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SO vs OWL: Dividend Comparison 2026

SO yields 3.05% · OWL yields 9.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OWL wins by $414352.71M in total portfolio value
10 years
SO
The Southern Company
● Live price
3.05%
Share price
$96.94
Annual div
$2.96
5Y div CAGR
7.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$874.49
Full SO calculator →
OWL
OWL
● Live price
9.92%
Share price
$9.07
Annual div
$0.90
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$414352.74M
Annual income
$406,483,270,930.14
Full OWL calculator →

Portfolio growth — SO vs OWL

📍 OWL pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSOOWL
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, SO + OWL cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SO pays
OWL pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SO
Annual income on $10K today (after 15% tax)
$259.56/yr
After 10yr DRIP, annual income (after tax)
$743.32/yr
OWL
Annual income on $10K today (after 15% tax)
$843.44/yr
After 10yr DRIP, annual income (after tax)
$345,510,780,290.62/yr
At 15% tax rate, OWL beats the other by $345,510,779,547.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SO + OWL for your $10,000?

SO: 50%OWL: 50%
100% OWL50/50100% SO
Portfolio after 10yr
$207176.38M
Annual income
$203,241,635,902.31/yr
Blended yield
98.10%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on OWL right now

SO
Analyst Ratings
11
Buy
21
Hold
1
Sell
Consensus: Hold
Price Target
$98.25
+1.4% upside vs current
Range: $76.00 — $112.00
Altman Z
1.0
Piotroski
5/9
OWL
Analyst Ratings
1
Strong
11
Buy
7
Hold
Consensus: Buy
Price Target
$16.33
+80.0% upside vs current
Range: $10.00 — $27.00
Altman Z
1.4
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SO buys
13
OWL buys
0
PoliticianChamberTickerTypeAmountDate
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-12-02
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002025-08-28
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-04-07
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002025-04-03
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002024-11-07
Valerie Hoyle🏢 House$SO▲ Buy$1,001 - $15,0002024-10-29
John James🏢 House$SO▼ Sell$1,001 - $15,0002024-09-04
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002024-07-05
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002024-07-05
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002024-05-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOOWL
Forward yield3.05%9.92%
Annual dividend / share$2.96$0.90
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR7.7%100%
Portfolio after 10y$22.7K$414352.74M
Annual income after 10y$874.49$406,483,270,930.14
Total dividends collected$5.6K$413819.97M
Payment frequencyquarterlyquarterly
SectorUtilitiesStock
Analyst consensusHoldBuy
Analyst price target$98.25$16.33

Year-by-year: SO vs OWL ($10,000, DRIP)

YearSO PortfolioSO Income/yrOWL PortfolioOWL Income/yrGap
1← crossover$10,809$328.87$12,685$1,984.56$1.9KOWL
2$11,693$365.31$18,278$4,705.30$6.6KOWL
3$12,660$406.13$32,230$12,673.05$19.6KOWL
4$13,720$451.89$76,257$41,770.33$62.5KOWL
5$14,882$503.27$266,321$184,726.08$251.4KOWL
6$16,157$560.99$1,490,836$1,205,872.37$1.47MOWL
7$17,559$625.92$14,212,664$12,617,469.92$14.20MOWL
8$19,100$699.03$240,042,713$224,835,162.78$240.02MOWL
9$20,799$781.46$7,354,641,310$7,097,795,606.72$7354.62MOWL
10$22,672$874.49$414,352,737,132$406,483,270,930.14$414352.71MOWL

SO vs OWL: Complete Analysis 2026

SOUtilities

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.

Full SO Calculator →

OWLStock

Blue Owl Capital Inc. operates as an asset manager. It offers permanent capital base solutions that enables it to offer a holistic platform to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; GP capital solutions products, which offers capital solutions, including GP minority equity investments, GP debt financing, and professional sports minority investments to large private capital managers; and real estate products that focuses on structuring sale-leaseback transactions, which includes triple net leases. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. The company is headquartered in New York, New York.

Full OWL Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.