Retirement Guys Formula LLC Boosts Stock Holdings in Southern Company (The) $SO

13 Apr 2026, 11:00 by Mitch Edgeman · The Markets Daily

Retirement Guys Formula LLC boosted its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 82.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,930 shares of the utilities provider’s stock after acquiring an additional 5,391 shares during the period. Retirement Guys Formula LLC’s holdings in Southern were worth $1,040,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of SO. Patriot Investment Management Group Inc. grew its stake in shares of Southern by 27.2% in the 4th quarter. Patriot Investment Management Group Inc. now owns 4,262 shares of the utilities provider’s stock worth $372,000 after buying an additional 912 shares in the last quarter. Baillie Gifford & Co. grew its stake in shares of Southern by 1.2% in the 4th quarter. Baillie Gifford & Co. now owns 154,618 shares of the utilities provider’s stock worth $13,483,000 after buying an additional 1,888 shares in the last quarter. Chronos Wealth Management LLC grew its stake in shares of Southern by 2.6% in the 4th quarter. Chronos Wealth Management LLC now owns 88,362 shares of the utilities provider’s stock worth $7,705,000 after buying an additional 2,269 shares in the last quarter. Burney Co. grew its stake in shares of Southern by 5.3% in the 4th quarter. Burney Co. now owns 12,035 shares of the utilities provider’s stock worth $1,049,000 after buying an additional 604 shares in the last quarter. Finally, U.S. Capital Wealth Advisors LLC grew its stake in shares of Southern by 26.5% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 44,898 shares of the utilities provider’s stock worth $3,915,000 after buying an additional 9,393 shares in the last quarter. 64.10% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Kimberly S. Greene sold 25,000 shares of the firm’s stock in a transaction dated 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 owned 103,602 shares in the company, valued at approximately $10,015,205.34. This trade represents a 19.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Christopher Cummiskey sold 6,669 shares of the firm’s stock in a transaction dated 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. This trade represents a 17.80% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

SO has been the subject of a number of recent research reports. JPMorgan Chase & Co. dropped their price objective on shares of Southern from $104.00 to $93.00 and set a “neutral” rating for the company in a research note on Monday, December 15th. Wells Fargo & Company set a $96.00 price objective on shares of Southern and gave the stock an “equal weight” rating in a research note on Friday, February 20th. TD Cowen lifted their price objective on shares of Southern from $108.00 to $112.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Southern in a research note on Wednesday, January 21st. Finally, Scotiabank lifted their price objective on shares of Southern from $101.00 to $103.00 and gave the stock a “sector perform” rating in a research note on Friday, February 20th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $98.69.

View Our Latest Stock Report on SO

Southern Price Performance

Southern stock opened at $97.18 on Monday. The firm has a 50-day moving average price of $95.13 and a 200-day moving average price of $92.17. The firm has a market capitalization of $109.65 billion, a PE ratio of 24.73, a price-to-earnings-growth ratio of 2.93 and a beta of 0.41. The company has a current ratio of 0.65, a quick ratio of 0.47 and a debt-to-equity ratio of 1.69. Southern Company has a 12-month low of $83.09 and a 12-month high of $100.83.

Southern (NYSE:SO – Get Free Report) last released its earnings results on Wednesday, February 18th. The utilities provider reported $0.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.56 by ($0.01). The firm had revenue of $6.98 billion during the quarter, compared to the consensus estimate of $6.41 billion. Southern had a return on equity of 12.52% and a net margin of 14.69%.Southern’s revenue was up 10.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.50 EPS. As a group, equities research analysts forecast that Southern Company will post 4.29 EPS for the current year.

Southern Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Tuesday, February 17th were issued a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Tuesday, February 17th. Southern’s dividend payout ratio (DPR) is 75.32%.

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.