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SO

Southern Company

88.94

Aug 21 • 3:59 PM ET -2.49 (-2.72%)

89.52

Aftermarket • 7:44 PM ET +0.58 (0.65%)

Utilities Utilities - Regulated Electric USA Large NYSE

Aug 21, 3:01 PMMorgan Stanley cuts SO price target from $92 to $89, sparking 2% drop

Peers: DUK NEE AEP D EXC XEL SRE WEC ED ES

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

Index	S&P 500
Market Cap	102.31B
Enterprise Value	179.18B
Income	4.66B
Sales	30.18B
Book/sh	34.40
Cash/sh	2.60
Dividend Est.	3.03 (3.41%)
Dividend TTM	3.00 (3.37%)
Dividend Ex-Date	Aug 17, 2026
Dividend Gr. 3/5Y	2.88% 2.97%
Payout	75.11%
Employees	29800
IPO	Sep 30, 1949

P/E	21.46
Forward P/E	18.05
PEG	2.33
P/S	3.39
P/B	2.59
P/C	34.23
P/FCF	-
EV/EBITDA	13.13
EV/Sales	5.94
Quick Ratio	0.58
Current Ratio	0.79
Debt/Eq	1.95
LT Debt/Eq	1.77
Option/Short	Yes / Yes

EPS (ttm)	4.14
EPS next Y	4.93
EPS next Q	1.63
EPS this Y	6.75%
EPS next Y	7.35%
EPS next 5Y	7.74%
EPS past 3/5Y	6.29% 6.75%
Sales past 3/5Y	0.30% 7.86%
EPS Y/Y TTM	6.90%
Sales Y/Y TTM	6.40%
EPS Q/Q	29.55%
Sales Q/Q	0.06%
Earnings	Jul 30 BMO
EPS/Sales Surpr.	11.81% -3.51%

Insider Own	0.13%
Insider Trans	-3.42%
Inst Own	74.41%
Inst Trans	0.93%
ROA	3.00%
ROE	12.66%
ROIC	4.25%
Gross Margin	29.22%
Oper. Margin	24.18%
Profit Margin	15.43%
SMA20	-4.44%
SMA50	-5.82%
SMA200	-3.88%
Trades

Shs Outstand	1.15B
Shs Float	1.15B
Short Float	3.17%
Short Ratio	6.36
Short Interest	36.37M
52W High	100.83 -11.80%
52W Low	83.80 6.13%
Volatility	1.73% 1.92%
ATR (14)	1.70
RSI (14)	28.80
Beta	0.32
Rel Volume	1.16
Avg Volume	5.72M
Volume	6,657,544

Perf Week	-4.16%
Perf Month	-7.93%
Perf Quarter	-5.62%
Perf Half Y	-5.68%
Perf YTD	2.00%
Perf Year	-6.00%
Perf 3Y	31.55%
Perf 5Y	32.12%
Perf 10Y	71.17%
Recom	2.75
Target Price	100.50
Prev Close	91.43
Price	88.94
Change %	-2.72%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-23-26	Downgrade	KeyBanc Capital Markets	Sector Weight → Underweight	$79
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

