M&G PLC Invests $1.88 Million in Southern Company
M&G PLC, a major institutional investor, acquired 19,829 shares of Southern Company (NYSE:SO) in the third quarter of 2025, valued at approximately $1.88 million. This investment signals confidence in Southern Company's long-term prospects as a leading electric and gas utility and highlights ongoing institutional interest in the utility sector, particularly given its focus on renewable energy and grid modernization. The move underscores the continued appeal of regulated utility stocks known for their resilience and steady returns.
Mizuho Upgrades Southern Company - Corporate Bond (SOJF)
Mizuho has upgraded Southern Company - Corporate Bond (SOJF) from Neutral to Outperform, as reported by Fintel. An average one-year price target of $28.37/share suggests an 8.92% upside from its latest closing price. Fund sentiment shows a decrease in the number of institutional owners, though some, like Global X SuperIncome Preferred ETF, have increased their stake.
Southern Company Earnings Call Signals Data-Driven Surge
Southern Company's Q4 earnings call highlighted strong earnings growth, rising power demand fueled by data centers, and upgraded long-term guidance. The company projects significant EPS growth, increased retail electricity sales, and an expanded $81 billion capital plan to meet surging demand. While acknowledging cost pressures and execution risks, management's detailed strategy and balance sheet planning aim to support sustained growth for shareholders.
Southern Co raises spending plan by 7% as data center power demand swells
Southern Co. announced a 7% increase in its five-year capital expenditure plan, raising the total to $48 billion, primarily driven by surging electricity demand from data centers. The utility expects its retail electricity sales growth to accelerate, nearly doubling its previous forecast, with data centers projected to account for a significant portion of this increase by 2028. This strategic adjustment reflects the growing impact of artificial intelligence and digital infrastructure on energy requirements.
Southern Co raises spending plan by 7% as data center power demand swells
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Quanta Services Inc (NYSE:PWR) Gave Upbeat Guidance
Quanta Services Inc (NYSE:PWR) reported strong fourth-quarter earnings, beating analyst expectations and providing an optimistic outlook for 2026, leading to a 0.15% stock increase. The company achieved a record backlog of $44.0 billion, driven by its Electric Infrastructure Solutions segment, and completed three strategic acquisitions. Quanta expects 2026 revenue between $33.25 billion and $33.75 billion and adjusted EPS of $12.65 to $13.35, both exceeding consensus estimates.
As load grows, Southern raises spending plan to $81B
Southern Company is increasing its five-year capital expenditure plan from $76 billion to $81 billion to accommodate significant load growth, including 75 GW in its large load pipeline. Data centers are a major driver, with the utility securing minimum 15-year contracts for this demand. The company plans to meet this growth primarily through natural gas expansion and capacity uprates, supplemented by renewables and battery storage.
BMO Capital raises Southern Co. stock price target on growth outlook
BMO Capital has increased its price target for Southern Co. (NYSE:SO) to $103 from $96, while maintaining an Outperform rating. This adjustment follows Southern Co.'s update to its long-term earnings per share growth outlook to 8% for 2026-2030 and an initiated 2028 guidance range of $5.25 to $5.45. The company's consistent dividend increases and current yield of 3.11% make it attractive to income investors, despite trading at a P/E ratio of 23.22.
The Southern Company (NYSE:SO) Q4 2025 Earnings Call Transcript
The Southern Company (NYSE:SO) reported strong Q4 2025 adjusted earnings at the top of their guidance range, with EPS of $0.55. The company highlighted outstanding financial and operational results in 2025, driven by customer growth, increased electricity sales (up 1.7% year-over-year), and strategic investments. Southern Company also raised its long-term adjusted EPS growth outlook, projecting 8-9% growth from 2026 through 2028, supported by a robust large load pipeline, significant capital investments, and a conservative financing plan.
Georgia Power says it can reduce electricity bills despite storm damage repair costs
Georgia Power has submitted requests to state regulators to adjust billing rates to cover storm damage repairs and account for fuel price changes. The company claims these new rates, coupled with favorable fuel costs, will lead to a 1% rate decrease for average customers, saving typical residential users about $1.32 per month. This reduction is proposed despite nearly $800 million in storm-related costs from Hurricane Helene that the company seeks to recover.
Wells Fargo Upgrades Southern Company to Equalweight From Underweight, Adjusts PT to $96 From $82
Wells Fargo has upgraded Southern Company (SO) to Equalweight from Underweight and increased its price target to $96 from $82. This adjustment reflects a more positive outlook on the electric utility company (SO), which specializes in electricity production and distribution, as well as natural gas distribution. The article also provides recent news and financial data on Southern Company.
