Nama Insights

Southern (SO)

Utilities · Utilities Regulated Electric · NYSE

S&P 500
Southern (SO) is a Utilities company in the Utilities Regulated Electric industry. It has a market capitalization of $107.51B, a trailing price-to-earnings ratio of 18.7 and a free-cash-flow yield of -2.9%. Over the most recent reported fiscal year, revenue grew 10.6% and free cash flow per share fell 450.9%. Nama's AI scorecard rates it Hold, 5.3 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 5.3/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -6.0% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-8.4%
How far the last close sits under the highest price of the past five years.
Market cap$107.51B
Trailing P/E18.7
Price / book2.7
Price / sales3.5
FCF yield-2.9%
Dividend yield3.3%
Gross margin48.3%
Operating margin24.2%
Net margin15.4%
Revenue growth (YoY)+10.6%
Revenue growth (3-yr annual)+0.3%
EPS growth (YoY)+5.9%
FCF/share growth (YoY)-450.9%
Beta0.3
ExchangeNYSE
SectorUtilities
IndustryUtilities Regulated Electric

SO earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $0.44). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.94 $1.71 +13.4% $8.84B
Q2 2026 Jul 30, 2026 $1.13 $1.01 +11.9% $6.98B
Q1 2026 Apr 30, 2026 $1.32 $1.21 +9.1% $8.40B
Q4 2025 Feb 19, 2026 $0.55 $0.56 -1.8% $6.98B

SO analyst price target

Median target $96.50 from 20 analysts, ranging $74.00 – $112.00.

Utilities Regulated Electric peers

TickerCompanyMarket capP/E
NEE NextEra Energy $182.36B 21.6
DUK Duke Energy $99.63B 18.6
NGG National Grid $83.60B —
AEP American Electric Power $68.90B 19.7
D Dominion Energy $60.34B 18.5
ETR Entergy $52.82B 25.2
XEL Xcel Energy $51.14B 18.4
EXC Exelon $47.21B 16.3
Explore live SO data on Nama Insights →

Recent Congressional trades

Southern trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Jared Moskowitz House Buy $1,001 - $15,000 Jan 16, 2026
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Marjorie Taylor Greene House Buy $1,001 - $15,000 Aug 29, 2025
Jared Moskowitz House Buy $1,001 - $15,000 May 9, 2025
Marjorie Taylor Greene House Buy $1,001 - $15,000 Apr 7, 2025
Marjorie Taylor Greene House Buy $1,001 - $15,000 Nov 8, 2024
John James House Sell $1,001 - $15,000 Sep 6, 2024
John James House Buy $1,001 - $15,000 Sep 2, 2024
Jared Moskowitz House Sell $1,001 - $15,000 Aug 21, 2024
Jared Moskowitz House Buy $1,001 - $15,000 Aug 21, 2024
Jared Moskowitz House Buy $1,001 - $15,000 Aug 19, 2024

SO FAQ

Is SO a buy?
Nama's AI scorecard currently rates Southern Hold (5.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SO's P/E ratio?
Southern trades at a trailing price-to-earnings ratio of 18.7.
When does SO report earnings?
Southern's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $0.44.
What is the SO price target?
The median analyst price target from 20 analysts is $96.50, with a range of $74.00 – $112.00.
Is SO Shariah compliant?
Nama's AAOIFI-style screen reads Southern as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does SO pay a dividend?
Yes — Southern's dividend yield is 3.3%.