Compound Planning Inc. Has $2.01 Million Stake in Southern Company (The) $SO

Compound Planning Inc. reduced its position in Southern Company (The) (NYSE:SO) by 57.9% during the third quarter, HoldingsChannel reports. The firm owned 21,220 shares of the utilities provider’s stock after selling 29,182 shares during the period. Compound Planning Inc.’s holdings in Southern were worth $2,011,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the company. Cloud Capital Management LLC bought a new stake in Southern during the third quarter valued at $25,000. Grey Fox Wealth Advisors LLC acquired a new stake in Southern during the 3rd quarter worth about $29,000. Steigerwald Gordon & Koch Inc. bought a new position in shares of Southern in the 3rd quarter worth about $34,000. Chilton Capital Management LLC lifted its stake in shares of Southern by 120.1% in the 3rd quarter. Chilton Capital Management LLC now owns 361 shares of the utilities provider’s stock valued at $34,000 after purchasing an additional 197 shares during the period. Finally, Anfield Capital Management LLC boosted its position in shares of Southern by 309.5% during the 2nd quarter. Anfield Capital Management LLC now owns 430 shares of the utilities provider’s stock valued at $39,000 after purchasing an additional 325 shares in the last quarter. 64.10% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on SO shares. UBS Group lowered their target price on Southern from $98.00 to $94.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. TD Cowen reaffirmed a “buy” rating on shares of Southern in a research report on Thursday, December 11th. KeyCorp dropped their target price on shares of Southern from $87.00 to $76.00 and set an “underweight” rating on the stock in a research report on Friday, December 12th. Morgan Stanley reissued an “underweight” rating on shares of Southern in a research note on Friday. Finally, JPMorgan Chase & Co. decreased their price target on shares of Southern from $104.00 to $93.00 and set a “neutral” rating for the company in a research note on Monday, December 15th. Five analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Southern has an average rating of “Hold” and a consensus price target of $97.64.

Southern Stock Performance

NYSE SO opened at $95.86 on Wednesday. The company has a current ratio of 0.65, a quick ratio of 0.47 and a debt-to-equity ratio of 1.69. The company has a fifty day simple moving average of $89.14 and a 200 day simple moving average of $91.28. Southern Company has a 12-month low of $83.09 and a 12-month high of $100.83. The company has a market cap of $105.55 billion, a P/E ratio of 24.39, a PEG ratio of 2.88 and a beta of 0.45.

Southern (NYSE:SO) last released its quarterly earnings data 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). The business had revenue of $6.98 billion during the quarter, compared to the consensus estimate of $6.41 billion. Southern had a net margin of 14.69% and a return on equity of 12.52%. The firm’s quarterly revenue was up 10.1% on a year-over-year basis. During the same period last year, the business posted $0.50 earnings per share. 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 predict 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. Shareholders of record on Tuesday, February 17th will be issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis 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%.

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.