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SO Dividend DRIP Calculator 2026
3.51% YieldUtilitiesThe Southern Company · NYSE
Price: $85.50 · Annual div: $3.00/share · Frequency: quarterly · Payout ratio: 77% · Ex-div: 2026-08-17
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Annual dividend income growth
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🎯 When SO pays your bills
Year your monthly dividend income covers each expense (based on current settings)
Share your SO snowball 📈
$10,000 in SO → $25.6K in 10 years · $43.20/month
About The Southern Company (SO) — Dividend Analysis 2026
The Southern Company operates as an energy utility, primarily involved in the production, transmission, and distribution of electricity. Its operations are segmented into Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services. The company also undertakes the development, construction, acquisition, ownership, and management of various power generation assets, including renewable energy ventures, and supplies electricity to the wholesale market. Complementing its power business, it distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, while also offering gas marketing services, wholesale gas services, and managing gas pipeline investments. Its extensive portfolio of generating assets includes 30 hydroelectric, 24 fossil fuel, three nuclear, 13 combined cycle/cogeneration, 45 solar, 15 wind, one fuel cell, and four battery storage facilities. In terms of natural gas infrastructure, the company builds, operates, and maintains 76,289 miles of pipelines and 14 storage facilities with a total capacity of 157 billion cubic feet, delivering natural gas to residential, commercial, and industrial clients. The Southern Company serves approximately 8.7 million electric and gas utility customers in total. Furthermore, it provides digital wireless communications and fiber optics services. The company was founded in 1945 and maintains its corporate headquarters in Atlanta, Georgia.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 SO Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold SO.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 3.51% | 0.71% | $351 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.98% | 0.18% | $298 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.81% | 0.01% | $281 / yr |
| 🇬🇧 UK ISA | 0% | 3.51% | 0.71% | $351 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.20% | 0.40% | $320 / yr |
| 🇨🇦 TFSA | 0% | 3.51% | 0.71% | $351 / yr |
| 🇨🇦 CA Taxable | 25% | 2.63% | -0.17% | $263 / yr |
| 🇦🇺 Super (pension) | 15% | 2.98% | 0.18% | $298 / yr |
| 🇦🇺 AU Taxable | 30% | 2.46% | -0.34% | $246 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.58% | -0.22% | $258 / yr |
| 🇫🇷 FR Taxable | 30% | 2.46% | -0.34% | $246 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 SO Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 SO Dividend Payment Schedule
SO pays quarterly — 4 times per year. Ex-div: 2026-08-17.
📊 SO vs Utilities Benchmarks
How SO compares to typical Utilities averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SO sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ SO Insider Activity
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| A-Award | 2026-10-01 | 539.116 | — | — | ||
| A-Award | 2026-10-01 | 539.116 | — | — | ||
| A-Award | 2026-10-01 | 539.116 | — | — | ||
| A-Award | 2026-10-01 | 539.116 | — | — | ||
| A-Award | 2026-10-01 | 973.404 | — | — | ||
| A-Award | 2026-10-01 | 988.379 | — | — | ||
| A-Award | 2026-10-01 | 539.116 | — | — | ||
| A-Award | 2026-10-01 | 913.502 | — | — | ||
| A-Award | 2026-10-01 | 913.502 | — | — | ||
| A-Award | 2026-10-01 | 539.116 | — | — |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Analyst Price Target
Wall Street consensusAnalyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Peer Group
Similar companies in the same sectorFinancial Health Scores
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SO dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
The Southern Company (SO) is currently trading at $85.50, trading near its 52-week low. The current dividend yield is 3.51% based on an annual payout of $3.00 per share.
The Southern Company Offers Stable Utility Yield with Modest Growth
AI SummaryThe Southern Company, a $98.3 billion utility leader trading at an $85.44 share price, offers a dependable 3.51% dividend yield backed by an annual payout of $3.00. With a manageable payout ratio of 77% and a trailing P/E ratio of 21.8, the current distribution is well-supported by regulated earnings, ensuring solid short-term dividend safety for income-focused portfolios. However, the company exhibits a sluggish growth trajectory, reflected in a modest five-year dividend CAGR of just 1.5%. While the payout remains fundamentally sustainable due to steady utility demand, investors seeking aggressive capital appreciation or rapid income compounding will likely experience below-average distribution growth moving forward.
- Regulatory pressure limiting rate increases
- High capital expenditure requirements impacting free cash flow
Generated by AI using live market data. For educational purposes only — not financial advice.
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Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.