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Open in Screener

SO

Southern Company

Jan 09 • 04:00PM ET

87.01

-0.21 -0.24 %

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	21.63	EPS (ttm)	4.02	Insider Own	0.10%	Shs Outstand	1.10B	Perf Week	-0.19%
Market Cap	95.81B	Forward P/E	19.01	EPS next Y	4.58	Insider Trans	-1.94%	Shs Float	1.10B	Perf Month	1.78%
Enterprise Value	169.48B	PEG	2.83	EPS next Q	0.58	Inst Own	73.43%	Short Float	2.32%	Perf Quarter	-9.49%
Income	4.46B	P/S	3.31	EPS this Y	5.85%	Inst Trans	2.68%	Short Ratio	4.43	Perf Half Y	-6.10%
Sales	28.91B	P/B	2.74	EPS next Y	6.75%	ROA	3.00%	Short Interest	25.51M	Perf YTD	-0.22%
Book/sh	31.79	P/C	28.67	EPS next 5Y	6.72%	ROE	13.06%	52W High	100.83 -13.71%	Perf Year	7.30%
Cash/sh	3.04	P/FCF	-	EPS past 3/5Y	21.25% -2.34%	ROIC	4.42%	52W Low	80.50 8.09%	Perf 3Y	20.00%
Dividend Est.	2.95 (3.39%)	EV/EBITDA	12.97	Sales past 3/5Y	4.78% 4.75%	Gross Margin	30.48%	Volatility	1.72% 1.39%	Perf 5Y	46.58%
Dividend TTM	2.94 (3.38%)	EV/Sales	5.86	EPS Y/Y TTM	-6.05%	Oper. Margin	25.22%	ATR (14)	1.28	Perf 10Y	85.96%
Dividend Ex-Date	Nov 17, 2025	Quick Ratio	0.56	Sales Y/Y TTM	9.40%	Profit Margin	15.42%	RSI (14)	47.74	Recom	2.77
Dividend Gr. 3/5Y	2.96% 3.06%	Current Ratio	0.75	EPS Q/Q	10.76%	SMA20	0.52%	Beta	0.44	Target Price	97.61
Payout	71.61%	Debt/Eq	2.11	Sales Q/Q	7.55%	SMA50	-1.84%	Rel Volume	0.55	Prev Close	87.22
Employees	28600	LT Debt/Eq	1.88	Earnings	Oct 30 BMO	SMA200	-4.75%	Avg Volume	5.76M	Price	87.01
IPO	Sep 30, 1949	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.13% 2.71%	Trades		Volume	3,151,932	Change	-0.24%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-11-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$72 → $77

Show Previous Ratings

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)
09:45AM	Loading…
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)
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	Loading…
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)
02:47PM	Loading…
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)
08:23AM	Southern Company Q3 Earnings Preview: Another Beat in Store? (Zacks)
Oct-23-25 06:00PM	Southern Co. (SO) Stock Declines While Market Improves: Some Information for Investors (Zacks)
10:00AM	Southern Co. (SO) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-20-25 11:00AM	Southern Company announces quarterly dividend (PR Newswire)
10:00AM	Georgia Power begins construction of newest battery storage system near Macon (PR Newswire)
Oct-18-25 12:05PM	Big Tech's AI ambitions are remaking the US power grid. Consumers are paying the price. (Yahoo Finance)
Oct-17-25 10:01PM	Looking For Yields: Philip Morris, Southern Company, And Clorox Are Consistent Moneymakers (Benzinga)
05:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
09:00AM	Clean Energy Stocks Beat Fossil Fuels Despite Anti-ESG Backlash And Trump's Sustainability Suspicions (Investor's Business Daily)
Oct-16-25 06:00PM	Southern Co. (SO) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
03:10PM	Barclays Updates Price Target for The Southern Company (SO) (Insider Monkey)
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)
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)

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

Open in Screener

VLO

Valero Energy Corp

Jan 09 • 04:00PM ET

185.28

-6.04 -3.16 %

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 VOO VO XLE IVV SPY VTV VOE DVY

