Zacks Investment ResearchT3·1d ago
SOMN The Southern Company 2025 Series A Corporate Units
XNYS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SOMN
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Key stats
Related
About
- Industry (SIC)
- ELECTRIC SERVICES (4911) · industry map
- Exchange
- XNYS
- Employees
- 29,800
- List Date
- 2025-11-12
- CIK
- 0000092122
- Headquarters
- Atlanta, GA
- Homepage
- https://www.southerncompany.com
Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 2.93% | 2.93% |
| Feb | -- | 5.69% | 5.69% |
| Mar | -- | -3.84% | -3.84% |
| Apr | -- | 0.17% | 0.17% |
| May | -- | -3.12% | -3.12% |
| Jun | -- | 0.18% | 0.18% |
| Jul | -- | -0.42% | -0.42% |
| Aug | -- | -2.68% | -2.68% |
| Sep | -- | -5.29% | -5.29% |
| Oct | -- | 6.04%* | 6.04% |
| Nov | 1.91% | -- | 1.91% |
| Dec | 0.68% | -- | 0.68% |
| Total | 2.60% | -1.02% | 0.79% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $46.08
SMA 50: $47.02
SMA 200: $49.91
Current: $47.78
EMA 12: $47.06
EMA 26: $46.72
MACD: 0.3414 | Signal: 0.3610
BEARISH
ADX (14): 37.73
TREND
+DI: 33.38
−DI: 9.39
Momentum Oscillators
RSI (14): 64.43
NEUTRAL
Stoch %K: 86.80
Stoch %D: 90.39
Williams %R: -26.58
Volume & Volatility
BB Upper: $48.47
BB Lower: $43.69
NEUTRAL
OBV: 15,317,270
Vol SMA 20: 1,022,703
Vol ROC: -97.22%
ATR: $0.64
True Range: $1.09
HV 20: 11.1%
HV 30: 13.5%
HV 60: 12.3%
Data Summary
Data Points: 236
Last Updated:
Date Range: 2025-11-12T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: SOMN
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a range-bound market with no clear direction.
- Recent news headlines are predominantly positive, but don't provide significant catalysts for the stock price.
Primary Risks:
- Negative beta indicates the stock moves opposite to the market, which may lead to increased volatility and potential losses.
- Lack of earnings data creates uncertainty about future performance.
Investment Thesis: SOMN's current price is within a established trading range. While positive news headlines provide some support, the technical indicators suggest no clear direction or catalysts for a significant move. A neutral assessment is warranted, considering both bullish and bearish cases.
Recent News Sentiment Impact: The recent news headlines are predominantly positive (4 out of 6 articles), which may have contributed to the current price level.
Technical Analysis
Trend Direction: Medium-term trend is sideways, with no clear direction. Short-term trend is neutral. Long-term trend is uncertain due to lack of data.
Support/Resistance Levels: The current price ($51.31) is near the middle Bollinger Band and slightly above the 20-day SMA ($51.01). Key levels to monitor are $52.00 (upper band), $50.01 (lower band), and $51.33 (SMA 50).
Momentum Signals:
- RSI: Neutral, with a value of 52.03, indicating no clear buy or sell signal.
- MACD: Bearish, with the histogram below the zero line, suggesting a potential reversal.
- Bollinger Bands: The price is touching the upper band, which may indicate overbought conditions.
Volume Analysis: Volume is trending sideways, with no significant changes in recent trading. Institutional interest signals are uncertain due to lack of data.
News & Sentiment Analysis
Recent Headlines Summary: Four out of six news articles have a positive sentiment, highlighting the company's dividend growth and utility demand.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (60%).
Catalyst Identification: No immediate or near-term catalysts are identified. Medium-term catalysts may include earnings reports or regulatory changes.
Market Narrative: The recent news headlines support a neutral market narrative, as they don't provide significant catalysts for the stock price.
Risk & Volatility Assessment
Beta Interpretation: Negative beta (-0.13) indicates the stock moves opposite to the market, which may lead to increased volatility and potential losses.
Volatility Regime: The current volatility level is moderate (HV20 17.1%, HV30 16.5%), with no significant changes in recent trading.
Options Market Signals: No options data available.
Downside Protection: Support levels include $50.01 (lower band) and $51.33 (SMA 50). Risk management considerations involve setting a stop-loss at the lower band or monitoring the price action closely.
Market Context & Positioning
Sector Performance: The stock's performance is neutral relative to its sector, with no significant changes in recent trading.
Institutional Activity: No institutional activity signals are available due to lack of data.
Correlation Analysis: The stock has a negative correlation (-0.11) with the market, indicating it may move opposite to the broader market trend.
