Southern Company Long-term Investment Intensity

Latest as of September 2025: 2.7%

Southern Company long-term investment intensity. Southern Company (SO) has a Long-term Investment Intensity of 2.7% as of September 2025. Long-term investments of $4.19 Billion represent 2.7% of total assets of $153.25 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See how liquid is Southern Company's working capital to evaluate short-term liquidity relative to the company's equity base.

LT Investment Intensity

2.7%
LT Investments / Total Assets

Long-term Investments

$4.19 Billion
USD

Total Assets

$153.25 Billion
USD

Country

USA
NYSE

Long-term Investment Intensity of Southern Company (2013–2024)

Long-term investment intensity of Southern Company from 2013 to 2024. This chart shows how Southern Company's Long-term Investment Intensity has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the intensity stands at 2.7%, reflecting long-term investments of $4.19 Billion against total assets of $153.25 Billion USD. See Southern Company defensive interval ratio to measure how many days the company can operate on defensive assets alone.

Southern Company Long-term Investment Intensity by Year (2013–2024)

Southern Company long-term investment intensity by year from 2013 to 2024. The table below presents the year-by-year Long-term Investment Intensity for Southern Company from 2013 to 2024, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see total assets of Southern Company.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2024 2.8% $4.04 Billion $145.18 Billion ▲ +0.1 pp
2023 2.7% $3.79 Billion $139.33 Billion ▼ -4.5 pp
2022 7.2% $9.76 Billion $134.89 Billion ▼ -0.8 pp
2021 8.0% $10.20 Billion $127.53 Billion ▼ -0.4 pp
2020 8.4% $10.39 Billion $122.94 Billion ▼ -0.3 pp
2019 8.7% $10.33 Billion $118.70 Billion ▼ -0.1 pp
2018 8.8% $10.30 Billion $116.91 Billion ▼ -1.6 pp
2017 10.4% $11.51 Billion $111.00 Billion ▲ +6.8 pp
2016 3.6% $3.93 Billion $109.70 Billion ▲ +0.1 pp
2015 3.5% $2.75 Billion $78.32 Billion ▼ 0.0 pp
2014 3.5% $2.49 Billion $70.23 Billion ▼ -0.1 pp
2013 3.6% $2.35 Billion $64.55 Billion —
pp = percentage points