Open in Screener

SO

Southern Company

Oct 15 • 04:00PM ET

99.72

+0.04 0.04 %

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 JEPI VPU VYM USMV

Index	S&P 500	P/E	25.75	EPS (ttm)	3.87	Insider Own	0.11%	Shs Outstand	1.10B	Perf Week	3.68%
Market Cap	109.70B	Forward P/E	21.77	EPS next Y	4.58	Insider Trans	-2.74%	Shs Float	1.10B	Perf Month	9.15%
Enterprise Value	182.58B	PEG	3.81	EPS next Q	1.49	Inst Own	70.69%	Short Float	3.46%	Perf Quarter	6.85%
Income	4.28B	P/S	3.87	EPS this Y	5.50%	Inst Trans	1.87%	Short Ratio	7.69	Perf Half Y	9.56%
Sales	28.36B	P/B	3.23	EPS next Y	7.19%	ROA	2.95%	Short Interest	38.01M	Perf YTD	21.14%
Book/sh	30.92	P/C	86.72	EPS next 5Y	6.76%	ROE	12.89%	52W High	99.81 -0.09%	Perf Year	12.10%
Cash/sh	1.15	P/FCF	-	EPS past 3/5Y	21.25% -2.34%	ROIC	4.36%	52W Low	80.46 23.94%	Perf 3Y	55.84%
Dividend Est.	2.95 (2.96%)	EV/EBITDA	14.46	Sales past 3/5Y	4.78% 4.75%	Gross Margin	30.62%	Volatility	1.27% 1.30%	Perf 5Y	69.85%
Dividend TTM	2.92 (2.93%)	EV/Sales	6.44	EPS Y/Y TTM	-7.53%	Oper. Margin	24.96%	ATR (14)	1.25	Perf 10Y	122.79%
Dividend Ex-Date	Aug 18, 2025	Quick Ratio	0.53	Sales Y/Y TTM	8.53%	Profit Margin	15.10%	RSI (14)	75.63	Recom	2.48
Dividend Gr. 3/5Y	2.96% 3.06%	Current Ratio	0.74	EPS Q/Q	-27.24%	SMA20	4.76%	Beta	0.43	Target Price	101.50
Payout	71.61%	Debt/Eq	2.08	Sales Q/Q	7.89%	SMA50	6.18%	Rel Volume	1.47	Prev Close	99.68
Employees	28600	LT Debt/Eq	1.89	Earnings	Oct 30 BMO	SMA200	10.50%	Avg Volume	4.95M	Price	99.72
IPO	Sep 30, 1949	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.09% 9.58%	Trades		Volume	7,287,383	Change	0.04%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-11-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$72 → $77
Dec-08-23	Initiated	Citigroup	Buy	$82
Nov-03-23	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$78
Oct-16-23	Upgrade	Scotiabank	Sector Perform → Sector Outperform	$78
Sep-13-23	Upgrade	BofA Securities	Underperform → Neutral
Aug-23-23	Initiated	Barclays	Equal Weight	$68
Aug-10-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$60 → $69
Aug-09-23	Initiated	Ladenburg Thalmann	Buy	$72
Jun-08-23	Initiated	Goldman	Buy	$80