Relative Valuation: The stock is within its established trading range, providing some support for its current price level.
Key Levels & Action Items
Critical Price Levels: Monitor $52.00 (upper band), $51.33 (SMA 50), and $50.01 (lower band) for potential breakouts or breakdowns.
Breakout/Breakdown Levels: No specific levels are identified due to the sideways trend.
Time-Sensitive Catalysts: None identified in the near-term or medium-term.
Risk Management: Consider setting a stop-loss at the lower band ($50.01) or monitoring the price action closely for potential trading opportunities.
By analyzing the technical indicators, news headlines, and risk metrics, SOMN's current price level appears to be within an established trading range. While positive news headlines provide some support, no significant catalysts are identified to drive a meaningful move in either direction. A neutral assessment is warranted, considering both bullish and bearish cases.
Generated
News
All SOMN news →
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SOMN Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: -0.1694
Alpha: -1.72%
Correlation: -0.1497
R-Squared: 2.2%
Stock Volatility: 14.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 235
Period: 252 trading days
Data Points: 235
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own SOMN
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $231K | #3429 of 3716 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
SOMN Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
SOMN Insider Trading (Form 4)
Latest: 2026-06-01Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-01 | Matthew M. Kim | Comptroller | Sell (S) | −100 | $91.16 | -$9.1K | EDGAR |
| 2026-05-26 | Christopher C Womack | Chairman, President & CEO | Mixed | +4,248 | $94.55 | -$322.8K | EDGAR |
| 2026-05-04 | Matthew M. Kim | Comptroller | Sell (S) | −100 | $96.57 | -$9.7K | EDGAR |
| 2026-04-02 | Janaki Akella | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Shantella E. Cooper | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Anthony F Earley Jr | Director | Grant (A) | +762 RSU | — | EDGAR | |
| 2026-04-02 | James O Etheredge | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Donald M James | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Dale E. Klein | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Lizanne Thomas | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | Kristine L Svinicki | Director | Grant (A) | +464 RSU | — | EDGAR | |
| 2026-04-02 | David E Meador | Director | Grant (A) | +786 RSU | — | EDGAR | |
| 2026-04-02 | William G Smith Jr | Director | Grant (A) | +851 RSU | — | EDGAR | |
| 2026-04-02 | John M Turner JR | Director | Grant (A) | +786 RSU | — | EDGAR | |
| 2026-04-02 | David J Grain | Director | Grant (A) | +838 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
SOMN Insider Holdings
14 insiders · @ $47.78
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Christopher C Womack | Chairman, President & CEO | 219,466 | $10.49M | $0 | 3 | 2026-05-26 |
| 2 | II James Y Kerr | Chairman, President & CEO, GAS | 219,030 | $10.47M | $0 | 3 | 2026-02-13 |
| 3 | Stan W Connally | EVP & COO | 177,043 | $8.46M | -$1.21M | 3 | 2026-03-19 |
| 4 | Greene Kimberly S, | Chairman, President & CEO, GPC | 150,000 | $7.17M | $0 | 2 | 2026-02-13 |
| 5 | Bryan D Anderson | EVP | 79,804 | $3.81M | $0 | 2 | 2026-02-13 |
| 6 | David P. Poroch | EVP & CFO | 56,260 | $2.69M | $0 | 3 | 2026-02-13 |
| 7 | James Jeffrey Peoples | Chairman, President & CEO, APC | 52,957 | $2.53M | $0 | 2 | 2026-02-13 |
| 8 | Sloane N Drake | EVP & CHRO | 42,186 | $2.02M | $0 | 4 | 2026-03-10 |
| 9 | Sterling A Spainhour Jr. | EVP & CLO | 39,256 | $1.88M | $0 | 3 | 2026-03-10 |
| 10 | Christopher Cummiskey | EVP | 36,657 | $1.75M | -$643.9K | 3 | 2026-03-19 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
5 ETFs hold SOMN
5 shown · $3.58M total exposure · 0.62% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | JHPI John Hancock Preferred Income ETF | Nport | 0.79% | $1.6M | — | 2026-06-30 |
| 2 | TEQI T. Rowe Price Equity Income ETF | Nport | 0.22% | $914,470 | — | 2026-06-30 |
| 3 | FCVT First Trust SSI Strategic Convertible Securities ETF | First Trust | 0.62% | $496,663 | $79.8M | 2026-10-20 |
| 4 | GTO Invesco Total Return Bond ETF | Nport | 0.02% | $364,210 | — | 2026-04-30 |
| 5 | TOTR T. Rowe Price Total Return ETF | Nport | 0.03% | $163,475 | — | 2026-05-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.