What is the current annual ROE of SO?

As of today, SO annual ROE is 11.04%

What is 1-year change in SO annual ROE?

SO annual ROE is down -6.84% year-over-year

What is 3-year change in SO annual ROE?

SO annual ROE is up +8.02% over the past 3 years

How far is SO annual ROE from its all-time high?

SO annual ROE is currently -28.59% below its historical high of 15.46% set on December 31, 2019

How does SO annual ROE rank versus sector peers?

SO annual ROE is higher than 77.88% of companies in Utilities sector

When is SO next annual earnings release?

As of today, the next annual earnings release for SO has not been scheduled

What is the current quarterly ROE of SO?

As of today, SO quarterly ROE is 11.07%

What is SO quarterly ROE most recent change?

SO quarterly ROE was down -3.91% on December 31, 2025

What is 1-year change in SO quarterly ROE?

SO quarterly ROE is down -6.19% year-over-year

How far is SO quarterly ROE from its all-time high?

SO quarterly ROE is currently -28.90% below its historical high of 15.57% set on September 30, 2005

How does SO quarterly ROE rank versus sector peers?

SO quarterly ROE is higher than 76.11% of companies in Utilities sector

When is SO next earnings release?

The next earnings release for SO is on April 30, 2026

SO ROE History & Chart Since 1980

Annual ROE

11.04%0.81%-6.84%

December 31, 2025

Summary

Current Value: As of today, SO annual ROE is 11.04%, down -6.84% on December 31, 2025
Historical Performance: SO annual ROE is up +8.02% over the past 3 years, up +14.88% over the past 5 years
All-Time High Comparison: SO annual ROE is currently -28.59% below its historical high of 15.46% set on December 31, 2019
3-Year Low Comparison: SO annual ROE is +8.02% above its 3-year low of 10.22% reached on an earlier date
Sector Comparison: SO annual ROE is higher than 77.88% of companies in Utilities sector

ROE Chart

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Series

Performance

SO Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROE	Dec 31, 25	11.04%	-6.8%	+8.0%	+14.9%	-10.0%
Quarterly ROE	Dec 31, 25	11.07%	-6.2%	+9.1%	+15.6%	-9.4%
Price	Mar 12, 26	$97.84	+10.3%	+53.0%	+63.5%	+155.6%
PE Ratio	Mar 12, 26	24.99	+12.4%	+27.8%	+21.8%	+54.2%
Annual Revenue	Dec 31, 25	$29.55B	+10.6%	+0.9%	+46.0%	+69.3%
Annual Net Income	Dec 31, 25	$4.17B	-2.1%	+21.7%	+34.4%	+104.5%
Annual Shareholders Equity	Dec 31, 25	$36.02B	+8.5%	+18.4%	+27.4%	+108.4%
Annual ROA	Dec 31, 25	2.77%	-7.4%	+6.1%	+7.8%	-27.3%

ROE Highs

SO Annual ROE Highs Comparison
Period	High	Date	Current
3Y	11.85%	Dec 31, 24	-6.8%
5Y	11.85%	Dec 31, 24	-6.8%
All	15.46%	Dec 31, 19	-28.6%

ROE Lows

SO Annual ROE Lows Comparison
Period	Low	Date	Current
3Y	10.22%	N/A	+8.0%
5Y	7.09%	Dec 31, 21	+55.7%
All	3.51%	Dec 31, 17	+214.5%

ROE History

Year	Value	Change
2025	11.04%	-6.8%
2024	11.85%	+7.3%
2023	11.04%	+8.0%
2022	10.22%	+44.1%
2021	7.09%	-26.2%
2020	9.61%	-37.8%
2019	15.46%	+85.4%
2018	8.34%	+137.6%
2017	3.51%	-66.0%
2016	10.31%	-7.9%
2015	11.20%	+14.4%
2014	9.79%	+13.2%
2013	8.65%	-31.9%
2012	12.70%	+0.6%
2011	12.62%	+2.9%
2010	12.27%	+8.9%
2009	11.27%	-13.2%
2008	12.99%	-6.7%
2007	13.93%	+1.4%
2006	13.74%	-6.2%
2005	14.65%	-1.7%
2004	14.91%	+8.8%
2003	13.71%	+0.1%

Year	Value	Change
2002	13.69%	+25.5%
2001	10.91%	+19.6%
2000	9.12%	-30.0%
1999	13.02%	+33.3%
1998	9.77%	-2.2%
1997	9.99%	-14.2%
1996	11.64%	-3.1%
1995	12.01%	+4.0%
1994	11.55%	-7.2%
1993	12.44%	-0.6%
1992	12.51%	+4.6%
1991	11.96%	+36.4%
1990	8.77%	-25.7%
1989	11.81%	-4.2%
1988	12.33%	+35.6%
1987	9.09%	-27.9%
1986	12.60%	-17.1%
1985	15.20%	+16.5%
1984	13.05%	-7.8%
1983	14.16%	+31.7%
1982	10.75%	+30.9%
1981	8.21%	-10.1%
1980	9.13%	-

