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SO vs SPGI: Dividend Comparison 2026

SO yields 3.05% · SPGI yields 0.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPGI wins by $13.6K 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 →
SPGI
SPGI
● Live price
0.92%
Share price
$417.59
Annual div
$3.85
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$5,331.63
Full SPGI calculator →

Portfolio growth — SO vs SPGI

📍 SPGI 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 PeriodSOSPGI
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 + SPGI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SO pays
SPGI 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
SPGI
Annual income on $10K today (after 15% tax)
$78.37/yr
After 10yr DRIP, annual income (after tax)
$4,531.89/yr
At 15% tax rate, SPGI beats the other by $3,788.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SO: 50%SPGI: 50%
100% SPGI50/50100% SO
Portfolio after 10yr
$29.5K
Annual income
$3,103.06/yr
Blended yield
10.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SPGI 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
SPGI
Analyst Ratings
24
Buy
4
Hold
Consensus: Buy
Price Target
$547.30
+31.1% upside vs current
Range: $482.00 — $627.00
Altman Z
4.1
Piotroski
7/9
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
SPGI buys
11
PoliticianChamberTickerTypeAmountDate
Richard W. Allen🏢 House$SPGI▲ Buy$15,001 - $50,0002026-01-14
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-12-02
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-10-07
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-09-29
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002025-08-28
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-26
Dan Newhouse🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-18
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-07-25
Rob Bresnahan🏢 House$SPGI▲ Buy$15,001 - $50,0002025-04-08
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-04-07
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOSPGI
Forward yield3.05%0.92%
Annual dividend / share$2.96$3.85
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR7.7%43.4%
Portfolio after 10y$22.7K$36.3K
Annual income after 10y$874.49$5,331.63
Total dividends collected$5.6K$14.6K
Payment frequencyquarterlyquarterly
SectorUtilitiesFinancials
Analyst consensusHoldBuy
Analyst price target$98.25$547.30

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

YearSO PortfolioSO Income/yrSPGI PortfolioSPGI Income/yrGap
1← crossover$10,809$328.87$10,832$132.21$23.00SPGI
2$11,693$365.31$11,782$191.93$89.00SPGI
3$12,660$406.13$12,887$279.78$227.00SPGI
4$13,720$451.89$14,199$410.12$479.00SPGI
5$14,882$503.27$15,799$605.60$917.00SPGI
6$16,157$560.99$17,808$903.04$1.7KSPGI
7$17,559$625.92$20,418$1,364.14$2.9KSPGI
8$19,100$699.03$23,944$2,096.22$4.8KSPGI
9$20,799$781.46$28,914$3,294.40$8.1KSPGI
10$22,672$874.49$36,270$5,331.63$13.6KSPGI

SO vs SPGI: 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.

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SPGIFinancials

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. The S&P Global Ratings division operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Dow Jones Indices division is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Commodity Insights division offers data and insights for global energy and commodity markets and enable its customers to make decisions. The S&P Global Market Intelligence division delivers data and technology solutions for customers to provide insights for making decisions. It offers data and services that bring end-to-end workflow solutions, including capital formation, data and distribution, ESG and sustainability, leveraged loans, private markets, sector coverage, supply chain, and issuer solutions, as well as credit, risk, and regulatory solutions. The S&P Global Mobility division provides insights derived from unmatched automotive data, enabling its customers to anticipate change and make decisions. The S&P Global Engineering Solutions division offers engineering expertise and solutions in industries, such as aerospace and defense, energy, architecture, construction, and transportation. Its solutions empower business and technical leaders to transform workflows and make decisions. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

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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.