Show Previous Ratings

Aug-21-26 03:01PM	PG&E Stock Runs On A Legislative Calendar, Not The Market's (Trefis)
Aug-19-26 08:00AM	Georgia Power's Learning Power program marks 15 years and 1.5 million Georgia students reached (PR Newswire)
Aug-17-26 07:02AM	Southern Co's Dividend Analysis (GuruFocus.com)
Aug-14-26 05:46PM	PCG Passed Our Value-Trap Test. Now What? (Trefis)
Aug-06-26 12:00PM	Georgia Power Generation employees keep reliable energy flowing throughout the hottest days of summer (PR Newswire)
12:45PM	Loading…
Aug-04-26 12:45PM	Southern Power Foundation distributes grant to Haskell County, Texas, fire department (PR Newswire)
09:28AM	Earn 14% On SCCO Stock Now, For Capping Your Upside At 18% (Trefis)
05:20AM	Southern Co. contracted large load rises to 17 GW (Utility Dive)
Aug-03-26 09:27PM	Southern Company announces upsize and pricing of $725 million in aggregate principal amount of Series 2026A 2.125% Convertible Senior Notes due December 15, 2027 and $1.65 billion in aggregate principal amount of Series 2026B 3.50% Convertible Senior Notes due September 15, 2029 (PR Newswire)
12:57PM	Vinson & Elkins Adds Cross-Border Dealmaker Enrique Dancausa to Deepen Latin America Push (CorpGov.com)
06:40AM	Southern Company announces offerings of $650 million in aggregate principal amount of Convertible Senior Notes due December 15, 2027 and $1.5 billion in aggregate principal amount of Convertible Senior Notes due September 15, 2029 (PR Newswire)
04:47AM	Georgia Power starts construction on 1.5GW gas units at Plant Bowen (Power Technology)
Jul-31-26 12:21PM	Georgia Power, Department of Energy and elected officials celebrate the future of energy production at Plant Bowen (PR Newswire)
Jul-30-26 05:02PM	The Southern Company Q2 2026 Earnings Call Summary (Moby)
07:45AM	Southern Co.: Q2 Earnings Snapshot (Associated Press)
07:30AM	Loading…
07:30AM	Southern Company reports second-quarter 2026 earnings (PR Newswire)
Jul-27-26 05:27PM	Georgia Power cuts ribbon on new Moody battery energy storage facility paired with solar (PR Newswire)
Jul-24-26 04:40PM	ALABAMA POWER ANNOUNCES ADDITIONS TO BOARD OF DIRECTORS (PR Newswire)
Jul-23-26 03:40PM	Southern Company Joins President Trump's Ratepayer Protection Pledge, Reinforcing Customer-First Approach to Powering Growth (PR Newswire)
03:12PM	Utility stocks gain as companies sign onto Trump's expanded 'Ratepayer Protection Pledge' (MarketWatch)
03:05PM	Turn The VST Shares You Own Into A 16% Income Stream (Trefis)
11:33AM	Vinson & Elkins Advises Georgia Power in 3.2GW OpenAI Data Center (Corp Gov)
09:55AM	Autodesk initiated, Norwegian Cruise downgrade: Wall Street's top analyst calls (The Fly)
Jul-22-26 10:00AM	Georgia Power to serve OpenAI project in Effingham County (PR Newswire)
Jul-20-26 11:00AM	Southern Company announces quarterly dividend (PR Newswire)
Jul-16-26 08:48PM	Axios House: AI is reshaping America's industrial future (Axios)
08:48PM	Axios House D.C.: AI is reshaping America's industrial future (Axios)
Jul-15-26 04:00PM	Georgia Power reaffirms longstanding commitment to make growth work for customers with Customer Protection Pledge (PR Newswire)
Jul-07-26 08:00PM	Why the AI Boom Is About to Break the U.S. Power Grid (Oilprice.com)
Jul-01-26 10:33AM	ComEd, Nicor Gas, North Shore Gas and Peoples Gas Recognize Mercy Housings Energy Efficiency Efforts With Premier Partner Award (Business Wire)
05:53PM	Loading…
Jun-26-26 05:53PM	Does Constellation Energy Stock Add A Different Kind of Risk? (Trefis)
Jun-25-26 02:30PM	Georgia Power continues to offer options to connect customers to solar (PR Newswire)
10:00AM	Southern Company second-quarter 2026 earnings to be released July 30 (PR Newswire)
Jun-24-26 02:57PM	American Electric Power Stock's Independent Current (Trefis)
Jun-18-26 09:38PM	Does Constellation Energy Stock's Surge Broaden Your Portfolio Or Just Amplify It? (Trefis)
Jun-16-26 02:15PM	9 AI Stocks That Aren't Super Volatile (Barrons.com)
Jun-15-26 10:05AM	Georgia's Plant Hatch receives 20-year license renewal from the Nuclear Regulatory Commission (PR Newswire)
Jun-09-26 08:03PM	Is Constellation Energy An Undervalued Stock Or A Value Trap? (Trefis)
Jun-03-26 02:51PM	Georgia Power encourages customers to prepare for hurricane season (PR Newswire)
Jun-01-26 02:12PM	Georgia Power names Anthony Oni as vice president of Corporate Affairs (PR Newswire)
07:00AM	Nicor Gas' Community Impact Report highlights volunteerism and more than $6M in donations made to 336 Illinois nonprofits (PR Newswire)
May-28-26 01:00PM	Georgia PSC approves plan to lower overall rates, deliver annual savings of $50 per year for Georgia Power residential customers (PR Newswire)
May-26-26 09:55AM	Beth Lowry named to Georgia Power Board of Directors (PR Newswire)
May-22-26 12:00PM	Georgia Power shares tips, tools and free resources to reduce energy use this summer (PR Newswire)
May-20-26 12:00PM	Georgia Natural Gas Reaches 1 Billion Pounds of Carbon Offsets Through Greener Life (PR Newswire)
May-12-26 12:47PM	New stipulated agreement offers $285 million in annual savings for Georgia Power customers starting this summer (PR Newswire)
May-06-26 03:54PM	Southern Company Chairman, President and CEO Chris Womack Regarding the Passing of Ted Turner (PR Newswire)
02:00PM	Georgia Power encourages customers to be storm ready this May (PR Newswire)
May-04-26 02:52PM	Southern Company CEO Chris Womack on firm providing 25 years of stability (Quartz)
08:55AM	NYSE Content Update: Stocktwits Cashtag Awards Takes Place at NYSE Today (PR Newswire)
May-01-26 06:40AM	Southern Co. electricity sales soar on 42% data center growth (Utility Dive)
03:18AM	Southern Co (SO) Q1 2026 Earnings Call Highlights: Strong Growth and Strategic Advances (GuruFocus.com)
Apr-30-26 05:09PM	The Southern Company Q1 2026 Earnings Call Summary (Moby)
07:36AM	Southern Co.: Q1 Earnings Snapshot (Associated Press)
07:30AM	Southern Company reports first-quarter 2026 earnings (PR Newswire)
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)
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)
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	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)

