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SO

Southern Company

Apr 23 • 04:00PM ET

93.91

+2.04 2.22 %

Utilities • Utilities - Regulated Electric • USA • NYSE

Apr 23, 4:11 PMSouthern Company unit Georgia Power seeks Georgia PSC approval for all-source RFP for 2,000–6,000 MW of new dispatchable capacity in 2032–2033

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	23.99	EPS (ttm)	3.91	Insider Own	0.14%	Shs Outstand	1.13B	Perf Week	-1.04%
Market Cap	105.87B	Forward P/E	19.07	EPS next Y	4.92	Insider Trans	-3.03%	Shs Float	1.13B	Perf Month	-0.07%
Enterprise Value	181.15B	PEG	2.50	EPS next Q	1.21	Inst Own	71.43%	Short Float	2.41%	Perf Quarter	7.31%
Income	4.34B	P/S	3.58	EPS this Y	6.30%	Inst Trans	-1.40%	Short Ratio	4.65	Perf Half Y	-3.19%
Sales	29.55B	P/B	2.87	EPS next Y	7.72%	ROA	2.89%	Short Interest	27.12M	Perf YTD	7.69%
Book/sh	32.77	P/C	64.55	EPS next 5Y	7.62%	ROE	12.54%	52W High	100.83 -6.87%	Perf Year	3.05%
Cash/sh	1.45	P/FCF	-	EPS past 3/5Y	6.29% 6.75%	ROIC	4.22%	52W Low	83.09 13.02%	Perf 3Y	27.58%
Dividend Est.	3.04 (3.24%)	EV/EBITDA	13.59	Sales past 3/5Y	0.30% 7.86%	Gross Margin	29.91%	Volatility	1.72% 1.53%	Perf 5Y	43.75%
Dividend TTM	2.96 (3.15%)	EV/Sales	6.13	EPS Y/Y TTM	-1.88%	Oper. Margin	24.71%	ATR (14)	1.61	Perf 10Y	90.64%
Dividend Ex-Date	May 18, 2026	Quick Ratio	0.45	Sales Y/Y TTM	10.58%	Profit Margin	14.69%	RSI (14)	44.40	Recom	2.67
Dividend Gr. 3/5Y	2.88% 2.97%	Current Ratio	0.65	EPS Q/Q	-22.52%	SMA20	-1.75%	Beta	0.35	Target Price	102.86
Payout	75.11%	Debt/Eq	2.06	Sales Q/Q	10.09%	SMA50	-1.79%	Rel Volume	0.60	Prev Close	91.87
Employees	29800	LT Debt/Eq	1.86	Earnings	Apr 30 BMO	SMA200	1.36%	Avg Volume	5.83M	Price	93.91
IPO	Sep 30, 1949	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.38% 14.51%	Trades		Volume	3,528,419	Change	2.22%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-21-26	Initiated	Truist	Hold	$103
Apr-20-26	Downgrade	Seaport Research Partners	Buy → Neutral
Mar-05-26	Upgrade	Evercore ISI	In-line → Outperform	$111
Mar-04-26	Upgrade	KeyBanc Capital Markets	Underweight → Sector Weight
Feb-20-26	Upgrade	Wells Fargo	Underweight → Equal Weight	$96
Feb-20-26	Upgrade	Mizuho	Neutral → Outperform	$104
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

