SO
The Southern Company NYSE Listed Dec 31, 1981$93.95
-0.62%
vs $94.54
Mkt Cap $108.1B
52w Low $83.80
59.6% of range
52w High $100.84
50d MA $94.52
200d MA $92.84
P/E (TTM)
22.9x
EV/EBITDA
11.9x
P/B
2.7x
Debt/Equity
1.8x
ROE
12.0%
P/FCF
-29.2x
RSI (14)
42.40
ATR (14)
$1.94
Beta
0.41
50d MA
$94.52
200d MA
$92.84
Avg Volume
5.8M
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.
30 Ivan Allen Jr. Boulevard, N.W. · Atlanta, GA 30308 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | BMO | 1.01 | 1.13 | +11.9% | 96.05 | +1.2% | -1.8% | +0.2% | — | — | — | — |
| Apr 30, 2026 | BMO | 1.21 | 1.32 | +9.1% | 93.51 | +1.1% | +3.4% | +0.0% | -0.7% | -0.1% | -2.5% | — |
| Feb 19, 2026 | BMO | 0.56 | 0.55 | -1.4% | 91.04 | +4.9% | +4.4% | -0.8% | +0.9% | +0.7% | +0.1% | — |
| Oct 30, 2025 | BMO | 1.51 | 1.60 | +6.0% | 93.51 | -0.5% | +1.7% | -1.1% | -0.9% | -0.5% | -1.4% | — |
| Jul 31, 2025 | BMO | 0.88 | 0.91 | +4.0% | 94.90 | -0.0% | -0.4% | +0.5% | +1.1% | -1.7% | +0.3% | — |
| May 1, 2025 | BMO | 1.20 | 1.23 | +2.5% | 91.89 | +0.6% | -0.5% | -0.4% | +0.0% | +0.2% | +1.0% | — |
| Feb 20, 2025 | BMO | 0.51 | 0.50 | -1.2% | 86.48 | -2.3% | +1.5% | +0.7% | +0.6% | +1.1% | -1.2% | — |
| Oct 31, 2024 | BMO | 1.34 | 1.43 | +6.7% | 89.36 | +1.5% | +1.9% | -2.7% | -0.5% | +0.7% | -1.4% | — |
| Aug 1, 2024 | BMO | 0.92 | 1.10 | +19.6% | 83.52 | +0.5% | +4.8% | +1.2% | -2.3% | -0.1% | +1.0% | — |
| May 2, 2024 | BMO | 0.91 | 1.03 | +13.2% | 74.52 | +0.7% | +1.1% | +0.7% | -0.5% | +2.0% | +0.9% | — |
| Feb 15, 2024 | BMO | 0.60 | 0.64 | +6.7% | 67.81 | -1.1% | -1.4% | -0.5% | +0.8% | +1.0% | -0.7% | — |
| Nov 2, 2023 | BMO | 1.32 | 1.42 | +7.6% | 68.43 | -1.5% | +2.5% | +0.4% | -1.6% | -0.7% | -0.2% | — |
| Aug 3, 2023 | BMO | 0.75 | 0.79 | +5.3% | 70.97 | +0.5% | -3.3% | -1.1% | +0.3% | +1.2% | +0.6% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 23 | KeyBanc Capital Markets | Downgrade | Sector Weight → Underweight | $79 | $95.80 | $95.01 | -0.8% | +0.8% | +0.7% | -0.8% | +0.3% | -0.8% |
| Apr 21 | Truist | Initiates | Hold | $103 | $93.51 | $93.51 | +0.0% | -1.7% | -0.1% | +2.2% | -0.4% | +0.3% |
| Apr 21 | Morgan Stanley | Maintains | Underweight → Underweight | — | $93.51 | $93.51 | +0.0% | -1.7% | -0.1% | +2.2% | -0.4% | +0.3% |
| Apr 20 | Seaport Global | Downgrade | Buy → Neutral | — | $94.51 | $94.14 | -0.4% | -1.1% | -1.7% | -0.1% | +2.2% | -0.4% |
| Apr 10 | Barclays | Maintains | Equal Weight → Equal Weight | — | $97.59 | $97.33 | -0.3% | -0.5% | -1.3% | +0.0% | -1.4% | +0.3% |
| Mar 6 | TD Cowen | Maintains | Buy → Buy | — | $97.20 | $97.35 | +0.2% | +0.3% | -0.2% | -1.0% | -0.0% | +1.6% |
| Mar 5 | Evercore ISI | Upgrade | In Line → Outperform | — | $97.63 | $97.71 | +0.1% | -0.4% | +0.3% | -0.2% | -1.0% | -0.0% |
| Mar 4 | KeyBanc Capital Markets | Upgrade | Underweight → Sector Weight | — | $96.79 | $97.41 | +0.6% | +0.9% | -0.4% | +0.3% | -0.2% | -1.0% |
| Feb 20 | Scotiabank | Maintains | Sector Perform → Sector Perform | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.9% | +0.7% | +0.1% | +0.4% |