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.

CEOMr. Christopher C. Womack

Executive VP & CFOMr. David P. Poroch

Executive VP & COOMr. Stanley W. Connally Jr.

Senior AdvisorMr. Daniel S. Tucker

ChairmanMs. Kimberly Scheibe Greene

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Spainhour Sterling A Jr.	EVP & CLO	Aug 06 '26	Sale	94.02	3,333	313,369	35,219	Aug 07 03:00 PM
STERLING SPAINHOUR	OFFICER	Aug 06 '26	Proposed Sale	94.02	3,333	313,369		Aug 06 04:00 PM
Kim Matthew M.	Comptroller	Aug 03 '26	Sale	94.28	100	9,428	6,488	Aug 04 10:30 AM
Matthew Kim	Officer	Aug 03 '26	Proposed Sale	94.28	100	9,428		Aug 03 04:00 PM
Kim Matthew M.	Comptroller	Jul 01 '26	Sale	95.77	100	9,577	6,588	Jul 02 02:00 PM
MATTHEW KIM	OFFICER	Jul 01 '26	Proposed Sale	95.77	100	9,577		Jul 01 04:07 PM
Sena Peter P III	Chairman,President & CEO, SNC	Jun 28 '26	Option Exercise	0.00	712	0	31,517	Jun 29 04:00 PM
Matthew M. Kim	Officer	Jun 01 '26	Proposed Sale	91.16	100	9,116		Jun 01 04:10 PM
Kim Matthew M.	Comptroller	Jun 01 '26	Sale	91.16	100	9,116	6,688	Jun 01 04:00 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	May 24 '26	Option Exercise	0.00	7,662	0	216,863	May 26 04:00 PM
Kim Matthew M.	Comptroller	May 01 '26	Sale	96.57	100	9,657	6,788	May 04 03:24 PM
Matthew Kim	Officer	May 01 '26	Proposed Sale	96.57	100	9,657		May 01 04:01 PM
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
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

Open in Screener

VLO

Valero Energy Corp

348.86

Aug 21 • 3:59 PM ET +7.35 (2.15%)

349.25

Aftermarket • 7:56 PM ET +0.39 (0.11%)

