Southern Company(SO)
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CEO.CA's Inside the Boardroom: Southern Cross Gold Makes New Strides In Advancing the Sunday Creek Project
TMX Newsfile· 2026-02-20 19:27
Toronto, Ontario--(Newsfile Corp. - February 20, 2026) - CEO.CA ("CEO.CA"), the leading investor social network in junior resource and venture stocks, shares exclusive updates with CEOs of junior mining explorers.Founded in 2012, CEO.CA, a wholly owned subsidiary of EarthLabs, Inc., is one of the most popular free financial websites and apps in Canada and for investors globally - with industry leading audience engagement and mobile functionality. Millions of people visit CEO.CA each year to connect with in ...
Walmart downgraded, Etsy upgraded: Wall Street's top analyst calls




Yahoo Finance· 2026-02-20 14:39
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Etsy (ETSY) to Overweight from Equal Weight with a price target of $72, up from $62. The firm sees the company's sale of Depop and its core business hovering around flattish after years of declines as a "tipping point" for Etsy, the firm tells investors in a research note. Argus upgraded Deck ...
Southern California Edison Awards ICF Energy Efficiency Contract Amendment
Prnewswire· 2026-02-19 21:05
Core Insights - ICF has been awarded a multi-million dollar contract amendment by Southern California Edison (SCE) to expand its role in the Agricultural Energy Efficiency Program (AgEE Program), significantly increasing its involvement in the agricultural sector [1] - The expansion aims to help agricultural customers reduce energy costs and improve operational efficiencies through rebates and advanced analytical tools [1] - ICF will utilize its ICF Sightline® platform to process rebates and engage customers, enhancing the program's reach and effectiveness [1] Company Overview - ICF is a leading global solutions and technology provider with approximately 9,000 employees, specializing in energy efficiency, electrification, and demand management programs [1] - The company collaborates with public and private sector clients to navigate complex challenges and implement cost-effective energy-saving programs [1] Program Details - The AgEE Program is designed to assist farms, dairies, greenhouses, and horticulture facilities in targeting high-energy usage and adopting advanced technologies [1] - ICF's partnership with SCE aims to deepen trust with agricultural customers while addressing challenges such as evolving regulations and rising operational costs [1]
Southern Company(SO) - 2025 Q4 - Earnings Call Transcript
2026-02-19 19:02
The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosi - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive Di ...
Southern Company(SO) - 2025 Q4 - Earnings Call Transcript
2026-02-19 19:02
The Southern Company (NYSE:SO) Q4 2025 Earnings call February 19, 2026 01:00 PM ET Company ParticipantsAlex Ferreira - Executive Director, Investment BankingChristopher C. Womack - Chairman, President and CEODavid P. Poroch - CFOGregg MacLeod - Director of Investor RelationsPaul Fremont - Managing DirectorSteve D'Ambrosio - Director in the Tax Credit Equity GroupConference Call ParticipantsAndrew Weisel - Utilities AnalystCarly Davenport - Vice President and Equity Research AnalystJeremy Tonet - Executive D ...
Southern Company(SO) - 2025 Q4 - Earnings Call Transcript
2026-02-19 19:00
Financial Data and Key Metrics Changes - Southern Company reported adjusted earnings per share (EPS) of $4.30 for 2025, marking a 6% increase from the previous year and 9% average annual growth from 2023, achieving the top of its guidance range for the 11th consecutive year [4][3] - The company has maintained a strong dividend track record, with increases every year for the past 24 years, contributing to predictable and sustainable financial results [4][31] Business Line Data and Key Metrics Changes - Retail electricity sales increased by 1.7% in 2025 compared to 2024, significantly higher than the cumulative growth over the last decade [5][6] - Georgia Power experienced a 2.5% growth in electricity sales, with commercial sales up 17% year-over-year, driven by large load data center customers [6][7] - Industrial electricity sales grew by 1.4%, with gains in primary metals, lumber, paper, and transportation segments [8] Market Data and Key Metrics Changes - The company anticipates retail electric sales to grow at least 3% across its electric operating companies in 2026, with an average annual growth projection of 10% from 2026 through 2030 [17] - The total large load pipeline has increased to over 75 GW, with 26 signed contracts representing 10 GW of fully contracted electric service agreements [18] Company Strategy and Development Direction - Southern Company is focused on sustainable growth through significant investments in energy infrastructure, with a capital investment forecast of $81 billion over the next five years, primarily at state-regulated utilities [24][25] - The company is exploring opportunities for new natural gas generation and enhancements to existing generation assets to meet future market demands [15][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capture growth opportunities, citing robust economic development activity and the addition of over 21,000 new jobs in its service territories [9][10] - The company is positioned to benefit from the increasing demand for reliable energy, with expectations of improved pricing for its natural gas fleet as contracts come up for renewal [13][14] Other Important Information - Southern Company has a disciplined approach to pricing large load contracts, ensuring that existing customers benefit from the growth while maintaining rate stability [22][23] - The company is committed to preserving its strong investment-grade credit ratings while addressing $9 billion of equity needs [27][30] Q&A Session Summary Question: Inquiry about the company's long-term growth outlook beyond 2028 - Management highlighted confidence in achieving growth targets based on the execution of projects and economic expansion in service territories [45][46] Question: Clarification on the 3 GW of near-term load and its impact on the current plan - Management confirmed that the 3 GW contracts are included in the current forecast and are expected to be signed imminently [55][56] Question: Discussion on the impact of affordability legislation on data center projects - Management acknowledged ongoing conversations about the impact of legislation but expressed confidence in the continued advancement of data center projects [81][83] Question: Inquiry about the potential for new gas expansion and its alignment with data center needs - Management stated that any new gas development would be approached with a disciplined risk profile, ensuring long-term contracts with creditworthy counterparties [97]
Southern Company(SO) - 2025 Q4 - Earnings Call Presentation
2026-02-19 18:00
Fourth Quarter 2025 Earnings Conference Call February 19, 2026 Cautionary Note Regarding Forward-Looking Statements Certain information contained in this presentation is forward-looking information based on current expectations and plans that involve risks and uncertainties. Forward-looking information includes, among other things, financial objectives, earnings guidance, projected capital expenditures, planned financing activities, and other financial and operational projections. Southern Company and its s ...
Compared to Estimates, Southern Co. (SO) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-19 16:30
Southern Co. (SO) reported $6.98 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.1%. EPS of $0.55 for the same period compares to $0.50 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.86 billion, representing a surprise of +1.7%. The company delivered an EPS surprise of -1.79%, with the consensus EPS estimate being $0.56.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...
Southern Co. (SO) Misses Q4 Earnings Estimates
ZACKS· 2026-02-19 14:40
Southern Co. (SO) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this power company would post earnings of $1.5 per share when it actually produced earnings of $1.6, delivering a surprise of +6.67%.Over the last four quarters, the company ha ...
Southern Co forecasts annual profit below estimates, raises spending plan
Reuters· 2026-02-19 13:39
Southern Co forecasts annual profit below estimates, raises spending plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Electric power transmission pylon miniatures and Southern Company logo are seen in this illustration taken, December 9, 2022. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[Alphabet Inc]Follow[Meta Platforms Inc]Follow[Microsoft Corp]FollowShow more companiesFeb 19 (Reuters ...