Show Previous Ratings

Oct-15-25 10:20AM	Jim Cramer on Southern Company: "You Gotta Take Some Southern off the Table" (Insider Monkey)
Oct-14-25 12:10PM	Why Southern Co. (SO) Could Beat Earnings Estimates Again (Zacks)
09:00AM	Nicor Gas leads the industry in energy innovation with unveiling of new Smart Neighborhood this Fall (PR Newswire)
08:50AM	Why Investors Need to Take Advantage of These 2 Utilities Stocks Now (Zacks)
Oct-11-25 12:00PM	Here is Why the Southern Company (SO) is a Good Option to Invest in the Nuclear Space (Insider Monkey)
06:00PM	Loading…
Oct-10-25 06:00PM	Southern Co. (SO) Gains As Market Dips: What You Should Know (Zacks)
Oct-07-25 07:14PM	Analyst Report: The Southern Company (Morningstar Research)
10:04AM	Rising Clean Energy Demand Fuels Renewed Interest in Nuclear Stocks (Zacks)
Oct-06-25 06:15PM	Southern Co. (SO) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
02:55PM	Georgia Power grid emerges stronger following Hurricane Helene (PR Newswire)
01:16PM	How Is PPL Accelerating Decarbonization Through Research & Development? (Zacks)
Oct-05-25 03:22PM	The Southern Company (SO): A Hidden Gem in the Dividend Champions List (Insider Monkey)
Oct-01-25 10:00AM	Southern Linc and Georgia State Agencies Celebrate Interoperability Project with Ceremony at the Capitol (PR Newswire)
Sep-30-25 10:01AM	Georgia Power highlights first contracts under new rules & regulations, continued economic growth and updated forecasts in latest filings with Georgia PSC (PR Newswire)
10:00AM	Southern Company third-quarter earnings to be released October 30 (PR Newswire)
08:16AM	Loading…
Sep-29-25 08:16AM	Things to Weigh Before Choosing Between OKLO and SO Stock (Zacks)
Sep-26-25 11:00AM	Anniversary of Hurricane Helene reinforces importance of severe weather preparedness for Georgia Power and customers (PR Newswire)
Sep-24-25 08:35AM	Southern's Unit Teams With Seimitsu to Build Fiber Network (Zacks)
Sep-23-25 06:00PM	Southern Co. (SO) Ascends While Market Falls: Some Facts to Note (Zacks)
04:00PM	Georgia Power announces 2025 Energy Storage System Request for Proposals (PR Newswire)
10:00AM	Southern Telecom and Seimitsu form SouthernWaves, secure deal with South Downtown Atlanta project (PR Newswire)
08:35AM	Nvidia's $100B AI investment: Former Southern Company CEO Tom Fanning on U.S. power infrastructure (CNBC TV)
Sep-22-25 09:44AM	IDACORP Enhances Shareholder Value Through 2.3% Dividend Hike (Zacks)
Sep-19-25 09:03PM	How The Southern Company's (SO) Dividend Resilience Makes it One of the Best Dividend Stocks to Buy Under $100 (Insider Monkey)
12:57AM	The Southern Company (SO): Georgia Power Receives Approval from Georgia Public Service Commission (PSC) (Insider Monkey)
Sep-16-25 11:27AM	New Jersey Resources Boosts Shareholder Value, Hikes Dividend by 5.6% (Zacks)
08:18AM	How Does a Constructive Regulatory Framework Aid PPL's Growth? (Zacks)
Sep-15-25 09:02AM	CEG Rises 62.3% in a Year: Should You Buy, Sell, or Hold the Stock? (Zacks)
Sep-11-25 12:31PM	Several HBCUs lock down following campus threats (Higher Ed Dive)
10:48AM	Can NextEra's Battery Storage Drive a Sustainable Clean Energy Future? (Zacks)
10:35AM	Loading…
Sep-10-25 10:35AM	The Utilities Stock at the Center of AI and Rising Electric Bills (MarketBeat)
12:10AM	Jim Cramer Discusses Southern Company and the AI Energy Boom (Insider Monkey)
Sep-08-25 07:34PM	Southern Co. (SO) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
07:14PM	Analyst Report: The Southern Company (Morningstar Research)
08:36AM	Southern's Unit Secures PSC Approval for Five Solar Facilities (Zacks)
08:00AM	Here's How You Can Earn $100 In Passive Income By Investing In Southern Stock (Benzinga)
Sep-05-25 03:00PM	Georgia Power receives approval from Georgia PSC for five new solar facilities to supply CARES 2023 solar program (PR Newswire)
11:17AM	NextEra Outperforms Industry Quarter to Date: How to Play the Stock? (Zacks)
Sep-04-25 04:52AM	Southern Company Stock: Is SO Outperforming the Utility Sector? (Barchart)
Sep-03-25 08:57AM	Southern Company Stock Is a Smart Hold in Today's Market (Zacks)
Sep-02-25 12:08PM	Energy Stock for September Options Bulls (Schaeffer's Research)
Aug-29-25 11:41AM	Can NEE's Investment in Smart Grid Ensure High-Quality Services? (Zacks)
08:01AM	Looking For Yields: Kimberly-Clark, Southern, And Delek Logistics Are Consistent Moneymakers (Benzinga)
Aug-28-25 10:53AM	Georgia Power partners with Georgia Public Broadcasting and Georgia Historical Society to relaunch "Today In Georgia History" series (PR Newswire)
Aug-27-25 11:00AM	PowerSecure celebrates 25 years of innovation and resilient energy solutions (PR Newswire)
Aug-26-25 11:12AM	Southern Company: From Nuclear Risk to AI Reward (MarketBeat)
Aug-25-25 06:43AM	Southern Company Advances Hydro Fleet Modernization for the Future (Zacks)
Aug-23-25 06:05PM	If I Could Only Buy 1 S&P 500 Stock From Each Sector for the Rest of 2025, I'd Go With These 11 Dividend Stocks (Motley Fool)
Aug-22-25 04:29PM	Analyst Report: The Southern Company (Morningstar Research)