Energy Oil & Gas Refining & Marketing USA Large NYSE

VLO Valero Energy Corp daily Stock Chart

Peers: MPC PSX DK PBF EPD COP CVX KMI XOM SUN

| Held by: VTI VOO XLE VO IVV SPY VTV VOE VDE VYM

Index	S&P 500
Market Cap	100.45B
Enterprise Value	107.16B
Income	7.19B
Sales	139.72B
Book/sh	86.83
Cash/sh	27.44
Dividend Est.	4.84 (1.39%)
Dividend TTM	4.73 (1.36%)
Dividend Ex-Date	Jul 31, 2026
Dividend Gr. 3/5Y	4.86% 2.89%
Payout	59.66%
Employees	9811
IPO	Nov 01, 1984

P/E	14.47
Forward P/E	11.92
PEG	0.48
P/S	0.72
P/B	4.02
P/C	12.71
P/FCF	9.93
EV/EBITDA	7.74
EV/Sales	0.77
Quick Ratio	1.23
Current Ratio	1.64
Debt/Eq	0.45
LT Debt/Eq	0.42
Option/Short	Yes / Yes

EPS (ttm)	24.11
EPS next Y	29.28
EPS next Q	15.65
EPS this Y	293.34%
EPS next Y	-29.85%
EPS next 5Y	24.57%
EPS past 3/5Y	-36.08% -
Sales past 3/5Y	-11.44% 13.60%
EPS Y/Y TTM	898.48%
Sales Y/Y TTM	12.92%
EPS Q/Q	452.98%
Sales Q/Q	49.04%
Earnings	Jul 30 BMO
EPS/Sales Surpr.	24.06% 12.69%

Insider Own	0.40%
Insider Trans	-2.64%
Inst Own	87.84%
Inst Trans	-1.41%
ROA	11.59%
ROE	29.30%
ROIC	20.30%
Gross Margin	8.41%
Oper. Margin	7.60%
Profit Margin	5.15%
SMA20	8.39%
SMA50	19.02%
SMA200	51.23%
Trades

Shs Outstand	287.93M
Shs Float	286.78M
Short Float	3.17%
Short Ratio	3.13
Short Interest	9.10M
52W High	352.70 -1.09%
52W Low	137.88 153.02%
Volatility	2.58% 3.47%
ATR (14)	10.81
RSI (14)	70.51
Beta	0.56
Rel Volume	0.66
Avg Volume	2.91M
Volume	1,907,964

Perf Week	2.10%
Perf Month	14.28%
Perf Quarter	44.70%
Perf Half Y	73.77%
Perf YTD	114.30%
Perf Year	148.67%
Perf 3Y	165.98%
Perf 5Y	479.50%
Perf 10Y	536.37%
Recom	2.35
Target Price	322.22
Prev Close	341.51
Price	348.86
Change %	2.15%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-03-26	Reiterated	TD Cowen	Hold	$338 → $350
May-04-26	Reiterated	TD Cowen	Hold	$255 → $276
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

