US Capital Advisors Boosts Earnings Estimates for South Bow

South Bow Co. (NYSE:SOBO) – Stock analysts at US Capital Advisors lifted their Q4 2025 earnings per share estimates for shares of South Bow in a research note issued on Monday, March 24th. US Capital Advisors analyst J. Carreker now forecasts that the company will earn $0.48 per share for the quarter, up from their prior estimate of $0.45. The consensus estimate for South Bow’s current full-year earnings is $1.74 per share. US Capital Advisors also issued estimates for South Bow’s Q1 2026 earnings at $0.45 EPS, Q2 2026 earnings at $0.46 EPS, Q3 2026 earnings at $0.47 EPS, Q4 2026 earnings at $0.49 EPS and FY2027 earnings at $1.91 EPS.

South Bow (NYSE:SOBO) last posted its earnings results on Wednesday, March 5th. The company reported $0.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.42 by $0.12. The company had revenue of $488.00 million for the quarter, compared to analyst estimates of $524.87 million.

A number of other brokerages have also weighed in on SOBO. TD Securities initiated coverage on South Bow in a research note on Wednesday, January 15th. They set a “hold” rating on the stock. National Bankshares lifted their target price on South Bow from $24.00 to $25.00 and gave the stock a “sector perform” rating in a report on Friday, March 7th. Wolfe Research downgraded shares of South Bow from an “outperform” rating to a “peer perform” rating in a research note on Friday, March 7th. Scotiabank raised their price target on shares of South Bow from $26.00 to $27.00 and gave the stock a “sector perform” rating in a research report on Friday, March 7th. Finally, Wells Fargo & Company lowered shares of South Bow from a “hold” rating to a “strong sell” rating in a research report on Wednesday, December 18th. Two research analysts have rated the stock with a sell rating, seven have assigned a hold rating, one has given a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $25.67.

South Bow Stock Performance

South Bow stock opened at $26.24 on Tuesday. South Bow has a twelve month low of $21.98 and a twelve month high of $27.60. The company has a market cap of $5.46 billion and a PE ratio of 14.18. The firm has a 50-day moving average of $25.14.

South Bow Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 7.62%. The ex-dividend date is Monday, March 31st. South Bow’s dividend payout ratio is currently 108.11%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in SOBO. Roxbury Financial LLC acquired a new stake in shares of South Bow in the 4th quarter valued at $29,000. Wiser Advisor Group LLC acquired a new position in shares of South Bow during the 4th quarter worth $27,000. BNP Paribas Financial Markets bought a new stake in shares of South Bow during the 4th quarter worth $29,000. Assetmark Inc. acquired a new stake in South Bow in the fourth quarter valued at about $33,000. Finally, Sit Investment Associates Inc. bought a new position in South Bow in the fourth quarter valued at about $34,000.

South Bow Company Profile

South Bow Corp is a strategic liquids pipeline company. It is a new liquids-focused midstream infrastructure company. South Bow Corp is based in Canada.