Southern Company

2026-02-25 09:32:37

Compound Planning Inc. reduced its stake in Southern Company (NYSE:SO) by 57.9% in the third quarter, selling 29,182 shares and retaining 21,220 shares valued at approximately $2.01 million. Despite this reduction, other large institutional investors like Norges Bank and Vanguard Group increased or maintained significant positions. Southern Company reported Q3 earnings per share of $0.55, slightly missing estimates, with revenue rising 10.1% to $6.98 billion, and declared a quarterly dividend of $0.74 per share.

2026-02-24 19:51:07

Southern (SO) has seen significant share price gains over the last five years, with a recent closing price of US$95.18. Despite these gains, Simply Wall St's analysis indicates Southern is undervalued, with a Discounted Cash Flow (DCF) model suggesting a 51.0% discount and its current P/E ratio being below its tailored Fair Ratio. The article encourages investors to explore their own narratives for Southern's future value.

2026-02-24 19:11:58

PG&E (PCG) is gaining attention as investors anticipate higher earnings and a larger dividend, despite lingering wildfire risks, capital expenditure concerns, and California political uncertainties. The stock trades at a discount to other utilities, reflecting elevated risk, but exhibits growth potential through grid modernization and clean energy investments. For investors, PG&E presents a complex opportunity, balanced between potential appreciation from a derisked profile and significant vulnerability to major events and regulatory shifts.

2026-02-24 18:51:09

PG&E (PCG) is gaining attention due to potential earnings growth and dividend increases, but significant risks from wildfires, capital expenditures, and California politics persist. The company, a regulated utility in California, is seen by some as a potential turnaround story offering defensive exposure with growth catalysts, while others view it as a high-risk value trap. Investors need to weigh the benefits of grid modernization and decarbonization investments against the inherent volatility from regulatory and climate-related challenges.

2026-02-24 18:45:57

NextEra Energy recently increased its quarterly dividend by 10% and aims for annual dividend growth of approximately 10% through 2026, dropping to 6% from 2027 to 2028. This move, coupled with management's ambitious goal of 8% annual EPS growth through 2035 driven by data center and AI power demand, signals the company's strategy to align shareholder returns with rising electricity consumption. However, investors should consider potential challenges such as higher interest costs and regulatory changes that could impact these growth projections.

2026-02-24 16:44:15

Entergy Texas has issued a request for proposals to find gas-fired power generation capable of coming online by 2032 or sooner, aiming to meet an anticipated 1 GW of new demand and 40% load growth in its service territory by 2030. This initiative, part of the utility's Southeast Texas Energy Plan, follows previous approvals for new gas plants and transmission projects, signaling a building spree to address significant industrial and residential expansion in the region. The utility is seeking combined cycle combustion turbine resources and held an initial bidders' conference, with a second one scheduled to discuss evaluation criteria and milestones.