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SO

Southern Company

Feb 10 • 04:00PM ET

90.72

+1.34 1.50 %

Utilities • Utilities - Regulated Electric • USA • NYSE

Peers: DUK D AEP EXC XEL PNW ED PCG ES NEE

| Held by: VTI VOO XLU IVV SPY VTV VPU JEPI VYM USMV

Index	S&P 500	P/E	22.55	EPS (ttm)	4.02	Insider Own	0.13%	Shs Outstand	1.10B	Perf Week	0.65%
Market Cap	99.89B	Forward P/E	19.92	EPS next Y	4.55	Insider Trans	-0.60%	Shs Float	1.10B	Perf Month	4.26%
Enterprise Value	173.57B	PEG	3.06	EPS next Q	0.56	Inst Own	73.17%	Short Float	2.36%	Perf Quarter	-0.79%
Income	4.46B	P/S	3.46	EPS this Y	5.91%	Inst Trans	2.70%	Short Ratio	4.62	Perf Half Y	-4.07%
Sales	28.91B	P/B	2.85	EPS next Y	6.16%	ROA	3.00%	Short Interest	25.90M	Perf YTD	4.04%
Book/sh	31.79	P/C	29.89	EPS next 5Y	6.52%	ROE	13.06%	52W High	100.83 -10.03%	Perf Year	6.09%
Cash/sh	3.04	P/FCF	-	EPS past 3/5Y	21.25% -2.34%	ROIC	4.42%	52W Low	83.09 9.18%	Perf 3Y	35.65%
Dividend Est.	2.95 (3.25%)	EV/EBITDA	13.28	Sales past 3/5Y	4.78% 4.75%	Gross Margin	30.48%	Volatility	1.79% 1.68%	Perf 5Y	48.89%
Dividend TTM	2.94 (3.24%)	EV/Sales	6.00	EPS Y/Y TTM	-6.05%	Oper. Margin	25.22%	ATR (14)	1.53	Perf 10Y	84.35%
Dividend Ex-Date	Feb 17, 2026	Quick Ratio	0.56	Sales Y/Y TTM	9.40%	Profit Margin	15.42%	RSI (14)	59.64	Recom	2.92
Dividend Gr. 3/5Y	2.96% 3.06%	Current Ratio	0.75	EPS Q/Q	10.76%	SMA20	1.91%	Beta	0.45	Target Price	95.88
Payout	71.61%	Debt/Eq	2.11	Sales Q/Q	7.55%	SMA50	3.46%	Rel Volume	1.03	Prev Close	89.38
Employees	28600	LT Debt/Eq	1.88	Earnings	Feb 19 BMO	SMA200	-0.53%	Avg Volume	5.60M	Price	90.72
IPO	Sep 30, 1949	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.13% 2.71%	Trades		Volume	5,783,822	Change	1.50%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-20-26	Downgrade	Wells Fargo	Equal Weight → Underweight	$84
Dec-16-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$81
Nov-06-25	Downgrade	Goldman	Buy → Neutral	$98
Nov-05-25	Downgrade	Jefferies	Buy → Hold	$103
Oct-28-25	Resumed	RBC Capital Mkts	Sector Perform	$107
Oct-28-25	Initiated	Wells Fargo	Equal Weight	$97
Oct-22-25	Initiated	BTIG Research	Neutral
Oct-17-25	Downgrade	Ladenburg Thalmann	Buy → Neutral	$102.50
Oct-16-25	Initiated	TD Cowen	Buy	$112
Oct-07-25	Initiated	Evercore ISI	In-line	$103
Oct-03-25	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$99
Jun-13-25	Initiated	Raymond James	Outperform	$98
Jun-05-25	Upgrade	Jefferies	Hold → Buy	$100
May-14-25	Downgrade	KeyBanc Capital Markets	Sector Weight → Underweight	$78
Apr-08-25	Upgrade	JP Morgan	Underweight → Neutral	$94
Jan-23-25	Downgrade	Guggenheim	Buy → Neutral
Sep-20-24	Initiated	Jefferies	Hold	$94
Sep-16-24	Downgrade	Mizuho	Outperform → Neutral	$90
Aug-02-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Apr-04-24	Downgrade	UBS	Buy → Neutral

