Requisite Capital Management LLC Acquires New Position in Southern Company (The) $SO

Posted by Geri Gentry on Aug 18th, 2026

Requisite Capital Management LLC acquired a new position in shares of Southern Company (The) (NYSE:SO – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,742 shares of the utilities provider’s stock, valued at approximately $550,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evergreen Advisors LLC acquired a new stake in shares of Southern during the 1st quarter valued at approximately $25,000. Scarborough Advisors LLC purchased a new stake in shares of Southern during the 1st quarter worth approximately $25,000. Ankerstar Wealth LLC acquired a new stake in shares of Southern in the 4th quarter worth approximately $25,000. Cornerstone Financial Management LLC acquired a new stake in shares of Southern in the 4th quarter worth approximately $27,000. Finally, J.Safra Asset Management Corp purchased a new position in Southern in the 4th quarter valued at approximately $27,000. 64.10% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. KeyCorp downgraded Southern from a “sector weight” rating to an “underweight” rating and set a $79.00 target price on the stock. in a research report on Thursday, July 23rd. Weiss Ratings restated a “buy (b)” rating on shares of Southern in a research report on Wednesday, July 29th. Barclays cut their price target 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. Morgan Stanley reiterated an “underweight” rating on shares of Southern in a research report on Wednesday, July 22nd. Finally, Wall Street Zen cut shares of Southern from a “hold” rating to a “sell” rating in a research note on Saturday, August 1st. Seven research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $100.09.

View Our Latest Report on Southern

Southern Price Performance

SO stock opened at $92.42 on Tuesday. The stock’s 50 day moving average price is $94.71 and its 200 day moving average price is $94.37. The firm has a market cap of $106.32 billion, a P/E ratio of 22.16, a PEG ratio of 1.78 and a beta of 0.34. 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 Company has a 1 year low of $83.80 and a 1 year high of $100.83.

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

Southern Dividend Announcement

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

Southern Company 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.