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The Southern Company SO | NYSE

$87.17 $0.00 | 0.00%

Next Earnings: Sep 13, 2026

Company Overview:

Market Cap: $0
Trailing PE: 0x
FWD PE *: 18.7x
Payout Ratio (TTM): 66.6%
52-Week Range: $83.80 - $100.84

* Forward PE is based on street estimates.

10 Year SO Performance Metrics:

Total Return (with DRIP): 155.6% (9.84% CAGR)
Total Return (no DRIP): 121.6% (8.28% CAGR)
Share Price: 70.1% (5.45% CAGR)
Yield on Cost (with DRIP): 8.91%
Total Invested: $10,000
Total Value (with DRIP): $25,559
Total Return $ (with DRIP): $15,559
Dividend Increase: 35.7% (3.18% CAGR)
Dividend Yield (FWD): 3.49% ($3.04)
SO 10-yr Total Return ($10K invested)
1Y 2Y 5Y 10Y All

SO Share Price chart

Share Price
SO Price CAGR:1Y: -5.38%2Y: -0.91%5Y: 5.65%10Y: 5.31%
SO Dividend Charts
SO - Dividends
SO Dividend CAGR:1Y: 2.70%2Y: 2.74%5Y: 2.86%10Y: 3.10%
SO - Dividend Payout Ratio
SO - Dividend to Free Cash Flow Ratio

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SO Earnings, Revenue, Cash & Debt, Shares Outstanding:

SO - Revenue
SO Revenue CAGR:1Y: 0.06%2Y: 3.90%5Y: 6.06%10Y: 4.59%
SO - Earnings Per Share (EPS)
SO EPS CAGR:1Y: 28.75%2Y: -2.79%5Y: 24.09%10Y: 4.24%
SO - Net Income
SO Net Income CAGR:1Y: 33.41%2Y: -1.21%5Y: 25.57%10Y: 6.34%
SO - EBITDA
SO EBITDA CAGR:1Y: -7.36%2Y: -3.89%5Y: 12.90%10Y: 6.15%
SO - Free Cash Flow
SO Free Cash Flow CAGR:1Y: 0.00%2Y: 265.42%5Y: 0.00%10Y: 0.00%
SO - Free Cash Flow / Share
SO Free Cash Flow / Share CAGR:1Y: 0.00%2Y: 258.77%5Y: 0.00%10Y: 0.00%
SO - Operating Income
SO Operating Income CAGR:1Y: 0.68%2Y: -3.62%5Y: 20.19%10Y: 3.78%
SO - Gross Profit
SO Gross Profit CAGR:1Y: 2.49%2Y: 24.82%5Y: 8.66%10Y: 5.53%
SO - Shares Outstanding
SO Shares Outstanding CAGR:1Y: 3.26%2Y: 1.75%5Y: 1.35%10Y: 1.94%
SO - Share Buybacks
SO Share Buybacks CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SO - Stock-Based Comp
SO Stock-Based Comp CAGR:1Y: 25.00%2Y: 0.00%5Y: -7.37%10Y: 3.15%
SO - Expenses
SO Expenses CAGR:1Y: 0.27%2Y: 13.91%5Y: 11.53%10Y: 6.98%
SO - Revenue vs Net Income
SO - EPS vs FCF / Share
SO - EPS vs PE Ratio
SO - FCF vs FCF / Share
SO - FCF vs Stock Based Comp
SO - Cash & Debt
SO - Revenue by Segment
SO Revenue CAGR:1Y: 0.06%2Y: 3.90%5Y: 6.06%10Y: 4.59%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

SO - REVENUE: Actual + Estimates
SO Actual Revenue CAGR:1Y: 0.06%2Y: 3.90%5Y: 6.06%10Y: 4.59%
SO - EPS: Actual + Estimates
SO Actual EPS CAGR:1Y: 28.75%2Y: -2.79%5Y: 24.09%10Y: 4.24%
SO - NET INCOME: Actual + Estimates
SO Actual Net Income CAGR:1Y: 33.41%2Y: -1.21%5Y: 25.57%10Y: 6.34%
SO - EBITDA: Actual + Estimates
SO Actual EBITDA CAGR:1Y: -7.36%2Y: -3.89%5Y: 12.90%10Y: 6.15%

Ratios, Profit Margins & Return on Capital:

SO - Net Profit Margin
SO Net Profit Margin CAGR:1Y: 33.36%2Y: -4.90%5Y: 18.41%10Y: 1.67%
SO - Gross Profit Margin
SO Gross Profit Margin CAGR:1Y: 2.44%2Y: 20.13%5Y: 2.45%10Y: 0.90%
SO - Price to Earnings
SO - Price To Sales Ratio
SO - Return on Capital Employed
SO - Return on Invested Capital