Show Previous Ratings

Feb-10-26 06:00PM	Southern Co. (SO) Ascends While Market Falls: Some Facts to Note (Zacks)
Feb-05-26 07:15AM	Xcel Energy (XEL) Misses Q4 Earnings and Revenue Estimates (Zacks)
Feb-03-26 09:23AM	Southern Company Stock: Analyst Estimates & Ratings (Barchart)
Feb-02-26 06:00PM	Southern Co. (SO) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Jan-29-26 09:00AM	Southern Company (The) (SO) is Attracting Investor Attention: Here is What You Should Know (Zacks)
03:05PM	Loading…
Jan-28-26 03:05PM	Southern Company announces quarterly dividend (PR Newswire)
12:52PM	Trump Administration Official Criticizes 'Greedy' Nuclear Industry Request (Barrons.com)
06:00AM	The $7 Trillion Data Centre Boom Has A 100GW Power Problem (Oilprice.com)
Jan-27-26 06:04PM	Southern Company (SO) Target Lifted as RBC Updates Utility Models (Insider Monkey)
Jan-26-26 06:48PM	Georgia Power restores power to nearly all customers impacted by Winter Storm Fern (PR Newswire)
10:10AM	IDACORP Gains From Regulated Infrastructure, Clean Energy Initiative (Zacks)
Jan-24-26 02:55PM	The AI Energy Trade: Can Utility Stocks Be Winners in 2026? (NEE, SO, D) (Motley Fool)
Jan-23-26 04:03PM	Analyst Report: Waste Connections, Inc. (Morningstar Research)
Jan-22-26 06:00PM	Southern Co. (SO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
11:17AM	NextEra Energy vs. Southern Company: Which Is a Better Utility Pick? (Zacks)
11:28AM	Loading…
Jan-21-26 11:28AM	Southern Company ranked No. 1 in industry on FORTUNE's 2026 World's Most Admired Companies list (PR Newswire)
Jan-20-26 01:43PM	Final Trades: Toast, Southern Company, the IGV and the TBT (CNBC TV)
09:17AM	Southern CEO Womack on Power Demands, Trump's PJM Plan (Bloomberg)
Jan-19-26 10:10AM	What You Need to Know Ahead of Southern Company's Earnings Release (Barchart)
08:44AM	Southern Company's Stability Makes It a Wise Hold Right Now (Zacks)
Jan-15-26 11:00AM	Southern Company fourth-quarter 2025 earnings to be released February 19 (PR Newswire)
09:40AM	Can AES' Battery Storage Leadership Shape Grid Modernization? (Zacks)
Jan-12-26 01:01PM	What $6,500 a Month Really Looks Like in Retirement at 67 (24/7 Wall St.)
Jan-08-26 12:12PM	NextEra Energy Is Trading Above 200-Day SMA: How to Play the Stock? (Zacks)
08:55AM	Want Better Returns? Don't Ignore These 2 Utilities Stocks Set to Beat Earnings (Zacks)
Jan-07-26 06:00PM	Southern Co. (SO) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jan-05-26 08:13AM	Dominion Energy Trades Above 200-Day SMA: How to Play the Stock? (Zacks)
Jan-04-26 05:27PM	Morgan Stanley Downgrades The Southern Company (SO) From Equal Weight To Underweight (Insider Monkey)
Dec-31-25 09:45AM	Why Southern Co. (SO) is a Top Growth Stock for the Long-Term (Zacks)
Dec-30-25 09:38AM	Georgia marks 50 years of clean, reliable nuclear energy (PR Newswire)
08:45AM	Loading…
Dec-29-25 08:45AM	How Does Duke Energy's Regulated Utility Model Drive Stable Growth? (Zacks)
Dec-25-25 09:58AM	This ETF Will Benefit From Americans' Higher Energy Bills (MarketBeat)
Dec-22-25 11:45AM	SO's Georgia Power Approves Power Expansion to Serve Data Centers (Zacks)
09:14AM	Georgia Natural Gas Donates $250,000 to the Heating Energy Assistance Team to Help Keep Georgians Safe and Warm this Winter (PR Newswire)
Dec-20-25 10:21AM	Utilities Repriced for the AI Era, Monopoly Power Meets Surging Data Center Demand (24/7 Wall St.)
06:40AM	Analysts Reduce Respective Price Targets on The Southern Company (SO) (Insider Monkey)
Dec-19-25 02:54PM	Georgia regulators approve huge electric generation increase for data centers (Associated Press Finance)
01:26PM	Georgia PSC approves plan to deliver savings for electric customers, meet energy demands of a growing state (PR Newswire)
03:00AM	California PUC lowers utilities return on equity by 0.3 percentage points (Utility Dive)
Dec-18-25 02:00PM	Georgia Power and Atlanta Hawks expand HBCU Pathways program for fourth consecutive year (PR Newswire)
08:46AM	The 4 Highest-Yielding S&P 500 Utility Stocks Are Strong 2026 Buys After Big Pullback (24/7 Wall St.)
Dec-16-25 12:36PM	Southern Company Ranked as the No. 1 Employer in the US on 2025 Military Times Best for Vets: Employers List (PR Newswire)
08:03AM	Top-Ranked Utility ETFs Poised to Benefit From Recent Fed Rate Cut (Zacks)
Dec-15-25 12:00PM	Georgia Power receives turbine and generator for new Unit 9 at Plant Yates (PR Newswire)
11:24AM	Analyst Report: The Southern Company (Morningstar Research)
Dec-11-25 11:02AM	NEE Stock Trades at Premium Value: Should You Buy, Hold or Sell? (Zacks)
10:39AM	SO Stock Declines 6% in Past 6 Months: Here's How to Play (Zacks)
Dec-10-25 09:45AM	Here's Why Southern Co. (SO) is a Strong Growth Stock (Zacks)
08:02AM	Stipulated agreement reached to help keep electricity affordable and meet future energy demand in Georgia (PR Newswire)
