2026 SEC
The Eleventh Circuit reversed the district court's dismissal of a class-action ERISA lawsuit against Southern Company Se
COURT-RULING — Impact 7/10
May 26, 2026 Event
William Drummond v. Southern Company Services, Inc.
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-12773
May 24, 2026 Insider
WOMACK CHRISTOPHER C acquired via exercise 7,662 shares
Chairman, President & CEO
May 24, 2026 Insider
WOMACK CHRISTOPHER C surrendered for taxes 3,414 shares
Chairman, President & CEO @ $94.55 ($322.8K)
Mar 19, 2026 SEC
Two Southern Company EVPs conducted open-market share sales within a day of each other, totaling $1.86 million in procee
CLUSTER — Impact 3/10
Feb 28, 2026 SEC
Three major institutions — Norges Bank, Mawer Investment Management, and Renaissance Technologies — initiated or expande
INST-CLUSTER — Impact 7/10

Price Targets

$101.34 +7.8% upside Buy
Current $94.00 Low $81.00 Median $101.00 High $114.00 19 analysts
$81.00 $114.00

Analyst Ratings

Hold42% buy · 33 analysts
5Strong Buy
9Buy
18Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 Truist Securities MAINTAIN Hold → Hold
Apr 21, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
Apr 21, 2026 Truist Securities INITIATE Hold
Apr 20, 2026 Seaport Global DOWNGRADE Buy → Neutral
Apr 10, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.01 ▼ -1.0% $1.00 — $1.05 10% YoY 10
Next Q $1.67 ▼ -2.7% $1.56 — $1.73 5% YoY 9
Current FY $4.57 $4.53 — $4.60 6% YoY 13
Next FY $4.92 $4.83 — $4.96 8% YoY 21

Latest Reports

BEARISH COURT-RULING 7/10
The Eleventh Circuit reversed the district court's dismissal of a class-action ERISA lawsuit against Southern Company Se
May 26, 2026
NEUTRAL CLUSTER 3/10
Two Southern Company EVPs conducted open-market share sales within a day of each other, totaling $1.86 million in procee
Mar 19, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$8.7B—
VANGUARD CAPITAL MANAGEMENT LLC$6.9B—
STATE STREET CORP$6.1B—
Capital World Investors$5.4BADD
VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B—

