US Capital Advisors Reduces Earnings Estimates for South Bow

South Bow Corporation (NYSE:SOBO) – Investment analysts at US Capital Advisors reduced their Q2 2026 earnings per share estimates for South Bow in a report released on Friday, May 29th. US Capital Advisors analyst J. Carreker now anticipates that the company will earn $0.39 per share for the quarter, down from their prior estimate of $0.40. The consensus estimate for South Bow’s current full-year earnings is $1.75 per share. US Capital Advisors also issued estimates for South Bow’s Q2 2027 earnings at $0.45 EPS.

South Bow (NYSE:SOBO) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.44 earnings per share for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.02). South Bow had a net margin of 21.32% and a return on equity of 15.24%. The business had revenue of $491.00 million for the quarter, compared to analyst estimates of $491.21 million. During the same quarter last year, the business earned $0.47 EPS. South Bow’s revenue for the quarter was up 1.0% compared to the same quarter last year.

A number of other equities research analysts have also weighed in on the company. Royal Bank Of Canada restated an “outperform” rating on shares of South Bow in a research note on Monday, May 11th. Scotiabank boosted their price objective on South Bow from $34.00 to $36.00 and gave the company a “sector perform” rating in a report on Friday, May 8th. BMO Capital Markets reissued a “market perform” rating on shares of South Bow in a report on Monday, April 27th. The Goldman Sachs Group assumed coverage on South Bow in a report on Monday, April 20th. They issued a “sell” rating and a $29.00 price objective for the company. Finally, Barclays boosted their price objective on South Bow from $33.00 to $34.00 and gave the company an “equal weight” rating in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Reduce” and a consensus price target of $31.57.

South Bow Price Performance

Shares of NYSE SOBO opened at $36.33 on Tuesday. South Bow has a fifty-two week low of $25.01 and a fifty-two week high of $38.39. The business has a 50 day moving average price of $34.44 and a two-hundred day moving average price of $30.83. The company has a quick ratio of 1.37, a current ratio of 1.51 and a debt-to-equity ratio of 2.16. The firm has a market cap of $7.58 billion, a PE ratio of 17.90 and a beta of 0.11.

Institutional Investors Weigh In On South Bow

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SOBO. Cubist Systematic Strategies LLC bought a new stake in South Bow during the first quarter worth approximately $85,000. Amundi bought a new position in shares of South Bow in the first quarter valued at $588,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of South Bow by 17.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,035 shares of the company’s stock valued at $5,079,000 after buying an additional 29,542 shares in the last quarter. Acadian Asset Management LLC bought a new position in shares of South Bow in the first quarter valued at $885,000. Finally, Geode Capital Management LLC increased its holdings in shares of South Bow by 7.5% in the second quarter. Geode Capital Management LLC now owns 172,491 shares of the company’s stock valued at $4,499,000 after buying an additional 11,984 shares in the last quarter.

South Bow Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.00 annualized dividend and a yield of 5.5%. South Bow’s payout ratio is presently 98.52%.

About South Bow

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.