Dec-08-25 10:57AM	South Metro Atlanta communities to benefit from new transmission infrastructure projects including Ashley Park-Wansley line (PR Newswire)
Dec-07-25 12:20PM	10 Energy Stocks to Buy Right Now (Motley Fool)
Dec-05-25 02:40PM	Georgia Power says it needs a huge increase in power capacity to meet data center demand (Associated Press Finance)
Dec-03-25 11:32AM	Southern Company Pledges Steady Customer Rates Through 2027 (Zacks)
Dec-02-25 02:47PM	Alabama Power Commits to Steady Rates Through 2027 (PR Newswire)
08:26AM	How Is Duke Energy Using Energy Storage to Build a More Reliable Grid? (Zacks)
08:25AM	Buy these 4 Utility ETFs to Ride the AI Boom Before 2025 Ends (Zacks)
Dec-01-25 09:14AM	DUK Stock Underperforms Industry in 6 Months: Here's How to Play (Zacks)
Nov-28-25 01:18AM	How Is Southern's Stock Performance Compared to Other Utilities Stocks? (Barchart)
Nov-26-25 09:00AM	Georgia Power, Atlanta Falcons team up for Light Up the Holidays contest (PR Newswire)
07:13AM	History Says These are 3 Stocks to Buy for December (MarketBeat)
Nov-25-25 11:47AM	VST vs. SO: Which Utility Stock Looks More Attractive for Now? (Zacks)
Nov-22-25 11:18PM	The Southern Company (SO) Price Target Lowered by Analysts (Insider Monkey)
Nov-21-25 05:17AM	The Zacks Analyst Blog Highlights Visa, Merck, Southern Company, Community Bancorp and Comstock (Zacks)
Nov-20-25 04:44PM	Top Analyst Reports for Visa, Merck & Southern Company (Zacks)
Nov-19-25 01:45PM	ComEd, BBB and Illinois Gas Companies Provide Practical Tips to Help Prevent Utility Scams (Business Wire)
Nov-18-25 08:37AM	Southern Company Rises 10% YTD: Time to Buy, Sell or Hold? (Zacks)
Nov-15-25 03:25AM	The Southern Company (SO) Downgraded by Goldman Sachs (Insider Monkey)
Nov-11-25 07:12PM	3 Dividend Growth Stocks That Should Be in Everyones Portfolio (24/7 Wall St.)
Nov-10-25 09:00AM	Georgia Power, Salvation Army celebrate 40th anniversary of Project SHARE (PR Newswire)
08:14AM	Cattle Look to New Monday Trade Following Last Weeks Losses (Barchart)
Nov-07-25 06:03PM	Cattle Rally Back Higher on Friday, as President Trump Comments After the Close (Barchart)
02:59AM	The Zacks Analyst Blog Morgan Stanley, Union Pacific, The Southern and Aware (Zacks)
Nov-06-25 04:28PM	Top Stock Reports for Morgan Stanley, Union Pacific & Southern Company (Zacks)
09:45AM	Here's Why Southern Co. (SO) is a Strong Growth Stock (Zacks)
09:00AM	Southern Company (The) (SO) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Nov-05-25 07:49PM	Analyst Report: The Southern Company (Morningstar Research)
11:58AM	Election Shows Electricity Politics Are Hot. This Stock Was Downgraded. (Barrons.com)
09:23AM	Southern Company Q3 Earnings Top on Usage, New Customers (Zacks)
09:20AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: Amgen, Cloudflare, Shopify, Super Micro Computer, Wingstop and More (24/7 Wall St.)
Nov-04-25 04:03PM	Electricity Prices Are on the Ballot This Election. Watch Utilities. (Barrons.com)
Nov-03-25 11:21PM	Southern Company announces pricing of equity units (PR Newswire)
06:30AM	Southern Company announces equity units offering (PR Newswire)
Oct-31-25 03:18PM	Analyst Report: The Southern Company (Morningstar Research)
04:59AM	Southern inks 7 GW of large load contracts, eyes 50 GW more (Utility Dive)
04:59AM	Southern inks 7 GW large load contracts through 2029, eyes 50 GW pipeline of potential projects (Utility Dive)
04:59AM	Southern Co. large load pipeline tops 50 GW by mid-2030 (Utility Dive)
Oct-30-25 09:14PM	Southern Co (SO) Q3 2025 Earnings Call Highlights: Strong Financial Performance Amid Economic Growth (GuruFocus.com)
01:53PM	Southern Co. (SO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Revised) (Zacks)
10:30AM	Southern Co. (SO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:40AM	Southern Co. (SO) Q3 Earnings and Revenues Beat Estimates (Zacks)
07:35AM	Southern Co.: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Southern Company reports third-quarter 2025 earnings (PR Newswire)
Oct-29-25 03:25PM	Southern Company Ranked as Top U.S. Energy Company in Newsweek's World's Most Trustworthy Companies 2025 List (PR Newswire)
Oct-28-25 08:40AM	NextEra Energy (NEE) Surpasses Q3 Earnings Estimates (Zacks)
Oct-27-25 10:28AM	US companies strike $80bn in mergers as Trump boosts dealmaking (Financial Times)
09:15AM	Curious about Southern Co. (SO) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Oct-26-25 07:43AM	Big Tech earnings, a crucial Fed meeting, and a Trump-Xi sit-down: What to watch this week (Yahoo Finance)
Oct-25-25 12:59AM	The Southern Company (SO) Receives a Price Target Update (Insider Monkey)
Oct-24-25 06:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
09:00AM	Investors Heavily Search Southern Company (The) (SO): Here is What You Need to Know (Zacks)