11:04AM	Georgia Power continues hydro fleet modernization effort to serve a growing Georgia (PR Newswire)
Aug-21-25 12:28PM	Georgia Power, Friends of Georgia State Parks to celebrate Your State Parks Day on September 27 (PR Newswire)
Aug-18-25 09:41AM	MDU Resources Boosts Shareholder Value Through 7.7% Dividend Hike (Zacks)
09:03AM	Southern's Subsidiary Installs Advanced Turbines at Plant Yates (Zacks)
Aug-15-25 10:01AM	First new natural gas turbine delivered to Georgia Power's Plant Yates (PR Newswire)
Aug-07-25 10:00AM	Valerie Montgomery Rice named to Georgia Power Board of Directors (PR Newswire)
09:00AM	Here is What to Know Beyond Why Southern Company (The) (SO) is a Trending Stock (Zacks)
08:01AM	Looking For Yields: WEC Energy, Mondelez International, And Southern Are Consistent Moneymakers (Benzinga)
Aug-06-25 05:42AM	Southern Company Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Aug-05-25 10:06AM	Analyst Report: The Southern Company (Morningstar Research)
Aug-04-25 09:00AM	Mississippi Power President Pedro Cherry elected chairman and CEO during company's centennial year (PR Newswire)
08:44AM	Southern Company Q2 Earnings Beat as Utility Sales Grow (Zacks)
Jul-31-25 02:30PM	Adam Emrich named Vice President of Customer Solutions and Sales at Southern Linc (PR Newswire)
10:30AM	Compared to Estimates, Southern Co. (SO) Q2 Earnings: A Look at Key Metrics (Zacks)
10:01AM	Georgia Power requests certification of approximately 9,900 MW of new resources from the Georgia Public Service Commission (PR Newswire)
08:45AM	Southern Co. (SO) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:46AM	Southern Co.: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	Southern Company reports second-quarter 2025 earnings (PR Newswire)
12:23AM	BMO Affirms 'Outperform' Rating on Southern Co (SO) Hikes Price Target (Insider Monkey)
Jul-30-25 10:34AM	OATI deploys FERC Order 881 compliance solution with six transmission providers (PR Newswire)
08:50AM	How to Boost Your Portfolio with Top Utilities Stocks Set to Beat Earnings (Zacks)
07:45AM	Southern Company Q2 Earnings: What's in Store for Investors? (Zacks)
Jul-29-25 01:08PM	Safe Dividend Stocks Spotlight: Southern Company's (SO) Consistent Utility Yield (Insider Monkey)
Jul-28-25 10:50AM	NEE or SO: Which Utility Stock Deserves a Spot in Your Portfolio? (Zacks)
09:57AM	Southern Company Gas Expands Clean Energy Portfolio with New RNG Deals in Virginia and Tennessee (Insider Monkey)
Jul-25-25 07:34AM	ComEd CEO Seeks Rules to Prevent AI From Boosting Energy Bills (Bloomberg)
Jul-24-25 10:00AM	Analysts Estimate Southern Co. (SO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-23-25 07:36AM	Southern Michigan Bancorp, Inc. Announces Second Quarter 2025 Earnings (GlobeNewswire)
Jul-22-25 06:00PM	Southern Co. (SO) Exceeds Market Returns: Some Facts to Consider (Zacks)
04:17PM	Georgia Power names Tyler Cook senior vice president, chief financial officer and treasurer (PR Newswire)
03:00PM	Southern Company announces Accounting, Finance, and Treasury leadership moves (PR Newswire)
06:20AM	Should You Invest in the Fidelity MSCI Utilities Index ETF (FUTY)? (Zacks)
Jul-21-25 04:30PM	Southern Company names Hans Brown Executive Vice President & Chief Information Technology Officer (PR Newswire)
04:05PM	Southern Company elects Regions Financial Corp. chairman, president & CEO John Turner to Board of Directors (PR Newswire)
03:45PM	Southern Company announces quarterly dividend (PR Newswire)
Jul-18-25 08:06AM	The Utilities Sector Is Heating Up-Don't Miss the Breakout (MarketBeat)
03:00AM	Data Centers Aren't Just a U.S. Trend. These Stocks Could Benefit from Europe's Power Surge. (Barrons.com)
Jul-16-25 08:19AM	PPL, Blackstone JV to Build Natural Gas Plant for Data Center Support (Zacks)
08:02AM	Southern Company's Power Plan Gets a Nod to Meet Surging AI Demand (Zacks)
Jul-15-25 12:36PM	Freeport-McMoRan Stock Has Been a Copper Winner. How to Know When to Sell. (Barrons.com)
11:27AM	Georgia Public Service Commission approves plan to reliably, economically meet the energy needs of a growing Georgia (PR Newswire)
Jul-13-25 06:12AM	Southern Company Is One of the Largest Utilities Companies by Market Cap. But Is It a Buy? (Motley Fool)
Jul-11-25 10:08AM	Southern Company names comptroller as next finance chief (CFO Dive)
08:04AM	Constellation Energy Rises 51.7% in 3 Months: How to Play the Stock? (Zacks)
08:03AM	Here's Why Holding Southern Company Is Justified for Now (Zacks)
06:45AM	Southern Company announces CFO transition (PR Newswire)
Jul-09-25 10:19PM	Analyst Report: The Southern Company (Morningstar Research)
12:46PM	Find Georgia's hidden gems for summer recreation at Georgia Power's lakes and campgrounds (PR Newswire)
Jul-08-25 07:01AM	Akamai Announces New Members Elected to its Board of Directors (PR Newswire)
06:20AM	Should You Invest in the iShares U.S. Utilities ETF (IDU)? (Zacks)
04:05AM	10 Under-the-Radar Utility Stocks with Incredible Growth Potential (Motley Fool)