Southern Company (NYSE: SO): The Nuclear-Powered Engine of the Southeast’s AI Boom
Southern Company (NYSE: SO) has transitioned from a traditional utility to a critical enabler of the AI and data center boom in the Southeast, fueled by the successful operation of Plant Vogtle Units 3 and 4. The company, with a market capitalization exceeding $100 billion, is capitalizing on unprecedented power demand from hyperscalers and a massive $81 billion capital plan, positioning it for significant growth despite regulatory and debt challenges. Its commitment to carbon-free baseload power and a secure 3.3% dividend yield makes it a compelling investment for those seeking exposure to the AI sector.
Duke Energy’s Quiet Re?Rating: Defensive Stock or Value Trap for 2025?
Duke Energy (NYSE:DUK), one of the largest regulated utilities in the US, is highlighted as a defensive play offering a steady dividend and modest upside, appealing to investors seeking income and stability. The article discusses how the company's performance is tied to interest rates, regulatory environments in high-growth states, and capital spending on grid modernization and renewables. While analysts see DUK as fairly valued, not cheap, its role as a core holding for yield and stability, particularly in income-oriented portfolios, remains intact despite ongoing regulatory risks and the complexities of the clean energy transition.
NextEra Energy's Stable Growth and Clean Energy Outlook
NextEra Energy is positioned for stable growth due to its regulated utility operations and extensive renewable energy pipeline, promising steady earnings and rising dividends for investors. The company's significant scale in clean energy provides a competitive advantage, especially with increasing global demand, making it a valuable long-term investment focused on sustainable development. Wall Street analysts generally forecast a rise in NEE stock price, with some recent upgrades from "Hold" to "Buy."
Data centers are still boosting Southern Co.’s sales growth
Southern Company is experiencing continued sales growth, largely driven by an increase in its customer base due to data centers, with a 17% expansion. The company maintains a positive outlook for its state-regulated electric utilities, even as legislative bodies consider new regulations for data centers. This trend highlights the significant impact of the tech industry on utility providers.
AI for investors
Southern Company is increasing its five-year capital spending plan by 7% to $81 billion to meet the escalating electricity demands from data centers, particularly from major tech companies like Google and Microsoft. The company has already contracted 10 gigawatts of power to large-load customers and is facing a pipeline of 75 gigawatts of data center interest. Despite a slight miss in Q4 adjusted profit expectations, the company's shares rose, reflecting investor confidence in its strategic expansion to capitalize on AI-driven power needs.
Southern Company reports $4.3 billion profit in 2025
Southern Company reported a profit of $4.3 billion in 2025, with full-year adjusted earnings hitting $4.7 billion. The company attributes its success to higher utility revenues despite increased operating expenses, depreciation, and interest. CEO Chris Womack emphasized a disciplined approach to meet growing demand while delivering value and ensuring rate stability for its approximately 9 million customers.
Utility Heavyweight Southern Stock Climbs On Strong Q4 Demand
Southern Company (NYSE: SO) saw its stock climb after reporting strong Q4 2025 results, with operating revenue up 10.1% year-over-year to $6.98 billion, surpassing consensus estimates. Despite missing adjusted EPS expectations slightly, the company experienced robust kilowatt-hour sales growth and an increase in regulated utility customers. CEO Chris Womack highlighted 2025 as a transformative year, with the company meeting growing demand responsibly, and the company provided an optimistic outlook for fiscal 2026 adjusted EPS.
Southern earns $4.3 billion in ‘transformative’ year
Southern Company reported $4.3 billion in profits for 2025, which executives described as a "transformative" year, largely driven by significant growth in data center electricity sales. Despite a fourth-quarter profit dip, the company is preparing for substantial expansion by adding 10,000 megawatts of power plants over the next five years, aiming to meet rising demand. The growth is particularly fueled by data centers, but it also sparks debate among analysts and lawmakers regarding energy consumption, affordability, and the environmental impact, especially concerning new gas-fired generation.
Earnings snapshot: Southern Company beats Q4 revenue estimates, misses on profit; sees Q1 and FY outlook below forecast
Southern Company reported fourth-quarter revenue that exceeded analyst estimates, but its profit fell short. The company projects its first-quarter and full-year outlooks to be below forecasts, indicating potential challenges ahead despite the revenue beat.