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Drake Sloane N	EVP & CHRO	Feb 06 '26	Option Exercise	0.00	3,698	0	28,961	Feb 10 09:53 AM
Poroch David P.	EVP & CFO	Feb 05 '26	Option Exercise	0.00	585	0	41,489	Feb 09 08:39 AM
Cherry Pedro P.	Chairman, President & CEO, MPC	Feb 05 '26	Option Exercise	0.00	550	0	1,374	Feb 09 08:39 AM
Kim Matthew M.	Comptroller	Feb 05 '26	Option Exercise	0.00	292	0	9,721	Feb 09 08:38 AM
Connally Stan W	EVP & COO	Feb 01 '26	Option Exercise	0.00	2,639	0	151,172	Feb 03 06:33 PM
Connally Stan W	EVP & COO	Jan 31 '26	Option Exercise	0.00	2,634	0	149,640	Feb 03 06:33 PM
Cummiskey Christopher	EVP	Feb 01 '26	Option Exercise	0.00	1,715	0	25,253	Feb 03 06:31 PM
Cummiskey Christopher	EVP	Jan 31 '26	Option Exercise	0.00	1,794	0	24,296	Feb 03 06:31 PM
Cherry Pedro P.	Chairman, President & CEO, MPC	Feb 01 '26	Option Exercise	0.00	751	0	1,190	Feb 03 06:19 PM
Cherry Pedro P.	Chairman, President & CEO, MPC	Jan 31 '26	Option Exercise	0.00	745	0	745	Feb 03 06:19 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 01 '26	Option Exercise	0.00	1,756	0	17,669	Feb 03 06:19 PM
Sena Peter P III	Chairman,President & CEO, SNC	Jan 31 '26	Option Exercise	0.00	1,754	0	16,753	Feb 03 06:19 PM
Poroch David P.	EVP & CFO	Feb 01 '26	Option Exercise	0.00	731	0	41,160	Feb 03 06:18 PM
Poroch David P.	EVP & CFO	Jan 31 '26	Option Exercise	0.00	725	0	40,627	Feb 03 06:18 PM
Poroch David P.	EVP & CFO	Apr 30 '25	Option Exercise	0.00	58	0	39,960	Feb 03 06:18 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 01 '26	Option Exercise	0.00	2,371	0	21,217	Feb 03 06:18 PM
Spainhour Sterling A Jr.	EVP & CLO	Jan 31 '26	Option Exercise	0.00	2,755	0	20,137	Feb 03 06:18 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 01 '26	Option Exercise	0.00	3,231	0	18,898	Feb 03 06:17 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Jan 31 '26	Option Exercise	0.00	3,380	0	17,087	Feb 03 06:17 PM
Anderson Bryan D	EVP	Feb 01 '26	Option Exercise	0.00	2,037	0	54,563	Feb 03 06:17 PM
Anderson Bryan D	EVP	Jan 31 '26	Option Exercise	0.00	2,052	0	53,507	Feb 03 06:17 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 01 '26	Option Exercise	0.00	3,444	0	158,285	Feb 03 06:02 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Jan 31 '26	Option Exercise	0.00	3,407	0	156,359	Feb 03 06:02 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 01 '26	Option Exercise	0.00	4,011	0	99,986	Feb 03 06:02 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Jan 31 '26	Option Exercise	0.00	4,006	0	97,667	Feb 03 06:02 PM
Drake Sloane N	EVP & CHRO	Jan 31 '26	Option Exercise	0.00	1,579	0	26,036	Feb 03 06:01 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 01 '26	Option Exercise	0.00	4,812	0	104,809	Feb 03 06:00 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Jan 31 '26	Option Exercise	0.00	14,159	0	105,972	Feb 03 06:00 PM
Kim Matthew M.	Comptroller	Feb 01 '26	Option Exercise	0.00	345	0	9,602	Feb 03 06:00 PM
Kim Matthew M.	Comptroller	Jan 31 '26	Option Exercise	0.00	340	0	9,427	Feb 03 06:00 PM
Anderson Bryan D	EVP	Sep 30 '25	Sale	93.83	6,206	582,309	51,455	Oct 01 04:00 PM
BRYAN ANDERSON	OFFICER	Sep 30 '25	Proposed Sale	93.83	6,206	582,309		Sep 30 04:07 PM
Spainhour Sterling A Jr.	EVP & CLO	Aug 11 '25	Sale	95.02	2,380	226,148	17,382	Aug 12 02:30 PM
Spainhour Sterling A Jr.	Officer	Aug 11 '25	Proposed Sale	95.02	2,380	226,148		Aug 11 05:10 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Jul 21 '25	Sale	95.00	13,158	1,250,010	93,661	Jul 22 03:00 PM
Greene Kimberly S,	Officer	Jul 21 '25	Proposed Sale	95.00	13,158	1,250,010		Jul 22 09:13 AM
DAVIS MARTIN BERNARD	Former Officer	Jun 11 '25	Proposed Sale	89.31	30,000	2,679,241		Jun 11 04:27 PM
DAVIS MARTIN BERNARD	Officer	Jun 03 '25	Proposed Sale	89.94	1,115	100,283		Jun 03 04:45 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	May 24 '25	Option Exercise	89.64	7,355	659,302	95,087	May 27 05:30 PM
Cummiskey Christopher	EVP	May 23 '25	Sale	89.54	12,335	1,104,476	22,502	May 27 10:30 AM
Cummiskey Christopher	Officer	May 23 '25	Proposed Sale	89.54	12,335	1,104,476		May 23 06:51 PM
Connally Stan W	EVP & COO	Mar 31 '25	Sale	92.24	12,500	1,153,000	149,419	Apr 01 12:00 PM
Connally Stan W	Officer	Mar 31 '25	Proposed Sale	92.24	12,500	1,152,980		Mar 31 05:34 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Mar 10 '25	Sale	93.12	32,190	2,997,533	106,819	Mar 11 10:00 AM
Drake Sloane N	EVP & CHRO	Mar 08 '25	Option Exercise	0.00	1,372	0	25,070	Mar 10 04:30 PM
Greene Kimberly S,	Officer	Mar 10 '25	Proposed Sale	93.12	32,190	2,997,582		Mar 10 04:06 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Mar 03 '25	Sale	90.13	24,407	2,199,803	87,721	Mar 04 10:00 AM
DAVIS MARTIN BERNARD	EVP & CIO	Mar 03 '25	Sale	89.61	1,125	100,811	102,090	Mar 04 10:00 AM
DAVIS MARTIN BERNARD	Officer	Mar 03 '25	Proposed Sale	89.61	1,125	100,811		Mar 03 04:20 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 25 '25	Sale	90.00	1,593	143,370	112,128	Feb 26 04:30 PM
WOMACK CHRISTOPHER C	Officer	Feb 25 '25	Proposed Sale	90.00	26,000	2,340,098		Feb 25 06:56 PM
Cummiskey Christopher	EVP	Feb 19 '25	Sale	86.00	944	81,184	34,837	Feb 20 04:00 PM
Cummiskey Christopher	Officer	Feb 19 '25	Proposed Sale	86.00	944	81,184		Feb 19 04:02 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 13 '25	Option Exercise	0.00	4,174	0	115,585	Feb 18 04:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 13 '25	Option Exercise	0.00	3,080	0	172,428	Feb 18 04:00 PM
Cummiskey Christopher	EVP	Feb 13 '25	Option Exercise	0.00	1,708	0	36,545	Feb 18 04:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 13 '25	Option Exercise	0.00	1,765	0	15,783	Feb 18 04:00 PM
Drake Sloane N	EVP & CHRO	Feb 13 '25	Option Exercise	0.00	713	0	24,017	Feb 18 04:00 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 13 '25	Option Exercise	0.00	742	0	20,094	Feb 18 04:00 PM
Tucker Daniel S	EVP & CFO	Feb 13 '25	Option Exercise	0.00	2,764	0	74,962	Feb 18 04:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 13 '25	Option Exercise	0.00	3,350	0	140,506	Feb 18 04:00 PM
Connally Stan W	EVP & COO	Feb 13 '25	Option Exercise	0.00	2,421	0	162,994	Feb 18 04:00 PM
Anderson Bryan D	EVP	Feb 13 '25	Option Exercise	0.00	1,740	0	58,534	Feb 18 04:00 PM
Poroch David P.	Comptroller	Feb 13 '25	Option Exercise	0.00	480	0	40,046	Feb 18 04:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 13 '25	Option Exercise	0.00	849	0	14,085	Feb 18 04:00 PM
Wilson Anthony L	Chairman, President & CEO, MPC	Feb 13 '25	Option Exercise	0.00	1,654	0	98,738	Feb 18 04:00 PM
DAVIS MARTIN BERNARD	EVP & CIO	Feb 13 '25	Option Exercise	0.00	1,784	0	104,013	Feb 18 04:00 PM