FAQ

What is the current annual ROE of SO?
As of today, SO annual ROE is 11.04%
What is 1-year change in SO annual ROE?
SO annual ROE is down -6.84% year-over-year
What is 3-year change in SO annual ROE?
SO annual ROE is up +8.02% over the past 3 years
How far is SO annual ROE from its all-time high?
SO annual ROE is currently -28.59% below its historical high of 15.46% set on December 31, 2019
How does SO annual ROE rank versus sector peers?
SO annual ROE is higher than 77.88% of companies in Utilities sector
When is SO next annual earnings release?
As of today, the next annual earnings release for SO has not been scheduled

Quarterly ROE

11.07%0.45%-3.91%

December 31, 2025

Summary

Current Value: As of today, SO quarterly ROE is 11.07%, down -3.91% on December 31, 2025
Historical Performance: SO quarterly ROE is down -6.19% year-over-year, up +9.06% over the past 3 years
All-Time High Comparison: SO quarterly ROE is currently -28.90% below its historical high of 15.57% set on September 30, 2005
3-Year Low Comparison: SO quarterly ROE is +32.73% above its 3-year low of 8.34% reached on September 30, 2023
Sector Comparison: SO quarterly ROE is higher than 76.11% of companies in Utilities sector

Performance

SO Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROE	Dec 31, 25	11.07%	-3.9%	-6.2%	+9.1%	+15.6%
Annual ROE	Dec 31, 25	11.04%	–	-6.8%	+8.0%	+14.9%
Price	Mar 12, 26	$97.84	+15.9%	+10.3%	+53.0%	+63.5%
PE Ratio	Mar 12, 26	24.99	+19.1%	+12.4%	+27.8%	+21.8%
Quarterly Revenue	Dec 31, 25	$6.98B	-10.8%	+10.1%	-0.9%	+38.6%
Quarterly Net Income	Dec 31, 25	$341.00M	-80.0%	-26.8%	+347.1%	-4.5%
Quarterly Shareholders Equity	Dec 31, 25	$36.02B	+2.9%	+8.5%	+18.4%	+27.4%
Quarterly ROA	Dec 31, 25	2.78%	-4.5%	-7.3%	+6.5%	+8.2%

Quarterly ROE Highs

SO Quarterly ROE Highs Comparison
Period	High	Date	Current
1Y	12.21%	Mar 31, 25	-9.3%
3Y	12.81%	Sep 30, 24	-13.6%
5Y	12.81%	Sep 30, 24	-13.6%
All	15.57%	Sep 30, 05	-28.9%

Quarterly ROE Lows

SO Quarterly ROE Lows Comparison
Period	Low	Date	Current
1Y	11.07%	Dec 31, 25	at low
3Y	8.34%	Sep 30, 23	+32.7%
5Y	6.63%	Mar 31, 22	+67.0%
All	2.48%	Sep 30, 17	+346.4%

Quarterly ROE History

Month	Value	Change
Dec 2025	11.07%	-3.9%
Sep 2025	11.52%	+2.9%
Jun 2025	11.19%	-8.4%
Mar 2025	12.21%	+3.5%
Dec 2024	11.80%	-7.9%
Sep 2024	12.81%	+1.0%
Jun 2024	12.68%	+7.9%
Mar 2024	11.75%	+6.3%
Dec 2023	11.05%	+32.5%
Sep 2023	8.34%	-3.0%
Jun 2023	8.60%	-9.2%
Mar 2023	9.47%	-6.7%
Dec 2022	10.15%	+3.8%
Sep 2022	9.78%	+11.3%
Jun 2022	8.79%	+32.6%
Mar 2022	6.63%	-5.3%
Dec 2021	7.00%	-21.6%
Sep 2021	8.93%	-6.2%
Jun 2021	9.52%	-7.8%
Mar 2021	10.32%	+7.7%
Dec 2020	9.58%	-1.9%
Sep 2020	9.77%	-2.8%
Jun 2020	10.05%	-9.5%
Mar 2020	11.11%	-27.0%
Dec 2019	15.22%	+0.7%
Sep 2019	15.12%	-0.7%
Jun 2019	15.23%	+26.4%
Mar 2019	12.05%	+43.5%
Dec 2018	8.40%	-11.0%
Sep 2018	9.44%	+2.3%
Jun 2018	9.23%	+102.4%
Mar 2018	4.56%	+29.9%
Dec 2017	3.51%	+41.5%
Sep 2017	2.48%	-11.1%
Jun 2017	2.79%	-74.0%
Mar 2017	10.75%	+2.1%
Dec 2016	10.53%	-5.9%
Sep 2016	11.19%	+3.9%
Jun 2016	10.77%	-1.8%
Mar 2016	10.97%	-1.9%
Dec 2015	11.18%	-2.4%
Sep 2015	11.46%	+9.0%
Jun 2015	10.51%	-0.4%
Mar 2015	10.55%	+6.4%
Dec 2014	9.92%	-6.6%
Sep 2014	10.62%	-7.5%
Jun 2014	11.48%	+14.2%
Mar 2014	10.05%	+14.9%
Dec 2013	8.75%	+1.5%
Sep 2013	8.62%	-7.6%
Jun 2013	9.33%	-15.6%
Mar 2013	11.06%	-12.3%
Dec 2012	12.61%	+4.6%
Sep 2012	12.06%	+0.9%
Jun 2012	11.95%	-0.9%
Mar 2012	12.06%	-4.0%
Dec 2011	12.56%	+3.5%
Sep 2011	12.14%	+2.3%
Jun 2011	11.87%	+2.7%
Mar 2011	11.56%	-5.4%
Dec 2010	12.22%	-6.6%
Sep 2010	13.08%	-1.8%
Jun 2010	13.32%	-1.4%
Mar 2010	13.51%	+18.6%
Dec 2009	11.39%	+1.8%
Sep 2009	11.19%	-1.7%