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SO Dividends Info:

Annual Dividend: $3.04
Forward Yield: 3.49%
Ex-Dividend Date: 2026-08-17
Lifetime Dividends / Share: $66.23

SO Dividend History: Dates, Payments & Yield list

Below is a schedule of all SO dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date Payment Date Amount Yield Forward Yield Price on Ex-Date
08/17/202609/08/2026$0.7603.29%3.42%$88.99
05/18/202606/08/2026$0.7603.24%3.33%$91.28
02/17/202603/06/2026$0.7403.22%3.04%$97.48
11/17/202512/08/2025$0.7403.27%3.46%$85.56
08/18/202509/08/2025$0.7403.19%3.26%$90.83
05/19/202506/06/2025$0.7403.31%3.35%$88.26
02/18/202503/06/2025$0.7203.35%3.25%$88.72
11/18/202412/06/2024$0.7203.27%3.4%$84.81
08/19/202409/06/2024$0.7203.31%3.26%$88.41
05/17/202406/06/2024$0.7203.62%3.66%$78.65
02/16/202403/06/2024$0.7004.21%4.08%$68.58
11/17/202312/06/2023$0.7004.01%3.87%$72.26
08/18/202309/06/2023$0.7004.13%4.23%$66.25
05/12/202306/06/2023$0.7003.82%4.04%$69.37
02/17/202303/06/2023$0.6804.08%4.17%$65.23
11/18/202212/06/2022$0.6804.15%3.97%$68.48
08/12/202209/06/2022$0.6803.48%3.5%$77.78
05/13/202206/06/2022$0.6803.69%3.61%$75.35
02/18/202203/07/2022$0.6604.14%3.81%$69.23
11/12/202112/06/2021$0.6604.27%4.08%$64.66
08/13/202109/07/2021$0.6604.03%3.99%$66.19
05/14/202106/07/2021$0.6604.05%4.08%$64.67
02/12/202103/08/2021$0.6404.26%4.29%$59.61
11/13/202012/07/2020$0.6404.01%4.15%$61.73
08/14/202009/08/2020$0.6404.78%4.84%$52.85
05/15/202006/08/2020$0.6404.87%4.25%$60.27
02/14/202003/06/2020$0.6203.59%3.71%$66.87
11/15/201912/06/2019$0.6203.99%3.99%$62.14
08/16/201909/06/2019$0.6204.31%4.16%$59.68
05/17/201906/06/2019$0.6204.61%4.48%$55.38
02/15/201903/06/2019$0.6004.94%4.79%$50.13
11/16/201812/06/2018$0.6005.12%5.16%$46.52
08/17/201809/06/2018$0.6005.11%5.24%$45.76
05/18/201806/06/2018$0.6005.62%5.6%$42.89
02/16/201803/06/2018$0.5805.28%5.26%$44.10
11/17/201712/06/2017$0.5804.55%4.56%$50.89
08/17/201709/06/2017$0.5804.84%4.71%$49.28
05/11/201706/06/2017$0.5804.66%4.57%$50.79
02/16/201703/06/2017$0.5604.64%4.46%$50.24
11/17/201612/06/2016$0.5604.72%4.77%$46.93
08/11/201609/06/2016$0.5604.28%4.3%$52.13
05/12/201606/06/2016$0.5604.47%4.47%$50.13
02/11/201603/07/2016$0.5434.52%4.48%$48.49
11/12/201512/04/2015$0.5434.94%4.84%$44.83
08/13/201509/07/2015$0.5434.7%5.08%$42.70
05/14/201506/08/2015$0.5435.03%5.09%$42.60
02/12/201503/06/2015$0.5254.51%4.76%$44.09
10/30/201412/08/2014$0.5254.52%4.37%$48.05
07/31/201409/08/2014$0.5254.85%4.71%$44.56
05/01/201406/06/2014$0.5254.64%4.78%$43.89
01/30/201403/06/2014$0.5084.96%4.83%$42.04
10/31/201312/06/2013$0.5084.96%4.9%$41.43
08/01/201309/06/2013$0.5084.58%4.94%$41.12
05/02/201306/06/2013$0.5084.3%4.57%$44.43
01/31/201303/06/2013$0.4904.43%4.31%$45.48
11/01/201212/06/2012$0.4904.26%4.48%$43.73
08/02/201209/06/2012$0.4904.16%4.25%$46.07
05/03/201206/06/2012$0.4904.34%4.17%$47.03
02/02/201203/06/2012$0.4734.27%4.23%$44.65
11/03/201112/06/2011$0.4734.36%4.23%$44.72
07/28/201109/06/2011$0.4734.75%4.58%$41.24