Show Previous Ratings

Aug-21-26 03:55PM	What ExxonMobil Told You Before The Oil Shock Arrived (Trefis)
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02:00AM	Why Oil Refiner Stocks Can Keep Gaining (Barrons.com)
Aug-19-26 02:16PM	ExxonMobil's Return Comes From Somewhere The Index Does Not Go (Trefis)
04:00AM	Bull of the Day: Valero Energy (VLO) (Zacks)
08:00PM	Loading…
Aug-18-26 08:00PM	5 Energy Stocks Cashing In On The New Energy Crunch (Oilprice.com)
12:30PM	XOM Runs One Of The Market's Biggest Cash-Return Machines (Trefis)
Aug-17-26 07:40PM	The Questions That Decide CVX Stock (Trefis)
05:34PM	4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon (Zacks)
Aug-13-26 02:55PM	Reading Between The Lines Of XOM's Latest Call (Trefis)
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12:20PM	How To Give A Bull Wings While Trading This Hot Energy Stock (Investor's Business Daily)
Aug-10-26 09:41PM	XOM Charges A Premium Its Peers Do Not (Trefis) +5.58%
04:30PM	Valero Energy Corp. stock outperforms competitors on strong trading day (MarketWatch)
Aug-03-26 05:37PM	Chevron Stock Is Priced For Growth A Single Quarter Hasn't Proven (Trefis)
11:29AM	Loading…
11:29AM	Trump targets Chevron, Exxon over profits, demands lower gasoline prices (Investing.com)
11:29AM	Trump calls on oil companies to lower gasoline prices (Investing.com)
Jul-31-26 07:02AM	Valero Energy Corp's Dividend Analysis (GuruFocus.com)
Jul-30-26 05:22PM	Valero Energy Corporation Q2 2026 Earnings Call Summary (Moby)
05:06PM	Valero Energy Corp (VLO) (Q2 2026) Earnings Call Highlights: Record Net Income of $3. ... (GuruFocus.com)
07:12AM	Valero Profit Soars on Major Revenue Gains (The Wall Street Journal)
06:36AM	Valero Energy: Q2 Earnings Snapshot (Associated Press)
06:30AM	Valero Energy Reports Second Quarter 2026 Results (Business Wire)
05:11AM	Apple and Amazon in focus on busy day of company earnings (MarketWatch)
Jul-27-26 08:10AM	Energy Stocks Tumble After Oil Suffers Biggest Drop in Months (GuruFocus.com)
Jul-22-26 08:00PM	Global Refiners Are Cutting Out Oil Traders To Buy Venezuelan Crude Directly (Oilprice.com)
Jul-21-26 04:27PM	Why energy stocks still look so cheap, even after their big rally this month (MarketWatch)
09:05AM	The West Is Losing Refineries Faster Than It Can Replace Them, and One Nasdaq Company Has the Only One in Nevada (PR Newswire)
Jul-20-26 06:15PM	How Time, Not a Trade, Could Re-Rate Chevron Stock (Trefis)
Jul-18-26 08:23AM	ExxonMobil Stock Offers a Different Kind of Fuel (Trefis)
05:56PM	Loading…
Jul-17-26 05:56PM	Refining Margins Hit a Record. What That Means for Gas Prices. (Barrons.com)
Jul-16-26 04:35PM	Valero Energy Corporation Declares Regular Cash Dividend on Common Stock (Business Wire)
Jul-15-26 05:00PM	Five Oil and Gas Stocks Ready for a Hormuz Spike and a Hawkish Fed (Oilprice.com)
12:14PM	America's oil refiners could more than triple profits as Iran war sparks massive boom (MarketWatch)
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Jul-09-26 10:09PM	The Real Risk Inside ExxonMobil Stock (Trefis)
12:00AM	Iran war windfall puts Big Oil on collision course with Trump (Financial Times)
Jul-08-26 04:05PM	CVX Handed Shareholders $115 Bil In Five Years (Trefis) +6.26%
11:21AM	Gasoline Prices Could Swing Higher Again. It's Not Just Iran. (Barrons.com)
Jun-29-26 11:00AM	Halliburton, Valero and 3 More Stocks Set Up for a Fragile Hormuz Truce (Oilprice.com)
Jun-22-26 10:09AM	Exxon Saves Billions, But Margins Still Cut In Half (Trefis)
Jun-16-26 04:47PM	The Number That Could Test Exxon Mobil Stock (Trefis)
02:52PM	Oppenheimer Picks Alphabet, Dumps Meta in Highest-Conviction Stock Picks (GuruFocus.com)
Jun-15-26 04:06PM	Exxon, Chevron Lead Energy Stocks Sell-off as Crude Prices Sink 5% (GuruFocus.com)
03:54PM	Chip stocks surge, oil slides closer to $80 on US-Iran deal, Fox to acquire Roku (Yahoo Finance Video)
01:37PM	Energy Stocks Fall With Oil on Iran Agreement. Which Ones Can Resist the Slide. (Barrons.com)
11:14AM	Oil Prices Slump, Exxon and Valero Stocks Drop After Trump Iran Deal (Barrons.com)
Jun-11-26 02:56PM	The Hidden Engine That Could Power Exxon Mobil Stock Higher (Trefis)
Jun-06-26 08:00AM	Why Oils Not at $200 After the Biggest Supply Shock in History (Bloomberg)
Jun-02-26 10:22AM	Valero Energy Corporation to Announce Second Quarter 2026 Earnings Results on July 30, 2026 (Business Wire)
Jun-01-26 06:27PM	REX: Tax Credits & Falling Corn Prices Fuel Record Quarter Quarterly Update Report (Exec Edge)
09:08AM	Ukrainian Drones Have Spooked Kremlin Into Banning Jet Fuel Exports (Moby)
May-30-26 01:24AM	California eases carbon market rules amid affordability concerns (Investing.com)
May-29-26 08:56AM	180 Million Barrels Of Oil Sands, A 5,000 BPD Permitted Nevada Refinery, And A New Multi-Party SAF Collaboration Just Stacked Onto The U.S. Domestic Refining Capacity Conversation (PR Newswire)
May-28-26 11:30AM	Valero Energy Gains From Favorable Refining Fundamentals (Quartz)
May-22-26 08:00AM	Valero Tests Key Line After Cracking Buy Point Following Refiner's Swing To Profit (Investor's Business Daily)
May-21-26 04:30PM	Valero Energy Corp. stock underperforms Thursday when compared to competitors (MarketWatch)
May-20-26 04:48PM	Valero Energy Corporation (VLO) Hits Fresh High: Is There Still Room to Run? (Quartz)
12:26PM	Three Oil Stocks Circle Buy Points With Crude Prices High (Investor's Business Daily)
May-17-26 10:00PM	The World Can't Get Enough U.S. Energy, Keeping Prices High for Americans (The Wall Street Journal)
May-13-26 08:13AM	2026 black swans: war, private credit, and AI (Yahoo Finance Video)
May-12-26 09:00AM	180 Million Barrels of Utah Oil Sands Resource Under Development by Sky Quarry (PR Newswire)
May-07-26 04:21PM	Valero Energy Corporation Declares Regular Cash Dividend on Common Stock (Business Wire)
Apr-30-26 10:30PM	Valero Swings to Profit on Strong Refining Margins in Q1 (Oilprice.com)
10:01AM	Valero tops Q1 expectations as refining strength drives profit rebound (InvestorsHub)
06:35AM	Valero Energy: Q1 Earnings Snapshot (Associated Press)
06:30AM	Valero Energy Reports First Quarter 2026 Results (Business Wire)
05:09AM	Apple headlines a bumper slate of earnings (MarketWatch)
04:05AM	Stock Market Today: Dow, S&P 500 and Nasdaq set to decline as oil hits new four-year high on report of possible Iran military action; Alphabet shares jump as Meta falls (MarketWatch)
Apr-29-26 03:50PM	Valero Energy Earnings To Skyrocket As Crack Spreads Soar Amid Iran War (Investor's Business Daily)
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)
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)
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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)
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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)
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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)

