Southern Company (The) $SO Shares Sold by International Assets Investment Management LLC

International Assets Investment Management LLC trimmed its position in Southern Company (The) (NYSE:SO) by 9.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,493 shares of the utilities provider’s stock after selling 1,515 shares during the period. International Assets Investment Management LLC’s holdings in Southern were worth $1,331,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. GAMMA Investing LLC lifted its stake in Southern by 23.2% in the 1st quarter. GAMMA Investing LLC now owns 21,253 shares of the utilities provider’s stock worth $1,954,000 after purchasing an additional 4,005 shares in the last quarter. ORG Partners LLC lifted its stake in Southern by 7.1% in the 1st quarter. ORG Partners LLC now owns 2,302 shares of the utilities provider’s stock worth $211,000 after purchasing an additional 152 shares in the last quarter. Advisor Resource Council purchased a new position in Southern in the 1st quarter worth approximately $800,000. Nilsine Partners LLC lifted its stake in Southern by 2.0% in the 1st quarter. Nilsine Partners LLC now owns 6,281 shares of the utilities provider’s stock worth $578,000 after purchasing an additional 125 shares in the last quarter. Finally, Cullinan Associates Inc. lifted its stake in Southern by 50.5% in the 1st quarter. Cullinan Associates Inc. now owns 115,609 shares of the utilities provider’s stock worth $10,630,000 after purchasing an additional 38,795 shares in the last quarter. 64.10% of the stock is currently owned by institutional investors and hedge funds.

Southern Stock Down 0.6%

SO stock opened at $97.80 on Monday. The firm has a market cap of $107.58 billion, a PE ratio of 25.14, a PEG ratio of 3.46 and a beta of 0.43. The company has a debt-to-equity ratio of 1.69, a quick ratio of 0.54 and a current ratio of 0.74. The firm’s 50 day moving average price is $94.00 and its 200-day moving average price is $91.99. Southern Company has a one year low of $80.46 and a one year high of $100.83.

Southern (NYSE:SO) last posted its earnings results on Thursday, July 31st. The utilities provider reported $0.91 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.08). Southern had a net margin of 15.10% and a return on equity of 12.09%. The company had revenue of $6.97 billion during the quarter, compared to analyst estimates of $6.70 billion. During the same quarter last year, the business posted $1.10 EPS. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. Southern has set its Q3 2025 guidance at 1.500-1.500 EPS. FY 2025 guidance at 4.200-4.300 EPS. On average, equities research analysts anticipate that Southern Company will post 4.29 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on SO shares. LADENBURG THALM/SH SH reissued a “neutral” rating and issued a $102.50 target price (up from $99.50) on shares of Southern in a research note on Friday. Wall Street Zen lowered shares of Southern from a “hold” rating to a “sell” rating in a research note on Saturday, August 2nd. UBS Group raised their target price on shares of Southern from $100.00 to $104.00 and gave the stock a “neutral” rating in a research note on Friday, October 10th. KeyCorp raised their target price on shares of Southern from $78.00 to $87.00 and gave the stock an “underweight” rating in a research note on Wednesday. Finally, Barclays set a $70.00 price target on shares of Southern in a research report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $98.83.

Southern Company Profile

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, gas distribution operations, and gas pipeline investments operations.