First National Bank of Omaha Has $9.39 Million Holdings in Southern Company (The) $SO

Posted by George Bondi on Jun 13th, 2026

First National Bank of Omaha lifted its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 181.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 107,421 shares of the utilities provider’s stock after purchasing an additional 69,305 shares during the period. First National Bank of Omaha’s holdings in Southern were worth $9,390,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of SO. Capital World Investors lifted its holdings in shares of Southern by 320.3% during the third quarter. Capital World Investors now owns 33,548,852 shares of the utilities provider’s stock worth $3,179,425,000 after purchasing an additional 25,567,431 shares during the period. Norges Bank acquired a new stake in shares of Southern during the fourth quarter worth $1,111,450,000. Soroban Capital Partners LP increased its position in shares of Southern by 83.8% during the second quarter. Soroban Capital Partners LP now owns 4,097,422 shares of the utilities provider’s stock worth $376,266,000 after buying an additional 1,867,912 shares during the period. Vanguard Group Inc. increased its position in shares of Southern by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 108,057,413 shares of the utilities provider’s stock worth $9,422,606,000 after buying an additional 1,643,090 shares during the period. Finally, Renaissance Technologies LLC acquired a new stake in shares of Southern during the fourth quarter worth $131,968,000. Institutional investors and hedge funds own 64.10% of the company’s stock.

Southern Trading Up 0.7%

NYSE:SO opened at $93.90 on Friday. The company has a current ratio of 0.65, a quick ratio of 0.45 and a debt-to-equity ratio of 1.68. The stock has a market capitalization of $105.85 billion, a price-to-earnings ratio of 23.89, a PEG ratio of 2.82 and a beta of 0.34. The firm has a fifty day simple moving average of $93.95 and a two-hundred day simple moving average of $91.95. Southern Company has a 12 month low of $83.80 and a 12 month high of $100.83.

Southern (NYSE:SO – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The utilities provider reported $1.32 EPS for the quarter, topping analysts’ consensus estimates of $1.21 by $0.11. The business had revenue of $8.40 billion during the quarter, compared to analysts’ expectations of $8.07 billion. Southern had a net margin of 14.46% and a return on equity of 12.64%. The business’s quarterly revenue was up 8.0% on a year-over-year basis. During the same period last year, the company posted $1.23 earnings per share. Analysts expect that Southern Company will post 4.58 EPS for the current fiscal year.

Southern Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 8th. Shareholders of record on Monday, May 18th were issued a $0.76 dividend. The ex-dividend date was Monday, May 18th. This is a positive change from Southern’s previous quarterly dividend of $0.74. This represents a $3.04 dividend on an annualized basis and a yield of 3.2%. Southern’s dividend payout ratio is 77.35%.

Analysts Set New Price Targets

Several research firms have recently weighed in on SO. KeyCorp upgraded shares of Southern from an “underweight” rating to a “sector weight” rating in a research report on Wednesday, March 4th. Mizuho set a $105.00 price objective on shares of Southern in a research report on Friday, May 1st. Citigroup reiterated a “buy” rating on shares of Southern in a research report on Friday, April 10th. Morgan Stanley reiterated an “underweight” rating and set a $87.00 price objective on shares of Southern in a research report on Thursday, May 21st. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Southern in a research report on Friday, February 20th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $99.38.

View Our Latest Analysis on Southern

Insiders Place Their Bets

In other Southern news, CEO Kimberly S. Greene sold 25,000 shares of the firm’s stock in a transaction on Monday, March 30th. The shares were sold at an average price of $96.67, for a total value of $2,416,750.00. Following the completion of the sale, the chief executive officer directly owned 103,602 shares in the company, valued at approximately $10,015,205.34. This trade represents a 19.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Christopher Cummiskey sold 6,669 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $96.55, for a total transaction of $643,891.95. Following the completion of the sale, the executive vice president owned 30,800 shares of the company’s stock, valued at $2,973,740. The trade was a 17.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.16% of the company’s stock.

Southern Profile

(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.