Index	S&P 500	P/E	38.57	EPS (ttm)	4.80	Insider Own	0.54%	Shs Outstand	305.01M	Perf Week	12.08%
Market Cap	56.51B	Forward P/E	15.21	EPS next Y	12.18	Insider Trans	-0.60%	Shs Float	303.37M	Perf Month	5.68%
Enterprise Value	65.29B	PEG	1.04	EPS next Q	3.08	Inst Own	84.88%	Short Float	4.08%	Perf Quarter	14.36%
Income	1.49B	P/S	0.46	EPS this Y	16.06%	Inst Trans	-2.77%	Short Ratio	4.36	Perf Half Y	21.06%
Sales	123.07B	P/B	2.38	EPS next Y	23.79%	ROA	2.50%	Short Interest	12.36M	Perf YTD	13.82%
Book/sh	77.88	P/C	11.80	EPS next 5Y	14.64%	ROE	6.07%	52W High	192.00 -3.50%	Perf Year	49.43%
Cash/sh	15.71	P/FCF	14.27	EPS past 3/5Y	55.75% 7.96%	ROIC	4.45%	52W Low	99.00 87.15%	Perf 3Y	54.89%
Dividend Est.	4.52 (2.44%)	EV/EBITDA	10.54	Sales past 3/5Y	4.42% 3.68%	Gross Margin	3.38%	Volatility	4.34% 2.64%	Perf 5Y	232.46%
Dividend TTM	4.52 (2.44%)	EV/Sales	0.53	EPS Y/Y TTM	-56.92%	Oper. Margin	2.56%	ATR (14)	6.26	Perf 10Y	162.03%
Dividend Ex-Date	Nov 20, 2025	Quick Ratio	1.09	Sales Y/Y TTM	-8.48%	Profit Margin	1.21%	RSI (14)	63.72	Recom	2.09
Dividend Gr. 3/5Y	2.97% 3.52%	Current Ratio	1.60	EPS Q/Q	209.59%	SMA20	9.21%	Beta	0.76	Target Price	190.41
Payout	49.90%	Debt/Eq	0.45	Sales Q/Q	-2.00%	SMA50	6.98%	Rel Volume	1.93	Prev Close	191.32
Employees	9922	LT Debt/Eq	0.41	Earnings	Jan 29 BMO	SMA200	24.64%	Avg Volume	2.84M	Price	185.28
IPO	Nov 01, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	20.02% 7.35%	Trades		Volume	5,467,999	Change	-3.16%

