South Bow (SOBO) Stock Price, News & Analysis

Company Overview

South Bow Corporation is a North American crude oil transportation and storage company headquartered in Calgary, Alberta. The company owns and operates infrastructure that moves crude oil from producing regions in Western Canada to refining and export markets in the United States.

South Bow’s principal asset is the Keystone Pipeline System, which connects oil supplies from the Western Canadian Sedimentary Basin with refineries and storage hubs in the U.S. Midwest and along the U.S. Gulf Coast. Its operations include crude oil transportation, terminal services and storage, with the system serving producers, refiners and other energy-industry customers.

South Bow was established as an independent publicly traded company through the separation of TC Energy’s liquids pipelines business in 2024. The company is led by President and Chief Executive Officer Derek Evans, who previously held leadership roles within TC Energy and other Canadian energy companies.

Key Stats

• Today's Range: $33.77 to $34.39
• 50-Day Range: $33.97 to $38.69
• 52-Week Range: $25.01 to $39.02
• Volume: 3.48 million shs
• Average Volume: 585,136 shs
• Market Capitalization: $7.09 billion
• P/E Ratio: 15.37
• Dividend Yield: 5.89%
• Price Target: $33.00
• Consensus Rating: Hold

South Bow Stock Analysis - MarketRank™

South Bow scored higher than 39% of companies evaluated by MarketBeat, and ranked 193rd out of 252 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.0 / 5
• Analyst Rating: Hold

Consensus Rating

South Bow has received a consensus rating of Hold. The company's average rating score is 2.07, and is based on no strong buy ratings, 4 buy ratings, 8 hold ratings, and 3 sell ratings.

Upside/Downside

The consensus price target for South Bow is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

South Bow has been the subject of 6 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 4.79%

Earnings Growth

Earnings for South Bow are expected to grow by 4.79% in the coming year, from $1.88 to $1.97 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of South Bow is 15.37, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 42.18.

Price to Earnings Ratio vs. Sector

The P/E ratio of South Bow is 15.37, which means that it is trading at a less expensive P/E ratio than the Energy sector average P/E ratio of about 19.42.

Price to Book Value per Share Ratio

South Bow has a P/B Ratio of 2.61. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 0.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

5.33% of the float of South Bow has been sold short.

Short Interest Ratio / Days to Cover

South Bow has a short interest ratio ("days to cover") of 14.85, which indicates bearish sentiment.

Change versus previous month

Short interest in South Bow has recently increased by 0.51%, indicating that investor sentiment is decreasing.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Leadership

South Bow is a leading dividend payer. It pays a dividend yield of 5.88%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

South Bow does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of South Bow is 90.50%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on EPS estimates, South Bow will have a dividend payout ratio of 101.52% in the coming year. This indicates that South Bow may not be able to sustain their current dividend.

News and Social Media

• Score: 2.8 / 5
• News Sentiment: 0.40

News Sentiment

South Bow has a news sentiment score of 0.40. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.68 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for South Bow this week, compared to 3 articles on an average week.

Search Interest

4 people have searched for SOBO on MarketBeat in the last 30 days. This is an increase of 33% compared to the previous 30 days.

MarketBeat Follows

2 people have added South Bow to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: N/A
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, South Bow insiders have not sold or bought any company stock.

Percentage Held by Institutions

South Bow has minimal institutional ownership at this time.

Company Calendar

• Record date for 7/15 Dividend: 6/30/2026
• Ex-Dividend for 7/15 Dividend: 6/30/2026
• Dividend Payable: 7/15/2026
• Last Earnings: 8/05/2026
• Today: 9/28/2026
• Record date for 10/15 Dividend: 9/29/2026
• Ex-Dividend for 10/15 Dividend: 9/29/2026
• Dividend Payable: 10/15/2026
• Next Earnings (Estimated): 11/04/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Oil, Gas & Consumable Fuels
• Sub-Industry: Oil & Gas Storage & Transportation
• Current Symbol: NYSE:SOBO
• Previous Symbol: NYSE:SOBO
• CIK: 2019061
• Web: www.southbow.com
• Phone: (403) 920-2000
• Fax: N/A
• Employees: 600
• Year Founded: N/A

Price Target and Rating

• Average Price Target for South Bow: $33.00
• High Price Target: $39.00
• Low Price Target: $24.00
• Potential Upside/Downside: -2.8%
• Consensus Rating: Hold
• Rating Score (0-4): 2.07
• Research Coverage: 15 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.21
• Trailing P/E Ratio: 15.37
• Forward P/E Ratio: 18.07
• P/E Growth: N/A
• Net Income: $433 million
• Net Margins: 22.99%
• Pretax Margin: 26.54%
• Return on Equity: 15.84%
• Return on Assets: 3.73%

Debt

• Debt-to-Equity Ratio: 2.15
• Current Ratio: 1.52
• Quick Ratio: 1.44

Sales & Book Value

• Annual Sales: $1.99 billion
• Price / Sales: 3.57
• Cash Flow: $3.16 per share
• Price / Cash Flow: 10.76
• Book Value: $13.01 per share
• Price / Book: 2.61

Miscellaneous

• Outstanding Shares: 208,600,000
• Free Float: N/A
• Market Cap: $7.09 billion
• Optionable: N/A
• Beta: 0.14