7,839 Shares in Southern Company (The) $SO Bought by GSA Capital Partners LLP

GSA Capital Partners LLP acquired a new stake in shares of Southern Company (The) (NYSE:SO) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,839 shares of the utilities provider’s stock, valued at approximately $743,000.

Several other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Southern during the 2nd quarter valued at about $1,179,715,000. Laurel Wealth Advisors LLC lifted its stake in Southern by 9,099.6% in the second quarter. Laurel Wealth Advisors LLC now owns 4,421,331 shares of the utilities provider’s stock valued at $406,011,000 after acquiring an additional 4,373,271 shares during the last quarter. Soroban Capital Partners LP grew its position in Southern by 83.8% in the second quarter. Soroban Capital Partners LP now owns 4,097,422 shares of the utilities provider’s stock worth $376,266,000 after acquiring an additional 1,867,912 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Southern by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 105,904,243 shares of the utilities provider’s stock worth $9,725,187,000 after purchasing an additional 1,694,066 shares during the last quarter. Finally, Soundwatch Capital LLC bought a new position in shares of Southern during the 2nd quarter valued at $103,342,000. 64.10% of the stock is owned by institutional investors and hedge funds.

More Southern News

Here are the key news stories impacting Southern this week:

• Positive Sentiment: Revenue beat and strong top-line growth: Q4 revenue of ~$6.98B topped consensus (~$6.41B) and was up ~10% year-over-year, showing demand strength that supports future cash flow. Compared to Estimates, Southern Co. (SO) Q4 Earnings: A Look at Key Metrics
• Positive Sentiment: Upbeat near-term guidance: Southern raised its FY2026 EPS guidance to $4.50–4.60 and issued a Q1 2026 guide of $1.20 — Q1 guidance materially above consensus — which suggests management expects strong early-year earnings momentum. Southern Company reports fourth-quarter and full-year 2025 earnings
• Neutral Sentiment: Company materials released: slide deck and earnings presentation / call were published for investors to dig into drivers and assumptions behind guidance and capex plans. These materials clarify the outlook but may not change sentiment immediately. The Southern Company 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Small EPS miss and mixed profitability signals: Adjusted EPS came in at $0.55 vs. a $0.56 consensus (a modest miss), which, together with differing reported GAAP figures, has raised questions about underlying margin trends. Southern Co. (SO) Misses Q4 Earnings Estimates
• Negative Sentiment: Raised multi-year spending plan and profit commentary: Reuters flags that Southern forecast annual profit below some analysts’ expectations while raising its five-year spending plan to support large-load customers (data centers, industrials). Higher capex and near-term profit pressure are risk factors for margins and credit metrics. Southern Co forecasts annual profit below estimates, raises spending plan

Southern Stock Performance

SO opened at $94.14 on Friday. The company has a quick ratio of 0.59, a current ratio of 0.75 and a debt-to-equity ratio of 1.69. The stock’s 50 day moving average price is $88.76 and its two-hundred day moving average price is $91.30. The firm has a market capitalization of $103.65 billion, a P/E ratio of 23.95, a price-to-earnings-growth ratio of 2.86 and a beta of 0.45. Southern Company has a 12-month low of $83.09 and a 12-month high of $100.83.

Southern (NYSE:SO) last posted its quarterly earnings data on Thursday, February 19th. The utilities provider reported $0.55 earnings per share for the quarter, missing the consensus estimate of $0.56 by ($0.01). Southern had a net margin of 14.69% and a return on equity of 12.62%. The business had revenue of $6.98 billion during the quarter, compared to the consensus estimate of $6.41 billion. During the same period in the prior year, the company posted $0.50 earnings per share. The firm’s revenue was up 10.1% compared to the same quarter last year. Southern has set its Q1 2026 guidance at 1.200-1.20 EPS and its FY 2026 guidance at 4.500-4.600 EPS. On average, equities analysts forecast that Southern Company will post 4.29 earnings per share for the current year.

Southern Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Tuesday, February 17th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 3.1%. Southern’s dividend payout ratio is currently 75.32%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on SO. Barclays decreased their price objective on shares of Southern from $91.00 to $88.00 and set an “equal weight” rating for the company in a report on Thursday, January 15th. The Goldman Sachs Group lowered Southern from a “buy” rating to a “neutral” rating and set a $98.00 price objective on the stock. in a report on Thursday, November 6th. Wells Fargo & Company set a $96.00 target price on Southern and gave the stock an “equal weight” rating in a report on Friday. Mizuho set a $104.00 target price on Southern and gave the stock an “outperform” rating in a research report on Friday. Finally, Scotiabank lifted their price target on shares of Southern from $101.00 to $103.00 and gave the company a “sector perform” rating in a research report on Friday. Five research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $97.14.

Southern Profile

Southern Company (NYSE: SO) is an Atlanta-based energy holding company that provides electric and gas utility services and owns power generation assets across the United States. Founded in 1945, the company operates a portfolio of regulated electric utilities and affiliated businesses that generate, transmit and distribute electricity to residential, commercial and industrial customers.

Southern’s principal regulated electric subsidiaries include Georgia Power, Alabama Power and Mississippi Power, which serve large portions of the southeastern United States.