Southern Company stock trades at EUR 72.65, plus 0.41 percent after target cut

Published on 09/29/2026 at 13:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Southern Company stock was at EUR 72.65 on September 29, 2026, plus 0.41 percent versus EUR 72.35. Q2 EPS beat consensus.

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Southern Company stock (ISIN US8425871071) was trading at EUR 72.65 at Lang & Schwarz on September 29, 2026, plus 0.41 percent versus the prior close of EUR 72.35. The move followed a fresh analyst reset, with Morgan Stanley cutting its target from USD 89.00 to USD 85.00 on September 18, 2026, while keeping an Underweight rating, according to MarketScreener.

Target cut meets earnings contrast

The Q2 2026 results show why the analyst view is divided. Southern reported USD 1.13 earnings per share, above the USD 1.01 consensus estimate, but revenue reached USD 6.98 billion against USD 7.23 billion expected, according to MarketBeat. The earnings comparison is positive on profit and negative on sales, leaving the revenue trajectory as the sharper counterweight to the EPS beat.

MarketBeat also reported a Q2 net margin of 15.43 percent and return on equity of 12.93 percent. The same report put Southern's market capitalization at USD 94.69 billion and identified a consensus rating of Hold with an average target of USD 100.08, giving investors a wide gap between the Morgan Stanley view and the broader target set.

November earnings date is set

Southern Company plans to publish Q3 2026 results before the US market opens on November 5, 2026, followed by a 1:00 p.m. ET conference call, according to Yahoo Finance. The next report is expected to carry an EPS estimate of USD 1.63 and revenue estimate of USD 8.24 billion, as listed by TradingView.

For investors, the key test is whether power demand and regulated utility earnings can offset the sales miss highlighted in Q2. Southern serves electric and natural gas customers through its operating companies, while its Southern Power segment sells electricity from generation assets under long-term contracts, according to MarketBeat. That combination supports recurring demand but leaves the stock sensitive to financing costs and earnings expectations.

Stock remains below analyst targets

Southern Company stock was trading at EUR 72.65 at Lang & Schwarz on September 29, 2026 at 1:40 p.m. CEST, plus 0.41 percent versus the Lang & Schwarz prior close of EUR 72.35. The company trades on the NYSE under ticker SO, with a USD 94.7 billion market capitalization as of September 29, 2026.