Show Previous Ratings

Apr-23-26 04:05PM	Georgia Power continues to plan for additional generation to meet the energy needs of a growing Georgia (PR Newswire)
Apr-21-26 01:01PM	T Rowe Price Equity Income Fund's Strategic Moves: AstraZeneca PLC Takes Center Stage (GuruFocus.com)
Apr-20-26 02:17PM	Southern Company increases dividend for 25th consecutive year (PR Newswire)
08:02AM	Berkshire Hathaway's Big Utility Business Could Be Worth Close to $100 Billion (Barrons.com)
Apr-17-26 10:00AM	PowerSecure to deliver advanced energy storage and solar for PRECorp, strengthening rural grid resiliency (PR Newswire)
04:50PM	Loading…
Apr-16-26 04:50PM	Georgia Natural Gas celebrates Earth Day and invites Atlanta to free electronics recycling event at Lenox Square (PR Newswire)
09:00AM	U.S. Soccer Federation and Georgia Power partner to expand access and opportunity through the Arthur M. Blank U.S. Soccer National Training Center (PR Newswire)
Apr-09-26 01:54PM	This Utility Could Be the Next Dividend Aristocrat. It May Return 10% This Year. (Barrons.com)
05:19AM	Co-op Group and Southern Co-op propose merger to form enlarged society (Retail Insight Network)
Apr-08-26 12:00PM	Georgia Power highlights career opportunities during Lineworker Appreciation Month (PR Newswire)
Apr-06-26 02:00PM	Georgia Power continues focus on improving reliability through Grid Investment Program (PR Newswire)
Mar-31-26 10:15AM	Georgia Power begins construction of newest battery storage system in Wadley, Ga. (PR Newswire)
Mar-30-26 07:03AM	Generation declined 0.7% year-over-year in January while price went up 9.5% (Utility Dive)
07:03AM	Generation declined 0.7% year over year in January while prices went up 9.5% (Utility Dive)
05:30AM	How to Play Defense in This Market: Embrace Utilities (The Wall Street Journal)
10:00AM	Loading…
Mar-24-26 10:00AM	Southern Company first-quarter 2026 earnings to be released April 30 (PR Newswire)
10:00AM	Georgia Power continues renewable energy growth by awarding largest distributed generation solar procurement in company's history (PR Newswire)
Mar-17-26 10:22AM	How Is CenterPoint Energy's Stock Performance Compared to Other Utilities Stocks? (Barchart)
10:07AM	Teacher Retention Improves in Newport News Public Schools through Accelerating Change Together (ACT) Grant (PR Newswire)
10:00AM	Blount County, Alabama Communications District selects Southern Linc to integrate two-way radio systems for public safety employees (PR Newswire)
Mar-10-26 01:36PM	Southern Company (SO) Price Target Raised by TD Cowen on Financing and Demand Outlook (Insider Monkey)
Mar-05-26 09:36AM	Meta downgraded, MongoDB upgraded: Wall Street's top analyst calls (The Fly)
Mar-04-26 11:00AM	Mississippi Power names Meridian native Fredie Carmichael vice president of Customer Solutions and Corporate Communications (PR Newswire)
07:00AM	Soaring Power Prices Have US Politicians Searching for Solutions (Bloomberg)
Mar-02-26 10:52AM	Is Constellation Energy Stock Outperforming the S&P 500? (Barchart)
Feb-27-26 07:18PM	Analyst Report: Waste Connections, Inc. (Morningstar Research)
06:49AM	Is Southern Company Stock Underperforming the S&P 500? (Barchart)
Feb-26-26 09:00AM	Investors Heavily Search Southern Company (The) (SO): Here is What You Need to Know (Zacks)
08:56AM	OKLO vs. SO: Which Nuclear Stock Has Better Risk-Reward? (Zacks)