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

Today 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	Loading…
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	Loading…
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)
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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	Loading…
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)
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02:24PM	Strength Seen in Valero Energy (VLO): Can Its 9.2% Jump Turn into More Strength? (Zacks)
01:28PM	These Stocks Are Moving the Most Today: Sandisk, Nvidia, AMD, Palantir, OneStream, SoFi, Microchip, and More (Barrons.com)
11:02AM	Oil Stocks Lose Steam As Trump Signals U.S. Could Subsidize Venezuela Infrastructure Rebuild (Investor's Business Daily)
10:58AM	Should You Buy Valero Stock in January 2026? The Bull Case for Oil Stocks in the New Year. (Barchart)
10:37AM	Oil Eyes Supply Disruptions as Venezuela Rebuild Talk Falls Flat (Oilprice.com)
07:07AM	Has Phillips 66 Stock Run Ahead of its Underlying Fundamentals? (Zacks)
06:30AM	Markets Shrug Off Shift in Venezuelan Oil Industrys Prospects (The Daily Upside)
06:20AM	Stock Index Futures Muted as Rally Stalls, U.S. Economic Data Awaited (Barchart)
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Jan-05-26 06:49PM	Chevron Highlights Stocks to Consider if Venezuela's Oil Industry is Revived (Zacks) +9.23%
05:56PM	Markets Risk-On with Venezuela News, Deregulation (Zacks)
05:03PM	Energy & Utilities Roundup: Market Talk (The Wall Street Journal)
04:51PM	Heard on the Street Recap: Gunboat Rally (The Wall Street Journal)
04:15PM	These Stocks Moved the Most Today: Chevron, Valero Energy, Comcast, Tesla, CoreWeave, IBM, Coinbase, and More (Barrons.com)
04:07PM	These Oil Stocks Take Off As Trump Says U.S. Oil Companies 'Very Much Involved' In Venezuela Transition (Investor's Business Daily)
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02:26PM	Why Big Oil has a long road ahead in Venezuela, the 'fallen angel of global crude markets' (Yahoo Finance)
01:21PM	Stocks Jump After U.S. Captures Venezuelas Maduro (The Wall Street Journal)
01:15PM	Is Phillips 66's Midstream Push Building More Resilient Business? (Zacks)
11:57AM	Chevron, Exxon and SLB Stocks Are Surging but Oil Prices Are Hardly Moving. Whats Up. (Barrons.com)
11:30AM	Venezuela oil: Energy giants likely to invest in infrastructure (Yahoo Finance Video)
11:04AM	Chevron Lead Energy Stocks Rally Amid Venezuela Oil Hopes (GuruFocus.com)
11:00AM	U.S. Oil Stocks Surge Following Trumps Blitz in Venezuela (Oilprice.com)
10:19AM	Stock Market Today: Dow Jumps After U.S. Ousts Maduro; Energy Shines, Nvidia Rallies Ahead (Live Coverage) (Investor's Business Daily)
09:54AM	Trump's Maduro ousting: Oil prices tick higher, oil stocks rally (Yahoo Finance Video)
09:54AM	Analyst Report: Valero Energy Corporation (Morningstar Research)
09:38AM	Chevron, Halliburton, Other Energy Shares Gain on Venezuela Windfall Hopes (The Wall Street Journal)
09:21AM	Stocks rise after U.S. attacks Venezuela. Gold tells a different story (Quartz)
08:03AM	The Oil Sectors Biggest Winners and Losers From Venezuela Regime Change (Barrons.com)
07:23AM	Is Valero Energy Stock Too Expensive for Investors at Current Levels? (Zacks)
06:55AM	Stocks Have Been Ignoring Geopolitics. Why Trump's Venezuela Action Changes Things. (Barrons.com)
06:24AM	Chevron, Exxon and SLB Stocks Are Surging But Oil Prices Aren't Moving. What's Up. (Barrons.com)
05:01AM	U.S. oil stocks explode following Trumps actions, comments on Venezuela (Investing.com)
Jan-03-26 12:42PM	The Oil Sector's Biggest Winners and Losers From Venezuela Regime Change (Barrons.com)
Jan-02-26 06:15PM	Valero Energy (VLO) Beats Stock Market Upswing: What Investors Need to Know (Zacks) +9.23%
07:13AM	Will the Oil Price Environment Aid PSX's Refining Operations? (Zacks)
07:11AM	Is the Current Oil Price Favorable for VLO's Refining Operations? (Zacks)
Dec-31-25 10:35AM	Resilient Demand and Strategic Upgrades Drive XOM's Refining Success (Zacks)
09:15AM	Why Oil Stocks Are Worth a Bet in 2026 (Barrons.com)
08:27AM	Earnings Preview: What To Expect From Valero Energy's Report (Barchart)
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Dec-22-25 01:30PM	Valero (VLO) Stock Just Triggered a Rare Quant Signal the Options Market Is Missing (Barchart)
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Dec-17-25 06:45PM	California refinery closures seen as US security risk as Valero exits in 2026 and gas prices reach $12/gallon (Moneywise)
09:26AM	Should Investors Bet on Overvalued Par Pacific Stock Right Now? (Zacks)
Dec-16-25 06:00PM	Valero Energy (VLO) Declines More Than Market: Some Information for Investors (Zacks)
04:33PM	Stocks Settle Mixed on Soft US Economic News (Barchart)
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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
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
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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