04/28/201106/06/2011$0.4734.86%4.8%$39.34
02/03/201103/07/2011$0.4554.84%4.78%$38.07
10/28/201012/06/2010$0.4554.81%4.78%$38.08
07/29/201009/06/2010$0.4555.13%4.93%$36.90
04/29/201006/07/2010$0.4555.25%5.64%$32.28
01/28/201003/08/2010$0.4385.48%5.41%$32.35
10/29/200912/07/2009$0.4385.52%5.3%$33.01
07/30/200909/07/2009$0.4385.49%5.57%$31.44
04/30/200906/08/2009$0.4386.06%6.07%$28.82
01/29/200903/06/2009$0.4204.96%5.99%$28.05
10/30/200812/08/2008$0.4204.76%4.54%$36.99
07/31/200809/08/2008$0.4204.75%4.42%$38.00
05/01/200806/06/2008$0.4204.55%4.81%$34.92
01/31/200803/06/2008$0.4034.43%4.68%$34.40
11/01/200712/06/2007$0.4034.52%4.13%$38.94
08/02/200709/06/2007$0.4034.61%4.51%$35.67
05/03/200706/06/2007$0.4034.28%4.56%$35.29
02/01/200703/06/2007$0.3884.27%4.37%$35.49
11/02/200612/06/2006$0.3884.3%4.25%$36.43
08/03/200609/06/2006$0.3884.64%4.57%$33.90
04/27/200606/06/2006$0.3884.83%4.79%$32.37
02/02/200603/06/2006$0.3734.41%4.47%$33.30
11/03/200512/06/2005$0.3734.32%4.27%$34.89
07/28/200509/06/2005$0.3734.24%4.19%$35.54
04/28/200506/06/2005$0.3734.59%4.33%$34.39
02/03/200503/07/2005$0.3584.27%4.39%$32.55
10/28/200412/06/2004$0.3584.57%4.34%$32.92
07/29/200409/06/2004$0.3584.91%4.67%$30.65
04/29/200406/07/2004$0.3504.88%4.78%$29.29
01/29/200403/08/2004$0.3504.66%4.58%$30.55
10/30/200312/08/2003$0.3504.66%4.72%$29.66
07/31/200309/08/2003$0.3504.92%4.75%$29.45
05/01/200306/06/2003$0.3424.8%4.44%$30.80
01/30/200303/06/2003$0.3434.89%4.8%$28.56
10/31/200212/06/2002$0.3434.61%5.17%$26.52
08/01/200209/06/2002$0.3434.97%4.8%$28.56
05/02/200206/06/2002$0.3354.77%5.2%$25.75
01/31/200203/06/2002$0.3355.44%5.12%$26.17
11/01/200112/06/2001$0.3355.58%5.92%$22.62
08/02/200109/06/2001$0.3355.68%5.68%$23.60
05/03/200106/06/2001$0.3355.99%5.75%$23.29
02/01/200103/06/2001$0.2054.71%4.29%$19.09
11/02/200012/06/2000$0.2054.61%4.58%$17.87
08/03/200009/06/2000$0.2055.07%4.3%$19.05
04/27/200006/06/2000$0.2055.15%5.39%$15.20
02/03/200003/06/2000$0.2055.39%6.33%$12.94
10/28/199912/06/1999$0.2055.04%5.66%$14.47
07/29/199909/06/1999$0.2055.09%4.93%$16.61
04/29/199906/07/1999$0.2055%4.74%$17.26
01/28/199903/08/1999$0.2054.92%5.43%$15.08
10/29/199812/07/1998$0.2054.75%4.52%$18.10
07/30/199809/07/1998$0.2055.13%4.92%$16.65
04/30/199806/08/1998$0.2055.06%4.9%$16.72
01/29/199803/06/1998$0.2055.44%5.32%$15.39
10/30/199712/08/1997$0.1995.75%5.6%$14.17
07/31/199709/08/1997$0.1995.93%5.98%$13.29
05/01/199706/06/1997$0.1996.42%6.08%$13.06
01/30/199703/06/1997$0.1995.94%6.08%$13.06
10/31/199612/06/1996$0.1925.69%5.66%$13.59
08/01/199609/06/1996$0.1925.54%5.76%$13.36
05/02/199606/06/1996$0.1925.79%5.45%$14.13
02/01/199603/06/1996$0.1925.09%5.2%$14.81
11/02/199512/06/1995$0.1865.22%5.11%$14.59
08/03/199509/06/1995$0.1865.68%5.71%$13.06
04/25/199506/06/1995$0.1865.92%5.39%$13.82
01/31/199503/06/1995$0.1865.85%6.26%$11.91
11/01/199412/06/1994$0.1806.17%5.83%$12.37
07/26/199409/06/1994$0.1806.33%6.42%$11.23
04/26/199406/06/1994$0.1806.01%6.17%$11.68
02/01/199403/07/1994$0.1805.58%5.69%$12.68
