Infrastructure Capital Advisors LLC Has $319,000 Stake in Southern Company (The) $SO

Posted by on Jul 28th, 2026

Infrastructure Capital Advisors LLC trimmed its position in shares of Southern Company (The) (NYSE:SO – Free Report) by 61.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,305 shares of the utilities provider’s stock after selling 5,297 shares during the period. Infrastructure Capital Advisors LLC’s holdings in Southern were worth $319,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Spirepoint Private Client LLC raised its stake in Southern by 13.3% during the 4th quarter. Spirepoint Private Client LLC now owns 97,631 shares of the utilities provider’s stock valued at $8,513,000 after purchasing an additional 11,460 shares during the last quarter. Marble Wealth LLC bought a new stake in Southern in the 4th quarter valued at $4,443,000. Town & Country Bank & Trust CO dba First Bankers Trust CO grew its position in Southern by 243.3% in the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 20,816 shares of the utilities provider’s stock worth $1,815,000 after purchasing an additional 14,753 shares during the last quarter. Wolverine Asset Management LLC bought a new position in shares of Southern during the 4th quarter worth about $2,462,000. Finally, D.A. Davidson & CO. increased its holdings in shares of Southern by 20.5% during the 4th quarter. D.A. Davidson & CO. now owns 99,386 shares of the utilities provider’s stock worth $8,667,000 after purchasing an additional 16,878 shares during the period. 64.10% of the stock is currently owned by institutional investors.

Southern Price Performance

NYSE:SO opened at $96.45 on Tuesday. The company has a 50-day moving average of $94.49 and a 200-day moving average of $93.80. The company has a market capitalization of $108.73 billion, a price-to-earnings ratio of 24.54, a PEG ratio of 1.90 and a beta of 0.34. Southern Company has a 52 week low of $83.80 and a 52 week high of $100.83. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.45 and a current ratio of 0.65.

Southern (NYSE:SO – Get Free Report) last issued its earnings results on Wednesday, April 29th. The utilities provider reported $1.32 earnings per share for the quarter, beating the consensus estimate of $1.21 by $0.11. The business had revenue of $8.40 billion for the quarter, compared to analyst estimates of $8.07 billion. Southern had a net margin of 14.46% and a return on equity of 12.64%. The firm’s revenue was up 8.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.23 EPS. As a group, equities research analysts anticipate that Southern Company will post 4.58 earnings per share for the current fiscal year.

Southern Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 17th will be issued a dividend of $0.76 per share. This represents a $3.04 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Monday, August 17th. Southern’s payout ratio is presently 77.35%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on SO shares. Jefferies Financial Group set a $99.00 target price on shares of Southern in a research note on Monday, June 22nd. KeyCorp lowered Southern from a “sector weight” rating to an “underweight” rating and set a $79.00 price target on the stock. in a research note on Thursday. Weiss Ratings raised Southern from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 1st. Barclays reduced their price objective on Southern from $99.00 to $98.00 and set an “equal weight” rating for the company in a research report on Thursday, June 18th. Finally, Seaport Research Partners lowered Southern from a “buy” rating to a “neutral” rating in a report on Monday, April 20th. Seven equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Southern presently has an average rating of “Hold” and a consensus price target of $100.21.

Check Out 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.

Recommended Stories

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.