Feb-25-26 10:28PM	Morgan Stanley Maintains an Underweight Rating on The Southern Company (SO) (Insider Monkey)
10:21AM	Loading…
10:21AM	US offers largest ever energy loan with $26.5 billion to Southern Co (Reuters)
09:26AM	Southern Company receives historic Department of Energy $26.5 billion loan guarantees to increase grid reliability (PR Newswire)
09:00AM	Southern Company Q4 Earnings Disappoint as Costs Increase (Zacks)
07:11AM	Is NextEra Energy Stock Outperforming the Nasdaq? (Barchart)
04:56AM	DOE loans Southern $26.5B for 5 GW of new gas, other grid investments (Utility Dive)
Feb-24-26 02:36PM	2026 Stock Market Crash Coming? 3 Best ETFs to Protect You Now (24/7 Wall St.)
Feb-23-26 04:27PM	Southern Q4 Earnings Call Highlights (MarketBeat)
07:19AM	CEG Stock Underperforms Industry in a Month: What Should You Do Now? (Zacks)
Feb-20-26 09:39AM	Walmart downgraded, Etsy upgraded: Wall Street's top analyst calls (The Fly)
08:30AM	The Southern Company Q4 2025 Earnings Call Summary (Moby)
07:59AM	Here Are Fridays Top Wall Street Analyst Research Calls: Amgen, ETSY, Eldorado Gold, GE Aerospace, Merck, Southern Company, Walmart, Yeti, and More (24/7 Wall St.)
05:20AM	Company News for Feb 20, 2026 (Zacks)
Feb-19-26 08:03PM	Southern Co (SO) Q4 2025 Earnings Call Highlights: Strong Growth and Strategic Investments ... (GuruFocus.com)
11:49AM	Utility Heavyweight Southern Stock Climbs On Strong Q4 Demand (Benzinga)
10:30AM	Compared to Estimates, Southern Co. (SO) Q4 Earnings: A Look at Key Metrics (Zacks)
08:40AM	Southern Co. (SO) Misses Q4 Earnings Estimates (Zacks)
08:39AM	Southern Co raises spending plan by 7% as data center power demand swells (Reuters)
07:38AM	Southern Co.: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	Southern Company reports fourth-quarter and full-year 2025 earnings (PR Newswire)
06:37AM	Retirees Should Know The XLU Utility ETF Has Paid Dividends Every Year Since 1999 Without Interruption (24/7 Wall St.)
03:38AM	Southern Company (SO) Maintains Stability Amid Shifting Landscape (Insider Monkey)
Feb-18-26 08:32AM	Southeast utilities lag national efficiency averages despite low-hanging fruit: SACE (Utility Dive)
Feb-17-26 04:05PM	Georgia Power delivers lower costs for customers with latest filings (PR Newswire)
09:21AM	Palo Alto, Opendoor, Carvana And More Stocks With Earnings This Week (Benzinga)
Feb-16-26 10:00AM	Dominion Energy (D) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
10:00AM	PowerSecure works with Kit Carson Electric Cooperative to enhance grid resilience (PR Newswire)
07:59AM	Can Southern Company Q4 Earnings Overcome Weather Risks? (Zacks)
Feb-15-26 07:57AM	Walmart earnings, spending data, and more AI disruptions: What to watch this week (Yahoo Finance)
Feb-13-26 08:46PM	Analyst Report: Waste Connections, Inc. (Morningstar Research)
09:15AM	Ahead of Southern Co. (SO) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Feb-12-26 10:00AM	Southern Co. (SO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	Here is What to Know Beyond Why Southern Company (The) (SO) is a Trending Stock (Zacks)
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)
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)
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)
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)

