B.O.S.S. Retirement Advisors LLC Purchases New Position in Southern Company (The) $SO

B.O.S.S. Retirement Advisors LLC purchased a new stake in shares of Southern Company (The) (NYSE:SO) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 4,156 shares of the utilities provider’s stock, valued at approximately $382,000.

A number of other institutional investors also recently modified their holdings of SO. Madrona Financial Services LLC lifted its stake in Southern by 32.6% in the 2nd quarter. Madrona Financial Services LLC now owns 3,353 shares of the utilities provider’s stock worth $308,000 after purchasing an additional 824 shares in the last quarter. Trust Co. of Vermont lifted its stake in Southern by 6.2% in the 2nd quarter. Trust Co. of Vermont now owns 23,663 shares of the utilities provider’s stock worth $2,173,000 after purchasing an additional 1,382 shares in the last quarter. Marino Stram & Associates LLC lifted its stake in Southern by 1.2% in the 2nd quarter. Marino Stram & Associates LLC now owns 12,415 shares of the utilities provider’s stock worth $1,140,000 after purchasing an additional 149 shares in the last quarter. Community Bank & Trust Waco Texas lifted its stake in Southern by 0.7% in the 2nd quarter. Community Bank & Trust Waco Texas now owns 65,692 shares of the utilities provider’s stock worth $6,032,000 after purchasing an additional 477 shares in the last quarter. Finally, Childress Capital Advisors LLC lifted its stake in Southern by 19.1% in the 2nd quarter. Childress Capital Advisors LLC now owns 6,467 shares of the utilities provider’s stock worth $594,000 after purchasing an additional 1,038 shares in the last quarter. 64.10% of the stock is currently owned by hedge funds and other institutional investors.

Southern Price Performance

Shares of NYSE:SO opened at $94.79 on Thursday. The company has a debt-to-equity ratio of 1.69, a current ratio of 0.74 and a quick ratio of 0.54. Southern Company has a one year low of $80.46 and a one year high of $96.44. The company’s fifty day moving average price is $93.49 and its 200-day moving average price is $91.40. The firm has a market capitalization of $104.27 billion, a price-to-earnings ratio of 24.37, a PEG ratio of 3.28 and a beta of 0.43.

Southern (NYSE:SO) last released its earnings results on Thursday, July 31st. The utilities provider reported $0.91 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.08). Southern had a net margin of 15.10% and a return on equity of 12.09%. The business had revenue of $6.97 billion for the quarter, compared to the consensus estimate of $6.70 billion. During the same period in the prior year, the business posted $1.10 EPS. Southern’s revenue for the quarter was up 7.9% on a year-over-year basis. Southern has set its Q3 2025 guidance at 1.500-1.500 EPS. FY 2025 guidance at 4.200-4.300 EPS. On average, equities research analysts anticipate that Southern Company will post 4.29 earnings per share for the current fiscal year.

Southern Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Monday, August 18th were issued a dividend of $0.74 per share. The ex-dividend date of this dividend was Monday, August 18th. This represents a $2.96 annualized dividend and a dividend yield of 3.1%. Southern’s dividend payout ratio (DPR) is currently 76.09%.

Insider Activity at Southern

In related news, CEO Kimberly S. Greene sold 13,158 shares of the stock in a transaction on Monday, July 21st. The shares were sold at an average price of $95.00, for a total transaction of $1,250,010.00. Following the transaction, the chief executive officer owned 93,661 shares of the company’s stock, valued at approximately $8,897,795. This trade represents a 12.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

SO has been the topic of several recent analyst reports. Wall Street Zen cut shares of Southern from a “hold” rating to a “sell” rating in a research note on Saturday, August 2nd. Mizuho increased their target price on shares of Southern from $93.00 to $95.00 and gave the stock a “neutral” rating in a research note on Friday, August 1st. Barclays increased their target price on shares of Southern from $90.00 to $91.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 16th. Morgan Stanley decreased their price target on shares of Southern from $94.00 to $92.00 and set an “equal weight” rating on the stock in a report on Thursday, September 25th. Finally, BMO Capital Markets increased their price target on shares of Southern from $98.00 to $102.00 and gave the stock an “outperform” rating in a report on Tuesday, July 22nd. Four research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $95.08.

About Southern

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, gas distribution operations, and gas pipeline investments operations.