Open in Screener

VLO

Valero Energy Corp

Feb 10 • 04:00PM ET

199.50

-1.88 -0.93 %

Energy • Oil & Gas Refining & Marketing • USA • NYSE

VLO Valero Energy Corp daily Stock Chart

Peers: MPC PSX PBF DK CVI VET TTE

| Held by: SCHD VTI XLE VOO VO IVV SPY VTV DVY VOE

Index	S&P 500	P/E	26.09	EPS (ttm)	7.65	Insider Own	0.56%	Shs Outstand	305.01M	Perf Week	3.76%
Market Cap	60.85B	Forward P/E	15.55	EPS next Y	12.83	Insider Trans	-0.58%	Shs Float	303.31M	Perf Month	7.67%
Enterprise Value	69.77B	PEG	1.40	EPS next Q	2.01	Inst Own	84.65%	Short Float	3.94%	Perf Quarter	13.60%
Income	2.34B	P/S	0.50	EPS this Y	16.57%	Inst Trans	-2.39%	Short Ratio	3.68	Perf Half Y	51.40%
Sales	122.72B	P/B	2.56	EPS next Y	3.75%	ROA	2.50%	Short Interest	11.96M	Perf YTD	22.55%
Book/sh	77.88	P/C	12.98	EPS next 5Y	11.13%	ROE	9.71%	52W High	204.14 -2.27%	Perf Year	45.82%
Cash/sh	15.37	P/FCF	15.37	EPS past 3/5Y	-36.09% -	ROIC	7.01%	52W Low	99.00 101.52%	Perf 3Y	41.76%
Dividend Est.	4.80 (2.41%)	EV/EBITDA	9.20	Sales past 3/5Y	-11.45% 13.59%	Gross Margin	4.47%	Volatility	2.67% 3.27%	Perf 5Y	206.40%
Dividend TTM	4.59 (2.30%)	EV/Sales	0.57	EPS Y/Y TTM	-9.77%	Oper. Margin	3.61%	ATR (14)	6.46	Perf 10Y	263.52%
Dividend Ex-Date	Feb 05, 2026	Quick Ratio	1.11	Sales Y/Y TTM	-5.44%	Profit Margin	1.91%	RSI (14)	65.00	Recom	2.05
Dividend Gr. 3/5Y	4.86% 2.89%	Current Ratio	1.65	EPS Q/Q	320.95%	SMA20	5.98%	Beta	0.71	Target Price	201.41
Payout	59.71%	Debt/Eq	0.45	Sales Q/Q	-1.16%	SMA50	11.77%	Rel Volume	0.63	Prev Close	201.38
Employees	9922	LT Debt/Eq	0.41	Earnings	Jan 29 BMO	SMA200	27.78%	Avg Volume	3.25M	Price	199.50
IPO	Nov 01, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.97% 6.52%	Trades		Volume	2,033,914	Change	-0.93%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-12-25	Downgrade	Mizuho	Outperform → Neutral	$192
Dec-11-25	Downgrade	BofA Securities	Buy → Neutral	$195
Nov-10-25	Initiated	Erste Group	Buy
Oct-17-25	Initiated	Wells Fargo	Overweight	$216
Oct-03-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$175
Sep-03-25	Upgrade	BofA Securities	Neutral → Buy	$179
Jul-22-25	Downgrade	TD Cowen	Buy → Hold	$140
Jul-16-25	Downgrade	Citigroup	Buy → Neutral	$150
Jul-14-25	Downgrade	Wolfe Research	Outperform → Peer Perform
Jun-18-25	Initiated	Evercore ISI	In-line	$135
May-13-25	Upgrade	Goldman	Neutral → Buy	$154
Apr-28-25	Upgrade	Goldman	Sell → Neutral	$127
Apr-25-25	Reiterated	TD Cowen	Buy	$121 → $118
Oct-25-24	Reiterated	TD Cowen	Buy	$145 → $140
Oct-17-24	Resumed	BofA Securities	Neutral	$150
Oct-09-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$172 → $165
Sep-20-24	Downgrade	Piper Sandler	Overweight → Neutral	$169 → $123
Jul-18-24	Resumed	Wolfe Research	Outperform	$177
Jul-17-24	Upgrade	Mizuho	Neutral → Outperform	$165 → $175
May-16-24	Downgrade	Argus	Buy → Hold

