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Southern Company (The) Series 2 logo

Southern Company (The) Series 2

SOJE

NYSEUtilitiesRegulated Electric

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Previous close

$15.90

−$0.17 · -1.06%

Aug 21, 4:00 PM ET

SOJE company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

80

Undervalued

Momentum

39

Weakening

Sentiment

56

Mixed

Risk resilience

83

Low Risk

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Company profile

Company website

Southern Company operates as an energy holding company, primarily engaged in generating and selling electricity. Its operations are divided into three distinct business units. The first, Traditional Electric Operating Companies, encompasses integrated utilities responsible for power generation, transmission, and distribution infrastructure, supplying electricity across Alabama, Georgia, Florida, and Mississippi. The Southern Power division is dedicated to developing, acquiring, and overseeing various power generation assets, including renewable energy projects, for sale within the wholesale electricity market. Finally, Southern Company Gas manages the distribution of natural gas through its extensive network of facilities in Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and its corporate headquarters are situated in Atlanta, Georgia.

Industry
Regulated Electric
Sector
Utilities
Headquarters
US
CEO
Christopher C. Womack
Listed since
Sep 23, 2020
Employees
28,100

Market position

Day range

Current $15.90

52-week range

Current $15.90

Open
$16.02
Previous close
$16.07
Volume
72.02K
1.1× average
Average volume
65.43K
Average daily volume
Market cap
104.48B USD
Beta
0.43
Market reference 1
50-day average
$16.6352
-4.42% below average
200-day average
$17.4785
-9.03% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
21.33×
P/B (TTM)
2.56×
P/S (TTM)
3.39×
Dividend yield
3.37%

Profitability & efficiency

Gross margin
43.40%
Operating margin
24.19%
Net margin
15.43%

Financial health

Debt / equity
1.95×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends54%38%22%6%Gross margin, FY2021: 44.33%Gross margin, FY2022: 36.30%Gross margin, FY2023: 46.36%Gross margin, FY2024: 49.93%Gross margin, FY2025: 29.81%Operating margin, FY2021: 16.00%Operating margin, FY2022: 18.34%Operating margin, FY2023: 23.07%Operating margin, FY2024: 26.45%Operating margin, FY2025: 24.60%Net margin, FY2021: 10.42%Net margin, FY2022: 12.07%Net margin, FY2023: 15.74%Net margin, FY2024: 16.47%Net margin, FY2025: 14.69%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 44.33%. Gross margin FY2022 36.30%. Gross margin FY2023 46.36%. Gross margin FY2024 49.93%. Gross margin FY2025 29.81%. Operating margin FY2021 16.00%. Operating margin FY2022 18.34%. Operating margin FY2023 23.07%. Operating margin FY2024 26.45%. Operating margin FY2025 24.60%. Net margin FY2021 10.42%. Net margin FY2022 12.07%. Net margin FY2023 15.74%. Net margin FY2024 16.47%. Net margin FY2025 14.69%.

