SOUTHERN CO(SO)Stock Analysis
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Rank #589 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SOUTHERN CO (SO), a Utilities sector company. 13F Pro's AI-powered ranking engine scores SO at 65.1/100 on a 32-signal composite quality model, placing it at rank #589 of 2,879 stocks — the top 25% of the AI-ranked universe. SO scores in the top quartile across revenue scale (95.4), profitability (77.7). Areas of concern include free cash flow (19.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), SOUTHERN CO reports quarterly revenue of $8.4B, net income of $1.4B, an operating margin of 24.0%. Top institutional holders of SO by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. SO trades on the NYSE exchange and files with the SEC under CIK 92122. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOUTHERN CO directly from SEC EDGAR. SOUTHERN CO's 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 65.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$8.4B
Net Income
Q1 2026
$1.4B
Free Cash Flow
Q1 2026
$-1.7B
Operating Margin
Q1 2026
24.0%
ROIC
Q1 2026
1.9%
D/E Ratio
Q1 2026
1.87
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+10.6% YoYNet Income
-1.4% YoYOperating Income
+3.1% YoYEPS (Diluted)
-1.8% YoYTotal Assets
+7.3% YoYTotal Debt
+12.0% YoYOp. Cash Flow
+0.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $29.55B +10.6% | $26.72B +5.8% | $25.25B -13.8% | $29.28B +26.7% | $23.11B +13.4% | $20.38B |
| Net Income | $4.34B -1.4% | $4.40B +10.7% | $3.98B | — | — | — |
| Operating Income | $7.29B +3.1% | $7.07B +21.3% | $5.83B +8.5% | $5.37B +45.2% | $3.70B -24.3% | $4.88B |
| EPS (Diluted) | $3.92 -1.8% | $3.99 +10.2% | $3.62 +11.0% | $3.26 +45.5% | $2.24 -23.5% | $2.93 |
| Total Assets | $155.72B +7.3% | $145.18B +4.2% | $139.33B +3.3% | $134.89B +5.8% | $127.53B +3.7% | $122.94B |
| Total Debt | $72.59B +12.0% | $64.82B +4.6% | $62.00B +7.7% | $57.55B +7.1% | $53.72B +9.2% | $49.19B |
| Operating Cash Flow | $9.80B +0.1% | $9.79B +29.6% | $7.55B +19.9% | $6.30B +2.2% | $6.17B -7.9% | $6.70B |
AI Insight: SO Financial Trends
Total debt surged 16% from $64.0B in Q2 2024 to $74.5B in Q1 2026 while operating cash flow remains volatile.
• Revenue grew 8% year-over-year from $7,775M in Q1 2025 to $8,397M in Q1 2026.
• Total debt increased steadily from $64.0B in Q2 2024 to $74.5B in Q1 2026.
• Operating cash flow shows seasonal volatility, dropping to $1,226M in Q1 2026 from $2,597M in Q4 2025.
⚠ Debt-to-equity ratio worsened to 2.07x in Q4 2025 from 1.95x in Q4 2024.
⚠ Operating income in Q4 2025 fell to $917M, the lowest level in the dataset.
AI Insight: SO Ratio Trends
SOUTHERN CO shows strong seasonal Q4 weakness with operating margin collapsing from 33.1% in Q3 2025 to 13.1% in Q4 2025.
• Operating margin exhibits extreme seasonality, dropping from 33.1% in Q3 2025 to 13.1% in Q4 2025.
• ROIC follows similar seasonal pattern, declining from 14.3% in Q3 2025 to 3.4% in Q4 2025.
• Q1 2026 margins recovered to 24.0% from Q4 2025's 13.1%, suggesting seasonal normalization.
⚠ Debt-to-equity ratio increased from 1.95 in Q4 2024 to 2.02 in Q4 2025.
⚠ Consistent Q4 margin compression pattern may indicate operational challenges during winter months.
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Available Research
13F Pro tracks comprehensive data for SOUTHERN CO including:
Top Institutional Holders of SO
BlackRock, Inc.
$8.7B90,368,703 shVANGUARD CAPITAL MANAGEMENT LLC
$6.9B71,539,145 shSTATE STREET CORP
$6.1B62,980,088 shCapital World Investors
$5.4B56,239,873 shGEODE CAPITAL MANAGEMENT, LLC
$2.8B28,355,049 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.5B26,136,857 shFMR LLC
$2.2B22,887,934 shFRANKLIN RESOURCES INC
$1.6B16,809,309 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$1.5B15,595,800 shMORGAN STANLEY
$1.2B12,915,066 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $8.7B | 90,368,703 |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.9B | 71,539,145 |
| STATE STREET CORP | $6.1B | 62,980,088 |
| Capital World Investors | $5.4B | 56,239,873 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.8B | 28,355,049 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 26,136,857 |
| FMR LLC | $2.2B | 22,887,934 |
| FRANKLIN RESOURCES INC | $1.6B | 16,809,309 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 15,595,800 |
| MORGAN STANLEY | $1.2B | 12,915,066 |
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Popular Research
Is SO a good stock to buy?
13F Pro's AI-powered analysis of SOUTHERN CO (SO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SO are available on the SO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SOUTHERN CO's investment landscape.