Show Previous Ratings

Feb-10-26 09:24AM	3 Refining & Marketing Stocks Investors Should Track Closely (Zacks)
Feb-09-26 11:03AM	Valero Energy Stock: Is Wall Street Bullish or Bearish? (Barchart)
Feb-06-26 11:45AM	Valero Energy (VLO) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
09:02AM	Core Laboratories Q4 Earnings Beat Estimates, Expenses Increase Y/Y (Zacks)
Feb-05-26 09:00AM	Investors Heavily Search Valero Energy Corporation (VLO): Here is What You Need to Know (Zacks)
07:47AM	Loading…
07:47AM	Marathon Q4 Earnings & Revenues Beat Estimates, Expenses Down Y/Y (Zacks)
Feb-02-26 11:19AM	Stocks Gain on US Manufacturing Strength (Barchart)
10:14AM	Stock Indexes Climb as Chip Makers and AI Infrastructure Stocks Rebound (Barchart)
09:55AM	Phillips 66's Q4 Earnings on Deck: Should You Stay Invested or Exit? (Zacks)
Jan-30-26 12:53PM	Valero Energy (VLO) Beats Wall Street Expectations in Q4 Results (Insider Monkey)
10:32AM	Chevron Tops Q4 Earnings Estimates, Lags Revenues, Hikes Dividend (Zacks)
06:48AM	Analyst Report: Valero Energy Corporation (Morningstar Research)
03:08AM	Valero Energy Q4 Earnings Call Highlights (MarketBeat)
Jan-29-26 04:08PM	Valero Energy Corp (VLO) Q4 2025 Earnings Call Highlights: Strong Financial Performance Amid ... (GuruFocus.com)
11:41AM	Concerns Over AI Spending Weigh on Stocks (Barchart)
11:32AM	Loading…
11:32AM	Unit Labor Costs Remain Negative (Zacks)
11:19AM	Valero Energy says it will buy Venezuelan crude from three sellers (Reuters)
11:00AM	Higher Refining Margins Push Valeros Q4 Profit above Estimates (Oilprice.com)
10:29AM	Jobless Claims, Productivity & Earnings: What More Do You Want? (Zacks)
10:21AM	Valero Energy Q4 Earnings Beat Estimates on Higher Refining Margins (Zacks)
09:52AM	How Phillips 66's Integrated Model Enhances Profitability & Resilience (Zacks)
07:40AM	Valero Energy (VLO) Q4 Earnings and Revenues Beat Estimates (Zacks)
06:38AM	Valero Energy: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	Valero Energy Reports 2025 Fourth Quarter and Full Year Results (Business Wire)
Jan-28-26 08:41AM	Trump's Iran Threat Reignites Oil Rally - These Energy Stocks Are Surging (Benzinga)
Jan-27-26 02:05PM	Valero Energy vs. Phillips 66: Which Refining Stock Should You Bet On? (Zacks)
12:34PM	Return of Venezuelan crude could cut US fuel oil imports (Reuters)
10:00AM	Marathon Petroleum (MPC) Earnings Expected to Grow: Should You Buy? (Zacks)
08:00AM	11 S&P 500 Stocks Expected To Post Jaw-Dropping Earnings Growth (Investor's Business Daily)
Jan-26-26 12:01PM	Chevron Amasses Largest Fleet in Almost a Year to Ship Venezuelan Oil (Bloomberg)
09:40AM	Loading…
09:40AM	Why Valero Energy (VLO) is a Top Value Stock for the Long-Term (Zacks)
09:15AM	Unveiling Valero Energy (VLO) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
07:47AM	Valero Energy's Q4 Earnings on the Deck: Time to Buy or Wait? (Zacks)
Jan-25-26 07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-23-26 11:24AM	Stocks Recover on Strength in Megacap Tech and Consumer Sentiment (Barchart)
09:57AM	Stocks Pressured by Weakness in Chip Makers (Barchart)
07:41AM	Softness in Oil Price: What Lies Ahead for VLO's Refining Operations? (Zacks)
Jan-22-26 04:57PM	Valero Energy Corporation Increases Regular Cash Dividend on Common Stock (Business Wire)
01:46PM	Valero and Phillips 66 Buy Venezuelan Crude in Early U.S. Deal (GuruFocus.com)
01:37PM	Valero, Phillips 66 Jump on Cheap Venezuela Oil (GuruFocus.com)
12:48PM	What Lies Ahead for Valero With Prevailing Softness in Crude Price (Zacks)
10:00AM	Valero Energy (VLO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-21-26 06:15PM	Valero Energy (VLO) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
11:40AM	Energy ETFs in Spotlight With Gasoline Price Predicted to Drop in 2026 (Zacks)
09:44AM	How PSX Is Powering the Energy Transition Toward Cleaner Fuels (Zacks)
Jan-19-26 08:46AM	How Valero Is Reinforcing Its Refining Leadership in a Low-Carbon World (Zacks)
Jan-18-26 08:20PM	3 Questions to Ask Before Buying Any Oil Stock Tied to Trump's Venezuela Strategy? (Motley Fool)
Jan-16-26 11:24AM	Valero Moves Toward Permanent Benicia Refinery Shutdown, 237 Jobs Cut (GuruFocus.com)
11:02AM	How Phillips 66 Balances Refining Upside With Midstream Stability (Zacks)
09:32AM	Halliburton Q4 Earnings Preview: Will Cost Cuts Drive a Beat? (Zacks)
Jan-15-26 04:33PM	Stocks Boosted by Chip Demand Optimism (Barchart)
09:28AM	BP & CTVA Partner to Form Etlas JV for Biofuel Feedstock Supply (Zacks)
09:00AM	Here is What to Know Beyond Why Valero Energy Corporation (VLO) is a Trending Stock (Zacks)
Jan-14-26 04:39PM	Stock Indexes Settle Lower on Tech Weakness (Barchart)