| Feb 20 | Mizuho | Upgrade | Neutral → Outperform | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.9% | +0.7% | +0.1% | +0.4% |
| Feb 20 | Wells Fargo | Upgrade | Underweight → Equal Weight | — | $95.05 | $96.51 | +1.5% | -0.8% | +0.9% | +0.7% | +0.1% | +0.4% |
| Jan 20 | Wells Fargo | Downgrade | Equal Weight → Underweight | — | $88.90 | $88.60 | -0.3% | -0.1% | +0.4% | -1.8% | +0.0% | +0.7% |
| Jan 15 | Barclays | Maintains | Equal Weight → Equal Weight | — | $88.42 | $88.40 | -0.0% | +0.4% | +0.1% | -0.1% | +0.4% | -1.8% |
| Dec 17 | UBS | Maintains | Neutral → Neutral | — | $85.71 | $85.62 | -0.1% | +1.5% | +0.2% | -2.2% | +0.5% | +0.8% |
| Dec 15 | Jefferies | Maintains | Neutral → Neutral | — | $84.44 | $84.82 | +0.5% | +1.8% | -0.3% | +1.5% | +0.2% | -2.2% |
| Dec 15 | JP Morgan | Maintains | Neutral → Neutral | — | $84.44 | $84.82 | +0.5% | +1.8% | -0.3% | +1.5% | +0.2% | -2.2% |
| Dec 12 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $84.73 | $84.49 | -0.3% | -0.3% | +1.8% | -0.3% | +1.5% | +0.2% |
| Dec 12 | KeyBanc Capital Markets | Maintains | Underweight → Underweight | — | $84.73 | $84.49 | -0.3% | -0.3% | +1.8% | -0.3% | +1.5% | +0.2% |
| Dec 11 | Mizuho | Maintains | Neutral → Neutral | — | $84.08 | $84.89 | +1.0% | +0.8% | -0.3% | +1.8% | -0.3% | +1.5% |
| Nov 20 | Barclays | Maintains | Equal Weight → Equal Weight | — | $89.05 | $89.23 | +0.2% | -0.5% | +0.8% | -0.1% | +0.2% | +1.1% |
| Nov 5 | Jefferies | Downgrade | Buy → Neutral | — | $92.73 | $91.32 | -1.5% | -1.4% | -0.6% | +0.6% | -0.7% | +0.4% |
| Oct 17 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $98.43 | $99.12 | +0.7% | -0.6% | -0.1% | -0.7% | +0.5% | -1.4% |
| Oct 15 | KeyBanc Capital Markets | Maintains | Underweight → Underweight | — | $99.68 | $99.60 | -0.1% | +0.0% | -1.3% | -0.6% | -0.1% | -0.7% |
| Oct 14 | Barclays | Maintains | Equal Weight → Equal Weight | — | $98.08 | $98.70 | +0.6% | +1.6% | +0.0% | -1.3% | -0.6% | -0.1% |
| Oct 10 | UBS | Maintains | Neutral → Neutral | — | $96.13 | $96.66 | +0.6% | +2.2% | -0.2% | +1.6% | +0.0% | -1.3% |
| Oct 3 | Scotiabank | Downgrade | Sector Outperform → Sector Perform | — | $93.89 | $93.50 | -0.4% | +0.7% | +1.0% | +1.0% | -0.2% | -0.1% |
| Sep 25 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $94.41 | $94.59 | +0.2% | -0.8% | +0.9% | -0.7% | +0.9% | +0.0% |
| Aug 21 | JP Morgan | Maintains | Neutral → Neutral | — | $94.93 | $94.96 | +0.0% | -0.3% | -0.1% | -1.4% | -0.0% | +0.2% |
| Aug 1 | Mizuho | Maintains | Neutral → Neutral | — | $94.48 | $95.24 | +0.8% | +0.5% | +1.1% | -1.7% | +0.3% | +0.7% |
| Aug 1 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $94.48 | $95.24 | +0.8% | +0.5% | +1.1% | -1.7% | +0.3% | +0.7% |
| Jul 22 | BMO Capital | Maintains | Outperform → Outperform | — | $94.79 | $95.12 | +0.3% | +1.1% | -0.8% | -0.1% | +0.4% | -1.1% |
| Jul 16 | Barclays | Maintains | Equal Weight → Equal Weight | — | $92.47 | $92.38 | -0.1% | +0.9% | +0.0% | +0.8% | +0.7% | +1.1% |
