Overview

• Energy provider's Q4 revenue rose, beating analyst expectations

• Adjusted EPS for Q4 missed analyst expectations

• Adjusted net income for Q4 missed analyst estimates

Outlook

• Southern Co did not provide specific future financial guidance

Result Drivers

• HIGHER UTILITY REVENUES - Southern Co reported higher utility revenues as a key driver for its Q4 2025 results, contributing to a 10.1% increase in operating revenues compared to Q4 2024

• INCREASED EXPENSES - The company faced higher non-fuel operations and maintenance expenses, depreciation and amortization, and interest expenses, which offset revenue gains

• STRATEGIC FOCUS - Southern Co emphasized its strategy of meeting growing demand while maintaining rate stability and long-term savings for customers

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 15 "hold" and 3 "sell" or "strong sell"

• The average consensus recommendation for the electric utilities peer group is "buy."

• Wall Street's median 12-month price target for Southern Co is $98.00, about 7.6% above its February 18 closing price of $91.04

• The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nPn3H4chxa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)