Koshinski Asset Management Inc. Has $2.77 Million Stock Holdings in Southern Company (The) $SO

Koshinski Asset Management Inc. lifted its stake in Southern Company (The) (NYSE:SO) by 34.8% during the third quarter, Holdings Channel.com reports. The fund owned 29,243 shares of the utilities provider’s stock after buying an additional 7,545 shares during the period. Koshinski Asset Management Inc.’s holdings in Southern were worth $2,771,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Southern by 0.5% during the 3rd quarter. Vanguard Group Inc. now owns 106,414,323 shares of the utilities provider’s stock worth $10,084,885,000 after purchasing an additional 510,080 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Southern by 0.9% in the second quarter. Geode Capital Management LLC now owns 26,006,919 shares of the utilities provider’s stock valued at $2,377,494,000 after buying an additional 241,572 shares in the last quarter. Norges Bank acquired a new position in Southern during the second quarter worth $1,179,715,000. Charles Schwab Investment Management Inc. raised its position in Southern by 1.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 6,768,667 shares of the utilities provider’s stock worth $621,567,000 after acquiring an additional 87,891 shares in the last quarter. Finally, 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. Institutional investors own 64.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on SO. Truist Financial set a $103.00 price objective on shares of Southern in a research note on Friday. TD Cowen reiterated a “buy” rating on shares of Southern in a report on Thursday, December 11th. Morgan Stanley restated an “underweight” rating on shares of Southern in a research note on Friday. JPMorgan Chase & Co. cut their price objective on Southern from $104.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, December 15th. Finally, Barclays reduced their target price on Southern from $91.00 to $88.00 and set an “equal weight” rating for the company in a research note on Thursday, January 15th. Five equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Southern currently has an average rating of “Hold” and a consensus target price of $97.14.

Trending Headlines about Southern

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 Trading Down 1.0%

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

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

Southern Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Tuesday, February 17th will be issued 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 (DPR) is currently 75.32%.

About Southern

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.