Income trends

Revenue

29.55B USD+10.59%

Operating income

7.27B USD+2.87%

Net income

4.34B USD-1.36%
Income trends across reported periods32.27B USD21.41B USD10.55B USD−306.5M USDRevenue, FY2021: 23.11B USDRevenue, FY2022: 29.28B USDRevenue, FY2023: 25.25B USDRevenue, FY2024: 26.72B USDRevenue, FY2025: 29.55B USDOperating income, FY2021: 3.7B USDOperating income, FY2022: 5.37B USDOperating income, FY2023: 5.83B USDOperating income, FY2024: 7.07B USDOperating income, FY2025: 7.27B USDNet income, FY2021: 2.41B USDNet income, FY2022: 3.54B USDNet income, FY2023: 3.98B USDNet income, FY2024: 4.4B USDNet income, FY2025: 4.34B USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 23.11B USD. Revenue FY2022 29.28B USD. Revenue FY2023 25.25B USD. Revenue FY2024 26.72B USD. Revenue FY2025 29.55B USD. Operating income FY2021 3.7B USD. Operating income FY2022 5.37B USD. Operating income FY2023 5.83B USD. Operating income FY2024 7.07B USD. Operating income FY2025 7.27B USD. Net income FY2021 2.41B USD. Net income FY2022 3.54B USD. Net income FY2023 3.98B USD. Net income FY2024 4.4B USD. Net income FY2025 4.34B USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue29.55B USD26.72B USD25.25B USD29.28B USD23.11B USD
Cost of goods sold20.74B USD13.38B USD13.55B USD18.65B USD12.87B USD
Gross profit8.81B USD13.34B USD11.71B USD10.63B USD10.25B USD
Operating expenses1.54B USD6.27B USD5.88B USD5.26B USD6.55B USD
Interest expense3.31B USD2.74B USD2.45B USD2.02B USD1.84B USD
Depreciation and amortization6.03B USD5.27B USD4.99B USD4.06B USD3.97B USD
Operating income7.27B USD7.07B USD5.83B USD5.37B USD3.7B USD
Net income4.34B USD4.4B USD3.98B USD3.54B USD2.41B USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+4.53%
11 comparable reports
Latest EPS result
1.13
Estimate 1.01 · Beat by 11.88%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.721.280.850.41Q1 '25MissQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 19, 2025: actual 0.48, estimate 0.506, surprise -5.14%, Miss. Q2 2025, reported Apr 30, 2025: actual 1.21, estimate 1.2, surprise +0.83%, Beat. Q3 2025, reported Jul 30, 2025: actual 0.794, estimate 0.875, surprise -9.26%, Miss. Q4 2025, reported Oct 29, 2025: actual 1.54, estimate 1.51, surprise +1.99%, Beat. Q1 2026, reported Feb 19, 2026: actual 0.55, estimate 0.558, surprise -1.43%, Miss. Q2 2026, reported Apr 30, 2026: actual 1.32, estimate 1.21, surprise +9.09%, Beat. Q3 2026, reported Jul 30, 2026: actual 1.13, estimate 1.01, surprise +11.88%, Beat. Q4 2026, reported Oct 29, 2026: actual —, estimate 1.63, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates8.73B7.68B6.62B5.57BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 19, 2025: actual 6.34B USD, estimate 5.9B USD, surprise +7.43%, Beat. Q2 2025, reported Apr 30, 2025: actual 7.78B USD, estimate 7.15B USD, surprise +8.68%, Beat. Q3 2025, reported Jul 30, 2025: actual 6.97B USD, estimate 6.36B USD, surprise +9.58%, Beat. Q4 2025, reported Oct 29, 2025: actual 7.82B USD, estimate 7.62B USD, surprise +2.71%, Beat. Q1 2026, reported Feb 19, 2026: actual 6.98B USD, estimate 6.1B USD, surprise +14.51%, Beat. Q2 2026, reported Apr 30, 2026: actual 8.4B USD, estimate 8.07B USD, surprise +4.02%, Beat. Q3 2026, reported Jul 30, 2026: actual 6.98B USD, estimate 7.23B USD, surprise -3.51%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate 8.22B USD, surprise —, Comparison unavailable.

SOJE peers

NextEra Energy, Inc. logo

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The Southern Company logo

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$88.94

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Duke Energy Corporation logo

DUK

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$119.85

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National Grid plc logo

NGG

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$79.76

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Dominion Energy, Inc. logo

D

Dominion Energy, Inc.

$66.59

—

ETFs holding SOJE

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Preferred and Income Securities ETF logoiShares Preferred and Income Securities ETFPFF
Market value
29.8M
Weight
0.23%
AUM
13.06B USD
Expense ratio
0.45%
Price / 1D
$30.46+0.03%
Invesco Preferred ETF logoInvesco Preferred ETFPGX
Market value
17.51M
Weight
0.47%
AUM
3.76B USD
Expense ratio
0.50%
Price / 1D
$10.60-0.28%
VanEck Preferred Securities ex Financials ETF logoVanEck Preferred Securities ex Financials ETFPFXF
Market value
11.91M
Weight
0.50%
AUM
2.4B USD
Expense ratio
0.40%
Price / 1D
$17.97+0.45%
State Street SPDR ICE Preferred Securities ETF logoState Street SPDR ICE Preferred Securities ETFPSK
Market value
4.65M
Weight
0.69%
AUM
678.06M USD
Expense ratio
0.45%
Price / 1D
$29.59-0.44%
First Trust Preferred Securities and Income ETF logoFirst Trust Preferred Securities and Income ETFFPE
Market value
1.54M
Weight
0.02%
AUM
6.28B USD
Expense ratio
0.83%
Price / 1D
$17.66-0.45%
Fidelity Preferred Securities & Income ETF logoFidelity Preferred Securities & Income ETFFPFD
Market value
1.06M
Weight
1.33%
AUM
80.75M USD
Expense ratio
0.59%
Price / 1D
$21.22-0.26%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF logoGoldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETFGPRF
Market value
257.14K
Weight
0.18%
AUM
145.77M USD
Expense ratio
0.45%
Price / 1D
$49.345+0.03%
iShares Morningstar Multi-Asset Income ETF logoiShares Morningstar Multi-Asset Income ETFIYLD
Market value
42K
Weight
0.03%
AUM
125.77M USD
Expense ratio
0.50%
Price / 1D
$22.29+0.22%

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