Advyzon Investment Management LLC Has $1.25 Million Stake in Southern Company (The) $SO

Advyzon Investment Management LLC lowered its holdings in Southern Company (The) (NYSE:SO) by 56.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 13,214 shares of the utilities provider’s stock after selling 17,208 shares during the quarter. Advyzon Investment Management LLC’s holdings in Southern were worth $1,252,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Norges Bank bought a new stake in Southern during the 2nd quarter worth about $1,179,715,000. Laurel Wealth Advisors LLC raised its position in Southern by 9,099.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,421,331 shares of the utilities provider’s stock worth $406,011,000 after purchasing an additional 4,373,271 shares during the last quarter. Soroban Capital Partners LP lifted its holdings in Southern by 83.8% during the 2nd quarter. Soroban Capital Partners LP now owns 4,097,422 shares of the utilities provider’s stock worth $376,266,000 after buying an additional 1,867,912 shares in the last quarter. Vanguard Group Inc. lifted its holdings in 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 buying an additional 1,694,066 shares in the last quarter. Finally, Soundwatch Capital LLC bought a new position in Southern in the 2nd quarter valued at $103,342,000. Institutional investors own 64.10% of the company’s stock.

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

Analyst Upgrades and Downgrades

SO has been the subject of a number of recent research reports. KeyCorp dropped their target price on Southern from $87.00 to $76.00 and set an “underweight” rating for the company in a research report on Friday, December 12th. TD Cowen reiterated a “buy” rating on shares of Southern in a research report on Thursday, December 11th. Mizuho set a $104.00 target price on Southern and gave the stock an “outperform” rating in a report on Friday. Truist Financial set a $103.00 price target on Southern in a research note on Friday. Finally, Barclays reduced their price objective on shares of Southern from $91.00 to $88.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 15th. Five equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Southern presently has an average rating of “Hold” and a consensus price target of $97.14.

Southern Trading Down 1.0%

NYSE:SO opened at $94.14 on Friday. The company has a debt-to-equity ratio of 1.69, a current ratio of 0.75 and a quick ratio of 0.59. The business’s 50-day simple moving average is $88.76 and its 200-day simple moving average is $91.32. Southern Company has a fifty-two week low of $83.09 and a fifty-two week high of $100.83. The stock has a market capitalization of $103.65 billion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 2.88 and a beta of 0.45.

Southern (NYSE:SO) last posted its earnings results on Thursday, February 19th. The utilities provider reported $0.55 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.56 by ($0.01). Southern had a return on equity of 12.62% and a net margin of 14.69%.The business had revenue of $6.98 billion for the quarter, compared to the consensus estimate of $6.41 billion. During the same period in the previous year, the company posted $0.50 earnings per share. Southern’s revenue for the quarter 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. Sell-side analysts expect that Southern Company will post 4.29 earnings per share for the current fiscal year.

Southern Announces Dividend

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

Southern Company 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.