The AI Utility: Southern Company (SO) and the New Energy Tsunami
Southern Company (SO) is positioned as a critical infrastructure play, benefiting from the reshoring of American manufacturing and the "energy tsunami" driven by AI data centers. The company has transitioned from a capital-heavy construction phase with the completion of Plant Vogtle to aggressive operational growth, with investors increasingly viewing it as a growth stock due to its 50 GW pipeline of data center opportunities. Despite risks like interest rates and regulatory friction, Southern Company's strategic focus on reliable, carbon-free power and its favorable position in the thriving Southeast make it a significant holding in the current economic landscape.
Southern Company Predicts Lower Profits Despite $81 Billion Infrastructure Investment
Southern Company is increasing its five-year infrastructure investment plan to $81 billion to meet the surging electricity demands from data centers and industrial clients like Google and Microsoft. Despite this significant investment, the utility giant anticipates its annual earnings will fall below analyst predictions, projecting adjusted earnings of $4.50 to $4.60 per share for 2026, slightly under the $4.56 per share analyst estimate. The company's fourth-quarter adjusted earnings also missed expectations, coming in at 55 cents per share against an anticipated 57 cents.
Alabama Power net profit rose $113M in 2025, what this means for customers
Alabama Power's net profit increased by $113 million in 2025, an 8% increase from the previous year, primarily due to higher retail electric revenues from rate changes and growing demand. The company's profits were also boosted by customer-funded infrastructure investments and the addition of approximately 39,000 new customers. This report comes amid a broader policy debate in Alabama regarding a bill that could remove the public's right to elect the Alabama Public Service Commission, which sets utility rates.
Southern Co forecasts annual profit below estimates, raises spending plan By Reuters
Southern Co forecast its annual profit below analysts' estimates and announced a significant increase in its five-year spending plan to $81 billion, up from $76 billion. This increased investment is aimed at supporting growing power demands from large-load customers, including data centers, and upgrading electric grids. The utility reported an adjusted profit of 55 cents per share for the quarter ended December 31, slightly below expectations, but its shares rose over 3% following the announcement.
Southern Company beats revenue expectations, stock rises despite earnings miss
Southern Company reported fourth-quarter 2025 adjusted earnings of $0.55 per share, missing analyst expectations, but revenue surged to $7.0 billion, exceeding estimates. The company's shares rose 2.47% in pre-market trading, driven by the strong revenue performance and a positive 2026 outlook. For the full year 2025, adjusted earnings reached $4.30 per share with annual revenue climbing to $29.6 billion.
Southern Company beats revenue expectations, stock rises despite earnings miss By Investing.com
Southern Company (NYSE:SO) reported mixed results for Q4 2025, with adjusted earnings per share of $0.55 missing analyst estimates of $0.57. However, the company significantly surpassed revenue expectations, bringing in $7.0 billion against a $6.4 billion consensus, leading to a 2.47% rise in its stock during pre-market trading. The utility provider also offered a positive outlook for fiscal year 2026, with earnings guidance of $4.50 to $4.60 per share, in line with analyst consensus.
SOUTHERN COMPANY ($SO) Releases Q4 2025 Earnings
Southern Company ($SO) reported its Q4 2025 earnings, with earnings per share at $0.55, missing estimates, and revenue at $6.981 billion, exceeding expectations. The article also details recent insider trading activity, with EVP Bryan D. Anderson selling shares, and shifts in hedge fund and congressional stock holdings for SOUTHERN COMPANY. Analyst ratings indicate a cautious outlook with "Underweight" ratings from Wells Fargo and Keybanc, and a median price target of $93.0 from various analysts.
SOUTHERN COMPANY ($SO) Releases Q4 2025 Earnings
SOUTHERN COMPANY ($SO) reported its Q4 2025 earnings, missing earnings per share estimates with $0.55 against an estimated $0.59 but beating revenue expectations with $6.981 billion. The article also details insider trading activity, institutional holdings changes, congressional stock trading, and recent analyst ratings and price targets for the company.
(SO) Southern Company Expects 2026 Adjusted EPS Range $4.50 - $4.60, vs. FactSet Est of $4.55
Southern Company (SO) announced its adjusted EPS guidance for 2026, forecasting a range of $4.50 to $4.60 which is in line with FactSet's estimate of $4.55. This announcement came shortly after the company reported its Q4 adjusted net income and total operating revenue rise, as well as Q4 revenue of $6.98 billion and adjusted EPS of $0.55 per share.
Retirees Should Know The XLU Utility ETF Has Paid Dividends Every Year Since 1999 Without Interruption
The Utilities Select Sector SPDR Fund (XLU) is highlighted as a reliable investment for retirees, having paid uninterrupted dividends since 1999 and yielding 2.75%. The ETF's stability is attributed to its top holdings like NextEra Energy, Southern Company, and Duke Energy, which maintain conservative payout ratios and consistent dividend growth. Despite minor year-over-year variations in dividend payments due to portfolio rebalancing, XLU demonstrates strong total returns and dividend safety, benefiting from a favorable interest rate environment.
