The Southern Company (SO) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
13 May, 2026Opening remarks and agenda
The meeting opened with a welcome from the Chairman and outlined the agenda, including formal business, voting on 10 items, a business update, and a Q&A session.
Rules of conduct and procedures for technical difficulties were reviewed, and forward-looking statements were noted.
Board and executive committee updates
Two directors, Don James and Dale Klein, retired from the board at the conclusion of the meeting.
Twelve nominees for the board of directors were introduced and participated virtually.
Shareholder proposals
Three stockholder proposals were presented: independent board chairman, report on data center costs, and climate due diligence report.
Proponents highlighted concerns about governance, energy infrastructure costs, and climate policy.
The board recommended voting against all three proposals.
Latest events from The Southern Company
- Q2 2026 adjusted EPS rose to $1.13 on strong load growth and major long-term contracts.SO
Q2 20263 Aug 2026 - 2024 adjusted EPS grew 11% to $4.05, with a $63B capex plan and strong Southeast demand outlook.SO
Q4 20248 Jul 2026 - 2025 adjusted EPS hit $4.30, with robust sales and a $81B capital plan driving future growth.SO
Q4 20258 Jul 2026 - Q2 2025 adjusted EPS beat estimates, but net income fell 26.8% as costs rose.SO
Q2 20258 Jul 2026 - Q1 2025 adjusted EPS and net income rose sharply, with a 24th annual dividend increase.SO
Q1 20258 Jul 2026 - Q3 2024 adjusted EPS was $1.43, with strong growth, Plant Vogtle impact, and storm recovery costs.SO
Q3 20248 Jul 2026 - Q3 2025 adjusted EPS hit $1.60, net income rose to $1.7B, and growth outlook remains strong.SO
Q3 20258 Jul 2026 - Q1 2026 adjusted EPS hit $1.32, net income $1.36B, with strong sales and major DOE-backed loans.SO
Q1 20268 Jul 2026 - Directors and key proposals approved; dividend raised; focus on growth, resilience, and affordability.SO
AGM 202530 Jun 2026