Southern Company to Release Q4 2025 Earnings on February 19, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy SO?
Source: PRnewswire
- Earnings Release Schedule: Southern Company plans to release its Q4 2025 earnings at 7:30 a.m. ET on February 19, 2026, reflecting its latest performance and financial health in the energy market.
- Analyst Conference Call: Chairman and CEO Christopher C. Womack and CFO David P. Poroch will hold a conference call at 1 p.m. ET on the same day to discuss earnings details, enhancing investor confidence.
- Webcast Availability: Investors, media, and the public can listen to the live webcast of the conference call via the company's website, ensuring transparency and improving stakeholder engagement.
- Company Background: Southern Company is a leading energy provider serving 9 million customers in the Southeast, committed to delivering clean, safe, and reliable energy, with a goal of achieving net-zero greenhouse gas emissions by 2050, showcasing its dedication to sustainability.
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Analyst Views on SO
Wall Street analysts forecast SO stock price to fall
17 Analyst Rating
4 Buy
11 Hold
2 Sell
Hold
Current: 96.270
Low
45.00
Averages
92.34
High
109.00
Current: 96.270
Low
45.00
Averages
92.34
High
109.00
About SO
The Southern Company is an energy provider. The Company owns three traditional electric operating companies, Southern Power Company and Southern Company Gas. The traditional electric operating companies-Alabama Power, Georgia Power and Mississippi Power-are operating public utility companies providing electric service to retail customers in three Southeastern states in addition to wholesale customers in the Southeast. The Southern Power Company develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects, and sells electricity at market-based rates in the wholesale market. The Southern Company Gas is an energy services holding company whose primary business is the distribution of natural gas in four states - Illinois, Georgia, Virginia, and Tennessee, through the natural gas distribution utilities. Southern Company Gas is also involved in several other businesses that are complementary to the distribution of natural gas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Core CPI Stability: Core CPI, excluding food and energy, increased by 0.2% month-over-month, down from 0.3% in January, with a year-over-year rate holding steady at 2.5%, suggesting no significant changes in underlying inflation levels.
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- Market Reaction: Although inflation data met expectations, concerns about future inflation remain due to energy price volatility, which could impact investor confidence and economic outlook.
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- Core CPI Stability: Core CPI, excluding food and energy, increased by 0.2% month-over-month, down from 0.3% in January, with a year-over-year rate holding steady at 2.5%, suggesting no significant changes in underlying inflation levels.
- Key Drivers: The shelter index rose 0.2% month-over-month, while food and energy indices increased by 0.4% and 0.6%, respectively, indicating ongoing cost pressures for consumers that may affect spending behavior.
- Market Reaction: Although inflation data met expectations, concerns about future inflation remain due to energy price volatility, which could impact investor confidence and economic outlook.
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- Community Protests: Despite attempts by the NAACP and other civil rights organizations to delay the meeting to avoid conflicts with primary elections, the MDEQ proceeded with the vote on election day, leading to community dissatisfaction over the decision-making process and perceived neglect of local voices and environmental impacts.
- Legal Challenges Ahead: The NAACP and Southern Environmental Law Center plan to sue xAI for operating natural gas turbines without federal permits, alleging that the company understated emissions in its application, which could pose health risks to the community.
- Rising Energy Demands: As xAI plans to construct a new data center in Southaven, the anticipated increase in energy demand raises concerns about local environmental quality and residents' quality of life, particularly regarding noise and air pollution issues.
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- Community Opposition: The NAACP has submitted a letter to the environmental agency requesting the meeting be postponed and moved closer to the facility to allow affected residents to participate, highlighting the community's strong discontent with xAI's plans and concerns over air quality and health issues.
- Post-Merger Investment Plans: Following its merger with SpaceX, xAI's valuation reached $1.25 trillion, with plans to invest in a power plant and large data center in Southaven, demonstrating the company's ambition in the rapidly growing generative AI market, but also raising environmental impact concerns.
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- Historical Performance Advantage: The utilities sector has historically outperformed the S&P 500 by approximately 780 basis points during global conflicts and recessions, indicating its stability and risk mitigation capabilities during uncertain times, a trend expected to persist amid the current conflict in Iran.
- AI Demand Driving Growth: With a surge in data center construction, utility companies like American Water Works are poised to benefit as they provide essential water resources for AI facility operations, with the stock rising about 8% over the past month and a current dividend yield of 2.4%.
- Exelon's Growth Potential: Exelon's business structure allows it to complete reliability upgrades in the coming years, with load growth expected to reach 3.3% from 2026 to 2029, while its stock has jumped 10% in the past month, currently yielding 3.5% in dividends.
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- Southern Company Outlook: Evercore ISI raised Southern Company (SO) to Outperform with a target price of $111, as the analyst believes the stock is poised to break out to all-time highs due to its favorable regulatory environment and enhanced capital plan, making it a core holding for utility investors.
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