SOMN Smart Money
The Southern Company
1W: +0.6%
1M: +8.4%
3M: -3.6%
YTD: -2.6%
$48.62
+0.08 (+0.16%)
After Hours: $47.55 (-1.06, -2.19%)
Weekly Expected Move ±1.9%
$47
$48
$49
$50
$51
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: $773.3M held by 541 funds, 77 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.40 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.40 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 202656
Institutions Holding
+3 vs prior
1.8%
Ownership
-0.04%
15
New
19
Increased
12
Reduced
3
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Capital World Investors | 8,137,287 | $405M | -3,505,285 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 7,016,358 | $349M | +267,539 | 2026-06-30 | Filing |
| VOYA INVESTMENT MANAGEMENT LLC | 4,733,395 | $235M | -116,605 | 2026-06-30 | Filing |
| BlackRock, Inc. | 2,461,903 | $122M | -289,064 | 2026-06-30 | Filing |
| Calamos Advisors LLC | 2,115,625 | $105M | +34,300 | 2026-06-30 | Filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, TH | 2,067,307 | $103M | +114,300 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 1,294,891 | $64M | +125,055 | 2026-06-30 | Filing |
| Portman Square Capital LLP | 1,236,000 | $62M | -100,000 | 2026-06-30 | Filing |
| ADVENT CAPITAL MANAGEMENT /DE | 1,215,477 | $61M | +94,102 | 2026-06-30 | Filing |
| CAMDEN ASSET MANAGEMENT L P /CA | 1,152,900 | $58M | +605,000 | 2026-06-30 | Filing |
| VAN ECK ASSOCIATES CORP | 1,000,670 | $50M | -77,343 | 2026-06-30 | Filing |
| Nuveen, LLC | 909,382 | $45M | +262,499 | 2026-06-30 | Filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 724,500 | $36M | +724,500 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 667,275 | $33M | +667,275 | 2026-06-30 | Filing |
| STATE STREET CORP | 606,804 | $30M | +80,804 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 503,000 | $25M | +3,000 | 2026-06-30 | Filing |
| FMR LLC | 430,259 | $21M | -4,600 | 2026-06-30 | Filing |
| WOLVERINE ASSET MANAGEMENT LLC | 187,052 | $9M | +187,052 | 2026-06-30 | Filing |
| SSI INVESTMENT MANAGEMENT LLC | 182,480 | $9M | +11,770 | 2026-06-30 | Filing |
| Sculptor Capital LP | 145,678 | $7M | +145,678 | 2026-06-30 | Filing |