US Capital Advisors Forecasts South Bow Q3 Earnings

South Bow Corporation (NYSE:SOBO) – Research analysts at US Capital Advisors issued their Q3 2027 earnings estimates for shares of South Bow in a report released on Monday, March 23rd. US Capital Advisors analyst J. Carreker anticipates that the company will post earnings of $0.46 per share for the quarter. 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 Q4 2027 earnings at $0.46 EPS and FY2027 earnings at $1.83 EPS.

SOBO has been the topic of a number of other research reports. UBS Group assumed coverage on South Bow in a report on Thursday, December 11th. They set a “neutral” rating on the stock. Barclays upped their price target on South Bow from $27.00 to $33.00 and gave the stock an “equal weight” rating in a research note on Monday, March 9th. National Bank Financial raised their price objective on South Bow from $29.00 to $30.00 and gave the company a “sector perform” rating in a research report on Monday, March 16th. Weiss Ratings raised shares of South Bow from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 20th. Finally, Wolfe Research lowered shares of South Bow from a “peer perform” rating to an “underperform” rating and set a $24.00 price target for the company. in a research note on Wednesday, January 14th. Three equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, South Bow presently has an average rating of “Hold” and an average target price of $30.57.

South Bow Stock Performance

Shares of SOBO opened at $34.15 on Wednesday. The company has a debt-to-equity ratio of 2.13, a current ratio of 1.50 and a quick ratio of 1.43. South Bow has a one year low of $21.16 and a one year high of $34.46. The company has a 50-day simple moving average of $30.69 and a two-hundred day simple moving average of $28.47. The firm has a market capitalization of $7.11 billion, a PE ratio of 16.42 and a beta of 0.29.

South Bow (NYSE:SOBO) last posted its earnings results on Thursday, March 5th. The company reported $0.61 EPS for the quarter, topping the consensus estimate of $0.40 by $0.21. South Bow had a net margin of 21.80% and a return on equity of 15.55%. The firm had revenue of $503.00 million during the quarter, compared to analysts’ expectations of $500.57 million. During the same period last year, the company posted $0.54 EPS. The company’s quarterly revenue was up 3.1% compared to the same quarter last year.

Institutional Investors Weigh In On South Bow

Hedge funds have recently added to or reduced their stakes in the stock. Capital International Investors grew its stake in shares of South Bow by 0.6% in the fourth quarter. Capital International Investors now owns 15,483,085 shares of the company’s stock worth $425,840,000 after acquiring an additional 94,772 shares during the last quarter. Vanguard Group Inc. raised its position in shares of South Bow by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 8,667,365 shares of the company’s stock worth $238,387,000 after purchasing an additional 118,147 shares during the last quarter. Clearbridge Investments LLC raised its position in shares of South Bow by 3.0% in the 4th quarter. Clearbridge Investments LLC now owns 7,262,965 shares of the company’s stock worth $199,514,000 after purchasing an additional 209,864 shares during the last quarter. Cibc World Market Inc. boosted its stake in South Bow by 11.8% in the 4th quarter. Cibc World Market Inc. now owns 3,571,092 shares of the company’s stock worth $98,241,000 after purchasing an additional 376,514 shares in the last quarter. Finally, Thornburg Investment Management Inc. boosted its stake in South Bow by 41.7% in the 4th quarter. Thornburg Investment Management Inc. now owns 2,829,875 shares of the company’s stock worth $77,840,000 after purchasing an additional 832,574 shares in the last quarter.

South Bow Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 5.9%. The ex-dividend date of this dividend is Tuesday, March 31st. South Bow’s dividend payout ratio (DPR) is 96.15%.

Trending Headlines about South Bow

Here are the key news stories impacting South Bow this week:

• Positive Sentiment: Recent company fundamentals: South Bow reported a March quarter that beat EPS and revenue expectations (latest quarter: $0.61 EPS vs. $0.40 consensus; revenue ~$503M). That outperformance and healthy margins/supportive ROE provide a near‑term earnings cushion.
• Positive Sentiment: Longer‑term analyst view: US Capital Advisors projects FY2028 EPS of $1.98, signaling expectations for recovery/growth beyond the next 12–18 months. (This may be supporting investor confidence despite nearer‑term cuts.)
• Neutral Sentiment: Macro/policy link: Reports say Canada is discussing a potential Keystone XL revival with U.S. officials — a development that could lift sentiment across North American energy and midstream-related names, but the direct impact on South Bow is unclear. Canada discussing potential Keystone XL revival with Trump administration officials
• Negative Sentiment: Analyst downgrades to near‑term EPS: US Capital Advisors trimmed multiple near‑term estimates across Q1–Q4 2026 and Q3–Q4 2026/2027 (e.g., FY2026 cut to $1.62 from $1.69; FY2027 modestly lowered to $1.83 from $1.85; several quarterly EPS estimates reduced). These revisions indicate pressure on short‑term earnings expectations and are a potential headwind for the stock.

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.