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
Kim Matthew M.	Comptroller	Apr 01 '26	Option Exercise	0.00	82	0	6,970	Apr 02 04:30 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Mar 30 '26	Sale	96.67	25,000	2,416,750	103,602	Mar 31 03:30 PM
KIMBERLY GREENE	OFFICER	Mar 30 '26	Proposed Sale	96.67	25,000	2,416,750		Mar 30 05:31 PM
Christopher Cummiskey	Officer	Mar 19 '26	Proposed Sale	96.55	6,669	643,892		Mar 19 04:06 PM
Cummiskey Christopher	EVP	Mar 19 '26	Sale	96.55	6,669	643,892	30,800	Mar 19 04:00 PM
Connally Stan W	EVP & COO	Mar 18 '26	Sale	97.13	12,500	1,214,125	161,481	Mar 19 03:00 PM
Stanley Connally	Officer	Mar 18 '26	Proposed Sale	97.73	12,500	1,221,625		Mar 18 07:09 PM
Drake Sloane N	EVP & CHRO	Mar 08 '26	Option Exercise	0.00	1,420	0	39,565	Mar 10 03:33 PM
Kim Matthew M.	Comptroller	Feb 24 '26	Sale	95.15	5,123	487,453	6,888	Feb 25 04:30 PM
Matthew M. Kim	Officer	Feb 24 '26	Proposed Sale	95.15	5,123	487,453		Feb 24 05:17 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 16 '26	Option Exercise	0.00	13,751	0	150,902	Feb 17 03:19 PM
Cherry Pedro P.	Chairman, President & CEO, MPC	Feb 11 '26	Option Exercise	0.00	406	0	7,016	Feb 13 03:52 PM
Poroch David P.	EVP & CFO	Feb 11 '26	Option Exercise	0.00	568	0	48,437	Feb 13 03:51 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 11 '26	Option Exercise	0.00	2,311	0	31,831	Feb 13 03:51 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 11 '26	Option Exercise	0.00	2,830	0	184,216	Feb 13 03:51 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 11 '26	Option Exercise	0.00	2,526	0	39,678	Feb 13 03:51 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 11 '26	Option Exercise	0.00	3,350	0	130,253	Feb 13 03:51 PM
Drake Sloane N	EVP & CHRO	Feb 11 '26	Option Exercise	0.00	1,340	0	38,743	Feb 13 03:50 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 11 '26	Option Exercise	0.00	2,929	0	43,578	Feb 13 03:50 PM
Anderson Bryan D	EVP	Feb 11 '26	Option Exercise	0.00	1,716	0	68,330	Feb 13 03:50 PM
Cummiskey Christopher	EVP	Feb 11 '26	Option Exercise	0.00	1,490	0	38,207	Feb 13 03:50 PM
Connally Stan W	EVP & COO	Feb 11 '26	Option Exercise	0.00	2,369	0	175,144	Feb 13 03:49 PM
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

