SOBO
South Bow Corp
$37.63
+4.27%
$7.5B
No data for this timeframe.
Vol
Market Cap$7.5B
Cap SizeMid Cap
Analyst ConsensusSell (12%)
Inst. Holders8 funds
Inst. Value$660.1M
Inst. Activity2 buys / 3 sells
SEC Reports4
Press Releases1
Recent Activity
May 29, 2026
SEC
South Bow reported a successful open season for its proposed Prairie Connector crude oil pipeline project, securing 20-y
6-K — Impact 5/10
May 7, 2026
SEC
South Bow reported Q1 2026 EPS of $0.44 (normalized) vs. $0.43 consensus, a 2.3% beat, and revenue of $491M vs. $482.8M
PRESS-RELEASE — Impact 4/10
May 7, 2026
SEC
South Bow's Q1 2026 results show slight year-over-year revenue and earnings declines, with revenue of $491M (down 1.4%),
6-K — Impact 5/10
Inst.
FMR LLC — TRIM
10,082,858 shares ($277.3M)
Inst.
BANK OF AMERICA CORP — TRIM
1,617,660 shares ($44.4M)
May 29, 2026
other
South Bow Announces Successful Open Season
<p align="justify">CALGARY, Alberta, May 29, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & N
Mar 5, 2026
Press
South Bow Corporation reported solid fourth-quarter and full-year 2025 results, with revenue of $1.986 billion and norma
Impact 5/10
Price Targets
$34.78
-7.6% upside
Sell
Current $37.63
Low $30.00
Median $34.00
High $48.00
9 analysts
$30.00
$48.00
Analyst Ratings
2Strong Buy
1Buy
12Hold
7Sell
3Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | CIBC | MAINTAIN | Neutral → Neutral |
| May 21, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 8, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| Apr 20, 2026 | Goldman Sachs | INITIATE | Sell |
| Mar 9, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.42 ▲ +2.0% | $0.39 — $0.44 | 1% YoY | 10 |
| Next Q | $0.44 ▼ -2.3% | $0.41 — $0.46 | -7% YoY | 10 |
| Current FY | $1.75 | $1.67 — $1.84 | -11% YoY | 13 |
| Next FY | $1.98 | $1.80 — $2.21 | 13% YoY | 13 |
Latest Reports
BULLISH
6-K
5/10
South Bow reported a successful open season for its proposed Prairie Connector crude oil pipeline project, securing 20-y
May 29, 2026
NEUTRAL
PRESS-RELEASE
4/10
South Bow reported Q1 2026 EPS of $0.44 (normalized) vs. $0.43 consensus, a 2.3% beat, and revenue of $491M vs. $482.8M
May 7, 2026
NEUTRAL
Press
5/10
South Bow Corporation reported solid fourth-quarter and full-year 2025 results, with revenue of $1.986 billion and norma
Mar 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $277.3M | TRIM |
| VANGUARD GROUP INC | $238.4M | — |
| BANK OF AMERICA CORP | $44.4M | TRIM |
| MORGAN STANLEY | $41.5M | DOUBLED |
| NORGES BANK | $24.6M | NEW |
8 institutional holders with $660.1M total value (24,003,507 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, BANK. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 10,082,858 | $277.3M | 42.0% | TRIM -26.2% |
| 2 | VANGUARD GROUP INC | 8,667,365 | $238.4M | 36.1% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 1,617,660 | $44.4M | 6.7% | TRIM -31.2% |
| 4 | MORGAN STANLEY | 1,511,797 | $41.5M | 6.3% | DOUBLED +106.1% |
| 5 | NORGES BANK | 893,176 | $24.6M | 3.7% | NEW |
| 6 | TWO SIGMA INVESTMENTS, LP | 765,932 | $21.0M | 3.2% | DOUBLED +421.9% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 441,204 | $12.2M | 1.8% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 23,515 | $647.1K | 0.1% | ADD +58.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 13,653,205 | 10,082,858 | -26.2% | $277.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,352,405 | 1,617,660 | -31.2% | $44.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 893,176 | — | $24.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 14,867 | 23,515 | +58.2% | $647.1K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 239,180 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 751,458 | 1,549,040 | +106.1% | $43.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 147,721 | 770,910 | +421.9% | $21.8M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 163,880 | 239,180 | +45.9% | $6.8M | 2025-Q3 |
| UBS Group AG | TRIM | 195,858 | 117,980 | -39.8% | $3.3M | 2025-Q3 |
| NORGES BANK | EXIT | 1,010,469 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | TRIM | 19,400,713 | 13,391,111 | -31.0% | $347.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,010,469 | — | $26.2M | 2025-Q2 |
| UBS Group AG | TRIM | 277,461 | 195,858 | -29.4% | $5.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 44,500 | 163,880 | +268.3% | $4.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 423,904 | 147,721 | -65.2% | $3.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 583,338 | 423,904 | -27.3% | $10.8M | 2025-Q1 |
| UBS Group AG | DOUBLED | 133,382 | 277,461 | +108.0% | $7.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 196,160 | 75,060 | -61.7% | $1.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 44,500 | — | $1.1M | 2025-Q1 |
| NORGES BANK | EXIT | 869,288 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | NEW | — | 869,288 | — | $20.5M | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 795,151 | — | $18.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 536,064 | — | $12.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 196,160 | — | $4.6M | 2024-Q4 |
| UBS Group AG | NEW | — | 133,382 | — | $3.1M | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.8/10.