10/26/199312/06/1993$0.1745.15%5.3%$13.13
07/27/199309/06/1993$0.1745.48%5.12%$13.59
04/27/199306/07/1993$0.1745.35%5.58%$12.49
01/26/199303/08/1993$0.1746%5.51%$12.64
10/27/199212/07/1992$0.1686.07%6.05%$11.11
07/28/199209/07/1992$0.1686.03%5.88%$11.42
04/28/199206/08/1992$0.1686.88%6.47%$10.39
01/28/199203/06/1992$0.1686.77%7.21%$9.32
10/29/199112/06/1991$0.1637.11%6.66%$9.81
07/30/199109/06/1991$0.1637.71%7.71%$8.48
04/30/199106/06/1991$0.1637.75%8.11%$8.06
01/29/199103/06/1991$0.1638%7.96%$8.21
10/30/199012/06/1990$0.1638.23%7.89%$8.29
07/31/199009/06/1990$0.1638.35%9.16%$7.14
05/01/199006/06/1990$0.1638.87%8.48%$7.71
01/30/199003/06/1990$0.1638.08%8.19%$7.98
10/31/198912/06/1989$0.1637.89%7.54%$8.67
08/01/198909/06/1989$0.1637.71%7.89%$8.29
04/25/198906/06/1989$0.1639.05%8%$8.17
01/31/198903/06/1989$0.1639.21%9.02%$7.25
11/01/198812/06/1988$0.1639.79%9.51%$6.87
07/26/198809/06/1988$0.1639.67%10.38%$6.30
04/26/198806/06/1988$0.1639.61%9.1%$7.18
01/26/198803/07/1988$0.1639.05%9.46%$6.91
10/27/198712/07/1987$0.16310.01%10.2%$6.41
07/28/198709/07/1987$0.1639.26%9.41%$6.95
04/28/198706/08/1987$0.1638.97%9.05%$7.22
01/27/198703/06/1987$0.1637.71%7.92%$8.25
10/28/198610/30/1986$0.1638.74%8.39%$7.79
07/29/198607/31/1986$0.1568.24%8.29%$7.52
04/29/198605/01/1986$0.1568.91%9.16%$6.80
01/28/198601/30/1986$0.1569.27%9.27%$6.72
10/29/198510/31/1985$0.15610.13%10.02%$6.22
07/30/198508/01/1985$0.1479.43%9.09%$6.45
04/30/198505/02/1985$0.1479.79%9.79%$5.99
01/29/198501/31/1985$0.14710.53%10.59%$5.54
10/30/198411/01/1984$0.14710.96%10.82%$5.42
07/31/198408/02/1984$0.13712%11.53%$4.77
05/01/198405/03/1984$0.13712.11%11.9%$4.62
01/31/198402/02/1984$0.1370%11.24%$4.89
11/01/198311/03/1983$0.1370%11.43%$4.81
07/26/198307/28/1983$0.1300%10.8%$4.81
04/26/198304/28/1983$0.1300%10.8%$4.81
02/01/198302/03/1983$0.1300%10.8%$4.81
10/26/198210/28/1982$0.1300%10.8%$4.81
07/27/198207/29/1982$0.1300%10.8%$4.81
04/27/198204/29/1982$0.1240%10.29%$4.81
01/26/198201/28/1982$0.1240%10.29%$4.81

Projected Future Returns & Dividends for SO

Based on past 10-year performance, here are SO growth metrics:

Share price CAGR of +5.31%
Dividend CAGR of +3.1%

Using SO CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, is modelled to grow as follows:

SO (DRIP)SO - No DRIP
Current Price$87.17$87.17
Start Shares114.72114.72
Start Value$10,000$10,000
  
After 10 years:
Final Share Count157.40114.72
Dividends Payment$1.03$1.03
Annual Dividends$649$473
Yield on cost6.49%4.73%
Share Price$146.24$146.24
Total Dividends$4,770$4,017
Final Value$23,019$20,793

Estimated Future Value + Dividends - SO

NOTE: Above numbers are our estimate based on SO's Dividend and Price CAGR over past 10 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

The Southern Company (SO) had its IPO on 1981-12-31, and is trader on NYSE stock exchange.

The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.

SO website: https://www.southerncompany.com


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