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Kim MatthewSELL$9.1K
May 24, 2026WOMACK CHRISTOPHERM$0.00
May 24, 2026WOMACK CHRISTOPHERF$322.8K
May 24, 2026WOMACK CHRISTOPHERM$652.2K
May 1, 2026Kim MatthewSELL$9.7K
50 institutional holders with $50.0B total value (517,803,997 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.90,368,703$8.7B17.5%—
2VANGUARD CAPITAL MANAGEMENT LLC71,539,145$6.9B13.8%—
3STATE STREET CORP62,980,088$6.1B12.2%—
4Capital World Investors56,239,873$5.4B10.9%ADD +36.7%
5VANGUARD PORTFOLIO MANAGEMENT LLC26,136,857$2.5B5.0%—
6FMR LLC22,887,934$2.2B4.4%—
7FRANKLIN RESOURCES INC16,809,309$1.6B3.2%—
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/15,595,800$1.5B3.0%—
9MORGAN STANLEY12,915,066$1.2B2.5%—
10AMERIPRISE FINANCIAL INC9,435,986$910.5M1.8%—
11ROYAL BANK OF CANADA8,753,175$844.9M1.7%—
12BANK OF AMERICA CORP /DE/8,380,592$808.9M1.6%—
13Legal & General Group Plc7,848,282$757.5M1.5%—
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,111,271$686.4M1.4%—
15VANGUARD FIDUCIARY TRUST CO6,197,084$598.1M1.2%—
16GOLDMAN SACHS GROUP INC5,841,923$563.9M1.1%—
17Invesco Ltd.5,537,999$534.5M1.1%—
18BARCLAYS PLC4,564,491$440.6M0.9%—
19WELLINGTON MANAGEMENT GROUP LLP4,515,730$435.9M0.9%—
20WELLS FARGO & COMPANY/MN4,254,837$410.7M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsADD41,142,07656,239,873+36.7%$5.4B2026-Q1
Mawer Investment Management Ltd.ADD1,767,7733,421,757+93.6%$330.3M2026-Q1
AmundiADD1,756,7783,324,416+89.2%$320.9M2026-Q1
Capital Research Global InvestorsDOUBLED825,1542,614,540+216.9%$252.4M2026-Q1
Soroban Capital Partners LPTRIM6,093,6082,375,511-61.0%$229.3M2026-Q1
MARSHALL WACE, LLPDOUBLED720,5222,334,078+223.9%$225.3M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM2,869,4912,098,404-26.9%$202.5M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED77,5011,713,552+2111.0%$165.4M2026-Q1
PRUDENTIAL FINANCIAL INCADD972,9251,590,591+63.5%$153.5M2026-Q1
Capital International InvestorsNEAR_EXIT11,244,0521,383,809-87.7%$133.7M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW—1,186,900—$114.6M2026-Q1
ExodusPoint Capital Management, LPADD576,900834,955+44.7%$80.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED331,460682,724+106.0%$66.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED77,479608,785+685.7%$58.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD329,431597,740+81.4%$57.7M2026-Q1
Clark Capital Management Group, Inc.TRIM853,495585,007-31.5%$56.5M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED114,224559,876+390.2%$54.0M2026-Q1
SEI INVESTMENTS COADD416,732533,959+28.1%$51.5M2026-Q1
Zurich Insurance Group Ltd/FINEW—474,841—$45.8M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM681,942466,295-31.6%$44.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM1,513,400431,600-71.5%$41.7M2026-Q1
MACKENZIE FINANCIAL CORPADD206,583399,041+93.2%$38.5M2026-Q1
Capital International, Inc./CA/TRIM523,474392,539-25.0%$37.9M2026-Q1
FIFTH THIRD BANCORPDOUBLED106,623331,950+211.3%$32.0M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDNEW—207,650—$20.0M2026-Q1
23 unique insiders with 50 transactions. Net insider value: -$4.8M ($0.00 bought, $4.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Kim Matthew M.ComptrollerSELL100$91.16$9.1K
May 24, 2026WOMACK CHRISTOPHER CChairman, President & CEOEXERCISE7,662——
May 24, 2026WOMACK CHRISTOPHER CChairman, President & CEOTAX W/H3,414$94.55$322.8K
May 24, 2026WOMACK CHRISTOPHER CChairman, President & CEOEXERCISE6,898$94.55$652.2K
May 1, 2026Kim Matthew M.ComptrollerSELL100$96.57$9.7K
Apr 1, 2026Kim Matthew M.ComptrollerEXERCISE82——
Apr 1, 2026Kim Matthew M.ComptrollerTAX W/H82$96.94$7.9K
Apr 1, 2026Kim Matthew M.ComptrollerEXERCISE13——
