US Capital Advisors Estimates South Bow FY2026 Earnings

Key Points

• US Capital Advisors forecasts South Bow’s FY2026 EPS at $1.75, below the current analyst consensus of $1.87 per share.
• Analyst sentiment remains mixed, with four Buy, six Hold, and four Sell ratings; the overall consensus is Hold with a $32.50 price target.
• South Bow recently exceeded quarterly expectations, reporting $0.50 EPS versus $0.45 expected and $546 million in revenue versus $496.87 million forecast. The company also pays a $2.00 annualized dividend, yielding approximately 5.6%.

South Bow Corporation (NYSE:SOBO - Free Report) - Equities researchers at US Capital Advisors issued their FY2026 EPS estimates for South Bow in a report issued on Tuesday, October 27th. US Capital Advisors analyst J. Carreker forecasts that the company will earn $1.75 per share for the year. The consensus estimate for South Bow's current full-year earnings is $1.87 per share.

A number of other equities analysts have also commented on the stock. Weiss Ratings lowered shares of South Bow from a "buy (a-)" rating to a "buy (b+)" rating in a research note on Tuesday, September 8th. Scotiabank lifted their price objective on shares of South Bow from $36.00 to $39.00 and gave the stock a "sector perform" rating in a research report on Tuesday, July 21st. Canadian Imperial Bank of Commerce cut their target price on shares of South Bow from $36.00 to $35.00 and set a "neutral" rating on the stock in a research note on Thursday, October 22nd. Raymond James Financial restated an "outperform" rating on shares of South Bow in a report on Wednesday, October 14th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of South Bow in a report on Monday, August 10th. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $32.50.

South Bow Stock Up 0.1%

SOBO stock opened at $35.52 on Thursday. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.52 and a quick ratio of 1.44. The firm has a market capitalization of $7.41 billion, a P/E ratio of 16.07 and a beta of 0.22. South Bow has a 52-week low of $25.01 and a 52-week high of $39.02. The company's 50 day simple moving average is $35.45 and its 200-day simple moving average is $34.26.

South Bow (NYSE:SOBO - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. The business had revenue of $546.00 million for the quarter, compared to the consensus estimate of $496.87 million. South Bow had a net margin of 22.99% and a return on equity of 15.84%.

Institutional Trading of South Bow

Large investors have recently added to or reduced their stakes in the business. Thornburg Investment Management Inc. raised its holdings in shares of South Bow by 2.4% during the 2nd quarter. Thornburg Investment Management Inc. now owns 3,721,332 shares of the company's stock valued at $130,974,000 after purchasing an additional 88,457 shares in the last quarter. Cibc World Market Inc. bought a new stake in South Bow in the second quarter worth $119,802,000. Dimensional Fund Advisors LP boosted its holdings in South Bow by 24.1% in the first quarter. Dimensional Fund Advisors LP now owns 2,914,614 shares of the company's stock worth $97,134,000 after purchasing an additional 565,787 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. bought a new stake in South Bow in the second quarter worth $97,830,000. Finally, Bank of America Corp DE acquired a new position in South Bow during the second quarter worth $97,176,000.

South Bow Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Tuesday, September 29th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 5.6%. The ex-dividend date of this dividend was Tuesday, September 29th. South Bow's payout ratio is currently 90.50%.

About South Bow

South Bow Corp. NYSE: SOBO is a liquids-focused energy infrastructure company headquartered in Calgary, Alberta. The company owns and operates crude oil transportation and storage assets that connect Canadian production regions with refineries, storage hubs and export markets in the United States.

South Bow's primary asset is the Keystone Pipeline System, which transports crude oil from Western Canada to destinations in the U.S. Midwest and along the U.S. Gulf Coast. The company also operates the Marketlink system, which moves crude from Cushing, Oklahoma, to the Gulf Coast, as well as Canadian pipeline assets serving oil sands and other production areas.

South Bow began operating as an independent publicly traded company in October 2024 following its separation from TC Energy.

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