Open in Screener

VLO

Valero Energy Corp

Apr 23 • 04:00PM ET

233.83

-0.53 -0.23 %

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 VOO XLE VO IVV SPY VTV VOE VDE VYM

Index	S&P 500	P/E	30.58	EPS (ttm)	7.65	Insider Own	0.57%	Shs Outstand	298.94M	Perf Week	-3.27%
Market Cap	69.90B	Forward P/E	12.67	EPS next Y	18.45	Insider Trans	-1.08%	Shs Float	297.25M	Perf Month	-3.28%
Enterprise Value	79.77B	PEG	0.77	EPS next Q	3.15	Inst Own	87.22%	Short Float	3.49%	Perf Quarter	25.12%
Income	2.34B	P/S	0.57	EPS this Y	116.36%	Inst Trans	0.92%	Short Ratio	2.78	Perf Half Y	48.28%
Sales	122.72B	P/B	2.95	EPS next Y	-19.61%	ROA	3.87%	Short Interest	10.37M	Perf YTD	43.64%
Book/sh	79.36	P/C	14.83	EPS next 5Y	16.50%	ROE	9.69%	52W High	258.43 -9.52%	Perf Year	104.22%
Cash/sh	15.77	P/FCF	13.90	EPS past 3/5Y	-36.08% -	ROIC	6.86%	52W Low	110.00 112.57%	Perf 3Y	95.46%
Dividend Est.	4.84 (2.07%)	EV/EBITDA	10.55	Sales past 3/5Y	-11.44% 13.60%	Gross Margin	4.45%	Volatility	3.67% 3.83%	Perf 5Y	233.19%
Dividend TTM	4.59 (1.96%)	EV/Sales	0.65	EPS Y/Y TTM	-9.92%	Oper. Margin	3.59%	ATR (14)	9.39	Perf 10Y	281.83%
Dividend Ex-Date	Feb 05, 2026	Quick Ratio	1.11	Sales Y/Y TTM	-5.44%	Profit Margin	1.91%	RSI (14)	49.74	Recom	2.27
Dividend Gr. 3/5Y	4.86% 2.89%	Current Ratio	1.65	EPS Q/Q	320.88%	SMA20	-2.61%	Beta	0.53	Target Price	254.06
Payout	59.66%	Debt/Eq	0.49	Sales Q/Q	-1.16%	SMA50	3.02%	Rel Volume	0.61	Prev Close	234.36
Employees	9811	LT Debt/Eq	0.44	Earnings	Apr 30 BMO	SMA200	29.73%	Avg Volume	3.73M	Price	233.83
IPO	Nov 01, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.97% 6.52%	Trades		Volume	2,361,672	Change	-0.23%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-21-26	Downgrade	Wolfe Research	Peer Perform → Underperform	$203
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

