SO dividend capture — median 1d pre-ex touch, 95% /30d touch rate over 20 ex-dates. Next ex-date, event history, after-tax calculator & simulator.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
Southern Company (SO) has touched its pre-ex close within 30 trading days in 95% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.51), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, SO sits roughly in line with the Utilities sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is Aug 17, 2026, with an expected dividend of $0.76.
Touch rate (30d)
95%
Median days-to-touch
1d
Signal-to-noise
0.51
TL;DR over the most recent 20 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 95% | in line with sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.51 | +0.06 vs sector |
| Avg gap on ex-date | -0.70% | in line with sector |
| Win rate at MOC exit | 70% | — |
| Median drawdown during hold | -2.27% | +1.47pp vs sector |
| Best / worst touch (days) | 1 / 7 | — |
Confirmed by company declaration.
Dividend
$0.76
Per-event yield
0.82%
Annualized yield
3.23%
Previously paid
May 18, 2026 ($0.76)
Last record date
May 18, 2026
Last payment date
Jun 8, 2026
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday highat or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Southern Company (SO). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q2 | $0.76 | -0.35% | $92.55 | 1 | yes | yes | -3.81% | +2.49% | |
| Q1 | $0.74 | -0.11% | $94.95 | 1 | yes | yes | -4.35% | +1.69% | |
| Q4 | $0.74 | -0.22% | $90.69 | 1 | yes | yes | -2.75% | -0.89% | |
| Q3 | $0.74 | -0.52% | $94.07 | 2 | yes | yes | -2.13% | -0.21% | |
| Q2 | $0.74 | -0.17% | $88.71 | 1 | yes | yes | -1.47% | +2.20% | |
| Q1 | $0.72 | -0.79% | $85.58 | 1 | yes | yes | -1.26% | +5.83% | |
| Q4 | $0.72 | -1.06% | $87.93 | 1 | yes | yes | -1.24% | +1.38% | |
| Q3 | $0.72 | -0.61% | $87.36 | 2 | yes | yes | -2.84% | -0.17% | |
| Q2 | $0.72 | -0.89% | $79.38 | 1 | yes | yes | -3.45% | -1.15% | |
| Q1 | $0.70 | -1.26% | $66.83 | 2 | yes | yes | -1.54% | +0.18% | |
| Q4 | $0.70 | -0.40% | $70.27 | 6 | no | yes | -2.33% | +0.98% | |
| Q3 | $0.70 | -0.98% | $68.25 | 5 | yes | yes | -1.63% | +0.79% | |
| Q2 | $0.70 | -0.64% | $74.65 | >30 | no | no | -6.67% | -3.40% | |
| Q1 | $0.68 | -1.41% | $65.86 | 1 | yes | yes | -6.27% | -1.23% | |
| Q4 | $0.68 | -0.34% | $64.92 | 1 | yes | yes | -0.79% | +2.46% | |
| Q3 | $0.68 | -0.35% | $77.90 | 1 | yes | yes | -0.54% | +3.77% | |
| Q2 | $0.68 | -0.24% | $74.08 | 2 | yes | yes | -2.21% | +0.01% | |
| Q1 | $0.66 | -1.53% | $64.79 | 5 | yes | yes | -4.66% | +0.99% | |
| Q4 | $0.66 | -1.36% | $63.05 | 7 | no | yes | -2.49% | +0.44% | |
| Q3 | $0.66 | -0.87% | $65.72 | 2 | yes | yes | -1.14% | +3.44% |
First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.
| Touch window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 10 | 50% | |
| 2–3 days | 5 | 25% | |
| 4–5 days | 2 | 10% | |
| 6–10 days | 2 | 10% | |
| 11–30 days | 0 | 0% | |
| 30+ | 1 | 5% |
Pre-filled with SO's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.
Replay every historical SO ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.
Linked to your history table
These backtests use the same ex-dividend rows as Dividend Capture History on this page — 20 events loaded.
Quarter filter is All — every row in the table above is included here. Change quarter below to match the slice you want to stress-test.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Avg P&L per trade (20 events)
+0.67%
Win rate (20 trades)
95%
Cumulative P&L
+13.42%
Buy & hold (same sample)
+64.04%
Best event
+1.05%
Worst event
-3.40%
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover the line for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · SO (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +1.00% | |
| +0.44% | |
| +1.02% | |
| +0.92% | |
| +0.87% | |
| +1.05% | |
| +1.03% | |
| -3.40% | |
| +1.03% | |
| +0.98% | |
| +1.05% | |
| +0.91% | |
| +0.82% | |
| +0.82% | |
| +0.84% | |
| +0.83% | |
| +0.79% | |
| +0.82% | |
| +0.78% | |
| +0.82% |
Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.
Deep-dives across the income statement, cash flow, capital return, and valuation
How this company returns cash to shareholders — buybacks, dividends, and stock splits.
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