Southern Company Navigates Surging Power Demand and Portfolio Transition
Southern Company is facing the complex challenge of meeting a significant surge in electricity demand from data centers while transitioning its power generation portfolio to carbon-free sources. The utility's financial performance and strategic execution are under scrutiny as it embarks on a multi-billion dollar investment program for grid modernization and new energy development. Investors are closely watching the company's ability to manage capital expenditure, long-term debt, and clear communication with regulators, especially with an upcoming dividend payout on March 6, 2026.
Public Service Commission upholds Georgia Power expansion in 3-2 vote
The Georgia Public Service Commission voted 3-2 to reject a request to reconsider Georgia Power's major energy expansion, despite concerns raised by newly-elected commissioners about the projected energy demand, particularly from data centers. The expansion includes costly fossil fuel units which critics deem a "billion-dollar error," and fears remain that consumers could bear the cost of potentially unneeded capacity. Georgia Power, however, asserts that safeguards are in place for existing customers and announced offsets for storm recovery costs, expecting a slight rate decrease for consumers.
The nation’s largest public utility is going back to coal — with almost no input from the public
The Tennessee Valley Authority (TVA), the nation's largest public utility, is reversing its phase-out of coal, despite previous plans to retire plants like Kingston and Cumberland Fossil Plants. This decision, made by a board with four Trump appointees, scraps renewable energy as a priority and ends diversity programs, raising concerns about future costs, pollution, and public involvement in energy planning. The move is fueled by spiking electricity demand, partly from AI data centers, and aligns with the Trump administration's pro-coal stance, alarming environmentalists and locals.
Southern Company (SO) Maintains Stability Amid Shifting Landscape
The Southern Company (NYSE: SO) announced a quarterly dividend of $0.74 per share, marking its 78th consecutive year of consistent or increased dividends and the 24th consecutive annual increase. Despite this stability, Wells Fargo analyst Shahriar Pourreza downgraded Southern's shares due to increased political volatility in Georgia, impacting the regulatory outlook. The company, an Atlanta-based energy utility, serves 9 million customers across the Southeast with a diverse portfolio of generation assets.
Southern Company (SO) Maintains Stability Amid Shifting Landscape
Southern Company (SO) continues its streak of quarterly dividend payments, with the latest declaration of $0.74 per share marking 78 consecutive years of stable or increased dividends. Despite a recent downgrade by Wells Fargo due to political volatility in Georgia, the company is recognized for its robust load growth pipeline and strong management. Southern Company, an Atlanta-based energy utility, provides electricity to 9 million customers across the Southeast.
Southern Co.: Q4 Earnings Snapshot
Southern Co. reported fourth-quarter net income of $416 million, or 38 cents per share, which adjusted for non-recurring costs, was 55 cents per share. This fell short of Wall Street earnings expectations, though the company's revenue of $6.98 billion exceeded forecasts. For the full year, Southern Co. posted a profit of $4.34 billion on revenues of $29.55 billion.
Identity theft sparks a nightmare for Georgia Power customer
An Atlanta woman, Grace Brewington, experienced identity theft when someone used her information to open a fraudulent Georgia Power account. Despite reporting the fraud, Georgia Power auto-drafted thousands from her checking account. The company eventually issued a refund, but Brewington highlights the importance of not ignoring suspicious texts and taking immediate action if identity theft is suspected.
Georgia Power plans bill decrease as state lawmakers advance consumer protection proposals
Georgia Power is proposing a slight decrease in customer bills, about $1.30 per month for typical residential customers, starting this summer, pending regulatory approval. This comes as the cost of natural gas has dropped and recovery costs from Hurricane Helene have been resolved, despite previous rate increases. Simultaneously, state lawmakers are advancing consumer protection bills, including one to prevent power companies from passing data center-related costs to ratepayers and another to re-establish a consumer advocate position within the Public Service Commission.
Georgia regulators won’t revisit approval of new power plants for data centers
The Public Service Commission (PSC) in Georgia has rejected a request from environmental groups to reconsider its approval of Georgia Power's plan to add substantial electricity generation capacity, primarily to serve new data centers. This expansion, estimated to cost up to $60 billion and include nearly 10,000 megawatts of new gas-burning plants and storage, is the largest in Georgia Power's history. Environmental groups had argued the PSC's initial decision was an "overbuild" that saddles residents with unnecessary risks and costs, but the commission voted to uphold its original certification.
