Van Hulzen Asset Management LLC Invests $595,000 in Southern Company (The) $SO

Posted by Brian Himes on Aug 26th, 2026

Van Hulzen Asset Management LLC acquired a new stake in shares of Southern Company (The) (NYSE:SO – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 6,221 shares of the utilities provider’s stock, valued at approximately $595,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Uptick Partners LLC boosted its stake in Southern by 1.5% during the 1st quarter. Uptick Partners LLC now owns 7,601 shares of the utilities provider’s stock valued at $734,000 after purchasing an additional 110 shares in the last quarter. Seelaus Asset Management LLC raised its stake in shares of Southern by 2.4% in the 1st quarter. Seelaus Asset Management LLC now owns 4,923 shares of the utilities provider’s stock worth $475,000 after buying an additional 115 shares in the last quarter. KCM Investment Advisors LLC lifted its holdings in shares of Southern by 0.3% in the first quarter. KCM Investment Advisors LLC now owns 34,328 shares of the utilities provider’s stock valued at $3,313,000 after buying an additional 115 shares during the period. Stokes Family Office LLC lifted its holdings in shares of Southern by 0.7% in the fourth quarter. Stokes Family Office LLC now owns 15,994 shares of the utilities provider’s stock valued at $1,395,000 after buying an additional 115 shares during the period. Finally, Leonteq Securities AG boosted its stake in Southern by 4.7% during the first quarter. Leonteq Securities AG now owns 2,657 shares of the utilities provider’s stock valued at $256,000 after buying an additional 119 shares in the last quarter. Institutional investors own 64.10% of the company’s stock.

Analysts Set New Price Targets

SO has been the topic of a number of research analyst reports. Truist Financial lowered their target price on Southern from $100.00 to $97.00 and set a “hold” rating on the stock in a report on Thursday, August 13th. Raymond James Financial restated an “outperform” rating and set a $104.00 price objective on shares of Southern in a research report on Friday, May 1st. BMO Capital Markets lifted their price objective on shares of Southern from $102.00 to $104.00 and gave the stock an “outperform” rating in a research note on Monday, July 27th. Mizuho set a $106.00 target price on shares of Southern in a report on Friday, July 31st. Finally, JPMorgan Chase & Co. increased their target price on shares of Southern from $101.00 to $104.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Seven investment 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. According to data from MarketBeat, Southern currently has an average rating of “Hold” and an average target price of $100.09.

Read Our Latest Report on Southern

Southern Price Performance

NYSE SO opened at $89.95 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.59 and a debt-to-equity ratio of 1.62. Southern Company has a 1 year low of $83.80 and a 1 year high of $100.83. The company has a market cap of $103.47 billion, a PE ratio of 21.57, a PEG ratio of 1.73 and a beta of 0.34. The stock’s 50-day moving average price is $94.36 and its two-hundred day moving average price is $94.44.

Southern (NYSE:SO – Get Free Report) last released its 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 net margin of 15.43% and a return on equity of 12.93%. The business had revenue of $6.98 billion for the quarter, compared to the consensus estimate of $7.23 billion. During the same period last year, the firm posted $0.79 earnings per share. The firm’s quarterly revenue was up .1% compared to the same quarter last year. On average, analysts predict that Southern Company will post 4.59 EPS for the current year.

Southern Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 17th will be given a dividend of $0.76 per share. This represents a $3.04 annualized dividend and a yield of 3.4%. The ex-dividend date is Monday, August 17th. 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.