Month	Value	Change
Jun 2009	11.38%	+2.2%
Mar 2009	11.13%	-14.0%
Dec 2008	12.94%	-2.9%
Sep 2008	13.32%	-1.6%
Jun 2008	13.53%	-2.8%
Mar 2008	13.92%	-0.9%
Dec 2007	14.04%	-1.1%
Sep 2007	14.20%	-1.3%
Jun 2007	14.38%	+0.5%
Mar 2007	14.31%	+3.3%
Dec 2006	13.85%	+0.6%
Sep 2006	13.77%	-0.9%
Jun 2006	13.89%	-0.9%
Mar 2006	14.01%	-4.7%
Dec 2005	14.70%	-5.6%
Sep 2005	15.57%	+3.6%
Jun 2005	15.03%	+0.7%
Mar 2005	14.93%	-3.1%
Dec 2004	15.41%	+8.1%
Sep 2004	14.26%	-0.5%
Jun 2004	14.33%	-7.2%
Mar 2004	15.45%	+5.0%
Dec 2003	14.71%	-3.5%
Sep 2003	15.24%	+1.1%
Jun 2003	15.07%	+6.0%
Mar 2003	14.22%	-0.4%
Dec 2002	14.28%	+5.2%
Sep 2002	13.57%	+0.9%
Jun 2002	13.45%	+8.5%
Mar 2002	12.40%	+8.6%
Dec 2001	11.42%	+10.7%
Sep 2001	10.32%	-3.2%
Jun 2001	10.66%	-3.0%
Mar 2001	10.99%	-7.3%
Dec 2000	11.86%	-7.1%
Sep 2000	12.76%	-6.0%
Jun 2000	13.57%	+2.6%
Mar 2000	13.23%	+5.9%
Dec 1999	12.49%	+13.6%
Sep 1999	10.99%	+15.7%
Jun 1999	9.50%	+3.8%
Mar 1999	9.15%	-4.8%
Dec 1998	9.61%	-18.6%
Sep 1998	11.80%	+11.6%
Jun 1998	10.57%	+4.7%
Mar 1998	10.10%	+6.4%
Dec 1997	9.49%	+3.9%
Sep 1997	9.13%	-10.7%
Jun 1997	10.22%	-8.8%
Mar 1997	11.20%	-3.4%
Dec 1996	11.59%	-5.5%
Sep 1996	12.27%	-2.5%
Jun 1996	12.59%	0.0%
Mar 1996	12.59%	+4.1%
Dec 1995	12.09%	-6.1%
Sep 1995	12.87%	+2.8%
Jun 1995	12.52%	-0.6%
Mar 1995	12.59%	+4.8%
Dec 1994	12.01%	-1.6%
Sep 1994	12.20%	-3.8%
Jun 1994	12.68%	-0.1%
Mar 1994	12.69%	-4.4%
Dec 1993	13.28%	-0.8%
Sep 1993	13.39%	+1.9%
Jun 1993	13.14%	-

FAQ

What is the current quarterly ROE of SO?
As of today, SO quarterly ROE is 11.07%
What is SO quarterly ROE most recent change?
SO quarterly ROE was down -3.91% on December 31, 2025
What is 1-year change in SO quarterly ROE?
SO quarterly ROE is down -6.19% year-over-year
How far is SO quarterly ROE from its all-time high?
SO quarterly ROE is currently -28.90% below its historical high of 15.57% set on September 30, 2005
How does SO quarterly ROE rank versus sector peers?
SO quarterly ROE is higher than 76.11% of companies in Utilities sector
When is SO next earnings release?
The next earnings release for SO is on April 30, 2026

ROE Formula

ROE = Net Income

Shareholders Equity × 100%

Data Sources & References

SO Official Website www.southerncompany.com
Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/92122/000009212226000006/0000092122-26-000006-index.htm
Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/92122/000009212226000006/0000092122-26-000006-index.htm
SO Profile on Yahoo Finance finance.yahoo.com/quote/SO
SO Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/so