Non-Current Assets
Equity Method Investments
Southern Company Equity Method Investments increased by 3.6% to $1.37B in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Equity Method Investments shows relatively stable performance with a -1.1% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026Apr 30, 2026
How to read this metric
An increase signals strategic expansion through partnerships, while a decrease may indicate divestment or losses recognized from the investee.
Detailed definition
This represents the company's interest in entities where it exercises significant influence but does not have full contr...
Peer comparison
Common in energy and utility sectors where joint ventures are frequently used for large-scale infrastructure projects.
Metric ID:
equity_method_investmentsHistorical Data
10 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.29B | $1.28B | $1.28B | $1.29B | $1.31B | $1.29B | $1.44B | $1.38B | $1.32B | $1.37B |
| QoQ Change | — | -0.7% | +0.3% | +0.9% | +0.9% | -1.0% | +11.7% | -4.6% | -4.2% | +3.6% |
| YoY Change | — | — | — | — | +1.4% | +1.1% | +12.6% | +6.5% | — | — |
Range$1.28B – $1.44B
CAGR+2.6%
Avg YoY Growth+5.4%
Median YoY Growth+4.0%
Equity Method Investments at Other Companies
Frequently Asked Questions
- What is Southern Company's equity method investments?
- Southern Company (SO) reported equity method investments of $1.37B in Q1 2026.
- What is the long-term trend for Southern Company's equity method investments?
- Over 3 years (2020 to 2025), Southern Company's equity method investments has grown at a -1.1% compound annual growth rate (CAGR), from $1.36B to $1.32B.
- What does equity method investments mean?
- The value of the company's ownership stakes in other businesses where it has significant influence but not full control.