Show Previous Ratings

Apr-21-26 10:03AM	Intel upgraded, Reddit initiated: Wall Street's top analyst calls (The Fly)
Apr-17-26 10:23AM	U.S. energy stocks plunge as Hormuz re-opening leads Brent to go below $90/barrel (Investing.com) -7.48%
Apr-15-26 04:30AM	REX: Monster Earnings Beat to End Fiscal 2025 Quarterly Update Report (Exec Edge)
Apr-09-26 08:01PM	Valero Energy (VLO) Is Considered a Good Investment by Brokers: Is That True? (Quartz)
Mar-30-26 03:03PM	$5.38 Diesel, a War in the Middle East, and a Refinery Fire in Texas. Here Is Your Fuel Survival Plan for the Next 90 Days. (FreightWaves)
12:36AM	Loading…
Mar-26-26 12:36AM	Wall Street follows global markets lower with missiles fired at Israel and confusion on peace talks (Associated Press) +5.80%
Mar-25-26 09:03PM	Worker sues Valero over Texas refinery explosion (Reuters)
Mar-24-26 02:46PM	Rising Fuel Prices Are Lifting Valero Stock. Why a Refinery Fire Can't Stop It. (Barrons.com)
Mar-23-26 11:56PM	Large oil refinery explosion near Texas coast forces residents to shelter in place (Associated Press Finance)
11:56PM	Fire out and shelter-in-place order is lifted after oil refinery explosion near Texas coast (Associated Press Finance)
Mar-21-26 09:00PM	The Banner Year for International Stocks Has Stalled Before It Even Began (The Wall Street Journal)
Mar-12-26 04:35PM	Stocks Slump on Iran War and Credit Woes (Barchart)
03:39PM	Exxon, Chevron, and other US oil and gas producers and refiners hit all-time-high stock values amid Iran war while consumers pay the price (Fortune)
03:28PM	US to Ease Shipping Rule in Bid to Tame Spiraling Fuel Prices (Bloomberg)
Mar-11-26 04:33PM	Stocks Pressured by Higher Oil Prices, But Positive Oracle AI News Helps Tech Stocks (Barchart) +6.46%
10:00AM	Loading…
10:00AM	Dow Jones drops but Oracle lifts S&P and Nasdaq as Gulf shipping attacks eyed (Proactive)
Mar-10-26 04:39PM	2 Energy Stocks to Watch as Strait of Hormuz Risk Spikes Oil Volatility (Barchart)
12:26PM	Oil Plunges 30% From Peak, Yet Prices At The Pump Keep Rising: Who Is Profiting Here? (Benzinga)
10:47AM	Valero Energy (VLO) and Baker Hughes (BKR) Stocks Surge While First Solar (FSLR) Sinks in 2026 (24/7 Wall St.)
Mar-09-26 06:00PM	Valero Energy (VLO) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
04:38PM	Stocks Close Higher After President Trump says Iran War is "Pretty Much" Complete (Barchart)
12:56PM	Diesel Is Sending an Economic Warning. These Refiners Could Benefit. (Barrons.com)
12:26PM	Canadian Natural Q4 Earnings Beat Estimates, Expenses Decrease Y/Y (Zacks)
10:15AM	The Diesel Crisis Crushing America Is A Goldmine For These 3 Refiners (Benzinga)
Mar-08-26 10:07AM	Income Investors Are Embracing SCHD After Back-to-Back Dividend Raises (24/7 Wall St.)
Mar-06-26 02:52PM	Oil Above $90 Pushes US Gasoline Prices To Highest Level Since 2024 - These Energy Stocks Could Benefit (Benzinga)
11:30AM	Why Is Phillips 66 (PSX) Up 7.8% Since Last Earnings Report? (Zacks)
09:50AM	Why Valero Energy (VLO) is a Top Momentum Stock for the Long-Term (Zacks)
06:25AM	The Iran War Is Reshaping Energy Markets and These Stocks Win Big (24/7 Wall St.)
04:06AM	4 High Yield Refiners Built for Exactly These Spiking Oil Prices and Geopolitical Swings (24/7 Wall St.)
05:42PM	Loading…
Mar-05-26 05:42PM	Valero Energy Corporation Announces Pricing of Notes Offering (Business Wire)
05:21PM	Jet Fuel Prices Are Soaring, and Airline Stocks Are Tumbling. These Companies Are the Big Winners. (Barrons.com)
01:49PM	AI Stocks: The HALO Trade As A Hedge Against The AI Sell-Off (Investor's Business Daily)
11:30AM	Marathon Petroleum (MPC) Up 12.7% Since Last Earnings Report: Can It Continue? (Zacks)
11:15AM	What Does the Middle East Conflict Mean for Valero Energy Stock? (Barchart)
10:06AM	Bad News for Drivers Is Good News for Oil Refiners (The Wall Street Journal)
09:40AM	Why Valero Energy (VLO) is a Top Value Stock for the Long-Term (Zacks)
Mar-04-26 08:31AM	Is Valero Energy Stock Outperforming the S&P 500? (Barchart)
07:18AM	Pembina Pipeline Q4 Earnings and Revenues Beat Estimates (Zacks)
Mar-03-26 08:53PM	Hideout in the Energy Sector? Here are the Top Oil Stocks to Watch (Zacks)
06:00PM	Valero Energy (VLO) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