| Jul 15 | JP Morgan | Maintains | Neutral → Neutral | — | $92.68 | $92.55 | -0.1% | -0.2% | +0.9% | +0.0% | +0.8% | +0.7% |
| Jun 18 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $88.42 | $88.54 | +0.1% | +0.2% | +0.8% | +1.5% | +0.2% | -0.5% |
| Jun 5 | Jefferies | Upgrade | Hold → Buy | — | $88.29 | $89.30 | +1.1% | +0.1% | -0.1% | +0.3% | +0.9% | +0.3% |
| May 14 | KeyBanc Capital Markets | Downgrade | Sector Weight → Underweight | — | $85.57 | $85.20 | -0.4% | -0.8% | +2.9% | +1.5% | +0.9% | +1.5% |
| May 2 | Evercore ISI | Maintains | In Line → In Line | — | $91.46 | $91.34 | -0.1% | -0.4% | +0.0% | +0.2% | +1.0% | -2.0% |
| May 2 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $91.46 | $91.34 | -0.1% | -0.4% | +0.0% | +0.2% | +1.0% | -2.0% |
| May 2 | Guggenheim | Maintains | Neutral → Neutral | — | $91.46 | $91.34 | -0.1% | -0.4% | +0.0% | +0.2% | +1.0% | -2.0% |
| Apr 22 | Barclays | Maintains | Equal Weight → Equal Weight | — | $90.23 | $90.44 | +0.2% | +1.8% | -0.8% | -0.0% | -0.7% | +0.4% |
| Apr 21 | Jefferies | Maintains | Hold → Hold | — | $91.81 | $91.62 | -0.2% | -1.7% | +1.8% | -0.8% | -0.0% | -0.7% |
| Apr 8 | JP Morgan | Upgrade | Underweight → Neutral | — | $87.22 | $88.69 | +1.7% | -0.4% | +1.1% | +1.2% | +1.1% | +1.4% |
| Mar 21 | UBS | Maintains | Neutral → Neutral | — | $89.97 | $89.84 | -0.1% | -0.7% | -0.5% | -1.3% | +1.5% | +1.1% |
| Mar 20 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $89.60 | $89.92 | +0.4% | +0.4% | -0.7% | -0.5% | -1.3% | +1.5% |
| Feb 3 | Mizuho | Maintains | Neutral → Neutral | — | $83.95 | $83.52 | -0.5% | +0.0% | -0.9% | +0.8% | -0.1% | +0.9% |
| Dec 12 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $83.25 | $83.57 | +0.4% | +0.1% | -0.2% | -1.6% | +1.7% | -2.1% |
| Nov 22 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $88.14 | $88.55 | +0.5% | -0.6% | +0.9% | +1.0% | +0.5% | -0.7% |
| Nov 1 | BMO Capital | Maintains | Outperform → Outperform | — | $91.03 | $91.00 | -0.0% | -2.7% | -0.5% | +0.7% | -1.4% | -0.6% |
| Oct 15 | Barclays | Maintains | Equal Weight → Equal Weight | — | $89.84 | $90.50 | +0.7% | +1.0% | +1.7% | +0.4% | +0.6% | -0.5% |
| Oct 2 | Guggenheim | Maintains | Buy → Buy | — | $90.88 | $90.25 | -0.7% | +0.8% | -1.0% | -0.4% | -1.6% | +0.5% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | $95.77 | $10K | 6,588 | -2.03% | +0.46% |
| Jun 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | $91.16 | $9K | 6,688 | +1.66% | -1.43% |
| May 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | $96.57 | $10K | 6,788 | -0.09% | +1.42% |
8-K · 8.01
!! High
The Southern Company -- 8-K 8.01: Material Event / Announcement
Aug 3
8-K · 7.01
! Medium
Firy Inc. -- 8-K 7.01: Regulation FD Disclosure
Firy Inc.'s subsidiary Skillz Platform won a $719 million judgment against Papaya Gaming for disgorgement of unjust profits, plus attorney fees and costs, providing significant financial recovery.