03:43PM	Exclusive-Chevron expected to receive expanded Venezuela license from US this week, sources say (Reuters)
07:27AM	Will the Refining Business Continue to be Favorable for Phillips 66? (Zacks)
Jan-13-26 08:00PM	Venezuelan Oil and the Limits of U.S. Refining Capacity (Oilprice.com)
03:53PM	Valero Energy (VLO) - Among the Best High Yield Crude Oil Stocks to Buy After Trump's Blitz in Venezuela (Insider Monkey)
01:39PM	Is Phillips 66 Poised to Gain From a Favorable Refining Backdrop? (Zacks)
01:28PM	Can VLO Continue to Earn From Ongoing Softness in Oil Price? (Zacks)
Jan-12-26 06:00PM	Valero Energy (VLO) Stock Sinks As Market Gains: Here's Why (Zacks)
11:12AM	Chevron Bets on Venezuela Oil to Unlock Up to $700M in Cash Flow (Zacks)
Jan-10-26 06:02PM	Jim Mellon Says Venezuela's Oil Recovery Is 5+ Years Away, But US Refiners Could Benefit: 'I'd Suggest Loading Up On Oil And Gas' (Benzinga)
Jan-09-26 07:05PM	Trump pushes for $100 billion in oil investments in Venezuela while Exxon and others say its currently uninvestable without major reforms (Fortune)
05:06PM	Trumps new prediction for massive wealth from Venezuelan oil may take a while to play out (MarketWatch)
03:16PM	Trump meets oil executives, says $100 bn pledged for Venezuela (AFP)
12:10PM	Will Valero Energy (VLO) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:35AM	Trump says Big Oil will invest $100 billion in Venezuela as Chevon, Exxon come to the White House today. Here's what to watch. (MarketWatch)
09:39AM	Trump meets with oil executives at the White House on Friday, seeking investments in Venezuela (Associated Press Finance)
08:55AM	These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
08:09AM	Scott Bessent Contradicts Trump, Says Oil Giants 'Not Interested' In Venezuela (Benzinga)
07:06AM	Dow Jones Futures: Jobs Data, Trump Tariffs Ruling Loom After Small Caps Lead (Investor's Business Daily)
04:10AM	Jim Mellon Says Venezuela's Oil Recovery Is 5+ Years Away, But US Refiners Could Benefit: 'I'd Suggest Loading Up On Oil And Gas' (Benzinga)
Jan-08-26 08:50PM	Analyst Report: Valero Energy Corporation (Morningstar Research)
04:39PM	Stocks Settle Mixed on Sector Rotation (Barchart)
03:02PM	Chevron Is Loading Venezuela Oil Onto Tankers at the Fastest Pace in Months (Bloomberg)
11:34AM	How Chevron's Expanded Venezuela Oil License Boosts Its Global Play (Zacks)
09:48AM	How Valero's Operational Flexibility Drives Profitability (Zacks)
09:40AM	Here's Why Valero Energy (VLO) is a Strong Value Stock (Zacks)
07:45AM	Jim Cramer Says Refiners Like Valero as Potential Winners From Venezuelan Oil (Insider Monkey)
03:12AM	US Unveils Strategy on Venezuelan Oil, Spurring Rush for Access (Bloomberg)
12:12AM	Valero Energy (VLO) Jumps Following Trump's Blitz in Venezuela (Insider Monkey)
Jan-07-26 06:38PM	These Stocks Could Gain From Venezuela's Upheaval (Investopedia)
06:38PM	Venezuela Raid Doesn't Assure a Win for Elliott Management's Citgo Bid (Barrons.com)
06:26PM	Chevron in talks with US to expand Venezuela operating license - Reuters (Investing.com)
05:12PM	Stock Market Today: Dow Slips Back Below 49K; Trump Takes On Defense Firms (Live Coverage) (Investor's Business Daily)
03:45PM	Stock Market Today: Dow Slides After Surprise Jobs Data, Venezuela Oil News; Nvidia Rises (Live Coverage) (Investor's Business Daily)
01:53PM	Stock Market Today: S&P 500 Hovers Highs In Mixed Session; Mobileye Swings After Deal News (Live Coverage) (Investor's Business Daily)
12:53PM	Stock Market Today: Indexes Mixed After Surprise Jobs Data; Bitcoin Play Strategy Climbs (Live Coverage) (Investor's Business Daily)
12:09PM	Ghost Tanker Seized And Trump's 50-Million-Barrel Venezuela Oil Claim. But What Are Oil Stocks Doing? (Investor's Business Daily)
12:02PM	PSX Expands UK Footprint With Lindsey Refinery Asset Purchase (Zacks)
10:37AM	Chevron Stock Is Having a Volatile Week. Why It's Moving Again Today. (Barrons.com)
09:47AM	Ghost Tankers And Trump's 50 Million Barrels Of Venezuelan Oil Claim. But What Are Oil Stocks Doing? (Investor's Business Daily)
09:23AM	Oil Swings on Venezuela Supply Outlook, US Tanker Seizure (Bloomberg)
08:48AM	Michael Burry Was Right About Valero Energy. Is He Right About an AI Bubble? (24/7 Wall St.)
08:00AM	Venezuela's Heavy Crude Potential: Can CVX, PSX & VLO Benefit? (Zacks)
Jan-06-26 06:00PM	Valero Energy (VLO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
04:48PM	Dow Extends Rally, Closing Above 49000 for First Time (The Wall Street Journal)
04:30PM	These Stocks Moved the Most Today: Sandisk, Nvidia, AMD, Palantir, OneStream, SoFi, Microchip, and More (Barrons.com)
02:24PM	Strength Seen in Valero Energy (VLO): Can Its 9.2% Jump Turn into More Strength? (Zacks)

