Non-Current Assets
Strategic investments
Southern Company Strategic investments decreased by 1.1% to $706.00M in Q1 2026 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Strategic investments shows an upward trend with a 21.5% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2025
Last reportedQ1 2026
How to read this metric
An increase reflects long-term capital deployment or strategic acquisitions, while a decrease may indicate the sale of non-core assets.
Detailed definition
This category includes long-term financial assets, such as strategic investments in other companies or long-term securit...
Peer comparison
Found in most large-cap companies; reflects the firm's strategy for non-core asset management.
Metric ID:
non_current_assets_other_long_term_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 | $494.00M | $586.00M | $653.00M | $633.00M | $576.00M | $590.00M | $602.00M | $651.00M | $714.00M | $706.00M |
| QoQ Change | — | +18.6% | +11.4% | -3.1% | -9.0% | +2.4% | +2.0% | +8.1% | +9.7% | -1.1% |
| YoY Change | — | — | — | — | +16.6% | +0.7% | -7.8% | +10.3% | — | — |
Range$494.00M – $714.00M
CAGR+17.2%
Avg YoY Growth+5.0%
Median YoY Growth+5.5%
Strategic investments at Other Companies
Frequently Asked Questions
- What is Southern Company's strategic investments?
- Southern Company (SO) reported strategic investments of $706.00M in Q1 2026.
- What is the long-term trend for Southern Company's strategic investments?
- Over 3 years (2020 to 2025), Southern Company's strategic investments has grown at a 21.5% compound annual growth rate (CAGR), from $398.00M to $714.00M.
- What does strategic investments mean?
- Long-term investments held for strategic purposes rather than immediate operational use.