Rep. Jared Moskowitz Purchases Shares of Southern Company (The) (NYSE:SO)

Representative Jared Moskowitz (D-Florida) recently bought shares of Southern Company (The) (NYSE:SO). In a filing disclosed on January 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in Southern stock on December 2nd. The trade occurred in the Representative’s “MORGAN STANLEY ACTIVE ASSETS (1)” account.

Representative Jared Moskowitz also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Atmos Energy (NYSE:ATO) on 12/2/2025.
• Purchased $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 12/2/2025.
• Sold $15,001 – $50,000 in shares of PepsiCo (NASDAQ:PEP) on 12/2/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/2/2025.
• Purchased $1,001 – $15,000 in shares of McKesson (NYSE:MCK) on 12/2/2025.

Southern Stock Down 0.1%

Shares of SO traded down $0.11 during midday trading on Tuesday, reaching $88.79. 1,364,021 shares of the company were exchanged, compared to its average volume of 4,230,089. The company has a current ratio of 0.75, a quick ratio of 0.59 and a debt-to-equity ratio of 1.69. Southern Company has a 1-year low of $82.05 and a 1-year high of $100.83. The stock has a 50-day moving average price of $87.84 and a 200-day moving average price of $91.85. The company has a market cap of $97.76 billion, a price-to-earnings ratio of 21.94, a P/E/G ratio of 2.68 and a beta of 0.46.

Southern (NYSE:SO) last announced its earnings results on Wednesday, October 29th. The utilities provider reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.51 by $0.09. Southern had a return on equity of 12.52% and a net margin of 15.42%.The company had revenue of $7.82 billion during the quarter, compared to the consensus estimate of $8.04 billion. During the same period last year, the firm earned $1.39 earnings per share. The company’s revenue was up 7.5% on a year-over-year basis. Research analysts expect that Southern Company will post 4.29 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts recently issued reports on SO shares. BTIG Research assumed coverage on Southern in a research note on Tuesday, October 21st. They set a “neutral” rating on the stock. Wells Fargo & Company cut Southern from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $97.00 to $84.00 in a research report on Tuesday. Royal Bank Of Canada reduced their price target on shares of Southern from $107.00 to $99.00 and set a “sector perform” rating for the company in a research note on Friday, December 12th. Morgan Stanley reaffirmed an “underperform” rating and set a $97.00 target price on shares of Southern in a report on Thursday, November 20th. Finally, Jefferies Financial Group dropped their price target on Southern from $104.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $95.26.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in shares of Southern by 0.5% during the 3rd quarter. Vanguard Group Inc. now owns 106,414,323 shares of the utilities provider’s stock valued at $10,084,885,000 after buying an additional 510,080 shares during the period. Capital World Investors grew its stake in Southern by 320.3% in the third quarter. Capital World Investors now owns 33,548,852 shares of the utilities provider’s stock valued at $3,179,425,000 after purchasing an additional 25,567,431 shares in the last quarter. Geode Capital Management LLC increased its position in Southern by 0.9% in the 2nd quarter. Geode Capital Management LLC now owns 26,006,919 shares of the utilities provider’s stock worth $2,377,494,000 after purchasing an additional 241,572 shares during the last quarter. Norges Bank purchased a new stake in shares of Southern during the 2nd quarter worth about $1,179,715,000. Finally, Legal & General Group Plc lifted its holdings in shares of Southern by 3.5% during the 3rd quarter. Legal & General Group Plc now owns 8,532,530 shares of the utilities provider’s stock valued at $808,628,000 after buying an additional 285,546 shares during the last quarter. 64.10% of the stock is owned by hedge funds and other institutional investors.

About Representative Moskowitz

Jared Evan Moskowitz (Democratic Party) is a member of the U.S. House, representing Florida’s 23rd Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Moskowitz (Democratic Party) is running for re-election to the U.S. House to represent Florida’s 23rd Congressional District. He declared candidacy for the 2026 election.

Jared Evan Moskowitz was born in Coral Springs, Florida. Moskowitz graduated from Marjory Stoneman Douglas High School. He earned a bachelor’s degree in political science and government from George Washington University in 2003 and a law degree from Nova Southeastern University in 2007. Moskowitz’s career experience includes working as the director of the Florida Division of Emergency Management and general counsel with AshBritt Inc.

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.