Advyzon Investment Management LLC Sells 17,208 Shares of Southern Company (The) $SO

Advyzon Investment Management LLC decreased its position in Southern Company (The) (NYSE:SO) by 56.6% during the 3rd quarter, HoldingsChannel reports. The fund 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 SEC filing.

Other large investors have also recently bought and sold shares of the company. Cloud Capital Management LLC bought a new stake in shares of Southern in the third quarter worth $25,000. Grey Fox Wealth Advisors LLC acquired a new stake in Southern in the 3rd quarter valued at $29,000. Steigerwald Gordon & Koch Inc. bought a new stake in Southern during the 3rd quarter worth about $34,000. Chilton Capital Management LLC boosted its stake in shares of Southern by 120.1% during the 3rd quarter. Chilton Capital Management LLC now owns 361 shares of the utilities provider’s stock worth $34,000 after buying an additional 197 shares during the last quarter. Finally, Anfield Capital Management LLC grew its holdings in shares of Southern by 309.5% in the 2nd quarter. Anfield Capital Management LLC now owns 430 shares of the utilities provider’s stock valued at $39,000 after acquiring an additional 325 shares in the last quarter. Institutional investors and hedge funds own 64.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on SO. BMO Capital Markets reiterated an “outperform” rating on shares of Southern in a report on Friday. Truist Financial set a $103.00 price target on Southern in a research report on Friday. Scotiabank upped their price objective on Southern from $101.00 to $103.00 and gave the stock a “sector perform” rating in a research note on Friday. TD Cowen reissued a “buy” rating on shares of Southern in a research note on Thursday, December 11th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Southern in a report on Wednesday, January 21st. Five investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $97.14.

Southern News Summary

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. Southern Company has a 12-month low of $83.09 and a 12-month high of $100.83. The business has a 50 day moving average of $88.76 and a 200-day moving average of $91.32. The stock has a market cap of $103.65 billion, a price-to-earnings ratio of 23.95, a PEG 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 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 analyst estimates of $6.41 billion. During the same period in the previous year, the firm 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 research analysts expect that Southern Company will post 4.29 earnings per share for the current year.

Southern Announces Dividend

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 $0.74 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $2.96 annualized dividend and a dividend yield of 3.1%. Southern’s dividend payout ratio is presently 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.