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.

CEOMr. R. Lane Riggs

Executive VP & COOMr. Gary K. Simmons

Executive VP & General CounselMr. Richard Joe Walsh

Senior VP & CFOMr. Harminder S. Bhullar

VP of Information Services & TechnologyMr. Mike Zacho

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Eric Fisher	Officer	Aug 03 '26	Proposed Sale	300.00	8,386	2,515,800		Aug 03 03:25 PM
Fisher Eric A	SVP	Jun 29 '26	Sale	268.17	7,500	2,011,307	19,742	Jun 30 04:08 PM
Fisher Eric A	Officer	Jun 29 '26	Proposed Sale	268.17	7,500	2,011,259		Jun 29 05:32 PM
Fisher Eric A	SVP	Jun 18 '26	Sale	236.90	7,500	1,776,781	27,242	Jun 18 04:08 PM
Fisher Eric A	Director	Jun 17 '26	Proposed Sale	241.00	7,500	1,807,500		Jun 17 02:33 PM
Fisher Eric A	SVP	May 18 '26	Sale	251.61	7,500	1,887,064	34,742	May 20 04:24 PM
Fisher Eric A	Officer	May 18 '26	Proposed Sale	251.61	7,500	1,887,064		May 18 12:56 PM
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

SO

Southern Company

VLO

Valero Energy Corp

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