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
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
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 11 '25	Sale	86.00	14,540	1,250,440	13,236	Feb 12 06:30 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Feb 11 '25	Option Exercise	0.00	13,699	0	90,153	Feb 11 06:30 PM
Peoples James Jeffrey	Officer	Feb 11 '25	Proposed Sale	86.00	14,540	1,250,440		Feb 11 05:49 PM
Drake Sloane N	EVP & CHRO	Feb 06 '25	Option Exercise	0.00	1,789	0	24,103	Feb 10 04:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 05 '25	Option Exercise	0.00	3,875	0	116,589	Feb 07 05:00 PM
DAVIS MARTIN BERNARD	EVP & CIO	Feb 05 '25	Option Exercise	0.00	1,768	0	91,045	Feb 07 05:00 PM
Tucker Daniel S	EVP & CFO	Feb 05 '25	Option Exercise	0.00	2,864	0	50,520	Feb 07 05:00 PM
Anderson Bryan D	EVP & Pres. External Affairs	Feb 05 '25	Option Exercise	0.00	1,986	0	47,361	Feb 07 05:00 PM
Drake Sloane N	EVP & CHRO	Feb 05 '25	Option Exercise	0.00	1,527	0	18,298	Feb 07 05:00 PM
Cummiskey Christopher	EVP & CCO	Feb 05 '25	Option Exercise	0.00	1,736	0	24,238	Feb 07 05:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 05 '25	Option Exercise	0.00	680	0	2,424	Feb 07 05:00 PM
Connally Stan W	EVP & COO	Feb 05 '25	Option Exercise	0.00	2,549	0	141,487	Feb 07 05:00 PM
Wilson Anthony L	Chairman, President & CEO, MPC	Feb 05 '25	Option Exercise	0.00	1,652	0	86,675	Feb 07 05:00 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 05 '25	Option Exercise	0.00	2,666	0	15,567	Feb 07 05:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 05 '25	Option Exercise	0.00	3,271	0	23,652	Feb 07 05:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 05 '25	Option Exercise	0.00	3,295	0	150,162	Feb 07 05:00 PM
Cummiskey Christopher	EVP & CCO	Feb 04 '25	Sale	83.32	837	69,739	22,502	Feb 05 04:00 PM
Cummiskey Christopher	Officer	Feb 04 '25	Proposed Sale	83.32	837	69,739		Feb 04 04:28 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 01 '25	Option Exercise	0.00	1,625	0	1,625	Feb 04 03:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Jan 31 '25	Option Exercise	0.00	1,697	0	2,568	Feb 04 03:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 01 '25	Option Exercise	0.00	3,125	0	21,837	Feb 04 03:00 PM
Connally Stan W	EVP & COO	Feb 01 '25	Option Exercise	0.00	2,551	0	140,139	Feb 04 03:00 PM
Anderson Bryan D	EVP & Pres. External Affairs	Feb 01 '25	Option Exercise	0.00	1,969	0	46,436	Feb 04 03:00 PM
DAVIS MARTIN BERNARD	EVP and CIO	Feb 01 '25	Option Exercise	0.00	1,735	0	90,128	Feb 04 03:00 PM
Cummiskey Christopher	Chairman, President & CEO, SCS	Feb 01 '25	Option Exercise	0.00	1,659	0	24,161	Feb 04 03:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 01 '25	Option Exercise	0.00	3,880	0	114,510	Feb 04 03:00 PM
Spainhour Sterling A Jr.	EVP, Chief Legal Officer & CCO	Feb 01 '25	Option Exercise	0.00	2,293	0	14,000	Feb 04 03:00 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Feb 01 '25	Option Exercise	0.00	4,656	0	78,567	Feb 04 03:00 PM
Tucker Daniel S	Executive Vice President & CFO	Feb 01 '25	Option Exercise	0.00	2,840	0	48,993	Feb 04 03:00 PM
Wilson Anthony L	President & CEO, MPC	Feb 01 '25	Option Exercise	0.00	1,669	0	85,837	Feb 04 03:00 PM
Poroch David P.	Comptroller & CAO	Feb 01 '25	Option Exercise	0.00	707	0	35,303	Feb 04 03:00 PM
Poroch David P.	Comptroller & CAO	Jan 31 '25	Option Exercise	0.00	701	0	35,793	Feb 04 03:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 01 '25	Option Exercise	0.00	3,332	0	148,420	Feb 04 03:00 PM
DAVIS MARTIN BERNARD	EVP and CIO	Dec 05 '24	Sale	85.90	1,170	100,503	88,393	Dec 06 04:00 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Dec 05 '24	Sale	86.18	14,000	1,206,520	73,911	Dec 06 04:00 PM
WOMACK CHRISTOPHER C	Officer	Dec 05 '24	Proposed Sale	86.18	14,000	1,206,499		Dec 05 04:10 PM
DAVIS MARTIN BERNARD	Officer	Dec 05 '24	Proposed Sale	85.90	1,170	100,503		Dec 05 04:07 PM
Spainhour Sterling A Jr.	EVP, Chief Legal Officer & CCO	Nov 04 '24	Sale	88.54	793	70,212	11,707	Nov 05 04:00 PM
Spainhour Sterling A Jr.	Officer	Nov 04 '24	Proposed Sale	88.54	793	70,212		Nov 04 02:42 PM