Apr 1, 2026Kim Matthew M.ComptrollerEXERCISE42——
Apr 1, 2026EARLEY ANTHONY F JRDirectorAWARD297.865$96.94$28.9K
Apr 1, 2026Akella JanakiDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026Cooper Shantella E.DirectorAWARD464.205$96.94$45.0K
Apr 1, 2026EARLEY ANTHONY F JRDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026Etheredge James ODirectorAWARD464.205$96.94$45.0K
Apr 1, 2026JAMES DONALD MDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026Turner John M JRDirectorAWARD786.569$96.94$76.2K
Apr 1, 2026Klein Dale E.DirectorAWARD464.205$96.94$45.0K
Apr 1, 2026Thomas LizanneDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026Svinicki Kristine LDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026SMITH WILLIAM G JRDirectorAWARD851.042$96.94$82.5K
Apr 1, 2026JOHNS JOHN DDirectorAWARD464.205$96.94$45.0K
Apr 1, 2026MEADOR DAVID EDirectorAWARD786.569$96.94$76.2K
Apr 1, 2026GRAIN DAVID JDirectorAWARD838.147$96.94$81.2K
Mar 30, 2026Greene Kimberly S,Chairman, President & CEO, GPCSELL25,000$96.67$2.4M
Mar 19, 2026Cummiskey ChristopherEVPSELL6,669$96.55$643.9K
Mar 18, 2026Connally Stan WEVP & COOSELL12,500$97.13$1.2M
Mar 8, 2026Drake Sloane NEVP & CHROEXERCISE1,420——
Mar 8, 2026Drake Sloane NEVP & CHROTAX W/H633$97.48$61.7K
Mar 8, 2026Drake Sloane NEVP & CHROEXERCISE1,275——
Mar 6, 2026Spainhour Sterling A Jr.EVP & CLOI6,330.007$97.64$618.1K
Feb 26, 2026EARLEY ANTHONY F JRDirectorGIFT15,000——
Feb 24, 2026Kim Matthew M.ComptrollerSELL5,123$95.15$487.5K
Feb 16, 2026WOMACK CHRISTOPHER CChairman, President & CEOAWARD62,223——
Feb 16, 2026WOMACK CHRISTOPHER CChairman, President & CEOTAX W/H27,715$90.86$2.5M
Feb 16, 2026WOMACK CHRISTOPHER CChairman, President & CEOEXERCISE13,751——
Feb 16, 2026WOMACK CHRISTOPHER CChairman, President & CEOEXERCISE13,302——
Feb 11, 2026Spainhour Sterling A Jr.EVP & CLOEXERCISE2,526——
Feb 11, 2026Spainhour Sterling A Jr.EVP & CLOAWARD30,641——
Feb 11, 2026Spainhour Sterling A Jr.EVP & CLOTAX W/H13,648$90.86$1.2M
Feb 11, 2026Spainhour Sterling A Jr.EVP & CLOEXERCISE2,443——
Feb 11, 2026Peoples James JeffreyChairman, President & CEO, APCAWARD41,770——
Feb 11, 2026Peoples James JeffreyChairman, President & CEO, APCTAX W/H18,526$90.86$1.7M
Feb 11, 2026Peoples James JeffreyChairman, President & CEO, APCEXERCISE2,929——
Feb 11, 2026Peoples James JeffreyChairman, President & CEO, APCEXERCISE2,833——
Feb 11, 2026Anderson Bryan DEVPAWARD26,326——
Feb 11, 2026Anderson Bryan DEVPTAX W/H13,190$90.86$1.2M
Feb 11, 2026Anderson Bryan DEVPEXERCISE1,716——
Feb 11, 2026Anderson Bryan DEVPEXERCISE1,660——
Feb 11, 2026Cherry Pedro P.Chairman, President & CEO, MPCAWARD9,699——
Feb 11, 2026Cherry Pedro P.Chairman, President & CEO, MPCTAX W/H4,237$90.86$385.0K
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.5/10.
BEARISH COURT-RULING 7/10
The Eleventh Circuit reversed the district court's dismissal of a class-action ERISA lawsuit against
May 26, 2026
NEUTRAL CLUSTER 3/10
Two Southern Company EVPs conducted open-market share sales within a day of each other, totaling $1.
Mar 19, 2026
BULLISH INST-CLUSTER 7/10
Three major institutions — Norges Bank, Mawer Investment Management, and Renaissance Technologies —
Feb 28, 2026
NEUTRAL 8-K 5/10
Southern Company subsidiary Georgia Power Company secured a $22.4 billion loan guarantee from the U.
Feb 25, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (42% buy). Based on 33 analysts: 5 strong buy, 9 buy, 18 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$101.34 mean target +7.8% upside Buy (2.58)
$81.00 Low $114.00 High
MetricValue
Current Price$94.00
Target Low$81.00
Target Mean$101.34
Target Median$101.00
Target High$114.00