NRG to bolster Texas grid by 2028
NRG Energy plans to invest $617 million to construct a new 455-megawatt natural gas facility at its Greens Bayou site in Harris County, Texas. This project, qualified under the Texas Jobs, Energy, Technology, and Innovation (JETI) program, is expected to begin generating power for the ERCOT grid in 2028. The initiative aims to enhance grid stability, create jobs, and help make power more affordable in Texas.
PSC denies bid to reconsider Georgia Power’s 10-gigawatt expansion
The Georgia Public Service Commission denied a motion to reconsider Georgia Power's 10-gigawatt expansion plan, which will allow the company to proceed with a significant build-out primarily driven by new natural gas generation. Despite warnings from newly elected commissioners about the financial risks to customers if projected demand from data centers doesn't materialize, the commission voted 3-2 to reject reconsideration and a separate motion to scale back the expansion. Environmental groups expressed deep concern over the decision, citing billions of dollars in potential costs to customers due to what they see as an overbuild.
Georgia Power customers could see price drop in bills this summer
Georgia Power is proposing a decrease in its fuel charge due to lower coal and natural gas costs, which could lead to a small reduction in customer bills this summer. However, the company is also seeking approval to recover nearly $912 million over four years for storm damage, primarily from Hurricane Helene. If approved by state regulators, the net effect would be an approximate one-percent-off, or $1.30 per month, decrease in the average residential power bill.
Walmart, Southern Co, Newmont Mining and more set to report earnings Thursday
Thursday marks a significant day for earnings reports, with major companies like Walmart, Southern Co, and Newmont Mining scheduled to release their quarterly results. The article lists estimated EPS and revenue for numerous companies reporting both before and after market close, offering investors a detailed look at upcoming financial disclosures across various sectors.
Georgia Power filings could trim electric bills this summer
Georgia Power has filed two requests with state regulators that could lead to a slight decrease in monthly electric bills for customers starting in June. The utility is proposing a 1% rate decrease, which would save the average residential customer about $1.32 per month, primarily due to stabilizing fuel prices. These fuel savings are expected to offset nearly $912 million in storm restoration costs, including significant damage from Hurricane Helene in late 2024.
Georgia Power proposes new rates to recover costs of Helene-related repairs
Georgia Power has requested state regulators to approve new billing rates to recover costs from Hurricane Helene-related repairs and adjust for fuel price changes. The company expects the changes to result in a 1% rate decrease for the average retail customer, saving them about $1.32 per month. The proposed rates aim to protect customers from future fuel price volatility.
Georgia Power auto-drafts $2,200 from customer’s account despite fraud claim
A Georgia Power customer, Grace Brewington, had her identity stolen, leading to a fraudulent account being opened. Despite reporting the fraud, Georgia Power auto-drafted $2,200 from her checking account for the outstanding balance. After Atlanta News First Investigates intervened, Georgia Power initiated a refund and is investigating the incident, while Brewington was advised on steps to take if such fraud occurs.
Georgia Power floats plan to lower customers’ monthly bills
Georgia Power has proposed a plan to the Public Service Commission that would slightly reduce monthly utility bills for residential customers by about $1.32, starting as early as this summer. This decrease is a result of offsetting storm repair costs with a refund from over-collected fuel expenses. The proposal comes amidst increasing pressure from customers over rising energy costs and a recent political shift in the PSC.
Georgia Power says it can reduce electricity bills despite storm damage repair costs
Georgia Power has filed requests with state regulators to adjust billing rates, aiming to recover storm damage repair costs and address fuel price changes. Despite nearly $800 million in storm-related expenses from Hurricane Helene, the company claims favorable fuel costs will allow for a 1% rate decrease for average retail customers, saving residential customers approximately $1.32 per month. This move seeks to protect customers from future fuel price volatility.
Georgia Power says it can reduce electricity bills despite storm damage repair costs
Georgia Power has submitted rate requests to state regulators to cover storm damage repairs and adjust for fuel price changes. The company claims that favorable fuel costs will allow a 1% rate decrease for average retail customers, saving typical residential users about $1.32 per month, despite nearly $800 million in storm-related costs from Hurricane Helene in late 2024. The Georgia Public Service Commission must approve these new rates.
Your Georgia Power bill could go down later this year
Georgia Power officials announced plans to lower customer bills later this year, pending approval from the Georgia Public Service Commission. If approved, the average retail customer could see a 1% decrease, or about $1.32 a month, starting in June. The filings address recovering fuel costs and storm restoration expenses, including a significant $912 million deficit from past storms, largely due to Hurricane Helene in 2024.