04:06PM	EXCLUSIVE: Wall Street's Venezuela Fear Trade Is Loud. It's Also Probably Wrong (Benzinga)
03:24PM	ConocoPhillips and Loar added to Goldman Sachs conviction list (Proactive)
12:41PM	Exxon Is Down Since the Iran Conflict. These Energy Stocks Are Bigger Winners. (Barrons.com)
12:36PM	Energy investors go stock picking, benefiting Chevron over Exxon (MarketWatch)
11:27AM	Valero Energy Corporation to Announce First Quarter 2026 Earnings Results on April 30, 2026 (Business Wire)
09:45AM	Why Valero Energy (VLO) is a Top Growth Stock for the Long-Term (Zacks)
06:56AM	Reddit Is Bullish on XLE But Crude Oil Tells a Different Story (24/7 Wall St.)
06:30AM	S&P Futures Plummet as Middle East Conflict Fuels Inflation Fears (Barchart)
Mar-02-26 04:37PM	Stocks Recover as Iran War Pushes Energy and Defense Stocks Higher (Barchart) +5.02%
11:19AM	Markets Rebound After Initial Selloff Triggered by Middle East Tensions (Barchart)
10:39AM	Here Are Some of the Worst-Performing Stocks Today (The Wall Street Journal)
07:27AM	Delek US Q4 Earnings & Revenues Beat Estimates, Adjusted EBITDA Up Y/Y (Zacks)
06:17AM	Defense to Airlines: How Stocks Are Reacting to Iran Attacks (Bloomberg)
Feb-27-26 08:04AM	Northern Q4 Earnings Beat Estimates, Revenues Miss, Both Down Y/Y (Zacks)
07:41AM	Oil ETFs in Spotlight as US-Iran Nuclear Talks Get Extended (Zacks)
Feb-26-26 11:22AM	EPD & VLO Faceoff: Which Energy Stock Should Be in Your Portfolio? (Zacks)
Feb-25-26 09:00AM	Valero Energy Corporation (VLO) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
08:39AM	Diamondback Energy Q4 Earnings Miss, Revenues Beat Estimates (Zacks)
04:05AM	Valero Energy (VLO): A Refining Giant With Earnings Momentum and Global Reach (Insider Monkey)
Feb-23-26 11:45AM	Why Valero Energy (VLO) is a Top Dividend Stock for Your Portfolio (Zacks)
09:06AM	Transocean Q4 Earnings & Sales Surpass Estimates, Both Rise Y/Y (Zacks)
Feb-19-26 11:28AM	Reasons Why PSX's Midstream Portfolio Offsets Elevated Crude Prices (Zacks)
08:10AM	USA Compression Q4 Earnings Match Estimates, Revenues Rise Y/Y (Zacks)
Feb-18-26 09:50AM	Valero Energy (VLO) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Feb-17-26 09:40AM	Here's Why Valero Energy (VLO) is a Strong Value Stock (Zacks)
08:49AM	AECOM and Tractor Supply have been highlighted as Zacks Bull and Bear of the Day (Zacks)
07:58AM	TC Energy Q4 Earnings & Revenues Surpass Estimates, Dividend Raised (Zacks)
Feb-16-26 11:49PM	Valero CEO grabs billion dollar Venezuela oil advantage (TheStreet)
12:38PM	California gas prices surge 40 cents in just 2 weeks as impact of refinery closures weighs (Fox Business)
11:07AM	Phillips 66 Stock: Buy at a Premium or Wait for a Better Entry Point? (Zacks)
Feb-15-26 11:00AM	Gasoline-Starved California Is Turning to Fuel From the Bahamas (Bloomberg)
Feb-13-26 01:53PM	Valero Shares Rally Toward 52-Week High: Buy the Strength or Wait? (Zacks)
11:18AM	Is Phillips 66's Refining Segment Poised for Continued Strength? (Zacks)
08:55AM	Williams Companies Q4 Earnings Miss Estimates, Revenues Beat (Zacks)
02:09AM	PBF Energy Q4 Earnings Call Highlights (MarketBeat)
Feb-12-26 04:48PM	Top Research Reports for Alphabet, Caterpillar & T-Mobile (Zacks)
08:19AM	Murphy USA Q4 Earnings Beat Estimates as Fuel Margins Rise (Zacks)
Feb-11-26 02:13PM	Valero Energy (VLO) Posts Impressive Q4 Results Following Rebound in Margins (Insider Monkey)
04:31AM	Zacks Industry Outlook Highlights Phillips 66, Marathon Petroleum and Valero Energy (Zacks)
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	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	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)

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
Fisher Eric A	SVP	Mar 11 '26	Sale	227.69	8,311	1,892,332	42,242	Mar 12 04:55 PM
Fisher Eric A	SVP	Mar 12 '26	Sale	238.60	400	95,440	0	Mar 12 04:55 PM
Fisher Eric A	Officer	Mar 12 '26	Proposed Sale	234.20	200	46,840		Mar 12 04:13 PM
Fisher Eric A	Officer	Mar 12 '26	Proposed Sale	234.20	200	46,840		Mar 12 11:46 AM
Eric Fisher	Officer	Mar 11 '26	Proposed Sale	227.69	8,311	1,892,312		Mar 11 04:06 PM
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

SO

Southern Company

VLO

Valero Energy Corp

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