Financial Metrics Check: Southern Company (SO)’s Ratios for Trailing Twelve Months

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As of close of business last night, Southern Company’s stock clocked out at $93.28, up 0.20% from its previous closing price of $93.09. In other words, the price has increased by $0.20 from its previous closing price. On the day, 3.09 million shares were traded. SO stock price reached its highest trading level at $93.46 during the session, while it also had its lowest trading level at $92.81.

Ratios:

To gain a deeper understanding of SO’s stock, we examine its different ratios. For the most recent quarter (mrq), Quick Ratio is recorded 0.53 and its Current Ratio is at 0.74. In the meantime, Its Debt-to-Equity ratio is 2.08 whereas as Long-Term Debt/Eq ratio is at 1.89.

Upgrades & Downgrades

In addition, analysts’ ratings and any changes thereto give investors an idea of the stock’s future direction. In the most recent recommendation for this company, Raymond James on June 13, 2025, initiated with a Outperform rating and assigned the stock a target price of $98. On June 05, 2025, Jefferies Upgraded its rating to Buy which previously was Hold but kept the price unchanged to $100.

KeyBanc Capital Markets Downgraded its Sector Weight to Underweight on May 14, 2025, while the target price for the stock was maintained at $78.

Insider Transactions:

Investing in insider trades can also provide an investor with insight into how management views future stock prices. A recent insider transaction in this stock occurred on Aug 11 ’25 when Spainhour Sterling A Jr. sold 2,380 shares for $95.02 per share. The transaction valued at 226,148 led to the insider holds 17,382 shares of the business.

Spainhour Sterling A Jr. bought 2,380 shares of SO for $226,148 on Aug 11 ’25. On Jul 21 ’25, another insider, Greene Kimberly S,, who serves as the Chairman, President & CEO, GPC of the company, sold 13,158 shares for $95.00 each. As a result, the insider received 1,250,010 and left with 93,661 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 102612664320 and an Enterprise Value of 175500427264. As of this moment, Southern’s Price-to-Earnings (P/E) ratio for their current fiscal year is 24.08, and their Forward P/E ratio for the next fiscal year is 20.32. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 3.60. For the stock, the TTM Price-to-Sale (P/S) ratio is 3.62 while its Price-to-Book (P/B) ratio in mrq is 3.02. Its current Enterprise Value per Revenue stands at 6.188 whereas that against EBITDA is 13.132.

Stock Price History:

The Beta on a monthly basis for SO is 0.39, which has changed by 0.08717954 over the last 52 weeks, in comparison to a change of 0.1590569 over the same period for the S&P500. Over the past 52 weeks, SO has reached a high of $96.44, while it has fallen to a 52-week low of $80.46. The 50-Day Moving Average of the stock is 0.08%, while the 200-Day Moving Average is calculated to be 4.93%.

Shares Statistics:

It appears that SO traded 5.27M shares on average per day over the past three months and 4221730 shares per day over the past ten days. A total of 1.10B shares are outstanding, with a floating share count of 1.10B. Insiders hold about 0.12% of the company’s shares, while institutions hold 70.86% stake in the company. Shares short for SO as of 1755216000 were 34461147 with a Short Ratio of 6.54, compared to 1752537600 on 30511125. Therefore, it implies a Short% of Shares Outstanding of 34461147 and a Short% of Float of 3.1400003.

Dividends & Splits

With its trailing 12-month dividend rate of 2.9, SO has a forward annual dividend rate of 2.92. Against a Trailing Annual Dividend Yield of 0.03115265The stock’s 5-year Average Dividend Yield is 3.83. The current Payout Ratio is 71.61% for SO, which recently paid a dividend on 2025-08-18 with an ex-dividend date of 2025-08-18. Stock splits for the company last occurred on 2001-04-03 when the company split stock in a 10000:6109 ratio.

Earnings Estimates

The dynamic stock of Southern Company (SO) is currently attracting attention from 8.0 analysts actively involved in rating its market status.The consensus estimate for the next quarter is $0.6, with high estimates of $0.63 and low estimates of $0.47.

Analysts are recommending an EPS of between $4.3 and $4.25 for the fiscal current year, implying an average EPS of $4.27. EPS for the following year is $4.58, with 19.0 analysts recommending between $4.74 and $4.4.

Revenue Estimates

In the current quarter, 6 analysts expect revenue to total $8.03B. It ranges from a high estimate of $10.01B to a low estimate of $7.41B. As of the current estimate, Southern Company’s year-ago sales were $7.27BFor the next quarter, 6 analysts are estimating revenue of $6.4B. There is a high estimate of $6.99B for the next quarter, whereas the lowest estimate is $4.3B.

A total of 13 analysts have provided revenue estimates for SO’s current fiscal year. The highest revenue estimate was $29.25B, while the lowest revenue estimate was $26.71B, resulting in an average revenue estimate of $28.34B. In the same quarter a year ago, actual revenue was $26.72BBased on 13 analysts’ estimates, the company’s revenue will be $29.74B in the next fiscal year. The high estimate is $31.67B and the low estimate is $28.05B.

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