georgia power gets a new earnings marker as Erste Group Bank lifted Southern's FY2026 EPS estimate to $4.57 from $4.56 on Monday, putting the forecast within a penny of the $4.58 consensus. For holders of SO, the move adds one more revision to a stock that already sits under several fresh target prices and a higher dividend.
Southern At $4.57
$4.57 per share is the new FY2026 estimate from S. Lingnau, who moved up the forecast from $4.56 for Southern. The change is small, but it narrows the gap with the $4.58 consensus and leaves the analyst view clustered around one number rather than a wide spread.
Seven equities research analysts have rated Southern a Buy, thirteen have given it a Hold rating and one has assigned a Sell rating. That mix puts the stock in a middle lane: enough support to keep it on institutional screens, but not enough agreement to make the next move look obvious.
Targets From $99 To $112
$112.00 is the highest target in the recent run of calls, set by TD Cowen when it raised its price objective from $108.00 and gave Southern a Buy rating on Friday, March 6th. Evercore followed with an upgrade from in-line to outperform and a $111.00 target on Thursday, March 5th, while Royal Bank Of Canada reiterated sector perform with a $105.00 objective on Friday, January 23rd.
$103.00 was the latest move from Scotiabank, which lifted its price objective from $101.00 on Friday, February 20th. Barclays later raised its target from $88.00 to $99.00 and assigned equal weight on Friday, April 10th, leaving the newer calls stacked above the stock's recent trading range.
Dividend Raised To $0.76
$0.76 per share is Southern's new quarterly dividend, up from $0.74. Shareholders of record on Monday, May 18th will receive the payment on Monday, June 8th, giving income-focused holders a fixed date to track while the estimate work continues to shift around them.
$94.46 was Southern's opening price on Wednesday, below the 52-week high of $100.83 and above the low of $83.09. The stock also carried a market capitalization of $106.59 billion, a price-to-earnings ratio of 24.04 and a beta of 0.41, leaving it trading as a large, low-volatility utility even as analysts keep nudging estimates, targets and payout assumptions in different directions.