Open in Screener

VLO

Valero Energy Corp

Oct 15 • 04:00PM ET

160.98

-1.21 -0.75 %

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

VLO Valero Energy Corp daily Stock Chart

Peers: MPC PSX PBF DK CVI VET TTE

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

Index	S&P 500	P/E	66.75	EPS (ttm)	2.41	Insider Own	0.54%	Shs Outstand	310.65M	Perf Week	-0.90%
Market Cap	50.01B	Forward P/E	13.81	EPS next Y	11.65	Insider Trans	0.00%	Shs Float	308.98M	Perf Month	-1.02%
Enterprise Value	58.96B	PEG	4.72	EPS next Q	3.05	Inst Own	86.07%	Short Float	3.60%	Perf Quarter	11.27%
Income	759.00M	P/S	0.40	EPS this Y	0.69%	Inst Trans	-1.62%	Short Ratio	4.05	Perf Half Y	49.68%
Sales	123.73B	P/B	2.08	EPS next Y	36.49%	ROA	1.23%	Short Interest	11.12M	Perf YTD	31.32%
Book/sh	77.51	P/C	10.96	EPS next 5Y	14.13%	ROE	3.07%	52W High	178.43 -9.78%	Perf Year	13.10%
Cash/sh	14.69	P/FCF	14.97	EPS past 3/5Y	55.75% 7.96%	ROIC	2.21%	52W Low	99.00 62.61%	Perf 3Y	45.21%
Dividend Est.	4.51 (2.80%)	EV/EBITDA	11.72	Sales past 3/5Y	4.42% 3.68%	Gross Margin	2.54%	Volatility	2.46% 2.67%	Perf 5Y	262.89%
Dividend TTM	4.46 (2.77%)	EV/Sales	0.48	EPS Y/Y TTM	-86.21%	Oper. Margin	1.73%	ATR (14)	4.49	Perf 10Y	149.23%
Dividend Ex-Date	Jul 31, 2025	Quick Ratio	1.11	Sales Y/Y TTM	-11.72%	Profit Margin	0.61%	RSI (14)	49.00	Recom	1.91
Dividend Gr. 3/5Y	2.97% 3.52%	Current Ratio	1.62	EPS Q/Q	-15.69%	SMA20	-2.82%	Beta	1.00	Target Price	177.12
Payout	49.90%	Debt/Eq	0.44	Sales Q/Q	-13.28%	SMA50	4.09%	Rel Volume	0.64	Prev Close	162.19
Employees	9922	LT Debt/Eq	0.43	Earnings	Oct 23 BMO	SMA200	17.59%	Avg Volume	2.75M	Price	160.98
IPO	Nov 01, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	30.10% 8.66%	Trades		Volume	1,756,502	Change	-0.75%

