Updated
Updated · 24/7 Wall St. · Sep 13
Southern, Con Edison Dividends Gain Roth IRA Edge at 3.4% and 3.26% Yields
Updated
Updated · 24/7 Wall St. · Sep 13

Southern, Con Edison Dividends Gain Roth IRA Edge at 3.4% and 3.26% Yields

2 articles · Updated · 24/7 Wall St. · Sep 13

Summary

  • Southern Company and Consolidated Edison look more attractive in Roth IRAs because their qualified dividends can be reinvested without annual federal tax, unlike in taxable accounts.
  • At current payouts, Southern yields 3.4% on a $2.98 annual dividend and Con Edison yields 3.26% on $3.475, with investors in the 15% or 20% qualified-dividend brackets losing that share of each payment in taxable accounts.
  • Southern has raised its quarterly dividend to $0.76 and posted Q2 2026 adjusted EPS of $1.13 versus a $1.00 estimate; Con Edison lifted its payout to $0.8875 in its 52nd straight year of increases.
  • Con Edison also reaffirmed 2026 adjusted EPS guidance of $6.00 to $6.20 and targets a roughly $67.2 billion rate base by 2030, underscoring the slow-growing income profile that benefits most from tax-free compounding.
  • The tax advantage is limited for investors in the 0% qualified-dividend bracket, and Roth contribution caps, income phaseouts and withdrawal rules can restrict how much of a utility portfolio can be sheltered.

Insights

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