Balance Sheet Breakdown: Southern Company (SO)’s Debt-to-Equity and Long-Term Debt/Eq Ratios

Nora Barnes

Those aiming for above-average market returns often engage in the meticulous process of stock picking. Choosing the right stocks can make a substantial difference in your wealth.

After finishing at $90.76 in the prior trading day, Southern Company (NYSE: SO) closed at $91.14, up 0.42%. In other words, the price has increased by $0.42 from its previous closing price. On the day, 3.73 million shares were traded. SO stock price reached its highest trading level at $91.4425 during the session, while it also had its lowest trading level at $90.55.

Ratios:

Our goal is to gain a better understanding of SO by taking a closer look at its different ratios. For the most recent quarter (mrq), Quick Ratio is recorded 0.56 and its Current Ratio is at 0.75. In the meantime, Its Debt-to-Equity ratio is 2.11 whereas as Long-Term Debt/Eq ratio is at 1.88.

On November 05, 2025, Jefferies Downgraded its rating to Hold which previously was Buy but kept the price unchanged to $103.

Insider Transactions:

The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Sep 30 ’25 when Anderson Bryan D sold 6,206 shares for $93.83 per share. The transaction valued at 582,309 led to the insider holds 51,455 shares of the business.

BRYAN ANDERSON bought 6,206 shares of SO for $582,309 on Sep 30 ’25. On Aug 11 ’25, another insider, Spainhour Sterling A Jr., who serves as the EVP & CLO of the company, sold 2,380 shares for $95.02 each. As a result, the insider received 226,148 and left with 17,382 shares of the company.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, SO now has a Market Capitalization of 100354703360 and an Enterprise Value of 174031699968. As of this moment, Southern’s Price-to-Earnings (P/E) ratio for their current fiscal year is 22.66, and their Forward P/E ratio for the next fiscal year is 19.89. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 3.33. For the stock, the TTM Price-to-Sale (P/S) ratio is 3.47 while its Price-to-Book (P/B) ratio in mrq is 2.87. Its current Enterprise Value per Revenue stands at 6.019 whereas that against EBITDA is 12.599.

Stock Price History:

The Beta on a monthly basis for SO is 0.44, which has changed by 0.037020087 over the last 52 weeks, in comparison to a change of 0.14151978 over the same period for the S&P500. Over the past 52 weeks, SO has reached a high of $100.83, while it has fallen to a 52-week low of $80.46. The 50-Day Moving Average of the stock is -3.17%, while the 200-Day Moving Average is calculated to be -0.23%.

Shares Statistics:

The stock has traded on average 5.26M shares per day over the past 3-months and 8002260 shares per day over the last 10 days, according to various share statistics. A total of 1.10B shares are outstanding, with a floating share count of 1.10B. Insiders hold about 0.13% of the company’s shares, while institutions hold 70.62% stake in the company. Shares short for SO as of 1761868800 were 38277756 with a Short Ratio of 7.87, compared to 1759190400 on 38006947. Therefore, it implies a Short% of Shares Outstanding of 38277756 and a Short% of Float of 3.4799999999999995.

Dividends & Splits

In the trailing 12 months, SO’s forward annual dividend rate was 2.92, compared to 2.92 this year. Against a Trailing Annual Dividend Yield of 0.03217276. The stock’s 5-year Average Dividend Yield is 3.75. The current Payout Ratio is 71.61% for SO, which recently paid a dividend on 2025-08-18 with an ex-dividend date of 2025-11-17. Stock splits for the company last occurred on 2001-04-03 when the company split stock in a 10000:6109 ratio.

Earnings Estimates

A comprehensive evaluation of Southern Company (SO) is underway, with the input of 6.0 analysts contributing to its current rating.The consensus estimate for the next quarter is $1.28, with high estimates of $1.39 and low estimates of $1.21.

Analysts are recommending an EPS of between $4.32 and $4.25 for the fiscal current year, implying an average EPS of $4.28. EPS for the following year is $4.57, with 21.0 analysts recommending between $4.69 and $4.4.

Revenue Estimates

7 analysts predict $6.62B in revenue for. The current quarter. It ranges from a high estimate of $7.47B to a low estimate of $5.16B. As of. The current estimate, Southern Company’s year-ago sales were $6.34BFor the next quarter, 7 analysts are estimating revenue of $8.2B. There is a high estimate of $8.73B for the next quarter, whereas the lowest estimate is $7.9B.

A total of 18 analysts have provided revenue estimates for SO’s current fiscal year. The highest revenue estimate was $30.16B, while the lowest revenue estimate was $27.18B, resulting in an average revenue estimate of $28.58B. In the same quarter a year ago, actual revenue was $26.72BBased on 18 analysts’ estimates, the company’s revenue will be $30.08B in the next fiscal year. The high estimate is $32.33B and the low estimate is $28.52B.

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