Date	Action	Analyst	Rating Change	Price Target Change
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
Apr-29-24	Reiterated	TD Cowen	Buy	$190 → $185
Apr-08-24	Reiterated	TD Cowen	Buy	$175 → $190
Mar-22-24	Downgrade	Mizuho	Buy → Neutral	$150 → $173
Mar-15-24	Upgrade	BofA Securities	Neutral → Buy	$156 → $210

Show Previous Ratings

Oct-15-25 09:30AM	Should You Invest in Valero Energy (VLO) Based on Bullish Wall Street Views? (Zacks)
Oct-13-25 06:00PM	Valero Energy (VLO) Outpaces Stock Market Gains: What You Should Know (Zacks)
Oct-07-25 12:10PM	Will Valero Energy (VLO) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:38AM	Valero Energys Quarterly Earnings Preview: What You Need to Know (Barchart)
Oct-06-25 06:00PM	Valero Energy (VLO) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
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Sep-29-25 06:00PM	Valero Energy (VLO) Stock Dips While Market Gains: Key Facts (Zacks)
Sep-26-25 07:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
08:50AM	Ukraine Is Upending the Global Oil Market. Heres Who Benefits. (Barrons.com)
Sep-22-25 06:00PM	Valero Energy (VLO) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
01:24PM	Ukraine is Upending the Global Oil Market. Here's Who Benefits. (Barrons.com)
Sep-18-25 07:53AM	Analyst Report: Valero Energy Corporation (Morningstar Research)
Sep-15-25 04:13PM	California Just Got More Oil-Friendly. One Stock Jumped 21%. (Barrons.com)
Sep-10-25 01:49PM	Final Trades: CRH, Microsoft and Valero Energy (CNBC TV)
Sep-09-25 06:00PM	Valero Energy (VLO) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
04:14PM	Carl Icahn Favorite, And IBD's Stock Of The Day, Breaks Out On Israel-Qatar Strike, Wider 'Crack' (Investor's Business Daily)
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Sep-08-25 02:24PM	Valero Energy Corporation to Announce Third Quarter 2025 Earnings Results on October 23, 2025 (Business Wire)
08:45AM	Here's Why Investors Should Retain Delek US Holdings Stock (Zacks)
02:57AM	Valero Energy Stock: Is VLO Outperforming the Energy Sector? (Barchart)
Sep-04-25 12:52PM	20th Consecutive Profitable Quarter for REX American Resources Quarterly Update Report (Exec Edge)
Sep-03-25 09:07AM	BofA lifts Valero rating on heavy crude advantage but downgrade Phillips 66 (Investing.com)
09:06AM	Goldman Sachs Picks 2 New Stocks. They're Bets on a Weak Economy. (Barrons.com)
Sep-02-25 06:00PM	Valero Energy (VLO) Ascends While Market Falls: Some Facts to Note (Zacks)
02:24PM	Walmart, McDonald's Are New Goldman Picks. It's a Bet on a Weak Economy. (Barrons.com)
02:17PM	Final Trades: Netflix, Amazon, MPLX and Valero Energy (CNBC TV)
08:58AM	Phillips 66 Begins Phased Closure of LA Refinery in 2025 (Zacks)
Aug-28-25 06:55PM	Newsom's Plan to Prevent Pump-Price Spikes Faces 5-Year Delay (Bloomberg)
Aug-27-25 11:26AM	Energy stocks are leading modest gains on Wall Street amid quiet trading (MarketWatch)
Aug-26-25 04:17AM	Valero Energy Corporation (VLO): A Bull Case Theory (Insider Monkey)
Aug-25-25 01:48PM	Final Trades: Alphabet, Lockheed Martin, Valero Energy and the IXP (CNBC TV)
Aug-19-25 09:16AM	Chevron Resumes Venezuela Oil Exports Amid Shifting U.S. Sanctions (Zacks)
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Aug-15-25 11:23AM	First two Venezuelan oil cargoes by Chevron after license depart to US (Reuters)
Aug-14-25 04:23AM	Cheniere Energy Q2 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