Jul 28
8-K · 7.01
! Medium
QVC INC -- 8-K 7.01: Regulation FD Disclosure
Jul 17
8-K · 7.01
! Medium
QVC Group, Inc. -- 8-K 7.01: Regulation FD Disclosure
Jul 17
8-K
Targa Resources Corp. -- 8-K Filing
Jul 17
8-K · 1.02
!! High
Sadot Group Inc. -- 8-K 1.02: Material Agreement Terminated
I need more specific information to write an accurate sentence. The summary you provided doesn't indicate the company name, which agreement was terminated, or the reason for termination. Could you provide the actual filing headline and additional details from the summary?
Jul 16
8-K · 1.01
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Inotiv, Inc. -- 8-K 1.01: Material Agreement
Inotiv disclosed a material agreement in its 8-K filing, though specific deal terms remain unclear as the full agreement documentation is referenced as an exhibit for complete details.
Jul 16
8-K
RxSight, Inc. -- 8-K Filing
Jul 15
8-K · 8.01
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Inno Holdings Inc. -- 8-K 8.01: Material Event / Announcement
A Texas court issued then vacated a temporary restraining order against Inno Holdings Inc., removing legal restrictions on the company's operations as of July 10, 2026.
Jul 13
8-K · 8.01
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Inno Holdings Inc. -- 8-K 8.01: Material Event / Announcement
Jul 8
8-K · 1.01
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The Chemours Company -- 8-K 1.01: Material Agreement
Chemours agreed to a $22.5 million arrangement with its subsidiary Chemours FC, LLC, likely involving financing, asset transfer, or operational restructuring that could impact capital allocation and shareholder returns.
Jun 24
8-K · 1.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 1.01: Financing / Debt Agreement
Jun 23
8-K
The RMR Group Inc. -- 8-K Filing
Jun 23
8-K · 1.01
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Fat Brands, Inc -- 8-K 1.01: Material Agreement
Jun 18
8-K · 8.01
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Cycurion, Inc. -- 8-K 8.01: Material Event / Announcement
Cycurion issued a press release on June 15, 2026, disclosing a material event, though the specific announcement details are referenced in the attached exhibit rather than disclosed in this filing summary.
Jun 16
8-K · 8.01
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Kartoon Studios Inc. -- 8-K 8.01: Material Event / Announcement
Kartoon Studios resolved litigation in the Augenbaum v. case through a settlement agreement, potentially reducing legal liability and future litigation costs for shareholders.
Jun 16
8-K · 2.04
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Sleep Number Corporation -- 8-K 2.04: Triggering of Acceleration / Default
Jun 12
8-K · 8.01
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Clover Health Investments, Corp. -- 8-K 8.01: Material Event / Announcement
Clover Health's insurance subsidiary won partial summary judgment in its federal lawsuit against HHS, potentially reducing regulatory liability and supporting the company's healthcare operations going forward.
Jun 10
8-K · 7.01
! Medium
Sterling Infrastructure, Inc. -- 8-K 7.01: Regulation FD Disclosure
Jun 9
8-K · 1.01
! Medium
Inotiv, Inc. -- 8-K 1.01: Financing / Debt Agreement
Inotiv secured $65.5 million in debtor-in-possession financing, indicating the company is operating under bankruptcy protection while restructuring its business.
Jun 8
8-K · 8.01
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Kartoon Studios Inc. -- 8-K 8.01: Material Event / Announcement
Kartoon Studios settled litigation with five parties in the Augenbaum case, resolving a federal lawsuit that could have posed significant financial and operational risks to shareholders.
