Csenge Advisory Group Takes $5.89 Million Position in Southern Company (The) $SO

Posted by on Aug 20th, 2026

Csenge Advisory Group bought a new stake in Southern Company (The) (NYSE:SO – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 61,500 shares of the utilities provider’s stock, valued at approximately $5,886,000.

A number of other institutional investors have also added to or reduced their stakes in the company. AssuredPartners Investment Advisors LLC bought a new stake in Southern during the second quarter worth $1,308,000. Shepherd Financial Partners LLC bought a new position in shares of Southern in the 2nd quarter valued at about $861,000. one8zero8 LLC bought a new position in shares of Southern in the 2nd quarter valued at about $765,000. Kentucky Farm Bureau Mutual Insurance Co acquired a new position in shares of Southern during the 2nd quarter worth about $1,531,000. Finally, West Family Investments Inc. acquired a new position in shares of Southern during the 2nd quarter worth about $1,006,000. 64.10% of the stock is currently owned by institutional investors and hedge funds.

Southern Stock Performance

Shares of SO stock opened at $92.22 on Thursday. Southern Company has a 52 week low of $83.80 and a 52 week high of $100.83. The company has a market capitalization of $106.09 billion, a price-to-earnings ratio of 22.12, a PEG ratio of 1.77 and a beta of 0.34. The company has a 50-day simple moving average of $94.66 and a 200 day simple moving average of $94.42. The company has a debt-to-equity ratio of 1.62, a quick ratio of 0.59 and a current ratio of 0.79.

Southern (NYSE:SO – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.01 by $0.12. Southern had a net margin of 15.43% and a return on equity of 12.93%. The firm had revenue of $6.98 billion during the quarter, compared to the consensus estimate of $7.23 billion. During the same period last year, the business posted $0.79 earnings per share. The business’s revenue for the quarter was up .1% compared to the same quarter last year. On average, sell-side analysts predict that Southern Company will post 4.58 earnings per share for the current year.

Southern Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 17th will be issued a dividend of $0.76 per share. This represents a $3.04 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend is Monday, August 17th. Southern’s dividend payout ratio (DPR) is presently 72.90%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Morgan Stanley reiterated an “underweight” rating on shares of Southern in a research note on Wednesday, July 22nd. Jefferies Financial Group set a $99.00 price target on Southern in a research report on Monday, June 22nd. Truist Financial cut their price objective on Southern from $100.00 to $97.00 and set a “hold” rating for the company in a research report on Thursday, August 13th. Barclays reduced their target price on Southern from $99.00 to $98.00 and set an “equal weight” rating for the company in a research note on Thursday, June 18th. Finally, Mizuho set a $106.00 target price on Southern in a report on Friday, July 31st. Seven research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $100.09.

Read Our Latest Research Report on SO

About Southern

(Free Report)

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.

Read More

Want to see what other hedge funds are holding SO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Southern Company (The) (NYSE:SO – Free Report).

Institutional Ownership by Quarter for Southern (NYSE:SO)

Receive News & Ratings for Southern Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Southern and related companies with MarketBeat.com's FREE daily email newsletter.