Aug-13-25 12:04PM	Do Wall Street Analysts Like Valero Energy Stock? (Barchart)
08:40AM	Targa Resources Q2 Earnings Beat Estimates, Revenues Miss (Zacks)
Aug-12-25 12:19PM	USA Compression Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
07:57AM	Delek Q2 Loss Narrower Than Expected, Revenues Miss Estimates (Zacks)
Aug-11-25 08:02AM	Diamondback Energy Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Aug-09-25 08:24PM	Piper Sandler Raises PT on Valero Energy Corporation (VLO); Maintains 'Overweight' Rating (Insider Monkey)
Aug-08-25 03:10PM	Refiners Smell Profits as Heavy Crude Comes Roaring Back--But One Risk Lurks (GuruFocus.com)
08:03AM	Marathon Q2 Earnings & Revenues Beat Estimates, Expenses Down Y/Y (Zacks)
Aug-07-25 11:34AM	Oil Traders Race Against Time to Solve Global Diesel Crunch (Bloomberg)
08:03AM	Williams Q2 Earnings and Revenues Miss Estimates, Expenses Rise Y/Y (Zacks)
Aug-06-25 08:03AM	Transocean Q2 Earnings & Sales Surpass Estimates, Improve Y/Y (Zacks)
07:10AM	Chevron and Valero plan to restart Venezuelan crude supplies to US refineries (Offshore Technology)
Aug-05-25 08:03AM	Northern Q2 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
Aug-04-25 02:33PM	Cannot do business in the state of California: Gas prices could hit $8/gallon as two refineries shut down (Moneywise)
08:51AM	Murphy USA Q2 Earnings Top as Fuel Margins Improve, Sales Miss (Zacks)
Aug-02-25 07:56AM	Raymond James Backs Valero Energy (VLO) on Long-Term U.S. Refining Strength (Insider Monkey)
Aug-01-25 09:19AM	Chevron Q2 Earnings Beat Estimates as Production Hits Record (Zacks)
08:48AM	ProPetro Q2 Earnings and Revenues Miss Estimates, Expenses Down (Zacks)
Jul-31-25 09:00AM	Valero Energy Corporation (VLO) is Attracting Investor Attention: Here is What You Should Know (Zacks)
08:26AM	Nabors Q2 Loss Wider Than Expected, Revenues Increase Y/Y (Zacks)
06:34AM	HF Sinclair beats profit estimates as refining margins soar (Reuters)
Jul-30-25 08:04AM	NOV Q2 Earnings Miss, Revenues Beat Estimates, Both Decrease Y/Y (Zacks)
Jul-29-25 02:54PM	Trade Tracker: Phillips 66, Valero Energy, Marathon Petroleum and Baker Hughes (CNBC TV)
02:32PM	Valero Energy (VLO) Remains a Top Choice for Hedge Fund Investors (Insider Monkey)
Jul-28-25 08:03AM	Ovintiv Q2 Earnings Miss Estimates, Revenues Increase Y/Y (Zacks)
Jul-25-25 05:46PM	Lululemon Needs Overseas Growth, Says J.P. Morgan. Plus, Valero, Cleveland-Cliffs, and More Stocks. (Barrons.com)
11:52AM	Analyst Report: Valero Energy Corporation (Morningstar Research)
11:15AM	Valero Energy reports decline in Q2 2025 profits (Offshore Technology)
08:05AM	Patterson-UTI Energy Q2 Earnings Miss, Sales Beat Estimates, Fall Y/Y (Zacks)
08:04AM	Oceaneering Q2 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
07:11AM	Valero Energy: Q2 Earnings Snapshot (Associated Press Finance)
07:05AM	Phillips 66 profit beats estimates on higher refining margins (Reuters)
03:16AM	Valero Energy Corp (VLO) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strong ... (GuruFocus.com)
Jul-24-25 07:00PM	U.S. Sends Crude to OPECs Backyard (Oilprice.com)
03:46PM	US Allows Chevron to Restart Pumping Oil in Venezuela (Bloomberg)
02:12PM	Tractor Supply Q2 beat, Valero Energy falls, Spotify upgraded (Yahoo Finance Video)
11:24AM	Valero Energy Q2 Earnings Beat Estimates on Higher Refining Margins (Zacks)