Jun 8
8-K · 8.01
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The Southern Company -- 8-K 8.01: Material Event / Announcement
Jun 8
8-K · 7.01
! Medium
Fat Brands, Inc -- 8-K 7.01: Regulation FD Disclosure
Jun 4
8-K · 1.01
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Inotiv, Inc. -- 8-K 1.01: Financing / Debt Agreement
Jun 3
8-K · 2.04
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Trinseo PLC -- 8-K 2.04: Triggering of Acceleration / Default
May 26
8-K
Society Pass Incorporated -- 8-K Filing
May 20
8-K · 7.01
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May 18
NT 10-Q
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Gaucho Group Holdings, Inc. -- Late Quarterly Report -- Distress Signal
May 15
8-K · 8.01
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Shutterstock, Inc. -- 8-K 8.01: Material Event / Announcement
May 14
8-K · 1.01
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Trinseo PLC -- 8-K 1.01: Financing / Debt Agreement
May 14
8-K · 2.02
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Sunrise Realty Trust, Inc. -- 8-K 2.02: Earnings Results
May 14
8-K · 4.01
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GROOVY COMPANY INC -- 8-K 4.01: Auditor Change / Resignation
May 13
8-K · 2.02
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Legacy Housing Corporation -- 8-K 2.02: Earnings Results
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May 8
8-K · 8.01
!! High
SPIRIT AVIATION HOLDINGS INC -- 8-K 8.01: Material Event / Announcement
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May 4
8-K · 1.01
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Oppenheimer Holdings, Inc. -- 8-K 1.01: Material Agreement
Oppenheimer Holdings faces a material litigation matter in New York federal court filed in June 2025, though the specific claims and financial impact remain unclear from this limited disclosure.
Apr 27
8-K · 7.01
! Medium
Nine Energy Service, Inc. -- 8-K 7.01: Regulation FD Disclosure
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Apr 21
8-K
QVC INC -- 8-K Filing
QVC faces potential delisting of its notes from the NYSE following a regulatory staff decision, with the company retaining appeal rights before final SEC action.
Apr 20
8-K
QVC Group Inc. -- 8-K Filing
QVC Group's securities will be delisted from Nasdaq effective April 24, 2026, following noncompliance with listing standards, though the company retains appeal rights under Nasdaq rules.
Apr 20
8-K · 1.01
!! High
QVC Group Inc. -- 8-K 1.01: Material Agreement
QVC Group finalized a $2.15 billion restructuring support agreement, signaling significant financial reorganization that may affect shareholder value and operational structure.
Apr 17
8-K · 8.01
!! High
Getty Images Holdings, Inc. -- 8-K 8.01: Material Event / Announcement
A federal court ruled against Getty Images in litigation brought by Alta Partners and CRCM Institutional Master Fund, potentially exposing the company to significant damages and affecting shareholder value.
Apr 17
8-K · 1.01
!! High
QVC INC -- 8-K 1.01: Material Agreement
QVC entered a $2.15 billion Restructuring Support Agreement, signaling financial difficulties and potential debt reorganization that could significantly impact shareholder value.
Apr 17
8-K
TPI COMPOSITES, INC -- 8-K Filing
TPI Composites' ECP business sale agreement includes a June 30, 2026 termination deadline, allowing either party to exit if the transaction remains unclosed by that date.
Mar 9
8-K
TPI COMPOSITES, INC -- 8-K Filing
TPI Composites is conducting a competitive asset sale process under bankruptcy protection, with a conditional India transaction potentially terminating if not closed by June 30, 2026, creating uncertainty for stakeholders.
Mar 5
8-K · 1.01
! Medium
CUMULUS MEDIA INC -- 8-K 1.01: Financing / Debt Agreement
I notice there's a mismatch in your request. The filing is for Cumulus Media Inc (ticker: CMLS), not SO (Southern Company).
For Cumulus Media's debt agreement filing: New debt refinancing terms could improve liquidity or increase financial burden depending on rates and covenants, directly affecting the highly leveraged radio broadcaster's ability to service obligations
Mar 5
8-K · 7.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 7.01: Regulation FD Disclosure
Office Properties Income Trust's Chapter 11 bankruptcy proceeding has entered mediation under Judge Marvin Isgur to resolve disputes between the company and its unsecured creditors committee, signaling potential progress toward a reorganization plan.
Mar 4
8-K
Battalion Oil Corporation -- 8-K Filing
Battalion Oil completed the sale of its West Quito assets for approximately $60.1 million in cash, providing liquidity to reduce debt and fund operations.
Feb 25
8-K · 1.01
!! High
The Southern Company -- 8-K 1.01: Material Agreement
Alabama Power, a Southern Company subsidiary, secured a DOE loan guarantee for clean energy infrastructure, reducing financing costs and accelerating its transition to renewable energy generation.
Feb 25
8-K · 7.01
! Medium
Luminar Technologies, Inc./DE -- 8-K 7.01: Regulation FD Disclosure
Luminar Technologies has filed for Chapter 11 bankruptcy protection, indicating the autonomous vehicle lidar company faces significant financial distress and restructuring ahead for investors.
