Southern Company 8-K 2026-03-16

Filed 2026-03-19. 1 sections, 8K characters. Original on sec.gov · Markdown · JSON

Form 8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D. C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)March 16, 2026
Commission File NumberRegistrant, State of Incorporation, Address and Telephone NumberI.R.S. Employer Identification No.
1-3526The Southern Company58-0690070

(A Delaware Corporation)

30 Ivan Allen Jr. Boulevard, N.W.

Atlanta, Georgia 30308

(404) 506-5000

The name and address of the registrant have not changed since the last report.

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

RegistrantTitle of each classTrading Symbol(s)Name of each exchange on which registered
The Southern CompanyCommon Stock, par value $5 per shareSONew York Stock Exchange
The Southern CompanySeries 2017B 5.25% Junior Subordinated Notes due 2077SOJCNew York Stock Exchange
The Southern CompanySeries 2020A 4.95% Junior Subordinated Notes due 2080SOJDNew York Stock Exchange
The Southern CompanySeries 2020C 4.20% Junior Subordinated Notes due 2060SOJENew York Stock Exchange
The Southern CompanySeries 2021B 1.875% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2081SO 81New York Stock Exchange
The Southern CompanySeries 2025A 6.50% Junior Subordinated Notes due 2085SOJFNew York Stock Exchange
The Southern Company2025 Series A Corporate UnitsSOMNNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01.Other Events**.**

On March 16, 2026, The Southern Company (the “Company”) entered into an Underwriting Agreement with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Mizuho Securities USA LLC, Morgan Stanley & Co. LLC and U.S. Bancorp Investments, Inc., as representatives of the several Underwriters named in Schedule I thereto (the “Underwriters”), covering the issue and sale of $1,300,000,000 aggregate principal amount of its Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058 (the “Series 2026A Junior Subordinated Notes”). The Series 2026A Junior Subordinated Notes were registered under the Securities Act of 1933, as amended, pursuant to the shelf registration statement (Registration No. 333-277138) of the Company.

Item 9.01.Financial Statements and Exhibits**.**
(d) Exhibits.
1.3Underwriting Agreement relating to the Series 2026A Junior Subordinated Notes, dated March 16, 2026, among the Company and Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Mizuho Securities USA LLC, Morgan Stanley & Co. LLC and U.S. Bancorp Investments, Inc., as representatives of the several Underwriters named in Schedule I thereto.
4.4Seventeenth Supplemental Indenture to Subordinated Note Indenture dated as of March 19, 2026, providing for the issuance of the Series 2026A Junior Subordinated Notes.
4.8Form of the Series 2026A Junior Subordinated Note (included in Exhibit 4.4 above).
5.1Opinion of Troutman Pepper Locke LLP relating to the Series 2026A Junior Subordinated Notes.
8.1Tax Opinion of Troutman Pepper Locke LLP relating to the Series 2026A Junior Subordinated Notes.
23.1Consent of Troutman Pepper Locke LLP (included in Exhibit 5.1 above).
23.2Consent of Troutman Pepper Locke LLP (included in Exhibit 8.1 above).
104Cover 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: March 19, 2026THE SOUTHERN COMPANY
By/s/Melissa K. Caen
Melissa K. Caen Assistant Secretary