# Analysts19
RecommendationBuy (2.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.01 $1.00 $1.05 10.3% -1.0% 1↑ 6↓ $7.3B 5.2% 10
Next Q
2026-09-30
 $1.67 $1.56 $1.73 4.5% -2.7% 0↑ 5↓ $8.3B 5.5% 9
Current FY
2026-12-31
 $4.57 $4.53 $4.60 6.2% -0.1% 4↑ 0↓ $31.1B 5.3% 13
Next FY
2027-12-31
 $4.92 $4.83 $4.96 7.7% -0.1% 3↑ 4↓ $32.8B 5.3% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.015
7d ago$1.015-0.001
30d ago$1.025-0.010
60d ago$1.045-0.030
90d ago$1.061-0.046
13 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 Truist Securities MAINTAIN Hold Hold
Apr 21, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Apr 21, 2026 Truist Securities INITIATE — Hold
Apr 20, 2026 Seaport Global DOWNGRADE Buy Neutral
Apr 10, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 6, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Mar 4, 2026 Keybanc UPGRADE Underweight Sector Weight
Feb 20, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Feb 20, 2026 Wells Fargo UPGRADE Underweight Equal-Weight
Feb 20, 2026 Mizuho UPGRADE Neutral Outperform
Jan 20, 2026 Wells Fargo DOWNGRADE Equal-Weight Underweight
Jan 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 17, 2025 UBS MAINTAIN Neutral Neutral
Dec 15, 2025 Jefferies MAINTAIN Neutral Neutral
Dec 15, 2025 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202659181042%
May 1, 202659181042%
Apr 1, 202659171044%
Mar 1, 202659162044%
Feb 1, 202658163041%
Jan 1, 202658172041%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: SO — 74.0% short (1.6M / 2.1M)
Short: 1,589,456 | Exempt: 790 | TRF Vol: 2,148,420 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SO — 72.8% short (1.2M / 1.7M)
Short: 1,225,588 | Exempt: 3,475 | TRF Vol: 1,683,165 | Short Ratio: 72.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SO — 71.1% short (1.5M / 2.0M)
Short: 1,455,864 | Exempt: 5,158 | TRF Vol: 2,046,953 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SO — 68.3% short (1.7M / 2.5M)
Short: 1,706,520 | Exempt: 719 | TRF Vol: 2,499,063 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SO — 64.8% short (1.2M / 1.9M)
Short: 1,211,446 | Exempt: 284 | TRF Vol: 1,870,894 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SO — 61.4% short (1.0M / 1.7M)
Short: 1,014,577 | Exempt: 1,737 | TRF Vol: 1,651,192 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SO — 64.5% short (1.2M / 1.9M)
Short: 1,195,084 | Exempt: 12,526 | TRF Vol: 1,853,312 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SO — 55.5% short (1.0M / 1.8M)
Short: 978,513 | Exempt: 3,112 | TRF Vol: 1,764,417 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SO — 67.9% short (1.2M / 1.8M)
Short: 1,244,866 | Exempt: 756 | TRF Vol: 1,832,798 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SO — 70.0% short (0.9M / 1.3M)
Short: 917,504 | Exempt: 10,266 | TRF Vol: 1,310,530 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SO — 62.7% short (0.7M / 1.2M)
Short: 745,740 | Exempt: 7,599 | TRF Vol: 1,188,594 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SO — 62.3% short (0.9M / 1.5M)
Short: 912,501 | Exempt: 1,609 | TRF Vol: 1,465,836 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
Enforcement
William Drummond v. Southern Company Services, Inc.
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-12773
May 22, 2026
short_volume
Short Volume: SO — 59.5% short (0.7M / 1.2M)
Short: 697,414 | Exempt: 1,983 | TRF Vol: 1,171,272 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: SO — 67.5% short (1.1M / 1.7M)
Short: 1,142,470 | Exempt: 641 | TRF Vol: 1,692,635 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: SO — 55.4% short (1.1M / 2.1M)
Short: 1,143,740 | Exempt: 0 | TRF Vol: 2,064,793 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)