07:40AM	Valero Energy (VLO) Q2 Earnings and Revenues Surpass Estimates (Zacks)
06:35AM	Valero beats estimates as refining margins offset renewable diesel loss (Reuters)
06:30AM	Valero Energy Reports Second Quarter 2025 Results (Business Wire)
06:20AM	Should You Invest in the Invesco S&P 500 Equal Weight Energy ETF (RSPG)? (Zacks)
Jul-23-25 01:10PM	Exclusive-In rare move, California steps in to find buyer for Valero refinery to avoid closure, sources say (Reuters)
Jul-22-25 09:15AM	Insights Into Valero Energy (VLO) Q2: Wall Street Projections for Key Metrics (Zacks)
07:31AM	Phillips 66 to Report Q2 Earnings: What's in the Cards? (Zacks)
Jul-21-25 08:38AM	Liberty Energy Q2 Earnings on Deck: Here's How It Will Fare (Zacks)
08:27AM	Valero Energy to Report Q2 Earnings: What's in the Cards? (Zacks)
08:02AM	TechnipFMC to Report Q2 Earnings: What's in Store for the Stock? (Zacks)
Jul-18-25 04:15PM	Newsom Proposes to Ease Permits for Oil Drilling in California (Bloomberg)
10:00AM	Phillips 66 (PSX) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
09:00AM	Valero Energy Corporation (VLO) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
08:02AM	Patterson-UTI Energy to Post Q2 Earnings: Here's What to Expect (Zacks)
Jul-17-25 06:00PM	Valero Energy (VLO) Rises Higher Than Market: Key Facts (Zacks)
04:14PM	Valero Energy Corporation Declares Regular Cash Dividend on Common Stock (Business Wire)
10:00AM	Valero Energy (VLO) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
09:35AM	Halliburton Q2 Earnings Preview: Here's What You Should Know (Zacks)
Jul-14-25 08:50AM	Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now (Zacks)
Jul-11-25 06:00PM	Here's Why Valero Energy (VLO) Fell More Than Broader Market (Zacks)
Jul-09-25 11:34AM	Valero Energy (VLO) Moves 3.4% Higher: Will This Strength Last? (Zacks)
08:40AM	Valero Energy's Q2 2025 Earnings: What to Expect (Barchart)
Jul-08-25 08:50AM	Want Better Returns? Don't Ignore These 2 Oils and Energy Stocks Set to Beat Earnings (Zacks)
Jul-07-25 03:56PM	Diesel Panic: Why Fuel Markets Are Entering Crisis Mode (GuruFocus.com)
Jul-03-25 06:00PM	Valero Energy (VLO) Outperforms Broader Market: What You Need to Know (Zacks)
Jul-02-25 12:10PM	Will Valero Energy (VLO) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jun-27-25 06:00PM	Valero Energy (VLO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Jun-24-25 08:50AM	How to Boost Your Portfolio with Top Oils and Energy Stocks Set to Beat Earnings (Zacks)
Jun-23-25 06:15PM	Valero Energy (VLO) Stock Dips While Market Gains: Key Facts (Zacks)
10:50AM	Refining the Thesis: Is Valero's Recovery Priced In? (GuruFocus.com)
07:31AM	Cannot do business in the state of California: Gas prices could hit $8/gallon as two refineries shut down (Moneywise)

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
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
Walsh Richard Joe	EVP & GC	Jan 16 '25	Option Exercise	0.00	15,175	0	95,859	Jan 21 04:42 PM
Fisher Eric A	SVP	Jan 16 '25	Option Exercise	0.00	14,251	0	49,761	Jan 21 04:32 PM
Riggs R. Lane	CEO & President	Jan 16 '25	Option Exercise	0.00	67,726	0	371,146	Jan 21 04:28 PM
Fraser Jason W.	EVP & CFO	Jan 16 '25	Option Exercise	0.00	35,005	0	163,559	Jan 21 04:26 PM
Simmons Gary K.	EVP & COO	Jan 16 '25	Option Exercise	0.00	27,727	0	220,768	Jan 21 04:22 PM

SO

Southern Company

VLO

Valero Energy Corp

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