Valero Energy Corp. engages in the manufacture and marketing of transportation fuels and other petrochemical products. It operates through the following business segments: Refining, Ethanol and Renewable Diesel. The Refining segment consists of refining operations, associated marketing activities, and logistics assets that support its refining operations. The Ethanol segment includes its ethanol operations, associated marketing activities, and logistics assets that support its ethanol operations. The Renewable Diesel covers the operations of Diamond Green Diesel Holdings LLC. The company was founded in 1980 and is headquartered in San Antonio, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Simmons Gary K.	EVP & COO	Jan 21 '26	Option Exercise	0.00	27,546	0	246,269	Jan 23 04:03 PM
Walsh Richard Joe	EVP & GC	Jan 21 '26	Option Exercise	0.00	14,941	0	105,288	Jan 23 04:03 PM
Riggs R. Lane	CEO & President	Jan 21 '26	Option Exercise	0.00	72,232	0	416,513	Jan 23 04:02 PM
Bhullar Harminder S.	SVP & CFO	Jan 21 '26	Option Exercise	0.00	6,284	0	27,796	Jan 23 04:02 PM
Fisher Eric A	SVP	Jan 21 '26	Option Exercise	0.00	13,073	0	56,052	Jan 23 04:02 PM
Fraser Jason W.	EVP & CFO	Nov 21 '25	Sale	174.02	9,933	1,728,540	134,196	Nov 24 05:17 PM
Jason Fraser	officer	Nov 21 '25	Proposed Sale	172.24	9,933	1,710,859		Nov 21 04:23 PM
Mullins Eric D.	Director	May 15 '25	Option Exercise	0.00	2,041	0	10,290	May 19 04:48 PM
Diaz Fred M	Director	May 15 '25	Option Exercise	0.00	2,041	0	4,538	May 19 04:46 PM
Majoras Deborah P	Director	May 15 '25	Option Exercise	0.00	2,041	0	29,977	May 19 04:42 PM
EBERHART PAULETT	Director	May 15 '25	Option Exercise	0.00	2,041	0	15,550	May 19 04:38 PM
Ffolkes Marie A	Director	May 15 '25	Option Exercise	0.00	2,041	0	2,700	May 19 04:34 PM
Greene Kimberly S,	Director	May 15 '25	Option Exercise	0.00	2,041	0	15,355	May 19 04:29 PM
WEISENBURGER RANDALL J	Director	May 15 '25	Option Exercise	0.00	2,041	0	111,758	May 19 04:25 PM
WILKINS RAYFORD JR	Director	May 15 '25	Option Exercise	0.00	2,041	0	42,452	May 19 04:19 PM
Gorder Joseph W	Former Officer	Feb 18 '25	Proposed Sale	136.94	76,560	10,483,897		Feb 18 04:53 PM

SO

Southern Company

VLO

Valero Energy Corp

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