Southern Company stock: BofA cuts Southern Company stock target to USD 92.00

Published on 10/21/2026 at 17:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 results are due November 5, 2026. Southern Company stock costs EUR 80.69 on October 21, 2026, up 1.83 percent on Frankfurt.

BofA target cut and earnings date

BofA cut Southern Company's target from USD 100.00 to USD 92.00 on October 13, 2026.
Southern Company reported Q2 2026 revenue of USD 6.98 billion and adjusted earnings per share of USD 1.13.
Southern Company stock costs EUR 80.69 at Lang & Schwarz on October 21, 2026 at 5:36 p.m. CEST, 1.83 percent above the Frankfurt close of October 20, 2026.

Börsen-Editorialfoto mit Händlern und Energiesektor-Charts auf Bildschirmen — Southern Company US8425871071 zeigt ein Börsen-Editorial mit Händlern auf dem Handelsparkett vor Energiechart-Bildschirmen, Illustration mit AI erstellt.

Southern Company (ISIN US8425871071) stock was at EUR 80.69 at Lang & Schwarz on October 21, 2026, at 5:36 p.m. CEST, up 1.83 percent against the Frankfurt close of October 20, 2026. The strongest recent analyst action came from BofA on October 13, 2026, when it cut its Southern Company target from USD 100.00 to USD 92.00 and kept a Neutral rating, as MarketScreener reported.

Target now sits near the market

Using the USD 90.59 primary-market price at the latest quoted time on October 21, 2026, the new USD 92.00 target stands 1.56 percent above the stock. The reduction leaves only a modest gap between the latest US price and BofA's revised objective. MarketScreener listed a 23-analyst Hold consensus and an average target of USD 96.29 in the same overview.

Quarterly results are next

Southern Company is scheduled to release third-quarter 2026 results before the market opens on November 5, 2026, with a conference call at 1:00 p.m. ET. The date was announced in the company's release carried by Yahoo Finance.

For the third quarter, the consensus calls for revenue of USD 8.38 billion and earnings per share of USD 1.70, compared with USD 7.82 billion and USD 1.60 in the year-earlier quarter, according to MarketBeat. The revenue estimate implies growth of 7.16 percent, while the earnings-per-share estimate is 6.25 percent above the prior-year figure.

Valuation and utility peers

Southern Company had a market capitalization of USD 104.2 billion, a price-to-earnings ratio of 21.87 and a dividend yield of 3.00 percent in the latest market snapshot on October 21, 2026. Its US-listed utility peers traded at price-to-earnings ratios of 18.17 for Duke Energy and 22.02 for American Electric Power, with market capitalizations of USD 94.4 billion and USD 69.3 billion, respectively.

What the next report could clarify

The November 5 release will put the USD 8.38 billion revenue estimate beside the USD 6.98 billion reported for the second quarter of 2026. The comparison matters because the expected earnings-per-share figure of USD 1.70 is also above the USD 1.13 reported in the second quarter, creating a clear numerical test for the utility's next update.

Southern Company stock after the target cut

Southern Company stock was trading at EUR 80.69 at Lang & Schwarz on October 21, 2026, at 5:36 p.m. CEST, 1.83 percent above the Frankfurt close of October 20, 2026. The further course of trading is shown by the continuously updated real-time quote of Southern Company stock.