Southern Co. Files 8-K on Debt Offerings
Ticker: SOJF · Form: 8-K · Filed: Sep 15, 2025 · CIK: 92122
| Field | Detail |
|---|---|
| Company | Southern Co (SOJF) |
| Form Type | 8-K |
| Filed Date | Sep 15, 2025 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 2 min |
| Key Dollar Amounts | $5 |
| Sentiment | neutral |
Sentiment: neutral
Topics: debt-offering, financial-disclosure, notes
Related Tickers: SO
TL;DR
SO filed an 8-K on 9/15/25 detailing various junior subordinated notes due between 2060-2085.
AI Summary
On September 15, 2025, The Southern Company filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and Financial Statements and Exhibits. It lists several series of junior subordinated notes due in 2077, 2080, 2060, 2081, and 2085, with coupon rates ranging from 1.875% to 6.50%.
Why It Matters
This filing provides insight into Southern Company's ongoing debt management and capital structure, potentially impacting investor confidence and future financing costs.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of financial information and debt instruments, not indicating any immediate operational or financial distress.
Key Numbers
- 5.25% — Junior Subordinated Notes Rate (Series 2017B notes due 2077)
- 4.95% — Junior Subordinated Notes Rate (Series 2020A notes due 2080)
- 4.20% — Junior Subordinated Notes Rate (Series 2020C notes due 2060)
- 1.875% — Junior Subordinated Notes Rate (Series 2021B notes due 2081)
- 6.50% — Junior Subordinated Notes Rate (Series 2025A notes due 2085)
Key Players & Entities
- SOUTHERN CO (company) — Filer
- September 15, 2025 (date) — Date of Report
- 30 Ivan Allen Jr. Boulevard, N.W., Atlanta, GA 30308 (address) — Company Business Address
- 580690070 (identifier) — EIN
- so:Series2017B5.25JuniorSubordinatedNotesDue2077Member (financial_instrument) — Junior Subordinated Notes
- so:Series2020A4.95JuniorSubordinatedNotesDue2080Member (financial_instrument) — Junior Subordinated Notes
- so:Series2020C420JuniorSubordinatedNotesDue2060Member (financial_instrument) — Junior Subordinated Notes
- so:Series2021B1875FixedToFixedResetRateJuniorSubordinatedNotesDue2081Member (financial_instrument) — Junior Subordinated Notes
- so:Series2025A6.50JuniorSubordinatedNotesDue2085Member (financial_instrument) — Junior Subordinated Notes
FAQ
What is the primary purpose of this 8-K filing?
This 8-K filing serves as a Current Report for The Southern Company, primarily for Regulation FD Disclosure and to report Financial Statements and Exhibits.
What types of financial instruments are detailed in the filing?
The filing details several series of junior subordinated notes, including Series 2017B due 2077, Series 2020A due 2080, Series 2020C due 2060, Series 2021B due 2081, and Series 2025A due 2085.
What are the maturity dates for the junior subordinated notes mentioned?
The junior subordinated notes mentioned have maturity dates in 2077, 2080, 2060, 2081, and 2085.
What is the coupon rate for the Series 2025A Junior Subordinated Notes?
The Series 2025A Junior Subordinated Notes Due 2085 have a coupon rate of 6.50%.
When was this 8-K report filed?
This 8-K report was filed on September 15, 2025.
Filing Stats: 607 words · 2 min read · ~2 pages · Grade level 9.5 · Accepted 2025-09-15 07:58:10
Key Financial Figures
- $5 — outhern Company Common Stock, par value $5 per share SO New York Stock Exchange T
Filing Documents
- so-20250915.htm (8-K) — 36KB
- noticetoholdersof2023aconv.htm (EX-99.1) — 8KB
- 0000092122-25-000080.txt ( ) — 229KB
- so-20250915.xsd (EX-101.SCH) — 4KB
- so-20250915_def.xml (EX-101.DEF) — 17KB
- so-20250915_lab.xml (EX-101.LAB) — 33KB
- so-20250915_pre.xml (EX-101.PRE) — 18KB
- so-20250915_htm.xml (XML) — 7KB
01. Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. On September 15, 2025, The Southern Company (the "Company") announced an adjustment (the "Adjustment") to the conversion rate for its Series 2023A 3.875% Convertible Senior Notes due December 15, 2025 (the "Series 2023A Convertible Senior Notes"). The notice of the Adjustment is attached as Exhibit 99.1 to this Current Report on Form 8-K and will also be posted to the fixed income section of the Company's investor relations website — https://investor.southerncompany.com/fixed-income/default.aspx — under the "Additional Information" heading. The Company advises that it intends to make public disclosures in this location of its website for conversion rate adjustments (if any) for the Series 2023A Convertible Senior Notes, its Series 2024A 4.50% Convertible Senior Notes due June 15, 2027, its Series 2025A 3.25% Convertible Senior Notes due June 15, 2028 and other convertible notes (if any) it issues in the future.
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (d) Exhibits. 99.1 Notice to Holders of the Series 2023A Convertible Senior Notes . 104 Cover Page Interactive Data File – The cover page iXBRL tags are embedded within the inline XBRL document. SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: September 15, 2025 THE SOUTHERN COMPANY By /s/Melissa K. Caen Melissa K. Caen Assistant Secretary 2