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Southern Company reported lower GAAP results but stronger underlying performance for the three and twelve months ended December 31, 2025. Fourth-quarter earnings were $416 million, or $0.38 per share, down from $534 million, or $0.49 per share, a year earlier. Full-year 2025 earnings were $4.3 billion, or $3.94 per share, compared with $4.4 billion, or $4.02 per share, in 2024.
Excluding items such as losses on plants under construction, accelerated depreciation from wind repowering, debt extinguishment costs, an estimated Nicor Gas capital investment loss, and tax adjustments, non-GAAP earnings rose. Adjusted EPS was $0.55 in the fourth quarter, up from $0.50, and $4.30 for 2025, up from $4.05. Operating revenues increased to $6.98 billion in the quarter and $29.55 billion for the year, up 10.1% and 10.6%, driven by higher retail and wholesale electric revenues and natural gas revenues.
Segment results were mixed. Traditional electric operating companies grew full-year net income available to common, including notable improvement at Georgia Power, while Southern Power and Southern Company Gas saw weaker reported net income. Retail kilowatt-hour sales rose 1.6% for 2025 with customer growth at the regulated utilities.
Southern Company and its utility subsidiaries file an annual report describing their regulated electric and natural gas businesses across the Southeast and Midwest, including Alabama Power, Georgia Power, Mississippi Power, Southern Power, and Southern Company Gas.
Management outlines large capital plans, with a 2026 construction program of about $15.9 billion, including $12.6 billion for the Southern Company electric system, focused on new generation, transmission, distribution, and environmental compliance. Georgia Power alone plans roughly $3.6 billion for new generation and storage tied to prior IRP approvals.
The report highlights rapidly growing load from data centers and other large customers, leading regulators to certify about 13 GW of resources, mostly new generation and battery storage. Southern Company Gas serves about 4.4 million customers over 77,900 miles of pipe, while the traditional electric operating companies serve roughly 4.6 million retail power customers. The group employs about 29,800 people and emphasizes regulated cost recovery mechanisms, extensive environmental and nuclear oversight, and forward-looking risk factors affecting future earnings and capital needs.
WOMACK CHRISTOPHER C reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 293,349 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 26,604 shares.
The Southern Company filed an amended current report to update governance information related to a recently elected director. The filing reports that, effective February 16, 2026, the Board appointed Mr. John M. Turner, Jr. to the Finance Committee and the Operations, Environmental and Safety Committee. These appointments follow his earlier election to the Board, which had been disclosed previously before committee assignments were determined.
Kim Matthew M. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 6,464 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 14,025 shares.
Cherry Pedro P. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 14,933 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 788 shares.
Southern Company EVP & CFO David P. Poroch reported multiple equity-compensation transactions in Southern Company common stock. On February 11, 2026, he acquired 9,454 shares at $0 upon vesting of performance share units for the 2023–2025 award, after the Compensation and Talent Development Committee certified performance. He also acquired 568 shares at $0 from vesting of the first third of performance restricted stock units granted August 1, 2025.
To cover tax withholding, 2,914 shares and 281 shares were withheld at a price of $90.86 per share. Following these transactions, Poroch directly held 48,156 shares of Southern Company common stock and 1,114 performance restricted stock units, each unit representing the right to receive one share of common stock at settlement, with remaining tranches scheduled to vest in 2027 and 2028.
Southern Company officer Peter P. Sena III reported several equity compensation transactions tied to performance awards. On February 11, 2026, he acquired 22,698 shares of Southern Company common stock at $0 upon vesting of performance share units for the 2023–2025 award, and 2,311 shares upon vesting of performance restricted stock units granted on February 5, 2025. To cover state and federal tax withholding, the company withheld 10,067 shares and 1,026 shares at a value of $90.86 per share. After these transactions, he directly held 30,805 shares of common stock and 4,469 performance restricted stock units, with remaining units scheduled to vest in 2027 and 2028.
Kerr, II James Y reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 71,314 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 5,472 shares.
Spainhour Sterling A Jr. reported multiple insider transaction types in a Form 4 filing for SO. The filing lists transactions totaling 50,384 shares at a weighted average price of $90.86 per share. Following the reported transactions, holdings were 4,884 shares.