BULLISH
6-K
5/10
South Bow reported a successful open season for its proposed Prairie Connector crude oil pipeline pr
May 29, 2026
NEUTRAL
PRESS-RELEASE
4/10
South Bow reported Q1 2026 EPS of $0.44 (normalized) vs. $0.43 consensus, a 2.3% beat, and revenue o
May 7, 2026
MIXED
6-K
5/10
South Bow's Q1 2026 results show slight year-over-year revenue and earnings declines, with revenue o
May 7, 2026
NEUTRAL
INST-CLUSTER
5/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated ne
Feb 28, 2026
Current analyst consensus: Strong Sell (12% buy). Based on 25 analysts: 2 strong buy, 1 buy, 12 hold, 7 sell, 3 strong sell.
Analyst Price Targets
$34.78 mean target
-7.6% upside
Sell (3.16)
$30.00 Low
$48.00 High
| Metric | Value |
|---|---|
| Current Price | $37.63 |
| Target Low | $30.00 |
| Target Mean | $34.78 |
| Target Median | $34.00 |
| Target High | $48.00 |
| # Analysts | 9 |
| Recommendation | Sell (3.16) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.42 | $0.39 | $0.44 | 0.8% | +2.0% | 4↑ 3↓ | $0.5B | -5.3% | 10 |
| Next Q 2026-09-30 |
$0.44 | $0.41 | $0.46 | -6.8% | -2.3% | 2↑ 6↓ | $0.5B | 13.0% | 10 |
| Current FY 2026-12-31 |
$1.75 | $1.67 | $1.84 | -10.9% | +0.2% | 7↑ 3↓ | $2.0B | -1.1% | 13 |
| Next FY 2027-12-31 |
$1.98 | $1.80 | $2.21 | 12.6% | +0.4% | 4↑ 6↓ | $2.0B | 3.8% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.423 | |
| 7d ago | $0.427 | -0.003 |
| 30d ago | $0.415 | +0.008 |
| 60d ago | $0.414 | +0.009 |
| 90d ago | $0.412 | +0.012 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | CIBC | MAINTAIN | Neutral | Neutral |
| May 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Apr 20, 2026 | Goldman Sachs | INITIATE | — | Sell |
| Mar 9, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 6, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Jan 14, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | Underperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 1 | 12 | 7 | 3 | 12% | |
| May 1, 2026 | 2 | 1 | 12 | 7 | 3 | 12% | |
| Apr 1, 2026 | 2 | 1 | 12 | 6 | 3 | 13% | |
| Mar 1, 2026 | 2 | 1 | 12 | 6 | 3 | 13% | |
| Feb 1, 2026 | 2 | 1 | 12 | 6 | 3 | 13% | |
| Jan 1, 2026 | 4 | 4 | 12 | 2 | 0 | 36% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 29, 2026
other
South Bow Announces Successful Open Season
<p align="justify">CALGARY, Alberta, May 29, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) announces th
May 13, 2026
short_interest
FTD: SOBO — 41,792 shares ($1.5M) failed to deliver
Settlement: 20260513, Price: $36.18, FTD Value: $1,512,034.56, SOUTH BOW CORP COM (CANADA)
May 7, 2026
other
South Bow Announces Approval of Resolutions at Annual General Meeting of Shareholders
<p align="justify">CALGARY, Alberta, May 07, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) announces th
May 7, 2026
earnings
South Bow Reports First-quarter 2026 Results and Declares Dividend
<p align="justify">CALGARY, Alberta, May 07, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) reports its
Apr 22, 2026
short_interest
FTD: SOBO — 41,247 shares ($1.3M) failed to deliver
Settlement: 20260422, Price: $31.30, FTD Value: $1,291,031.1, SOUTH BOW CORP COM (CANADA)
Apr 9, 2026
earnings
South Bow Announces Timing of First-quarter 2026 Results, Conference Call and Webcast, and Annual General Meeting
<p align="justify">CALGARY, Alberta, April 09, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) will relea
Mar 30, 2026
short_volume
Short Volume: SOBO — 97.3% short (2.0M / 2.0M)
Short: 1,994,914 | Exempt: 7 | TRF Vol: 2,049,888 | Short Ratio: 97.3% | Off-exchange volume (dark pool + OTC)
Mar 13, 2026
other
South Bow Files 2025 Annual Disclosure Documents
<p align="justify">CALGARY, Alberta, March 13, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow) filed its 2025 annual dis
Mar 13, 2026
short_interest
FTD: SOBO — 28,303 shares ($0.9M) failed to deliver
Settlement: 20260313, Price: $33.06, FTD Value: $935,697.18, SOUTH BOW CORP COM (CANADA)
Mar 5, 2026
earnings
South Bow Reports Fourth-quarter and Year-end 2025 Results and Declares Dividend
<p align="justify">CALGARY, Alberta, March 05, 2026 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) reports it
Mar 4, 2026
short_interest
FTD: SOBO — 17,326 shares ($0.6M) failed to deliver
Settlement: 20260304, Price: $33.07, FTD Value: $572,970.82, SOUTH BOW CORP COM (CANADA)
Feb 23, 2026
short_interest
FTD: SOBO — 29,162 shares ($0.9M) failed to deliver
Settlement: 20260223, Price: $31.27, FTD Value: $911,895.74, SOUTH BOW CORP COM (CANADA)
Feb 5, 2026
short_interest
FTD: SOBO — 53,593 shares ($1.5M) failed to deliver
Settlement: 20260205, Price: $28.69, FTD Value: $1,537,583.17, SOUTH BOW CORP COM (CANADA)