Feb 25
8-K · 7.01
! Medium
Black Stone Minerals, L.P. -- 8-K 7.01: Regulation FD Disclosure
Black Stone Minerals disclosed material information via press release without providing specific deal details or financial metrics in this filing summary.
Feb 24
8-K · 7.01
! Medium
OFFICE PROPERTIES INCOME TRUST -- 8-K 7.01: Regulation FD Disclosure
Office Properties Income Trust (OPI) filed for Chapter 11 bankruptcy on October 30, 2025, initiating a court-supervised restructuring to address financial challenges and implement a previously agreed restructuring support agreement.
Feb 20
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 71,539,145 | $6.9B | New | Mar 2026 |
| 2 | Capital World Investors | 56,239,873 | $5.4B | Added | Mar 2026 |
| 3 | Jpmorgan Chase & Co | 43,337,750 | $4.2B | Reduced | Mar 2026 |
| 4 | Vanguard Portfolio Management Llc | 26,136,857 | $2.5B | New | Mar 2026 |
| 5 | Morgan Stanley | 26,296,478 | $2.3B | Reduced | Dec 2025 |
| 6 | Fmr Llc | 22,887,934 | $2.2B | Reduced | Mar 2026 |
| 7 | Franklin Resources Inc | 16,809,309 | $1.6B | Added | Mar 2026 |
| 8 | Northern Trust Corp | 9,827,426 | $949M | — | Mar 2026 |
| 9 | Royal Bank Of Canada | 8,753,175 | $845M | Added | Mar 2026 |
| 10 | Bank Of America Corp /de/ | 8,380,592 | $809M | Reduced | Mar 2026 |
| 11 | Bank Of New York Mellon Corp | 7,278,616 | $703M | Reduced | Mar 2026 |
| 12 | Invesco Ltd. | 5,537,999 | $535M | Added | Mar 2026 |
| 13 | Barclays Plc | 4,564,491 | $441M | Added | Mar 2026 |
| 14 | Wells Fargo & Company/mn | 4,254,837 | $411M | New | Mar 2026 |
| 15 | Ubs Group Ag | 4,076,352 | $393M | Reduced | Mar 2026 |
| 16 | Nuveen, Llc | 3,890,571 | $376M | Reduced | Mar 2026 |
| 17 | Amundi | 3,324,416 | $321M | New | Mar 2026 |
| 18 | Raymond James Financial Inc | 3,152,402 | $304M | Added | Mar 2026 |
| 19 | National Pension Service | 2,878,867 | $278M | Reduced | Mar 2026 |
| 20 | Capital Research Global Investors | 2,614,540 | $252M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$108.08B
Enterprise Value
$168.85B
P/E (TTM)
22.88x
Forward P/E
20.54x
PEG Ratio
-11.13x
P/B
2.67x
P/S
3.45x
P/FCF
-29.20x
EV/EBITDA
11.90x
Shares Out
1.11B
Financials (TTM)
Revenue
$30.18B
Net Income
$4.66B
EBITDA
$14.19B
Free Cash Flow
-$3.59B
Op Cash Flow
$9.80B
EPS Basic
$3.94
EPS Diluted
$4.14
EPS Forward
$4.57
Gross Margin
43.4%
Op Margin
24.2%
Net Margin
15.4%
Balance Sheet
Total Assets
$155.72B
Total Liab.
$116.85B
Total Equity
$38.87B
Cash
$1.64B
LT Debt
$65.65B
Book Value/Sh
$35.24
Debt/Equity
1.83x
Current Ratio
0.65
Quick Ratio
0.45
Returns & Growth
ROE
12.0%
ROA
2.8%
ROIC
4.4%
Rev Growth YoY
+10.6%
EPS Growth YoY
-2.0%
Price Returns
2W
-0.8%
1M
-0.6%
3M
-2.2%
6M
+5.9%
12M
-0.5%
Technicals
52W High
$100.84
52W Low
$83.80
50d MA
$94.52
200d MA
$92.84
RSI (14)
42.40
ATR (14)
$1.94
Beta
0.41
Avg Volume
5.8M
Dividends
Div Rate
$2.73
Div Yield
2.8%
Frequency
4
Ex-Div Date
May 18, 2026
Analyst Price Targets
Consensus
$99.17
High
$112.00
Low
$76.00
Median
$102.50
Data updated apr 27, 2026 2:18am
· Source: financialmodelingprep.com